Momentous Wealth Management as of June 30, 2026
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 | 1.1M | 44.36 | |
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 15.9 | $31M | 403k | 77.23 | |
| Dimensional Etf Trust World Ex Us Core (DFAX) | 14.1 | $28M | 748k | 36.84 | |
| Dimensional Etf Trust Core Fixe In Etf (DFCF) | 10.6 | $21M | 489k | 42.21 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 9.1 | $18M | 641k | 27.70 | |
| Dimensional Etf Trust Global Sustaina (DFSB) | 5.1 | $9.9M | 190k | 52.11 | |
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 4.6 | $9.1M | 194k | 46.63 | |
| Apple (AAPL) | 1.8 | $3.5M | 12k | 289.37 | |
| Dimensional Etf Trust International (DFSI) | 1.7 | $3.4M | 75k | 45.10 | |
| NVIDIA Corporation (NVDA) | 1.1 | $2.1M | 10k | 200.09 | |
| Microsoft Corporation (MSFT) | 0.8 | $1.6M | 4.3k | 373.00 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.3M | 3.8k | 353.33 | |
| Parker-Hannifin Corporation (PH) | 0.5 | $1.0M | 1.0k | 978.12 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.0M | 2.8k | 357.37 | |
| Dimensional Etf Trust Emer Mark Su Etf (DFSE) | 0.5 | $977k | 20k | 48.88 | |
| Amazon (AMZN) | 0.5 | $947k | 4.0k | 238.34 | |
| Meta Platforms Cl A (META) | 0.5 | $906k | 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 | 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 | 566.00 | 1154.29 | |
| Dimensional Etf Trust Us Larg Valu Etf (DFLV) | 0.3 | $637k | 16k | 39.54 | |
| Costco Wholesale Corporation (COST) | 0.3 | $630k | 674.00 | 935.16 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $564k | 1.7k | 327.33 | |
| Broadcom (AVGO) | 0.3 | $502k | 1.3k | 377.75 | |
| Lam Research Corp Com New (LRCX) | 0.2 | $473k | 1.1k | 433.33 | |
| General Dynamics Corporation (GD) | 0.2 | $473k | 1.3k | 354.24 | |
| Johnson & Johnson (JNJ) | 0.2 | $359k | 1.4k | 253.97 | |
| Eli Lilly & Co. (LLY) | 0.2 | $349k | 291.00 | 1200.60 | |
| Visa Com Cl A (V) | 0.2 | $323k | 942.00 | 343.09 | |
| Abbvie (ABBV) | 0.2 | $317k | 1.3k | 251.68 | |
| Home Depot (HD) | 0.2 | $314k | 891.00 | 352.68 | |
| Tesla Motors (TSLA) | 0.2 | $300k | 712.00 | 420.60 | |
| Advanced Micro Devices (AMD) | 0.1 | $288k | 496.00 | 580.91 | |
| Corning Incorporated (GLW) | 0.1 | $283k | 1.1k | 255.43 | |
| TJX Companies (TJX) | 0.1 | $276k | 1.8k | 151.52 | |
| Howmet Aerospace (HWM) | 0.1 | $270k | 1.0k | 268.86 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $265k | 133.00 | 1989.44 | |
| Cisco Systems (CSCO) | 0.1 | $261k | 2.2k | 117.46 | |
| Wal-Mart Stores (WMT) | 0.1 | $248k | 2.2k | 113.26 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $243k | 1.8k | 132.23 | |
| Alaska Air (ALK) | 0.1 | $241k | 4.6k | 52.20 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $220k | 460.00 | 477.57 | |
| Ge Aerospace Com New (GE) | 0.1 | $211k | 564.00 | 373.78 | |
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $206k | 1.7k | 119.52 | |
| Rum Group Com Cl A (RUM) | 0.0 | $88k | 14k | 6.34 | |
| Ammo (POWW) | 0.0 | $29k | 13k | 2.28 |
