Portfolio (Quarterly) Guide ↗

Momentous Wealth Management, Inc.

· CIK 0002055574

13F Portfolio $195M AUM 48 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 9 New 20 Added 11 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CVBF	CVB FINL CORP	Financial Services	117,455	$2.3M	1.30%	SOLD
2	NFLX	NETFLIX INC.	Communication Services	2,575	$248K	0.14%	SOLD

Sector Allocation

Technology 51.6%

Industrials 11.3%

Communication Services 9.7%

Consumer Cyclical 9.3%

Healthcare 5.2%

Consumer Defensive 4.5%

Financial Services 4.5%

Energy 4.0%