Momentous Wealth Management, Inc. reported 35 positions worth $27.39M for the quarter ended Sep 30, 2026, up 21.6% on the prior quarter. It opened 4 new positions, added to 19, trimmed 10 and exited 4. Its largest holding is Apple Inc. at 14% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CVBF Cvb Financial Corp | +118.5K | – | $2.56M | 9.35% |
| NVDA Nvidia Corp | +1,354 | +13.0% | $309.23K | 9.79% |
| AVGO Broadcom Inc. | +677 | +50.9% | $237.76K | 2.57% |
| MA Mastercard Inc | +427 | – | $235.48K | 0.86% |
| CRM Salesforce, Inc. | +991 | – | $227.50K | 0.831% |
| ADP Automatic Data Processing Inc | +871 | – | $224.77K | 0.821% |
| MSFT Microsoft Corp | +431 | +10.0% | $221.05K | 8.85% |
| ABBV AbbVie Inc. | +797 | +63.3% | $208.51K | 1.96% |
| AMZN Amazon Com Inc | +514 | +12.9% | $128.07K | 4.08% |
| AMD Advanced Micro Devices Inc | +155 | +31.3% | $94.82K | 1.45% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GLW Corning Inc | -1,108 | -100.0% | $283.02K | Exited |
| HWM Howmet Aerospace Inc. | -1,004 | -100.0% | $269.94K | Exited |
| ALK Alaska Air Group, Inc. | -4,620 | -100.0% | $241.16K | Exited |
| GE General Electric Co | -564 | -100.0% | $210.81K | Exited |
| AAPL Apple Inc. | -453 | -3.8% | $150.86K | 13.96% |
| META Meta Platforms, Inc. | -185 | -11.5% | $134.16K | 3.77% |
| GD General Dynamics Corp | -40 | -3.0% | $13.27K | 1.57% |
| GOOG Alphabet Inc. | -28 | -0.7% | $9.54K | 4.7% |
| CSCO Cisco Systems, Inc. | -61 | -2.7% | $6.57K | 0.85% |
| ASML Asml Holding Nv | -2 | -1.5% | $3.62K | 0.866% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 11.5K | $3.82M | 13.96% | -453 | -3.8% | Reduced | 0% |
| 2 | NVDA Nvidia Corp | Technology | 11.7K | $2.68M | 9.79% | +1,354 | +13.0% | Added | 0% |
| 3 | CVBF Cvb Financial Corp | Financial Services | 118.5K | $2.56M | 9.35% | +118.5K | – | New | 0.07% |
| 4 | MSFT Microsoft Corp | Technology | 4,729 | $2.43M | 8.85% | +431 | +10.0% | Added | 0% |
| 5 | GOOG Alphabet Inc. | Technology | 3,779 | $1.29M | 4.7% | -28 | -0.7% | Reduced | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 4,486 | $1.12M | 4.08% | +514 | +12.9% | Added | 0% |
| 7 | GOOGL Alphabet Inc. | Technology | 3,046 | $1.05M | 3.83% | +235 | +8.4% | Added | 0% |
| 8 | META Meta Platforms, Inc. | Technology | 1,424 | $1.03M | 3.77% | -185 | -11.5% | Reduced | 0% |
| 9 | PH Parker-Hannifin Corp | Industrials | 1,048 | $1.00M | 3.66% | +19 | +1.8% | Added | 0% |
| 10 | XOM ExxonMobil Holdings Corp | Energy | 5,721 | $931.09K | 3.4% | -21 | -0.4% | Reduced | 0% |
| 11 | BRK-A Berkshire Hathaway Inc | Financial Services | 1 | $747.01K | 2.73% | 0 | 0.0% | Unchanged | 0% |
| 12 | AVGO Broadcom Inc. | Technology | 2,006 | $704.49K | 2.57% | +677 | +50.9% | Added | 0% |
| 13 | BRK-B Berkshire Hathaway Inc | Financial Services | 1,409 | $701.61K | 2.56% | +7 | +0.5% | Added | 0% |
| 14 | COST Costco Wholesale Corp | Consumer Staples | 722 | $657.06K | 2.4% | +48 | +7.1% | Added | 0% |
| 15 | MU Micron Technology Inc | Technology | 589 | $627.35K | 2.29% | +23 | +4.1% | Added | 0% |
Tip. Select a row to see that position’s full history at Momentous Wealth Management.
As of its Q3 2026 13F filing, Momentous Wealth Management, Inc.’s five largest positions were Apple Inc. (AAPL) at 14.0%, Nvidia Corp (NVDA) at 9.8%, Cvb Financial Corp (CVBF) at 9.3%, Microsoft Corp (MSFT) at 8.9%, Alphabet Inc. (GOOG) at 4.7% of the reported portfolio.
Momentous Wealth Management, Inc. reported a 13F portfolio worth $27.39M across 35 positions for Q3 2026. That is up 21.6% from the previous quarter.
Its largest purchases by value were Cvb Financial Corp ($2.56M), Nvidia Corp ($309.23K), Broadcom Inc. ($237.76K). It opened 4 new positions.
Its largest sales by value were Corning Inc ($283.02K), Howmet Aerospace Inc. ($269.94K), Alaska Air Group, Inc. ($241.16K). It exited 4 positions entirely.
From the Form 13F-HR reports Momentous Wealth Management, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.