Momentous Wealth Management, Inc. historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Momentous Wealth Management, Inc. opened 24 positions, added to 74, reduced 73 and sold out of 14.
- Q2 2026: Stock XOMXXXX; Country of operation —; Class COM; Shares before 5,749.
- Q2 2026: Stock AMZN; Country of operation United States; Class COM; Shares before 4,081.
- Q2 2026: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 3,189.
- Q2 2026: Stock PH; Country of operation United States; Class COM; Shares before 1,054.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2055574), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | XOMXXXX
EXXON MOBIL CORP | | COM | 5,749 | 5,742 | -7 | $975,375 | $785,046 | -$190,329 | 2026-08-11 |
|---|
| Q2 2026 | AMZN
AMAZON COM INC | United States | COM | 4,081 | 3,972 | -109 | $849,995 | $946,686 | +$96,691 | 2026-08-11 |
|---|
| Q2 2026 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 3,189 | 2,811 | -378 | $917,060 | $1,004,567 | +$87,507 | 2026-08-11 |
|---|
| Q2 2026 | PH
PARKER-HANNIFIN CORP | United States | COM | 1,054 | 1,029 | -25 | $943,583 | $1,006,485 | +$62,902 | 2026-08-11 |
|---|
| Q2 2026 | MSFT
MICROSOFT CORP | United States | COM | 4,498 | 4,298 | -200 | $1,664,951 | $1,603,166 | -$61,785 | 2026-08-11 |
|---|
| Q2 2026 | TSLA
TESLA INC | United States | COM | 878 | 712 | -166 | $326,397 | $299,467 | -$26,930 | 2026-08-11 |
|---|
| Q2 2026 | NVDA
NVIDIA CORPORATION | United States | COM | 12,070 | 10,388 | -1,682 | $2,105,071 | $2,078,535 | -$26,536 | 2026-08-11 |
|---|
| Q2 2026 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 1,425 | 1,402 | -23 | $682,860 | $701,547 | +$18,687 | 2026-08-11 |
|---|
| Q2 2026 | RUM
RUM GROUP INC | United States | COM CL A | 14,006 | 13,867 | -139 | $71,431 | $87,917 | +$16,486 | 2026-08-11 |
|---|
| Q2 2026 | JNJ
JOHNSON & JOHNSON | United States | COM | 1,456 | 1,414 | -42 | $355,905 | $359,114 | +$3,209 | 2026-08-11 |
|---|
| Q1 2026 | MSFT
MICROSOFT CORP | United States | COM | 4,581 | 4,498 | -83 | $2,215,367 | $1,664,951 | -$550,416 | 2026-05-11 |
|---|
| Q1 2026 | AAPL
APPLE INC | United States | COM | 12,295 | 11,783 | -512 | $3,342,421 | $2,990,341 | -$352,080 | 2026-05-11 |
|---|
| Q1 2026 | META
META PLATFORMS INC | United States | CL A | 1,559 | 1,530 | -29 | $1,029,080 | $875,359 | -$153,721 | 2026-05-11 |
|---|
| Q1 2026 | V
VISA INC | United States | COM CL A | 1,168 | 913 | -255 | $409,629 | $275,945 | -$133,684 | 2026-05-11 |
|---|
| Q1 2026 | GOOG
ALPHABET INC | United States | CAP STK CL C | 3,627 | 3,599 | -28 | $1,138,153 | $1,032,409 | -$105,744 | 2026-05-11 |
|---|
| Q1 2026 | COST
COSTCO WHOLESALE CORPORATION | United States | COM | 676 | 671 | -5 | $582,748 | $668,381 | +$85,633 | 2026-05-11 |
|---|
| Q1 2026 | JPM
JPMORGAN CHASE & CO | United States | COM | 1,767 | 1,657 | -110 | $569,363 | $487,423 | -$81,940 | 2026-05-11 |
|---|
| Q1 2026 | ABBV
ABBVIE INC | United States | COM | 1,331 | 1,244 | -87 | $304,162 | $270,598 | -$33,564 | 2026-05-11 |
|---|
| Q1 2026 | HD
HOME DEPOT INC | United States | COM | 930 | 884 | -46 | $320,013 | $290,739 | -$29,274 | 2026-05-11 |
|---|
| Q1 2026 | WMT
WALMART INC | United States | COM | 2,460 | 2,117 | -343 | $274,069 | $263,101 | -$10,968 | 2026-05-11 |
|---|
| Q1 2026 | GD
GENERAL DYNAMICS CORP | United States | COM | 1,356 | 1,318 | -38 | $456,511 | $452,364 | -$4,147 | 2026-05-11 |
|---|
| Q4 2025 | META
