Momentous Wealth Management, Inc.

Comprehensive Analysis of SEC 13F Filing: Momentous Wealth Management, Inc.

Portfolio Overview

Momentous Wealth Management, Inc. manages a concentrated portfolio with a total value of $107.65 million as of the report date September 30, 2025. The firm employs a highly structured "core-satellite" investment strategy, characterized by a heavy reliance on quantitative funds for the portfolio's foundation, supplemented by select individual equities. The portfolio grew by 4.8% over the quarter,...