Momentous Wealth Management, Inc.
Net seller this quarter
$195M
36
-$66.3K
20.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DFAX | $27.6M | 14.13% | Not reported | +2.8% | Q4 2024 |
 AAPL | $3.45M | 1.77% | 0.00% | +1.3% | Q4 2024 |
 NVDA | $2.08M | 1.07% | 0.00% | -13.9% | Q4 2024 |
 MSFT | $1.6M | 0.82% | 0.00% | -4.5% | Q4 2024 |
 GOOG | $1.35M | 0.69% | Not reported | +5.8% | Q4 2024 |
 PH | $1.01M | 0.52% | 0.00% | -2.4% | Q4 2024 |
| GOOGL | $1M | 0.51% | 0.00% | -11.9% | Q4 2024 |
 AMZN | $947K | 0.49% | 0.00% | -2.7% | Q4 2024 |
 META | $906K | 0.46% | Not reported | +5.2% | Q4 2024 |
 XOM | $785K | 0.40% | 0.00% | -0.1% | Q4 2024 |
 BRK.A | $749K | 0.38% | Not reported | Not reported | Q1 2025 |
| BRK.B | $702K | 0.36% | Not reported | -1.6% | Q4 2024 |
 MU | $653K | 0.33% | 0.00% | New | Q2 2026 |
 COST | $630K | 0.32% | 0.00% | +0.5% | Q4 2024 |
 JPM | $564K | 0.29% | 0.00% | +3.9% | Q4 2024 |
 AVGO | $502K | 0.26% | 0.00% | +5.2% | Q4 2024 |
 LRCX | $473K | 0.24% | 0.00% | +1.4% | Q1 2026 |
 GD | $473K | 0.24% | 0.00% | +1.2% | Q4 2024 |
 JNJ | $359K | 0.18% | 0.00% | -2.9% | Q1 2025 |
 LLY | $349K | 0.18% | 0.00% | +13.7% | Q1 2025 |
 V | $323K | 0.17% | 0.00% | +3.2% | Q4 2024 |
 ABBV | $317K | 0.16% | 0.00% | +1.3% | Q1 2025 |
 HD | $314K | 0.16% | 0.00% | +0.8% | Q1 2025 |
 TSLA | $299K | 0.15% | 0.00% | -18.9% | Q4 2024 |
 AMD | $288K | 0.15% | 0.00% | New | Q2 2026 |
 GLW | $283K | 0.15% | 0.00% | New | Q2 2026 |
 TJX | $276K | 0.14% | 0.00% | +1.0% | Q4 2024 |
 HWM | $270K | 0.14% | 0.00% | +0.2% | Q4 2025 |
 ASML | $265K | 0.14% | 0.00% | New | Q2 2026 |
 CSCO | $261K | 0.13% | 0.00% | New | Q2 2026 |
 WMT | $248K | 0.13% | 0.00% | +3.6% | Q4 2024 |
 ALK | $241K | 0.12% | 0.00% | Not reported | Q2 2025 |
 TSM | $220K | 0.11% | 0.00% | New | Q2 2026 |
 GE | $211K | 0.11% | 0.00% | New | Q2 2026 |
 RUM | $87.9K | 0.05% | Not reported | -1.0% | Q4 2024 |
 POWW | $28.7K | 0.01% | 0.01% | Not reported | Q4 2024 |
| Q1 2026 | |||||
| DFAX | $24.7M | 14.14% | Not reported | -6.3% | Q4 2024 |
| AAPL | $2.99M | 1.71% | 0.00% | -4.2% | Q4 2024 |
 CVBF | $2.28M | 1.30% | 0.09% | 0.0% | Q1 2025 |
| NVDA | $2.11M | 1.20% | 0.00% | +6.3% | Q4 2024 |
| MSFT | $1.66M | 0.95% | 0.00% | -1.8% | Q4 2024 |
| GOOG | $1.03M | 0.59% | Not reported | -0.8% | Q4 2024 |
