Momentous Wealth Management, Inc.
CIK 2055574 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $195.1M
- Posisi
- 48
- Per tanggal
- 30 Juni 2026
#6.532 dari 9.443 berdasarkan nilai 13F · top 69.2%
Nilai portofolio QoQ: +11.5% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 89,87%
- Bobot 25 kepemilikan teratas
- 96,65%
- Posisi di atas 1%
- 10
- Jumlah posisi efektif
- 7,3
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,82% Perkiraan pembelian $10.161.728 · penjualan $3.372.498
Kepemilikan median: 6,0 kuartal Dilacak Q4 2024–Q2 2026 · 73,8% masih dipegang
- Posisi baru
- 9
- Meningkat
- 24
- Menurun
- 12
- Tertutup
- 2
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
4,9%
Communication Services
1,7%
Industrials
1,3%
Retail
1,3%
Healthcare
0,5%
Energy
0,4%
Financials
0,3%
Financial Services
0,2%
Consumer Discretionary
0,2%
Communications
0,1%
Lainnya/Tidak terpetakan
89,2%
Portofolio lengkap 48 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| DFAC | $50.424.597 | 25,84% | 1.136.713 | $8.156.894 | Naik ×6 | ||
| VCRB Vanguard Core Bond ETF | $31.121.108 | 15,95% | 402.952 | $1.710.902 | Naik ×6 | ||
| DFAX | $27.571.800 | 14,13% | 748.420 | $2.831.895 | Naik ×1 | ||
| DFCF | $20.634.750 | 10,57% | 488.859 | $1.451.346 | Naik ×6 | ||
| SCHF | $17.760.604 | 9,10% | 641.177 | $2.308.051 | Naik ×1 | ||
| DFSB | $9.872.611 | 5,06% | 189.457 | $344.407 | Naik ×6 | ||
| DFSU | $9.061.078 | 4,64% | 194.319 | $1.087.022 | Naik ×6 | ||
| AAPL Apple Inc. - Common Stock | $3.453.284 | 1,77% | 11.934 | $462.943 | Naik ×1 | ||
| DFSI | $3.381.350 | 1,73% | 74.975 | $214.743 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $2.078.535 | 1,07% | 10.388 | $-26.536 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1.603.166 | 0,82% | 4.298 | $-61.785 | Turun ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1.345.127 | 0,69% | 3.807 | $312.718 | Naik ×1 | ||
| PH Parker-Hannifin Corporation Common Stock | $1.006.485 | 0,52% | 1.029 | $62.902 | Turun ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.004.567 | 0,51% | 2.811 | $87.507 | Turun ×1 | ||
| DFSE | $976.572 | 0,50% | 19.979 | $120.455 | Turun ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $946.686 | 0,49% | 3.972 | $96.691 | Turun ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $906.334 | 0,46% | 1.609 | $30.975 | Naik ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $785.046 | 0,40% | 5.742 | $-190.329 | Turun ×1 | ||
| BRKA | $748.850 | 0,38% | 1 | $30.710 | |||
| DFAI | $723.133 | 0,37% | 17.530 | $355.617 | Naik ×1 | ||
| BRKB | $701.547 | 0,36% | 1.402 | $18.687 | Turun ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $653.328 | 0,33% | 566 | Naik ×1 | |||
| DFLV | $637.298 | 0,33% | 16.118 | $-70.015 | Turun ×4 | ||
| COST Costco Wholesale Corporation - Common Stock | $630.297 | 0,32% | 674 | $-38.084 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $563.662 | 0,29% | 1.722 | $76.239 | Naik ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $502.030 | 0,26% | 1.329 | $111.119 | Naik ×3 | ||
| LRCX Lam Research Corporation - Common Stock | $473.196 | 0,24% | 1.092 | $243.084 | Naik ×1 | ||
| GD General Dynamics Corporation Common Stock | $472.556 | 0,24% | 1.334 | $20.192 | Naik ×1 | ||
| JNJ Johnson & Johnson Common Stock | $359.114 | 0,18% | 1.414 | $3.209 | Turun ×1 | ||
