AI Analysis · Q1 2026 · Q1 2026
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,...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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