Momentous Wealth Management, Inc. - Portfolio Stock Holdings
Momentous Wealth Management, Inc. disclosed 49 stock positions in a recent SEC 13F filing. $194,344,903 of stock holdings were filed, with the largest holdings including DFAC, VCRB, and DFAX. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $409,937,549 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
49Est. Stock Holding Value:
$194,344,903Top Stock Holdings By Sector
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Portfolio Stock Holdings - Momentous Wealth Management, Inc.
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