Momentous Wealth Management
Latest statistics and disclosures from Momentous Wealth Management's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002055574
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Portfolio Holdings for Momentous Wealth Management
Momentous Wealth Management holds 49 positions in its portfolio as reported in the March 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) | 18.8 | $27M | 807k | 32.99 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 16.5 | $23M | 302k | 77.43 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 13.4 | $19M | 724k | 26.20 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 11.0 | $16M | 369k | 42.06 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 9.0 | $13M | 645k | 19.78 |
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| Dimensional Etf Trust Global Sustaina (DFSB) | 5.3 | $7.5M | 146k | 51.50 |
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| Dimensional Etf Trust Us Large Cap Val (DFLV) | 4.1 | $5.9M | 192k | 30.57 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 3.8 | $5.3M | 149k | 35.81 |
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| Apple (AAPL) | 2.0 | $2.9M | 13k | 222.14 |
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| Dimensional Etf Trust International (DFSI) | 1.7 | $2.5M | 71k | 34.89 |
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| Parker-Hannifin Corporation (PH) | 1.7 | $2.4M | 4.0k | 607.85 |
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| CVB Financial (CVBF) | 1.5 | $2.2M | 118k | 18.46 |
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| Microsoft Corporation (MSFT) | 1.2 | $1.7M | 4.7k | 375.37 |
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| NVIDIA Corporation (NVDA) | 0.9 | $1.3M | 12k | 108.38 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $818k | 1.5k | 532.58 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $798k | 1.00 | 798442.00 |
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| Costco Wholesale Corporation (COST) | 0.5 | $773k | 818.00 | 945.52 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $768k | 6.5k | 118.93 |
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| Amazon (AMZN) | 0.5 | $717k | 3.8k | 190.27 |
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| Dimensional Etf Trust Emerging Markets (DFSE) | 0.5 | $676k | 20k | 33.68 |
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| Meta Platforms Cl A (META) | 0.5 | $647k | 1.1k | 576.36 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $573k | 3.7k | 156.23 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $463k | 3.0k | 154.64 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $438k | 1.8k | 245.30 |
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| Visa Com Cl A (V) | 0.3 | $410k | 1.2k | 350.46 |
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| General Dynamics Corporation (GD) | 0.3 | $371k | 1.4k | 272.58 |
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| Home Depot (HD) | 0.2 | $352k | 961.00 | 366.49 |
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| Tesla Motors (TSLA) | 0.2 | $293k | 1.1k | 259.16 |
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| salesforce (CRM) | 0.2 | $286k | 1.1k | 268.36 |
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| Abbvie (ABBV) | 0.2 | $280k | 1.3k | 209.55 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $277k | 2.8k | 97.95 |
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| Netflix (NFLX) | 0.2 | $270k | 289.00 | 932.53 |
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| Automatic Data Processing (ADP) | 0.2 | $270k | 882.00 | 305.53 |
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| Johnson & Johnson (JNJ) | 0.2 | $253k | 1.5k | 165.84 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $243k | 3.3k | 73.45 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $240k | 832.00 | 288.14 |
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| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.2 | $233k | 943.00 | 246.76 |
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| Wal-Mart Stores (WMT) | 0.2 | $232k | 2.6k | 87.79 |
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| Eli Lilly & Co. (LLY) | 0.2 | $225k | 272.00 | 825.94 |
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| Broadcom (AVGO) | 0.2 | $222k | 1.3k | 167.43 |
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| TJX Companies (TJX) | 0.2 | $219k | 1.8k | 121.82 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $215k | 393.00 | 548.12 |
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| Procter & Gamble Company (PG) | 0.1 | $212k | 1.2k | 170.46 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $209k | 5.4k | 38.44 |
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| Rumble Com Cl A (RUM) | 0.1 | $99k | 14k | 7.07 |
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| Banco Santander Adr (SAN) | 0.1 | $89k | 13k | 6.70 |
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| Absci Corp (ABSI) | 0.1 | $82k | 33k | 2.51 |
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| Telefonica S A Sponsored Adr (TEF) | 0.0 | $50k | 11k | 4.66 |
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| Ammo (POWW) | 0.0 | $17k | 13k | 1.38 |
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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 Q1 filed May 8, 2025