META PLATFORMS INC | United States | CL A | 1,833 | 1,559 | -274 | $1,346,119 | $1,029,080 | -$317,039 | 2026-02-17 |
|---|
| Q4 2025 | PH
PARKER-HANNIFIN CORP | United States | COM | 1,009 | 1,002 | -7 | $764,973 | $880,718 | +$115,745 | 2026-02-17 |
|---|
| Q4 2025 | TJX
TJX COS INC NEW | United States | COM | 1,803 | 1,800 | -3 | $260,640 | $276,535 | +$15,895 | 2026-02-17 |
|---|
| Q4 2025 | V
VISA INC | United States | COM CL A | 1,171 | 1,168 | -3 | $399,756 | $409,629 | +$9,873 | 2026-02-17 |
|---|
| Q4 2025 | ABBV
ABBVIE INC | United States | COM | 1,351 | 1,331 | -20 | $312,853 | $304,162 | -$8,691 | 2026-02-17 |
|---|
| Q4 2025 | GD
GENERAL DYNAMICS CORP | United States | COM | 1,361 | 1,356 | -5 | $464,101 | $456,511 | -$7,590 | 2026-02-17 |
|---|
| Q4 2025 | ALK
ALASKA AIR GROUP INC | United States | COM | 4,614 | 4,607 | -7 | $229,685 | $231,732 | +$2,047 | 2026-02-17 |
|---|
| Q3 2025 | AAPL
APPLE INC | United States | COM | 12,529 | 11,600 | -929 | $2,570,664 | $2,953,762 | +$383,098 | 2025-11-13 |
|---|
| Q3 2025 | XOMXXXX
EXXON MOBIL CORP | | COM | 6,272 | 2,909 | -3,363 | $676,122 | $327,990 | -$348,132 | 2025-11-13 |
|---|
| Q3 2025 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 1,462 | 737 | -725 | $710,196 | $370,519 | -$339,677 | 2025-11-13 |
|---|
| Q3 2025 | GOOG
ALPHABET INC | United States | CAP STK CL C | 3,572 | 3,434 | -138 | $633,637 | $836,351 | +$202,714 | 2025-11-13 |
|---|
| Q3 2025 | MSFT
MICROSOFT CORP | United States | COM | 4,773 | 4,299 | -474 | $2,374,039 | $2,226,564 | -$147,475 | 2025-11-13 |
|---|
| Q3 2025 | HD
HOME DEPOT INC | United States | COM | 935 | 523 | -412 | $342,808 | $211,914 | -$130,894 | 2025-11-13 |
|---|
| Q3 2025 | JPM
JPMORGAN CHASE & CO. | United States | COM | 1,756 | 1,308 | -448 | $509,082 | $412,582 | -$96,500 | 2025-11-13 |
|---|
| Q3 2025 | COST
COSTCO WHSL CORP NEW | United States | COM | 699 | 657 | -42 | $691,746 | $607,931 | -$83,815 | 2025-11-13 |
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| Q3 2025 | GD
GENERAL DYNAMICS CORP | United States | COM | 1,364 | 1,361 | -3 | $397,824 | $464,101 | +$66,277 | 2025-11-13 |
|---|
| Q3 2025 | AMZN
AMAZON COM INC | United States | COM | 3,640 | 3,343 | -297 | $798,627 | $734,023 | -$64,604 | 2025-11-13 |
|---|
| Q3 2025 | CRM
SALESFORCE INC | United States | COM | 1,064 | 960 | -104 | $290,142 | $227,520 | -$62,622 | 2025-11-13 |
|---|
| Q3 2025 | NVDA
NVIDIA CORPORATION | United States | COM | 11,030 | 9,008 | -2,022 | $1,742,634 | $1,680,713 | -$61,921 | 2025-11-13 |
|---|
| Q3 2025 | AVGO
BROADCOM INC | United States | COM | 1,233 | 1,202 | -31 | $339,876 | $396,552 | +$56,676 | 2025-11-13 |
|---|
| Q3 2025 | PH
PARKER-HANNIFIN CORP | United States | COM | 1,016 | 1,009 | -7 | $709,646 | $764,973 | +$55,327 | 2025-11-13 |
|---|
| Q3 2025 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 2,991 | 2,349 | -642 | $527,104 | $571,042 | +$43,938 | 2025-11-13 |
|---|
| Q3 2025 | TJX
TJX COS INC NEW | United States | COM | 1,810 | 1,803 | -7 | $223,546 | $260,640 | +$37,094 | 2025-11-13 |
|---|
| Q3 2025 | V
VISA INC | United States | COM CL A | 1,198 | 1,171 | -27 | $425,350 | $399,756 | -$25,594 | 2025-11-13 |
|---|
| Q3 2025 | RUM
RUMBLE INC | United States | COM CL A | 14,006 | 13,867 | -139 | $125,774 | $100,397 | -$25,377 | 2025-11-13 |
|---|
| Q3 2025 | TSLA
TESLA INC | United States | COM | 957 | 705 | -252 | $304,001 | $313,528 | +$9,527 | 2025-11-13 |
|---|
| Q3 2025 | WMT
WALMART INC | United States | COM | 2,606 | 2,412 | -194 | $254,815 | $248,581 | -$6,234 | 2025-11-13 |