| LLY Eli Lilly and Company Common Stock | $349.375 | 0,18% | 291 | $113.734 | Naik ×2 | ||
| V Visa Inc. | $323.191 | 0,17% | 942 | $47.246 | Naik ×1 | ||
| ABBV AbbVie Inc. Common Stock | $317.113 | 0,16% | 1.260 | $46.515 | Naik ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $314.238 | 0,16% | 891 | $23.499 | Naik ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $299.467 | 0,15% | 712 | $-26.930 | Turun ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $288.131 | 0,15% | 496 | Naik ×1 | |||
| GLW Corning Incorporated Common Stock | $283.016 | 0,15% | 1.108 | Naik ×1 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $275.766 | 0,14% | 1.820 | $-12.051 | Naik ×2 | ||
| HWM Howmet Aerospace Inc. Common Stock | $269.935 | 0,14% | 1.004 | $39.014 | Naik ×2 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $264.596 | 0,14% | 133 | Naik ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $261.124 | 0,13% | 2.223 | Naik ×1 | |||
| WMT Walmart Inc. - Common Stock | $248.379 | 0,13% | 2.193 | $-14.722 | Naik ×1 | ||
| ESGV | $243.302 | 0,12% | 1.840 | $36.742 | |||
| ALK Alaska Air Group, Inc. Common Stock | $241.164 | 0,12% | 4.620 | ||||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $219.682 | 0,11% | 460 | Naik ×1 | |||
| GE GE Aerospace Common Stock | $210.814 | 0,11% | 564 | Naik ×1 | |||
| VGT | $205.574 | 0,11% | 1.720 | Naik ×1 | |||
| RUM Rumble Inc. - Class A Common Stock | $87.917 | 0,05% | 13.867 | $16.486 | Turun ×1 | ||
| POWW Outdoor Holding Company - Common Stock | $28.728 | 0,01% | 12.600 | $3.402 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| DFAC | Beli lebih banyak | +49K | +$8.2M |
| DFAX | Beli lebih banyak | +20K | +$2.8M |
| SCHF | Beli lebih banyak | +17K | +$2.3M |
| VCRB | Beli lebih banyak | +23K | +$1.7M |
| DFCF | Beli lebih banyak | +34K | +$1.5M |
| DFSU | Beli lebih banyak | +256 | +$1.1M |
| AAPL | Beli lebih banyak | +151 | +$463K |
| DFAI | Beli lebih banyak | +8K | +$356K |
| DFSB | Beli lebih banyak | +5K | +$344K |
| GOOG | Beli lebih banyak | +208 | +$313K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| CVBF | 30 Sep. 2025 | 117.467 | $2.324.672 | 19,6% |
| CVBF | 30 Juni 2026 | 117.455 | $2.277.452 | 0,3% |
| USD | 31 Maret 2026 | 8.485 | $445.547 | Tidak lagi dilacak |
| GLD | 31 Maret 2026 | 791 | $313.481 | Tidak lagi dilacak |
| CRM | 31 Maret 2026 | 1.091 | $289.104 | 10,1% |
| SCHH | 31 Maret 2025 | 13.461 | $283.494 | Tidak lagi dilacak |
| VTHR | 31 Des. 2025 | 943 | $277.543 | |
| ADP | 30 Sep. 2025 | 880 | $271.392 | -4,9% |
| GLD | 30 Sep. 2025 | 832 | $253.619 | Tidak lagi dilacak |
| NFLX | 30 Juni 2026 | 2.575 | $247.586 | 11,4% |
| BND | 30 Juni 2025 | 3.301 | $242.451 | |
| ALK | 31 Maret 2026 | 4.607 | $231.732 | 10,4% |
| ADP | 31 Maret 2026 | 876 | $225.333 | 37,3% |
| LLY | 30 Juni 2025 | 272 | $224.656 | 60,3% |
| DFAU | 31 Maret 2026 | 4.698 | $219.867 | Tidak lagi dilacak |
| JNJ | 30 Sep. 2025 | 1.419 | $216.752 | 44,1% |
| QLD | 31 Maret 2026 | 3.043 | $214.258 | Tidak lagi dilacak |
| PG | 30 Juni 2025 | 1.241 | $211.537 | -10,1% |
| MA | 30 Sep. 2025 | 370 | $207.918 | 1,1% |
| SAN | 30 Sep. 2025 | 10.125 | $84.037 | 39,6% |
| ABSI | 30 Sep. 2025 | 28.655 | $73.643 | 214,6% |
| LOT | 31 Maret 2025 | 15.281 | $55.164 | -33,1% |
| TELFY | 31 Des. 2025 | 10.014 | $50.871 | Tidak lagi dilacak |
| TELFY | 30 Juni 2025 | 10.671 | $49.727 | Tidak lagi dilacak |