Momentous Wealth Management, Inc.

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002055574

Type: FundHoldings: 49Value: $141.3MLatest: 2025Q1

Momentous Wealth Management, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 49 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABSI",
  "CVBF",
  "ABBV",
  "GOOGL",
  "AVGO",
  "SAN",
  null,
  "RUM",
  null,
  "GD",
  "HD",
  null,
  null,
  null,
  null,
  "META",
  "MA",
  "MSFT",
  "AAPL",
  "NVDA",
  "PG",
  "GLD",
  "TJX",
  null,
  "TEF",
  "POWW",
  "AMZN",
  "ESGV",
  "BND",
  null,
  "V",
  "WMT",
  null,
  "SCHF",
  "CRM",
  "ADP",
  "BRK-A",
  "BRK-B",
  "COST",
  "DFAX",
  "DFAC",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 49
Total Value: 141267828
Accession Number: 0002055574-25-000002
Form Type: 13F-HR
CIK: momentous-wealth-management
Manager Name: Momentous-Wealth-Management

Data Enrichment

82% identified

40 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

49 positions • $141.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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25434V708

DFAC|25434V708

Shares:806.7K

Value:$26.6M

% of Portfolio:18.8% ($26.6M/$141.3M)

922020748

Shares:301.9K

Value:$23.4M

% of Portfolio:16.5% ($23.4M/$141.3M)

25434V880

DFAX|25434V880

Shares:723.9K

Value:$19.0M

% of Portfolio:13.4% ($19.0M/$141.3M)

25434V872

Shares:369.3K

Value:$15.5M

% of Portfolio:11.0% ($15.5M/$141.3M)

808524805

SCHF|808524805

Shares:645.4K

Value:$12.8M

% of Portfolio:9.0% ($12.8M/$141.3M)

25434V674

Shares:146.1K

Value:$7.5M

% of Portfolio:5.3% ($7.5M/$141.3M)

25434V666

Shares:191.6K

Value:$5.9M

% of Portfolio:4.1% ($5.9M/$141.3M)

25434V716

Shares:149.4K

Value:$5.3M

% of Portfolio:3.8% ($5.3M/$141.3M)

Apple Inc.

AAPL|037833100

Shares:12.9K

Value:$2.9M

% of Portfolio:2.0% ($2.9M/$141.3M)

25434V690

Shares:70.6K

Value:$2.5M

% of Portfolio:1.7% ($2.5M/$141.3M)

Parker-Hannifin Corp

PH|701094104

Shares:4.0K

Value:$2.4M

% of Portfolio:1.7% ($2.4M/$141.3M)

CVB FINANCIAL CORP

CVBF|126600105

Shares:117.5K

Value:$2.2M

% of Portfolio:1.5% ($2.2M/$141.3M)

MICROSOFT CORP

MSFT|594918104

Shares:4.7K

Value:$1.7M

% of Portfolio:1.2% ($1.7M/$141.3M)

NVIDIA CORP

NVDA|67066G104

Shares:11.8K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$141.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.5K

Value:$817.5K

% of Portfolio:0.6% ($817.5K/$141.3M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.6% ($798.4K/$141.3M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:818

Value:$773.4K

% of Portfolio:0.5% ($773.4K/$141.3M)

EXXON MOBIL CORP

XOM|30231G102

Shares:6.5K

Value:$767.5K

% of Portfolio:0.5% ($767.5K/$141.3M)

AMAZON COM INC

AMZN|023135106

Shares:3.8K

Value:$716.9K

% of Portfolio:0.5% ($716.9K/$141.3M)

