Momentous Wealth Management

Momentous Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Momentous Wealth Management

Momentous Wealth Management holds 46 positions in its portfolio as reported in the December 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) 23.4 $41M 1.0M 39.59
Vanguard Malvern Fds Core Bd Etf (VCRB) 16.3 $29M 368k 77.89
Dimensional Etf Trust World Ex Us Core (DFAX) 14.4 $25M 778k 32.73
Dimensional Etf Trust Core Fixed Incom (DFCF) 10.7 $19M 445k 42.56
Schwab Strategic Tr Intl Eqty Etf (SCHF) 9.0 $16M 663k 24.04
Dimensional Etf Trust Global Sustaina (DFSB) 5.1 $9.0M 173k 51.80
Dimensional Etf Trust Us Sustainabilty (DFSU) 4.5 $8.0M 184k 43.43
Apple (AAPL) 1.9 $3.3M 12k 271.85
Dimensional Etf Trust International (DFSI) 1.8 $3.2M 76k 42.84
Microsoft Corporation (MSFT) 1.3 $2.2M 4.6k 483.60
CVB Financial (CVBF) 1.2 $2.2M 118k 18.60
NVIDIA Corporation (NVDA) 1.2 $2.1M 11k 186.51
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.1M 3.6k 313.80
Meta Platforms Cl A (META) 0.6 $1.0M 1.6k 660.09
Alphabet Cap Stk Cl A (GOOGL) 0.5 $938k 3.0k 312.98
Amazon (AMZN) 0.5 $892k 3.9k 230.83
Parker-Hannifin Corporation (PH) 0.5 $881k 1.0k 878.96
Dimensional Etf Trust Emerging Markets (DFSE) 0.5 $873k 21k 41.48
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.5 $859k 25k 34.21
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $755k 1.00 754800.00
Exxon Mobil Corporation (XOM) 0.4 $684k 5.7k 120.34
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $664k 1.3k 502.65
Costco Wholesale Corporation (COST) 0.3 $583k 676.00 862.05
JPMorgan Chase & Co. (JPM) 0.3 $569k 1.8k 322.22
General Dynamics Corporation (GD) 0.3 $457k 1.4k 336.66
Proshares Tr Pshs Ult Semicdt (USD) 0.3 $446k 8.5k 52.51
Broadcom (AVGO) 0.2 $424k 1.2k 346.10
Visa Com Cl A (V) 0.2 $410k 1.2k 350.71
Tesla Motors (TSLA) 0.2 $363k 807.00 449.72
Home Depot (HD) 0.2 $320k 930.00 344.10
Spdr Gold Tr Gold Shs (GLD) 0.2 $314k 791.00 396.31
Abbvie (ABBV) 0.2 $304k 1.3k 228.52
salesforce (CRM) 0.2 $289k 1.1k 264.99
TJX Companies (TJX) 0.2 $277k 1.8k 153.63
Wal-Mart Stores (WMT) 0.2 $274k 2.5k 111.41
Johnson & Johnson (JNJ) 0.2 $272k 1.3k 206.95
Eli Lilly & Co. (LLY) 0.2 $269k 250.00 1074.68
Netflix (NFLX) 0.1 $233k 2.5k 93.76
Alaska Air (ALK) 0.1 $232k 4.6k 50.30
Automatic Data Processing (ADP) 0.1 $225k 876.00 257.23
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $223k 1.8k 120.95
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $220k 4.7k 46.80
Proshares Tr Pshs Ultra Qqq (QLD) 0.1 $214k 3.0k 70.41
Howmet Aerospace (HWM) 0.1 $204k 993.00 205.02
Rumble Com Cl A (RUM) 0.1 $89k 14k 6.32
Ammo (POWW) 0.0 $22k 13k 1.71