Momentous Wealth Management as of Sept. 30, 2025
Portfolio Holdings for Momentous Wealth Management
Momentous Wealth Management holds 40 positions in its portfolio as reported in the September 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) | 20.6 | $32M | 841k | 38.57 | |
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 16.4 | $26M | 331k | 78.41 | |
| Dimensional Etf Trust World Ex Us Core (DFAX) | 14.8 | $23M | 742k | 31.38 | |
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 10.9 | $17M | 403k | 42.76 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 9.3 | $15M | 627k | 23.28 | |
| Dimensional Etf Trust Global Sustaina (DFSB) | 5.4 | $8.5M | 160k | 53.27 | |
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 4.6 | $7.2M | 169k | 42.47 | |
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 4.2 | $6.6M | 201k | 32.90 | |
| Dimensional Etf Trust International (DFSI) | 2.0 | $3.1M | 76k | 40.95 | |
| Apple (AAPL) | 1.9 | $3.0M | 12k | 254.63 | |
| Microsoft Corporation (MSFT) | 1.4 | $2.2M | 4.3k | 517.93 | |
| NVIDIA Corporation (NVDA) | 1.1 | $1.7M | 9.0k | 186.58 | |
| Meta Platforms Cl A (META) | 0.9 | $1.3M | 1.8k | 734.38 | |
| Dimensional Etf Trust Emerging Markets (DFSE) | 0.6 | $873k | 21k | 41.09 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $836k | 3.4k | 243.55 | |
| Parker-Hannifin Corporation (PH) | 0.5 | $765k | 1.0k | 758.15 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $754k | 1.00 | 754200.00 | |
| Amazon (AMZN) | 0.5 | $734k | 3.3k | 219.57 | |
| Costco Wholesale Corporation (COST) | 0.4 | $608k | 657.00 | 925.31 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $571k | 2.3k | 243.10 | |
| General Dynamics Corporation (GD) | 0.3 | $464k | 1.4k | 341.00 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $413k | 1.3k | 315.43 | |
| Visa Com Cl A (V) | 0.3 | $400k | 1.2k | 341.38 | |
| Broadcom (AVGO) | 0.3 | $397k | 1.2k | 329.91 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $371k | 737.00 | 502.74 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $328k | 2.9k | 112.75 | |
| Tesla Motors (TSLA) | 0.2 | $314k | 705.00 | 444.72 | |
| Abbvie (ABBV) | 0.2 | $313k | 1.4k | 231.57 | |
| Netflix (NFLX) | 0.2 | $290k | 242.00 | 1198.92 | |
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.2 | $278k | 943.00 | 294.32 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $269k | 2.3k | 118.46 | |
| TJX Companies (TJX) | 0.2 | $261k | 1.8k | 144.56 | |
| Wal-Mart Stores (WMT) | 0.2 | $249k | 2.4k | 103.06 | |
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $235k | 5.1k | 45.76 | |
| Alaska Air (ALK) | 0.1 | $230k | 4.6k | 49.78 | |
| salesforce (CRM) | 0.1 | $228k | 960.00 | 237.00 | |
| Home Depot (HD) | 0.1 | $212k | 523.00 | 405.19 | |
| Rumble Com Cl A (RUM) | 0.1 | $100k | 14k | 7.24 | |
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $51k | 10k | 5.08 | |
| Ammo (POWW) | 0.0 | $19k | 13k | 1.48 |