25434V682

Shares:20.1K

Value:$675.5K

% of Portfolio:0.5% ($675.5K/$141.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(DFACcusip25434V708)	806.7K	QoQ +9.81% (+72.1K) YoY-	All Managers (Combined)	$26.6M	18.8% ($26.6M/$141.3M)	QoQ +4.73% (+$1.2M) YoY-
(cusip922020748)✕	301.9K	QoQ +21.93% (+54.3K) YoY-	All Managers (Combined)	$23.4M	16.5% ($23.4M/$141.3M)	QoQ +24.54% (+$4.6M) YoY-
(DFAXcusip25434V880)	723.9K	QoQ +18.21% (+111.6K) YoY-	All Managers (Combined)	$19.0M	13.4% ($19.0M/$141.3M)	QoQ +24.59% (+$3.7M) YoY-
(cusip25434V872)✕	369.3K	QoQ +20.77% (+63.5K) YoY-	All Managers (Combined)	$15.5M	11.0% ($15.5M/$141.3M)	QoQ +23.08% (+$2.9M) YoY-
(SCHFcusip808524805)	645.4K	QoQ +2.25% (+14.2K) YoY-	All Managers (Combined)	$12.8M	9.0% ($12.8M/$141.3M)	QoQ +9.32% (+$1.1M) YoY-
(cusip25434V674)✕	146.1K	QoQ +6.48% (+8.9K) YoY-	All Managers (Combined)	$7.5M	5.3% ($7.5M/$141.3M)	QoQ +7.65% (+$535.1K) YoY-
(cusip25434V666)✕	191.6K	QoQ +9.53% (+16.7K) YoY-	All Managers (Combined)	$5.9M	4.1% ($5.9M/$141.3M)	QoQ +11.50% (+$604.2K) YoY-
(cusip25434V716)✕	149.4K	QoQ +2.77% (-4.0K) YoY-	All Managers (Combined)	$5.3M	3.8% ($5.3M/$141.3M)	QoQ -2.89% (-$159.3K) YoY-
Apple Inc.(AAPLcusip037833100)	12.9K	QoQ +10.26% (-1.2K) YoY-	All Managers (Combined)	$2.9M	2.0% ($2.9M/$141.3M)	QoQ -2.19% (-$64.2K) YoY-
(cusip25434V690)✕	70.6K	QoQ +10.78% (+6.9K) YoY-	All Managers (Combined)	$2.5M	1.7% ($2.5M/$141.3M)	QoQ +17.66% (+$369.9K) YoY-
Parker-Hannifin Corp(PHcusip701094104)	4.0K	QoQ +0.29% (-12) YoY-	All Managers (Combined)	$2.4M	1.7% ($2.4M/$141.3M)	QoQ -4.14% (-$105.9K) YoY-
CVB FINANCIAL CORP(CVBFcusip126600105)	117.5K	QoQ NEW(+117.5K) YoY-	All Managers (Combined)	$2.2M	1.5% ($2.2M/$141.3M)	QoQ NEW(+$2.2M) YoY-
MICROSOFT CORP(MSFTcusip594918104)	4.7K	QoQ +11.00% (-462) YoY-	All Managers (Combined)	$1.7M	1.2% ($1.7M/$141.3M)	QoQ -1.13% (-$20.0K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	11.8K	QoQ +38.50% (+3.3K) YoY-	All Managers (Combined)	$1.3M	0.9% ($1.3M/$141.3M)	QoQ +11.78% (+$134.6K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.5K	QoQ +168.82% (+964) YoY-	All Managers (Combined)	$817.5K	0.6% ($817.5K/$141.3M)	QoQ +215.85% (+$558.7K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ NEW(+1) YoY-	All Managers (Combined)	$798.4K	0.6% ($798.4K/$141.3M)	QoQ NEW(+$798.4K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	818	QoQ +16.69% (+117) YoY-	All Managers (Combined)	$773.4K	0.5% ($773.4K/$141.3M)	QoQ +20.45% (+$131.3K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	6.5K	QoQ +100.03% (+3.2K) YoY-	All Managers (Combined)	$767.5K	0.5% ($767.5K/$141.3M)	QoQ +121.15% (+$420.4K) YoY-
AMAZON COM INC(AMZNcusip023135106)	3.8K	QoQ +10.43% (-356) YoY-	All Managers (Combined)	$716.9K	0.5% ($716.9K/$141.3M)	QoQ -4.22% (-$31.6K) YoY-
(cusip25434V682)✕	20.1K	QoQ +16.80% (+2.9K) YoY-	All Managers (Combined)	$675.5K	0.5% ($675.5K/$141.3M)	QoQ +18.73% (+$106.6K) YoY-