Long-term investor
Momentous Wealth Management, Inc. @momentouswealthmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002055574).
Record
- Tracked since 2025-06-30 (448 days), 38 trades recorded
- Returns: week n/a · month n/a · 90 days +7.6% · 6 months n/a · 1 year +14.8% · all +14.8%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V708 · 25.8% · long · since 2025-06-30
- 922020748 · 15.9% · long · since 2025-06-30
- 25434V880 · 14.1% · long · since 2025-06-30
- 25434V872 · 10.6% · long · since 2025-06-30
- 808524805 · 9.1% · long · since 2025-06-30
- 25434V674 · 5.1% · long · since 2025-06-30
- 25434V716 · 4.6% · long · since 2025-06-30
- AAPL · 1.8% · long · since 2025-06-30
- 25434V690 · 1.7% · long · since 2025-06-30
- NVDA · 1.1% · long · since 2025-06-30
- MSFT · 0.8% · long · since 2025-06-30
- 02079K107 · 0.7% · long · since 2025-06-30