Momentous Wealth Management as of March 31, 2026
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 | 1.1M | 38.86 | |
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 16.8 | $29M | 380k | 77.38 | |
| Dimensional Etf Trust World Ex Us Core (DFAX) | 14.1 | $25M | 728k | 33.97 | |
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 11.0 | $19M | 454k | 42.22 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 8.8 | $16M | 624k | 24.75 | |
| Dimensional Etf Trust Global Sustaina (DFSB) | 5.4 | $9.5M | 184k | 51.74 | |
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 4.6 | $8.0M | 194k | 41.09 | |
| Dimensional Etf Trust International (DFSI) | 1.8 | $3.2M | 75k | 42.40 | |
| Apple (AAPL) | 1.7 | $3.0M | 12k | 253.78 | |
| CVB Financial (CVBF) | 1.3 | $2.3M | 118k | 19.39 | |
| NVIDIA Corporation (NVDA) | 1.2 | $2.1M | 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 | 1.1k | 895.24 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $917k | 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 | 20k | 42.37 | |
| Amazon (AMZN) | 0.5 | $850k | 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 | 20k | 35.71 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $683k | 1.4k | 479.20 | |
| Costco Wholesale Corporation (COST) | 0.4 | $668k | 671.00 | 996.10 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $487k | 1.7k | 294.16 | |
| General Dynamics Corporation (GD) | 0.3 | $452k | 1.3k | 343.22 | |
| Broadcom (AVGO) | 0.2 | $391k | 1.3k | 309.51 | |
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $368k | 9.4k | 38.96 | |
| Johnson & Johnson (JNJ) | 0.2 | $356k | 1.5k | 244.44 | |
| Tesla Motors (TSLA) | 0.2 | $326k | 878.00 | 371.75 | |
| Home Depot (HD) | 0.2 | $291k | 884.00 | 328.89 | |
| TJX Companies (TJX) | 0.2 | $288k | 1.8k | 159.72 | |
| Visa Com Cl A (V) | 0.2 | $276k | 913.00 | 302.24 | |
| Abbvie (ABBV) | 0.2 | $271k | 1.2k | 217.52 | |
| Wal-Mart Stores (WMT) | 0.2 | $263k | 2.1k | 124.28 | |
| Netflix (NFLX) | 0.1 | $248k | 2.6k | 96.15 | |
| Eli Lilly & Co. (LLY) | 0.1 | $236k | 256.00 | 920.47 | |
| Howmet Aerospace (HWM) | 0.1 | $231k | 1.0k | 230.46 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $230k | 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 | |
| Ammo (POWW) | 0.0 | $25k | 13k | 2.01 |
