Momentous Wealth Management, Inc.
Momentous Wealth Management, Inc. reported 48 positions worth $195.1M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: DFAC (25.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $50.4M | 25.84% | 1,136,713 | — | — | |
| ▸ 2 | VCRB | SH | $31.1M | 15.95% | 402,952 | — | — | |
| ▸ 3 | DFAX | SH | $27.6M | 14.13% | 748,420 | — | — | |
| ▸ 4 | DFCF | SH | $20.6M | 10.57% | 488,859 | — | — | |
| ▸ 5 | SCHF | SH | $17.8M | 9.10% | 641,177 | — | — | |
| ▸ 6 | DFSB | SH | $9.9M | 5.06% | 189,457 | — | — | |
| ▸ 7 | DFSU | SH | $9.1M | 4.64% | 194,319 | — | — | |
| ▸ 8 | AAPL | SH | $3.5M | 1.77% | 11,934 | — | — | |
| ▸ 9 | DFSI | SH | $3.4M | 1.73% | 74,975 | — | — | |
| ▸ 10 | NVDA | SH | $2.1M | 1.07% | 10,388 | — | — |
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Frequently Asked Questions
What stocks does Momentous Wealth Management, Inc. hold as of Q2 2026?
Momentous Wealth Management, Inc. reported 48 positions worth $195.1M in its Q2 2026 13F filing. Largest positions: DFAC (25.8%), VCRB (15.9%), DFAX (14.1%), DFCF (10.6%) and SCHF (9.1%).
What did Momentous Wealth Management, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Momentous Wealth Management, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.