| XOM | $975K | 0.56% | 0.00% | +1.2% | Q4 2024 |
| PH | $944K | 0.54% | 0.00% | +5.2% | Q4 2024 |
| GOOGL | $917K | 0.52% | 0.00% | +6.4% | Q4 2024 |
| META | $875K | 0.50% | Not reported | -1.9% | Q4 2024 |
| AMZN | $850K | 0.49% | 0.00% | +5.7% | Q4 2024 |
| BRK.A | $718K | 0.41% | Not reported | Not reported | Q1 2025 |
| BRK.B | $683K | 0.39% | Not reported | +7.9% | Q4 2024 |
| COST | $668K | 0.38% | 0.00% | -0.7% | Q4 2024 |
| JPM | $487K | 0.28% | 0.00% | -6.2% | Q4 2024 |
| GD | $452K | 0.26% | 0.00% | -2.8% | Q4 2024 |
| AVGO | $391K | 0.22% | 0.00% | +3.2% | Q4 2024 |
| JNJ | $356K | 0.20% | 0.00% | +10.6% | Q1 2025 |
| TSLA | $326K | 0.19% | 0.00% | +8.8% | Q4 2024 |
| HD | $291K | 0.17% | 0.00% | -5.0% | Q1 2025 |
| TJX | $288K | 0.16% | 0.00% | +0.1% | Q4 2024 |
| V | $276K | 0.16% | 0.00% | -21.8% | Q4 2024 |
| ABBV | $271K | 0.15% | 0.00% | -6.5% | Q1 2025 |
| WMT | $263K | 0.15% | 0.00% | -13.9% | Q4 2024 |
 NFLX | $248K | 0.14% | 0.00% | +3.8% | Q4 2024 |
| LLY | $236K | 0.13% | 0.00% | +2.4% | Q1 2025 |
| HWM | $231K | 0.13% | 0.00% | +0.9% | Q4 2025 |
| LRCX | $230K | 0.13% | 0.00% | New | Q1 2026 |
| RUM | $71.4K | 0.04% | Not reported | Not reported | Q4 2024 |
| POWW | $25.3K | 0.01% | 0.01% | Not reported | Q4 2024 |
| Q4 2025 | |||||
| DFAX | $25.4M | 14.43% | Not reported | +4.7% | Q4 2024 |
| AAPL | $3.34M | 1.90% | 0.00% | +6.0% | Q4 2024 |
| MSFT | $2.22M | 1.26% | 0.00% | +6.6% | Q4 2024 |
| CVBF | $2.18M | 1.24% | 0.09% | Not reported | Q1 2025 |
| NVDA | $2.12M | 1.20% | 0.00% | +26.1% | Q4 2024 |
| GOOG | $1.14M | 0.65% | Not reported | +5.6% | Q4 2024 |
| META | $1.03M | 0.58% | Not reported | -15.0% | Q4 2024 |
| GOOGL | $938K | 0.53% | 0.00% | +27.5% | Q4 2024 |
| AMZN | $891K | 0.51% | 0.00% | +15.5% | Q4 2024 |
| PH | $881K | 0.50% | 0.00% | -0.7% | Q4 2024 |
| BRK.A | $755K | 0.43% | Not reported | Not reported | Q1 2025 |
| XOM | $684K | 0.39% | 0.00% | +95.3% | Q4 2024 |
| BRK.B | $664K | 0.38% | Not reported | +79.2% | Q4 2024 |
| COST | $583K | 0.33% | 0.00% | +2.9% | Q4 2024 |
| JPM | $569K | 0.32% | 0.00% | +35.1% | Q4 2024 |
| GD | $457K | 0.26% | 0.00% | -0.4% | Q4 2024 |
| AVGO | $424K | 0.24% | 0.00% | +1.8% | Q4 2024 |
| V | $410K | 0.23% | 0.00% | -0.3% | Q4 2024 |
