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 74.89% of Momentous Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DFAC, VCRB, DFSB, DFCF, DFSU, DFAI, LRCX, NVDA, GOOGL, BRK.B.
- Started 2 new stock positions in DFAI, LRCX.
- Reduced shares in these 10 stocks: DFAX, SCHF, , , , ALK, ADP, DFAU, , DFLV.
- Sold out of its positions in ALK, ADP, DFAU, QLD, USD, GLD, CRM.
- Momentous Wealth Management was a net seller of stock by $-238k.
- Momentous Wealth Management has $175M in assets under management (AUM), dropping by -0.78%.
- Central Index Key (CIK): 0002055574
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Portfolio Holdings for Momentous Wealth Management
Momentous Wealth Management holds 41 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 24.2 | $42M | +4% | 1.1M | 38.86 |
|
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 16.8 | $29M | +3% | 380k | 77.38 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 14.1 | $25M | -6% | 728k | 33.97 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 11.0 | $19M | +2% | 454k | 42.22 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 8.8 | $16M | -5% | 624k | 24.75 |
|
| Dimensional Etf Trust Global Sustaina (DFSB) | 5.4 | $9.5M | +6% | 184k | 51.74 |
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 4.6 | $8.0M | +5% | 194k | 41.09 |
|
| Dimensional Etf Trust International (DFSI) | 1.8 | $3.2M | 75k | 42.40 |
|
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| Apple (AAPL) | 1.7 | $3.0M | -4% | 12k | 253.78 |
|
| CVB Financial (CVBF) | 1.3 | $2.3M | 118k | 19.39 |
|
|
| NVIDIA Corporation (NVDA) | 1.2 | $2.1M | +6% | 12k | 174.41 |
|
| Microsoft Corporation (MSFT) | 1.0 | $1.7M | 4.5k | 370.15 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.0M | 3.6k | 286.86 |
|
|
| Exxon Mobil Corporation (XOM) | 0.6 | $975k | 5.7k | 169.66 |
|
|
| Parker-Hannifin Corporation (PH) | 0.5 | $944k | +5% | 1.1k | 895.24 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $917k | +6% | 3.2k | 287.57 |
|
| Meta Platforms Cl A (META) | 0.5 | $875k | 1.5k | 572.13 |
|
|
| Dimensional Etf Trust Emerging Markets (DFSE) | 0.5 | $856k | -4% | 20k | 42.37 |
|
| Amazon (AMZN) | 0.5 | $850k | +5% | 4.1k | 208.28 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $718k | 1.00 | 718140.00 |
|
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.4 | $707k | -21% | 20k | 35.71 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $683k | +7% | 1.4k | 479.20 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $668k | 671.00 | 996.10 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $487k | -6% | 1.7k | 294.16 |
|
| General Dynamics Corporation (GD) | 0.3 | $452k | -2% | 1.3k | 343.22 |
|
| Broadcom (AVGO) | 0.2 | $391k | +3% | 1.3k | 309.51 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $368k | NEW | 9.4k | 38.96 |
|
| Johnson & Johnson (JNJ) | 0.2 | $356k | +10% | 1.5k | 244.44 |
|
| Tesla Motors (TSLA) | 0.2 | $326k | +8% | 878.00 | 371.75 |
|
| Home Depot (HD) | 0.2 | $291k | -4% | 884.00 | 328.89 |
|
| TJX Companies (TJX) | 0.2 | $288k | 1.8k | 159.72 |
|
|
| Visa Com Cl A (V) | 0.2 | $276k | -21% | 913.00 | 302.24 |
|
| Abbvie (ABBV) | 0.2 | $271k | -6% | 1.2k | 217.52 |
|
| Wal-Mart Stores (WMT) | 0.2 | $263k | -13% | 2.1k | 124.28 |
|
| Netflix (NFLX) | 0.1 | $248k | +3% | 2.6k | 96.15 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $236k | +2% | 256.00 | 920.47 |
|
| Howmet Aerospace (HWM) | 0.1 | $231k | 1.0k | 230.46 |
|
|
| Lam Research Corp Com New (LRCX) | 0.1 | $230k | NEW | 1.1k | 213.66 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $207k | 1.8k | 112.26 |
|
|
| Rumble Com Cl A (RUM) | 0.0 | $71k | 14k | 5.10 |
|
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| Ammo (POWW) | 0.0 | $25k | 13k | 2.01 |
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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 2026 Q1 filed May 11, 2026
- 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