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 75.60% of Momentous Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DFAC, VCRB, DFCF, DFAX, MU, SCHF, DFAI, AMD, GLW, DFSB.
- Started 9 new stock positions in MU, GLW, AMD, VGT, ASML, CSCO, GE, ALK, TSM.
- Reduced shares in these 10 stocks: CVBF, NVDA, NFLX, DFLV, GOOGL, MSFT, TSLA, AMZN, PH, BRK.B.
- Sold out of its positions in CVBF, NFLX.
- Momentous Wealth Management was a net buyer of stock by $6.8M.
- Momentous Wealth Management has $195M in assets under management (AUM), dropping by 11.50%.
- Central Index Key (CIK): 0002055574
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Portfolio Holdings for Momentous Wealth Management
Momentous Wealth Management holds 48 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 25.8 | $50M | +4% | 1.1M | 44.36 |
|
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 15.9 | $31M | +6% | 403k | 77.23 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 14.1 | $28M | +2% | 748k | 36.84 |
|
| Dimensional Etf Trust Core Fixe In Etf (DFCF) | 10.6 | $21M | +7% | 489k | 42.21 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 9.1 | $18M | +2% | 641k | 27.70 |
|
| Dimensional Etf Trust Global Sustaina (DFSB) | 5.1 | $9.9M | +2% | 190k | 52.11 |
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 4.6 | $9.1M | 194k | 46.63 |
|
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| Apple (AAPL) | 1.8 | $3.5M | 12k | 289.37 |
|
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| Dimensional Etf Trust International (DFSI) | 1.7 | $3.4M | 75k | 45.10 |
|
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| NVIDIA Corporation (NVDA) | 1.1 | $2.1M | -13% | 10k | 200.09 |
|
| Microsoft Corporation (MSFT) | 0.8 | $1.6M | -4% | 4.3k | 373.00 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.3M | +5% | 3.8k | 353.33 |
|
| Parker-Hannifin Corporation (PH) | 0.5 | $1.0M | -2% | 1.0k | 978.12 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.0M | -11% | 2.8k | 357.37 |
|
| Dimensional Etf Trust Emer Mark Su Etf (DFSE) | 0.5 | $977k | 20k | 48.88 |
|
|
| Amazon (AMZN) | 0.5 | $947k | -2% | 4.0k | 238.34 |
|
| Meta Platforms Cl A (META) | 0.5 | $906k | +5% | 1.6k | 563.29 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $785k | 5.7k | 136.72 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $749k | 1.00 | 748850.00 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.4 | $723k | +85% | 18k | 41.25 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $702k | 1.4k | 500.39 |
|
|
| Micron Technology (MU) | 0.3 | $653k | NEW | 566.00 | 1154.29 |
|
| Dimensional Etf Trust Us Larg Valu Etf (DFLV) | 0.3 | $637k | -18% | 16k | 39.54 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $630k | 674.00 | 935.16 |
|
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| JPMorgan Chase & Co. (JPM) | 0.3 | $564k | +3% | 1.7k | 327.33 |
|
| Broadcom (AVGO) | 0.3 | $502k | +5% | 1.3k | 377.75 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $473k | 1.1k | 433.33 |
|
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| General Dynamics Corporation (GD) | 0.2 | $473k | 1.3k | 354.24 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $359k | -2% | 1.4k | 253.97 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $349k | +13% | 291.00 | 1200.60 |
|
| Visa Com Cl A (V) | 0.2 | $323k | +3% | 942.00 | 343.09 |
|
| Abbvie (ABBV) | 0.2 | $317k | 1.3k | 251.68 |
|
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| Home Depot (HD) | 0.2 | $314k | 891.00 | 352.68 |
|
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| Tesla Motors (TSLA) | 0.2 | $300k | -18% | 712.00 | 420.60 |
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| Advanced Micro Devices (AMD) | 0.1 | $288k | NEW | 496.00 | 580.91 |
|
| Corning Incorporated (GLW) | 0.1 | $283k | NEW | 1.1k | 255.43 |
|
| TJX Companies (TJX) | 0.1 | $276k | 1.8k | 151.52 |
|
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| Howmet Aerospace (HWM) | 0.1 | $270k | 1.0k | 268.86 |
|
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $265k | NEW | 133.00 | 1989.44 |
|
| Cisco Systems (CSCO) | 0.1 | $261k | NEW | 2.2k | 117.46 |
|
| Wal-Mart Stores (WMT) | 0.1 | $248k | +3% | 2.2k | 113.26 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $243k | 1.8k | 132.23 |
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| Alaska Air (ALK) | 0.1 | $241k | NEW | 4.6k | 52.20 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $220k | NEW | 460.00 | 477.57 |
|
| Ge Aerospace Com New (GE) | 0.1 | $211k | NEW | 564.00 | 373.78 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $206k | NEW | 1.7k | 119.52 |
|
| Rum Group Com Cl A (RUM) | 0.0 | $88k | 14k | 6.34 |
|
|
| Ammo (POWW) | 0.0 | $29k | 13k | 2.28 |
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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 Q2 filed Aug. 11, 2026
- 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