| TSLA | $363K | 0.21% | 0.00% | +14.5% | Q4 2024 |
| HD | $320K | 0.18% | 0.00% | +77.8% | Q1 2025 |
 GLD | $313K | 0.18% | 0.00% | Not reported | Q1 2025 |
| ABBV | $304K | 0.17% | 0.00% | -1.5% | Q1 2025 |
 CRM | $289K | 0.16% | 0.00% | +13.7% | Q4 2024 |
| TJX | $277K | 0.16% | 0.00% | -0.2% | Q4 2024 |
| WMT | $274K | 0.16% | 0.00% | +2.0% | Q4 2024 |
| JNJ | $272K | 0.15% | 0.00% | Not reported | Q1 2025 |
| LLY | $269K | 0.15% | 0.00% | Not reported | Q1 2025 |
| NFLX | $233K | 0.13% | 0.00% | +2.5% | Q4 2024 |
| ALK | $232K | 0.13% | 0.00% | -0.2% | Q2 2025 |
 ADP | $225K | 0.13% | 0.00% | Not reported | Q1 2025 |
| HWM | $204K | 0.12% | 0.00% | New | Q4 2025 |
| RUM | $88.5K | 0.05% | Not reported | +1.0% | Q4 2024 |
| POWW | $21.5K | 0.01% | 0.01% | Not reported | Q4 2024 |
| Q3 2025 | |||||
| DFAX | $23.3M | 14.77% | Not reported | -0.8% | Q4 2024 |
| AAPL | $2.95M | 1.87% | 0.00% | -7.4% | Q4 2024 |
| MSFT | $2.23M | 1.41% | 0.00% | -9.9% | Q4 2024 |
| NVDA | $1.68M | 1.07% | 0.00% | -18.3% | Q4 2024 |
| META | $1.35M | 0.85% | Not reported | +83.5% | Q4 2024 |
| GOOG | $836K | 0.53% | Not reported | -3.9% | Q4 2024 |
| PH | $765K | 0.49% | 0.00% | -0.7% | Q4 2024 |
| BRK.A | $754K | 0.48% | Not reported | Not reported | Q1 2025 |
| AMZN | $734K | 0.47% | 0.00% | -8.2% | Q4 2024 |
| COST | $608K | 0.39% | 0.00% | -6.0% | Q4 2024 |
| GOOGL | $571K | 0.36% | 0.00% | -21.5% | Q4 2024 |
| GD | $464K | 0.29% | 0.00% | -0.2% | Q4 2024 |
| JPM | $413K | 0.26% | 0.00% | -25.5% | Q4 2024 |
| V | $400K | 0.25% | 0.00% | -2.3% | Q4 2024 |
| AVGO | $397K | 0.25% | 0.00% | -2.5% | Q4 2024 |
| BRK.B | $371K | 0.23% | Not reported | -49.6% | Q4 2024 |
| XOM | $328K | 0.21% | 0.00% | -53.6% | Q4 2024 |
| TSLA | $314K | 0.20% | 0.00% | -26.3% | Q4 2024 |
| ABBV | $313K | 0.20% | 0.00% | +1.5% | Q1 2025 |
| NFLX | $290K | 0.18% | 0.00% | +0.4% | Q4 2024 |
| TJX | $261K | 0.17% | 0.00% | -0.4% | Q4 2024 |
| WMT | $249K | 0.16% | 0.00% | -7.4% | Q4 2024 |
| ALK | $230K | 0.15% | 0.00% | -0.5% | Q2 2025 |
| CRM | $228K | 0.14% | 0.00% | -9.8% | Q4 2024 |
| HD | $212K | 0.13% | 0.00% | -44.1% | Q1 2025 |
| RUM | $100K | 0.06% | Not reported | -1.0% | Q4 2024 |
| TELFY | $50.9K | 0.03% | Not reported | Not reported | Q1 2025 |
| POWW | $18.6K | 0.01% | 0.01% | Not reported | Q4 2024 |