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 73.91% of Momentous Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DFAC (+$8.1M), VCRB, CVBF, DFCF, DFAX, SCHF, DFSB, DFSU, USD, NVDA.
- Started 8 new stock positions in LLY, GLD, QLD, CVBF, JNJ, ADP, HWM, USD.
- Reduced shares in these 10 stocks: DFLV (-$6.0M), , META, ESGV, Telefonica, DFSI, DFAU, DFSE, PH, ABBV.
- Sold out of its positions in Telefonica, VTHR.
- Momentous Wealth Management was a net buyer of stock by $16M.
- Momentous Wealth Management has $176M in assets under management (AUM), dropping by 11.84%.
- Central Index Key (CIK): 0002055574
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Portfolio Holdings for Momentous Wealth Management
Momentous Wealth Management holds 46 positions in its portfolio as reported in the December 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) | 23.4 | $41M | +24% | 1.0M | 39.59 |
|
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 16.3 | $29M | +11% | 368k | 77.89 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 14.4 | $25M | +4% | 778k | 32.73 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 10.7 | $19M | +10% | 445k | 42.56 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 9.0 | $16M | +5% | 663k | 24.04 |
|
| Dimensional Etf Trust Global Sustaina (DFSB) | 5.1 | $9.0M | +8% | 173k | 51.80 |
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 4.5 | $8.0M | +8% | 184k | 43.43 |
|
| Apple (AAPL) | 1.9 | $3.3M | +5% | 12k | 271.85 |
|
| Dimensional Etf Trust International (DFSI) | 1.8 | $3.2M | 76k | 42.84 |
|
|
| Microsoft Corporation (MSFT) | 1.3 | $2.2M | +6% | 4.6k | 483.60 |
|
| CVB Financial (CVBF) | 1.2 | $2.2M | NEW | 118k | 18.60 |
|
| NVIDIA Corporation (NVDA) | 1.2 | $2.1M | +26% | 11k | 186.51 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.1M | +5% | 3.6k | 313.80 |
|
| Meta Platforms Cl A (META) | 0.6 | $1.0M | -14% | 1.6k | 660.09 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $938k | +27% | 3.0k | 312.98 |
|
| Amazon (AMZN) | 0.5 | $892k | +15% | 3.9k | 230.83 |
|
| Parker-Hannifin Corporation (PH) | 0.5 | $881k | 1.0k | 878.96 |
|
|
| Dimensional Etf Trust Emerging Markets (DFSE) | 0.5 | $873k | 21k | 41.48 |
|
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.5 | $859k | -87% | 25k | 34.21 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $755k | 1.00 | 754800.00 |
|
|
| Exxon Mobil Corporation (XOM) | 0.4 | $684k | +95% | 5.7k | 120.34 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $664k | +79% | 1.3k | 502.65 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $583k | +2% | 676.00 | 862.05 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $569k | +35% | 1.8k | 322.22 |
|
| General Dynamics Corporation (GD) | 0.3 | $457k | 1.4k | 336.66 |
|
|
| Proshares Tr Pshs Ult Semicdt (USD) | 0.3 | $446k | NEW | 8.5k | 52.51 |
|
| Broadcom (AVGO) | 0.2 | $424k | 1.2k | 346.10 |
|
|
| Visa Com Cl A (V) | 0.2 | $410k | 1.2k | 350.71 |
|
|
| Tesla Motors (TSLA) | 0.2 | $363k | +14% | 807.00 | 449.72 |
|
| Home Depot (HD) | 0.2 | $320k | +77% | 930.00 | 344.10 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $314k | NEW | 791.00 | 396.31 |
|
| Abbvie (ABBV) | 0.2 | $304k | 1.3k | 228.52 |
|
|
| salesforce (CRM) | 0.2 | $289k | +13% | 1.1k | 264.99 |
|
| TJX Companies (TJX) | 0.2 | $277k | 1.8k | 153.63 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $274k | 2.5k | 111.41 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $272k | NEW | 1.3k | 206.95 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $269k | NEW | 250.00 | 1074.68 |
|
| Netflix (NFLX) | 0.1 | $233k | +924% | 2.5k | 93.76 |
|
| Alaska Air (ALK) | 0.1 | $232k | 4.6k | 50.30 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $225k | NEW | 876.00 | 257.23 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $223k | -19% | 1.8k | 120.95 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $220k | -8% | 4.7k | 46.80 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.1 | $214k | NEW | 3.0k | 70.41 |
|
| Howmet Aerospace (HWM) | 0.1 | $204k | NEW | 993.00 | 205.02 |
|
| Rumble Com Cl A (RUM) | 0.1 | $89k | 14k | 6.32 |
|
|
| Ammo (POWW) | 0.0 | $22k | 13k | 1.71 |
|
Past Filings by Momentous Wealth Management
SEC 13F filings are viewable for Momentous Wealth Management going back to 2025
- Momentous Wealth Management 2025 Q4 filed Feb. 17, 2026
- 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