Momentous Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Momentous Wealth Management, Inc. held in its portfolio 46 assets valued at $176,372,260 (i.e. $176.37M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($41.36M), VANGUARD MALVERN FDS ($28.69M), and DIMENSIONAL ETF TRUST ($25.45M).
The chart below shows the top 10 valuable assets, and the table below shows the top 46 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Momentous Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1044688 | 41359182 | US CORE EQUITY 2 |
| VANGUARD MALVERN FDS | 368254 | 28685159 | CORE BD ETF |
| DIMENSIONAL ETF TRUST | 777518 | 25448169 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 444774 | 18929593 | CORE FIXED INCOM |
| SCHWAB STRATEGIC TR | 662494 | 15926344 | INTL EQTY ETF |
| DIMENSIONAL ETF TRUST | 173216 | 8972615 | GLOBAL SUSTAINA |
| DIMENSIONAL ETF TRUST | 184296 | 8003965 | US SUSTAINABILTY |
| APPLE INC | 12295 | 3342421 | COM |
| DIMENSIONAL ETF TRUST | 75759 | 3245889 | INTERNATIONAL |
| MICROSOFT CORP | 4581 | 2215367 | COM |
| CVB FINL CORP | 117451 | 2184589 | COM |
| NVIDIA CORPORATION | 11357 | 2118148 | COM |
| ALPHABET INC | 3627 | 1138153 | CAP STK CL C |
| META PLATFORMS INC | 1559 | 1029080 | CL A |
| ALPHABET INC | 2996 | 937673 | CAP STK CL A |
| AMAZON COM INC | 3862 | 891477 | COM |
| PARKER-HANNIFIN CORP | 1002 | 880718 | COM |
| DIMENSIONAL ETF TRUST | 21057 | 873429 | EMERGING MARKETS |
| DIMENSIONAL ETF TRUST | 25119 | 859317 | US LARGE CAP VAL |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| EXXON MOBIL CORP | 5680 | 683531 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1321 | 664001 | CL B NEW |
| COSTCO WHSL CORP NEW | 676 | 582748 | COM |
| JPMORGAN CHASE & CO. | 1767 | 569363 | COM |
| GENERAL DYNAMICS CORP | 1356 | 456511 | COM |
| PROSHARES TR | 8485 | 445547 | PSHS ULT SEMICDT |
| BROADCOM INC | 1224 | 423626 | COM |
| VISA INC | 1168 | 409629 | COM CL A |
| TESLA INC | 807 | 362924 | COM |
| HOME DEPOT INC | 930 | 320013 | COM |
| SPDR GOLD TR | 791 | 313481 | GOLD SHS |
| ABBVIE INC | 1331 | 304162 | COM |
| SALESFORCE INC | 1091 | 289104 | COM |
| TJX COS INC NEW | 1800 | 276535 | COM |
| WALMART INC | 2460 | 274069 | COM |
| JOHNSON & JOHNSON | 1316 | 272346 | COM |
| ELI LILLY & CO | 250 | 268670 | COM |
| NETFLIX INC | 2480 | 232525 | COM |
| ALASKA AIR GROUP INC | 4607 | 231732 | COM |
| AUTOMATIC DATA PROCESSING IN | 876 | 225333 | COM |
| VANGUARD WORLD FD | 1840 | 222548 | ESG US STK ETF |
| DIMENSIONAL ETF TRUST | 4698 | 219867 | US CORE EQT MKT |
| PROSHARES TR | 3043 | 214258 | PSHS ULTRA QQQ |
| HOWMET AEROSPACE INC | 993 | 203585 | COM |
| RUMBLE INC | 14006 | 88518 | COM CL A |
| OUTDOOR HOLDING CO | 12600 | 21546 | COM |
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