Momentous Wealth Management
Latest statistics and disclosures from Momentous Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, VCRB, DFAX, DFCF, SCHF, and represent 71.96% of Momentous Wealth Management's stock portfolio.
- Added to shares of these 9 stocks: META, VCRB, DFSB, DFCF, TEF, DFSU, DFAC, ABBV, NFLX.
- Started 1 new stock position in TEF.
- Reduced shares in these 10 stocks: CVBF, XOM, NVDA, BRK.B, SCHF, ADP, , MSFT, AAPL, JNJ.
- Sold out of its positions in ABSI, ADP, SAN, CVBF, JNJ, MA, GLD.
- Momentous Wealth Management was a net seller of stock by $-5.3M.
- Momentous Wealth Management has $158M in assets under management (AUM), dropping by 1.91%.
- Central Index Key (CIK): 0002055574
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Portfolio Holdings for Momentous Wealth Management
Momentous Wealth Management holds 40 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 20.6 | $32M | 841k | 38.57 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 16.4 | $26M | 331k | 78.41 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 14.8 | $23M | 742k | 31.38 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 10.9 | $17M | 403k | 42.76 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 9.3 | $15M | -2% | 627k | 23.28 |
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| Dimensional Etf Trust Global Sustaina (DFSB) | 5.4 | $8.5M | 160k | 53.27 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 4.6 | $7.2M | 169k | 42.47 |
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| Dimensional Etf Trust Us Large Cap Val (DFLV) | 4.2 | $6.6M | 201k | 32.90 |
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| Dimensional Etf Trust International (DFSI) | 2.0 | $3.1M | 76k | 40.95 |
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| Apple (AAPL) | 1.9 | $3.0M | -7% | 12k | 254.63 |
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| Microsoft Corporation (MSFT) | 1.4 | $2.2M | -9% | 4.3k | 517.93 |
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| NVIDIA Corporation (NVDA) | 1.1 | $1.7M | -18% | 9.0k | 186.58 |
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| Meta Platforms Cl A (META) | 0.9 | $1.3M | +83% | 1.8k | 734.38 |
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| Dimensional Etf Trust Emerging Markets (DFSE) | 0.6 | $873k | 21k | 41.09 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $836k | -3% | 3.4k | 243.55 |
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| Parker-Hannifin Corporation (PH) | 0.5 | $765k | 1.0k | 758.15 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $754k | 1.00 | 754200.00 |
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| Amazon (AMZN) | 0.5 | $734k | -8% | 3.3k | 219.57 |
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| Costco Wholesale Corporation (COST) | 0.4 | $608k | -6% | 657.00 | 925.31 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $571k | -21% | 2.3k | 243.10 |
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| General Dynamics Corporation (GD) | 0.3 | $464k | 1.4k | 341.00 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $413k | -25% | 1.3k | 315.43 |
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| Visa Com Cl A (V) | 0.3 | $400k | -2% | 1.2k | 341.38 |
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| Broadcom (AVGO) | 0.3 | $397k | -2% | 1.2k | 329.91 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $371k | -49% | 737.00 | 502.74 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $328k | -53% | 2.9k | 112.75 |
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| Tesla Motors (TSLA) | 0.2 | $314k | -26% | 705.00 | 444.72 |
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| Abbvie (ABBV) | 0.2 | $313k | 1.4k | 231.57 |
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| Netflix (NFLX) | 0.2 | $290k | 242.00 | 1198.92 |
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| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.2 | $278k | 943.00 | 294.32 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $269k | 2.3k | 118.46 |
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| TJX Companies (TJX) | 0.2 | $261k | 1.8k | 144.56 |
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| Wal-Mart Stores (WMT) | 0.2 | $249k | -7% | 2.4k | 103.06 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $235k | -2% | 5.1k | 45.76 |
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| Alaska Air (ALK) | 0.1 | $230k | 4.6k | 49.78 |
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| salesforce (CRM) | 0.1 | $228k | -9% | 960.00 | 237.00 |
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| Home Depot (HD) | 0.1 | $212k | -44% | 523.00 | 405.19 |
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| Rumble Com Cl A (RUM) | 0.1 | $100k | 14k | 7.24 |
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| Telefonica S A Sponsored Adr (TEF) | 0.0 | $51k | NEW | 10k | 5.08 |
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| Ammo (POWW) | 0.0 | $19k | 13k | 1.48 |
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Past Filings by Momentous Wealth Management
SEC 13F filings are viewable for Momentous Wealth Management going back to 2025
- Momentous Wealth Management 2025 Q3 filed Nov. 13, 2025
- Momentous Wealth Management 2025 Q2 filed Aug. 13, 2025
- Momentous Wealth Management 2025 Q1 filed May 8, 2025