Momentous Wealth Management as of June 30, 2025
Portfolio Holdings for Momentous Wealth Management
Momentous Wealth Management holds 46 positions in its portfolio as reported in the June 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) | 19.5 | $30M | 840k | 35.84 | |
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 16.4 | $25M | 328k | 77.58 | |
| Dimensional Etf Trust World Ex Us Core (DFAX) | 14.2 | $22M | 749k | 29.37 | |
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 10.9 | $17M | 401k | 42.26 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 9.1 | $14M | 640k | 22.10 | |
| Dimensional Etf Trust Global Sustaina (DFSB) | 5.3 | $8.3M | 158k | 52.43 | |
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 4.3 | $6.6M | 168k | 39.25 | |
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 4.1 | $6.3M | 204k | 31.02 | |
| Dimensional Etf Trust International (DFSI) | 2.0 | $3.0M | 77k | 39.41 | |
| Apple (AAPL) | 1.7 | $2.6M | 13k | 205.18 | |
| Microsoft Corporation (MSFT) | 1.5 | $2.4M | 4.8k | 497.39 | |
| CVB Financial (CVBF) | 1.5 | $2.3M | 118k | 19.79 | |
| NVIDIA Corporation (NVDA) | 1.1 | $1.7M | 11k | 157.99 | |
| Dimensional Etf Trust Emerging Markets (DFSE) | 0.5 | $824k | 22k | 38.06 | |
| Amazon (AMZN) | 0.5 | $799k | 3.6k | 219.40 | |
| Meta Platforms Cl A (META) | 0.5 | $737k | 999.00 | 738.09 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $729k | 1.00 | 728800.00 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $710k | 1.5k | 485.77 | |
| Parker-Hannifin Corporation (PH) | 0.5 | $710k | 1.0k | 698.47 | |
| Costco Wholesale Corporation (COST) | 0.4 | $692k | 699.00 | 989.62 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $676k | 6.3k | 107.80 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $634k | 3.6k | 177.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $527k | 3.0k | 176.23 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $509k | 1.8k | 289.91 | |
| Visa Com Cl A (V) | 0.3 | $425k | 1.2k | 355.05 | |
| General Dynamics Corporation (GD) | 0.3 | $398k | 1.4k | 291.66 | |
| Home Depot (HD) | 0.2 | $343k | 935.00 | 366.64 | |
| Broadcom (AVGO) | 0.2 | $340k | 1.2k | 275.65 | |
| Netflix (NFLX) | 0.2 | $323k | 241.00 | 1339.13 | |
| Tesla Motors (TSLA) | 0.2 | $304k | 957.00 | 317.66 | |
| salesforce (CRM) | 0.2 | $290k | 1.1k | 272.69 | |
| Automatic Data Processing (ADP) | 0.2 | $271k | 880.00 | 308.40 | |
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.2 | $257k | 943.00 | 272.75 | |
| Wal-Mart Stores (WMT) | 0.2 | $255k | 2.6k | 97.78 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $254k | 832.00 | 304.83 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $249k | 2.3k | 109.66 | |
| Abbvie (ABBV) | 0.2 | $247k | 1.3k | 185.65 | |
| Alaska Air (ALK) | 0.1 | $229k | 4.6k | 49.48 | |
| TJX Companies (TJX) | 0.1 | $224k | 1.8k | 123.51 | |
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $223k | 5.3k | 42.36 | |
| Johnson & Johnson (JNJ) | 0.1 | $217k | 1.4k | 152.75 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $208k | 370.00 | 561.94 | |
| Rumble Com Cl A (RUM) | 0.1 | $126k | 14k | 8.98 | |
| Banco Santander Adr (SAN) | 0.1 | $84k | 10k | 8.30 | |
| Absci Corp (ABSI) | 0.0 | $74k | 29k | 2.57 | |
| Ammo (POWW) | 0.0 | $16k | 13k | 1.28 |
