Portfolio (Quarterly)
Guide ↗
Momentous Wealth Management, Inc.
· CIK 0002055574| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | Technology | 10,388.0 | $2.1M | 1.06% | -2K | -13.9% | $200.09 | +9.0% |
| 2 | MSFT | MICROSOFT CORP | Technology | 4,298.0 | $1.6M | 0.82% | -200.0 | -4.5% | $373.00 | +36.8% |
| 3 | PH | PARKER-HANNIFIN CORP | Industrials | 1,029.0 | $1.0M | 0.52% | -25.0 | -2.4% | $978.12 | -0.1% |
| 4 | GOOGL | ALPHABET INC | Communication Services | 2,811.0 | $1.0M | 0.52% | -378.0 | -11.8% | $357.37 | -5.4% |
| 5 | DFSE | DIMENSIONAL ETF TRUST | — | 19,979.0 | $977K | 0.50% | -227.0 | -1.1% | $48.88 | -0.3% |
| 6 | AMZN | AMAZON COM INC | Consumer Cyclical | 3,972.0 | $947K | 0.48% | -109.0 | -2.7% | $238.34 | +8.1% |
| 7 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,402.0 | $702K | 0.36% | -23.0 | -1.6% | $500.39 | — |
| 8 | DFLV | DIMENSIONAL ETF TRUST | — | 16,118.0 | $637K | 0.33% | -4K | -18.6% | $39.54 | +5.6% |
| 9 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,414.0 | $359K | 0.18% | -42.0 | -2.9% | $253.97 | +4.8% |
| 10 | TSLA | TESLA INC | Consumer Cyclical | 712.0 | $299K | 0.15% | -166.0 | -18.9% | $420.60 | -13.0% |
| 11 | RUM | RUM GROUP INC | Technology | 13,867.0 | $88K | 0.04% | -139.0 | -1.0% | $6.34 | +38.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
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%