Portfolio (Quarterly)
Guide ↗
Momentous Wealth Management, Inc.
· CIK 0002055574| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,402.0 | $702K | 0.36% | -23.0 | -1.6% | $500.39 | — |
| 22 | MU | MICRON TECHNOLOGY INC | Technology | 566.0 | $653K | 0.34% | NEW | — | $1154.29 | -16.9% |
| 23 | DFLV | DIMENSIONAL ETF TRUST | — | 16,118.0 | $637K | 0.33% | -4K | -18.6% | $39.54 | +5.7% |
| 24 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 674.0 | $630K | 0.32% | — | — | $935.16 | +0.9% |
| 25 | JPM | JPMORGAN CHASE & CO | Financial Services | 1,722.0 | $564K | 0.29% | +65.0 | +3.9% | $327.33 | +8.8% |
| 26 | AVGO | BROADCOM INC | Technology | 1,329.0 | $502K | 0.26% | +66.0 | +5.2% | $377.75 | -2.0% |
| 27 | LRCX | LAM RESEARCH CORP | Technology | 1,092.0 | $473K | 0.24% | +15.0 | +1.4% | $433.33 | -30.4% |
| 28 | GD | GENERAL DYNAMICS CORP | Industrials | 1,334.0 | $473K | 0.24% | +16.0 | +1.2% | $354.24 | +4.8% |
| 29 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,414.0 | $359K | 0.18% | -42.0 | -2.9% | $253.97 | +4.7% |
| 30 | LLY | ELI LILLY & CO | Healthcare | 291.0 | $349K | 0.18% | +35.0 | +13.7% | $1200.60 | -3.6% |
| 31 | V | VISA INC | Financial Services | 942.0 | $323K | 0.17% | +29.0 | +3.2% | $343.09 | +10.6% |
| 32 | ABBV | ABBVIE INC | Healthcare | 1,260.0 | $317K | 0.16% | +16.0 | +1.3% | $251.68 | +1.9% |
| 33 | HD | HOME DEPOT INC | Consumer Cyclical | 891.0 | $314K | 0.16% | +7.0 | +0.8% | $352.68 | -7.0% |
| 34 | TSLA | TESLA INC | Consumer Cyclical | 712.0 | $299K | 0.15% | -166.0 | -18.9% | $420.60 | -12.5% |
| 35 | AMD | ADVANCED MICRO DEVICES INC | Technology | 496.0 | $288K | 0.15% | NEW | — | $580.91 | -19.0% |
| 36 | GLW | CORNING INC | Technology | 1,108.0 | $283K | 0.14% | NEW | — | $255.43 | -41.8% |
| 37 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,820.0 | $276K | 0.14% | +18.0 | +1.0% | $151.52 | -11.6% |
| 38 | HWM | HOWMET AEROSPACE INC | Industrials | 1,004.0 | $270K | 0.14% | — | — | $268.86 | -8.9% |
| 39 | ASML | ASML HLDG NV | Technology | 133.0 | $265K | 0.14% | NEW | — | $1989.44 | -14.7% |
| 40 | CSCO | CISCO SYS INC | Technology | 2,223.0 | $261K | 0.13% | NEW | — | $117.46 | -5.9% |
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%