|---|
| Q3 2025 | ALK
ALASKA AIR GROUP INC | United States | COM | 4,635 | 4,614 | -21 | $229,340 | $229,685 | +$345 | 2025-11-13 |
|---|
| Q2 2025 | PH
PARKER-HANNIFIN CORP | United States | COM | 4,030 | 1,016 | -3,014 | $2,449,636 | $709,646 | -$1,739,990 | 2025-08-13 |
|---|
| Q2 2025 | NVDA
NVIDIA CORPORATION | United States | COM | 11,776 | 11,030 | -746 | $1,276,286 | $1,742,634 | +$466,348 | 2025-08-13 |
|---|
| Q2 2025 | AAPL
APPLE INC | United States | COM | 12,895 | 12,529 | -366 | $2,864,462 | $2,570,664 | -$293,798 | 2025-08-13 |
|---|
| Q2 2025 | CVBF
CVB FINL CORP | United States | COM | 117,495 | 117,467 | -28 | $2,168,958 | $2,324,672 | +$155,714 | 2025-08-13 |
|---|
| Q2 2025 | AVGO
BROADCOM INC | United States | COM | 1,325 | 1,233 | -92 | $221,845 | $339,876 | +$118,031 | 2025-08-13 |
|---|
| Q2 2025 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 1,535 | 1,462 | -73 | $817,510 | $710,196 | -$107,314 | 2025-08-13 |
|---|
| Q2 2025 | XOMXXXX
EXXON MOBIL CORP | | COM | 6,453 | 6,272 | -181 | $767,455 | $676,122 | -$91,333 | 2025-08-13 |
|---|
| Q2 2025 | META
META PLATFORMS INC | United States | CL A | 1,123 | 999 | -124 | $647,252 | $737,352 | +$90,100 | 2025-08-13 |
|---|
| Q2 2025 | COST
COSTCO WHSL CORP NEW | United States | COM | 818 | 699 | -119 | $773,436 | $691,746 | -$81,690 | 2025-08-13 |
|---|
| Q2 2025 | AMZN
AMAZON COM INC | United States | COM | 3,768 | 3,640 | -128 | $716,941 | $798,627 | +$81,686 | 2025-08-13 |
|---|
| Q2 2025 | JPM
JPMORGAN CHASE & CO. | United States | COM | 1,784 | 1,756 | -28 | $437,615 | $509,082 | +$71,467 | 2025-08-13 |
|---|
| Q2 2025 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 2,993 | 2,991 | -2 | $462,838 | $527,104 | +$64,266 | 2025-08-13 |
|---|
| Q2 2025 | GOOG
ALPHABET INC | United States | CAP STK CL C | 3,669 | 3,572 | -97 | $573,208 | $633,637 | +$60,429 | 2025-08-13 |
|---|
| Q2 2025 | NFLX
NETFLIX INC | United States | COM | 289 | 241 | -48 | $269,501 | $322,730 | +$53,229 | 2025-08-13 |
|---|
| Q2 2025 | JNJ
JOHNSON & JOHNSON | United States | COM | 1,523 | 1,419 | -104 | $252,574 | $216,752 | -$35,822 | 2025-08-13 |
|---|
| Q2 2025 | ABBV
ABBVIE INC | United States | COM | 1,338 | 1,331 | -7 | $280,376 | $247,094 | -$33,282 | 2025-08-13 |
|---|
| Q2 2025 | WMT
WALMART INC | United States | COM | 2,646 | 2,606 | -40 | $232,292 | $254,815 | +$22,523 | 2025-08-13 |
|---|
| Q2 2025 | TSLA
TESLA INC | United States | COM | 1,132 | 957 | -175 | $293,369 | $304,001 | +$10,632 | 2025-08-13 |
|---|
| Q2 2025 | HD
HOME DEPOT INC | United States | COM | 961 | 935 | -26 | $352,197 | $342,808 | -$9,389 | 2025-08-13 |
|---|
| Q2 2025 | ABSI
ABSCI CORPORATION | United States | COM | 32,655 | 28,655 | -4,000 | $81,964 | $73,643 | -$8,321 | 2025-08-13 |
|---|
| Q2 2025 | MA
MASTERCARD INCORPORATED | United States | CL A | 393 | 370 | -23 | $215,411 | $207,918 | -$7,493 | 2025-08-13 |
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| Q2 2025 | CRM
SALESFORCE INC | United States | COM | 1,066 | 1,064 | -2 | $286,072 | $290,142 | +$4,070 | 2025-08-13 |
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| Q2 2025 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 882 | 880 | -2 | $269,477 | $271,392 | +$1,915 | 2025-08-13 |
|---|
| Q1 2025 | GOOG
ALPHABET INC | United States | CAP STK CL C | 3,718 | 3,669 | -49 | $708,056 | $573,208 | -$134,848 | 2025-05-08 |
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