Momentous Wealth Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 21, 2026, Momentous Wealth Management, Inc. disclosed 50 stock positions valued at approximately $206.40M as of quarter-end September 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, VANGUARD MALVERN FDS, and DIMENSIONAL ETF TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 50
- Portfolio Value
- $206.40M
Holdings by Sector
Momentous Wealth Management, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 25.00% | 1,160,902 | +24,189 | +2.13% | $51,602,087 |
| VANGUARD MALVERN FDS | VCRB | Other | 15.71% | 440,445 | +37,493 | +9.30% | $32,425,579 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 13.72% | 765,052 | +16,632 | +2.22% | $28,322,207 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 10.48% | 539,179 | +50,320 | +10.29% | $21,631,843 |
| SCHWAB STRATEGIC TR | SCHF | Other | 8.59% | 645,157 | +3,980 | +0.62% | $17,722,451 |
| DIMENSIONAL ETF TRUST | DFSB | Other | 5.20% | 216,808 | +27,351 | +14.44% | $10,742,740 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 4.61% | 201,713 | +7,394 | +3.81% | $9,514,801 |
| APPLE INC | AAPL | Technology | 1.85% | 11,481 | -453 | -3.80% | $3,823,550 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 1.75% | 80,036 | +5,061 | +6.75% | $3,615,221 |
| NVIDIA CORPORATION | NVDA | Technology | 1.30% | 11,742 | +1,354 | +13.03% | $2,681,663 |
| CVB FINL CORP | CVBF | Financial Services | 1.24% | 118,456 | +1,001 | +0.85% | $2,559,834 |
| MICROSOFT CORP | MSFT | Technology | 1.18% | 4,729 | +431 | +10.03% | $2,425,386 |
| ALPHABET INC | GOOG | Communication Services | 0.62% | 3,779 | -28 | -0.74% | $1,287,656 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.54% | 4,486 | +514 | +12.94% | $1,117,741 |
| ALPHABET INC | GOOGL | Communication Services | 0.51% | 3,046 | +235 | +8.36% | $1,048,068 |
| META PLATFORMS INC | META | Communication Services | 0.50% | 1,424 | -185 | -11.50% | $1,032,656 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.49% | 1,048 | +19 | +1.85% | $1,001,280 |
| DIMENSIONAL ETF TRUST | DFSE | Other | 0.48% | 20,649 | +670 | +3.35% | $998,357 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 0.45% | 5,721 | -21 | -0.37% | $931,093 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.36% | 1 | - | - | $747,005 |
| BROADCOM INC | AVGO | Technology | 0.34% | 2,006 | +677 | +50.94% | $704,487 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.34% | 1,409 | +7 | +0.50% | $701,612 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.34% | 16,836 | -694 | -3.96% | $697,501 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.32% | 722 | +48 | +7.12% | $657,061 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.30% | 589 | +23 | +4.06% | $627,350 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.29% | 1,809 | +87 | +5.05% | $598,471 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 0.27% | 13,983 | -2,135 | -13.25% | $561,713 |
| ABBVIE INC | ABBV | Healthcare | 0.26% | 2,057 | +797 | +63.25% | $538,139 |
| LAM RESEARCH CORP | LRCX | Technology | 0.21% | 1,324 | +232 | +21.25% | $434,947 |
| VANGUARD MALVERN FDS | VPLS | Other | 0.21% | 5,847 | +5,847 | +100.00% | $432,736 |
Showing 30 of 50 holdings in the latest reporting period.