Q4 2025 · 13F-HR
Momentous Wealth Management, Inc.holdings as filed
Filed 2026-02-17 · accession 0002055574-26-000003
$0
Reported value
0
Positions
2025-12-31
Period end
The Brief · Momentous Wealth Management, Inc. · Q4 2025
AI · grounded in 13F
Momentous Wealth Management, Inc. closed its position in DFAC for a reduction of $32.4M. The fund also exited positions in VCRB and DFAX, reducing holdings by $25.9M and $23.3M respectively. In total, the fund reduced 40 positions during the period.
Holdings as filed
No holdings rows on file.
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.