Momentous Wealth Management, Inc.
•CIK: 2055574•Filing: Q4 2025
**Momentous Wealth Management, Inc.** manages $176M across a concentrated portfolio of 46 positions. The strategy exhibits significant conviction in select names, highlighted by the top holding in DFAC at $41.4M. Further allocations include substantial positions in VCRB ($28.7M) and DFAX ($25.4M). The firm maintains exposure across technology and specialized sectors, with notable holdings in AAPL ($3.3M) and MSFT ($2.2M).
Total AUM
$176.4M
QoQ Performance
+11.8%
Positions
35
Top 10 Concentration
88.5%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAC
VCRB
DFAX
DFCF
SCHF
DFSB
DFAC23.4%
VCRB16.3%
DFAX14.4%
DFCF10.7%
SCHF9.0%
DFSB5.1%
DFSU4.5%
AAPL1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other89.7%
Technology6.5%
Consumer1.4%
Financial1.4%
Healthcare0.5%
Energy0.4%
Communication0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW8 new positions
↑24 increased
↓12 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024