Momentous Wealth Management, Inc. Portfolio Stock Holdings
Momentous Wealth Management, Inc. disclosed 41 stock positions valued at approximately $175.0 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, VANGUARD MALVERN FDS, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 41
- Portfolio Value
- $175.0M
Holdings by Sector
Momentous Wealth Management, Inc. Portfolio Holdings in Q1 2026
41 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 24.15% | 1,087,692 | +43,004 | +4.12% | $42,267,703 |
| VANGUARD MALVERN FDS | VCRB | Other | 16.81% | 380,075 | +11,821 | +3.21% | $29,410,206 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 14.14% | 728,287 | -49,231 | -6.33% | $24,739,905 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 10.96% | 454,368 | +9,594 | +2.16% | $19,183,404 |
| SCHWAB STRATEGIC TR | SCHF | Other | 8.83% | 624,346 | -38,148 | -5.76% | $15,452,553 |
| DIMENSIONAL ETF TRUST | DFSB | Other | 5.44% | 184,145 | +10,929 | +6.31% | $9,528,204 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 4.56% | 194,063 | +9,767 | +5.30% | $7,974,056 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 1.81% | 74,684 | -1,075 | -1.42% | $3,166,607 |
| APPLE INC | AAPL | Technology | 1.71% | 11,783 | -512 | -4.16% | $2,990,341 |
| CVB FINL CORP | CVBF | Financial Services | 1.30% | 117,455 | +4 | +0.00% | $2,277,452 |
| NVIDIA CORPORATION | NVDA | Technology | 1.20% | 12,070 | +713 | +6.28% | $2,105,071 |
| MICROSOFT CORP | MSFT | Technology | 0.95% | 4,498 | -83 | -1.81% | $1,664,951 |
| ALPHABET INC | GOOG | Communication Services | 0.59% | 3,599 | -28 | -0.77% | $1,032,409 |
| EXXON MOBIL CORP | XOM | Energy | 0.56% | 5,749 | +69 | +1.21% | $975,375 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.54% | 1,054 | +52 | +5.19% | $943,583 |
| ALPHABET INC | GOOGL | Communication Services | 0.52% | 3,189 | +193 | +6.44% | $917,060 |
| META PLATFORMS INC | META | Communication Services | 0.50% | 1,530 | -29 | -1.86% | $875,359 |
| DIMENSIONAL ETF TRUST | DFSE | Other | 0.49% | 20,206 | -851 | -4.04% | $856,117 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.49% | 4,081 | +219 | +5.67% | $849,995 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.41% | 1 | - | - | $718,140 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 0.40% | 19,807 | -5,312 | -21.15% | $707,313 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.39% | 1,425 | +104 | +7.87% | $682,860 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.38% | 671 | -5 | -0.74% | $668,381 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.28% | 1,657 | -110 | -6.23% | $487,423 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.26% | 1,318 | -38 | -2.80% | $452,364 |
| BROADCOM INC | AVGO | Technology | 0.22% | 1,263 | +39 | +3.19% | $390,911 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.21% | 9,433 | +9,433 | +100.00% | $367,516 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.20% | 1,456 | +140 | +10.64% | $355,905 |
| TESLA INC | TSLA | Consumer Cyclical | 0.19% | 878 | +71 | +8.80% | $326,397 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.17% | 884 | -46 | -4.95% | $290,739 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.16% | 1,802 | +2 | +0.11% | $287,817 |
| VISA INC | V | Financial Services | 0.16% | 913 | -255 | -21.83% | $275,945 |
| ABBVIE INC | ABBV | Healthcare | 0.15% | 1,244 | -87 | -6.54% | $270,598 |
| WALMART INC | WMT | Consumer Defensive | 0.15% | 2,117 | -343 | -13.94% | $263,101 |
| NETFLIX INC. | NFLX | Communication Services | 0.14% | 2,575 | +95 | +3.83% | $247,586 |
| ELI LILLY & CO | LLY | Healthcare | 0.13% | 256 | +6 | +2.40% | $235,641 |
| HOWMET AEROSPACE INC | HWM | Industrials | 0.13% | 1,002 | +9 | +0.91% | $230,921 |
| LAM RESEARCH CORP | LRCX | Other | 0.13% | 1,077 | +1,077 | +100.00% | $230,112 |
| VANGUARD WORLD FD | ESGV | Other | 0.12% | 1,840 | - | - | $206,560 |
| RUMBLE INC | RUM | Technology | 0.04% | 14,006 | - | - | $71,431 |
| OUTDOOR HOLDING CO | POWW | Industrials | 0.01% | 12,600 | - | - | $25,326 |