Momentous Wealth Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 11, 2026, Momentous Wealth Management, Inc. disclosed 48 stock positions valued at approximately $195.13M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, VANGUARD MALVERN FDS, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 48
- Portfolio Value
- $195.13M
Holdings by Sector
Momentous Wealth Management, Inc. Portfolio Holdings in Q2 2026
48 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 25.84% | 1,136,713 | +49,021 | +4.51% | $50,424,597 |
| VANGUARD MALVERN FDS | VCRB | Other | 15.95% | 402,952 | +22,877 | +6.02% | $31,121,108 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 14.13% | 748,420 | +20,133 | +2.76% | $27,571,800 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 10.57% | 488,859 | +34,491 | +7.59% | $20,634,750 |
| SCHWAB STRATEGIC TR | SCHF | Other | 9.10% | 641,177 | +16,831 | +2.70% | $17,760,604 |
| DIMENSIONAL ETF TRUST | DFSB | Other | 5.06% | 189,457 | +5,312 | +2.88% | $9,872,611 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 4.64% | 194,319 | +256 | +0.13% | $9,061,078 |
| APPLE INC | AAPL | Technology | 1.77% | 11,934 | +151 | +1.28% | $3,453,284 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 1.73% | 74,975 | +291 | +0.39% | $3,381,350 |
| NVIDIA CORPORATION | NVDA | Technology | 1.07% | 10,388 | -1,682 | -13.94% | $2,078,535 |
| MICROSOFT CORP | MSFT | Technology | 0.82% | 4,298 | -200 | -4.45% | $1,603,166 |
| ALPHABET INC | GOOG | Communication Services | 0.69% | 3,807 | +208 | +5.78% | $1,345,127 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.52% | 1,029 | -25 | -2.37% | $1,006,485 |
| ALPHABET INC | GOOGL | Communication Services | 0.51% | 2,811 | -378 | -11.85% | $1,004,567 |
| DIMENSIONAL ETF TRUST | DFSE | Other | 0.50% | 19,979 | -227 | -1.12% | $976,572 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.49% | 3,972 | -109 | -2.67% | $946,686 |
| META PLATFORMS INC | META | Communication Services | 0.46% | 1,609 | +79 | +5.16% | $906,334 |
| EXXON MOBIL CORP | XOM | Energy | 0.40% | 5,742 | -7 | -0.12% | $785,046 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.38% | 1 | - | - | $748,850 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.37% | 17,530 | +8,097 | +85.84% | $723,133 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.36% | 1,402 | -23 | -1.61% | $701,547 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.33% | 566 | +566 | +100.00% | $653,328 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 0.33% | 16,118 | -3,689 | -18.62% | $637,298 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.32% | 674 | +3 | +0.45% | $630,297 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.29% | 1,722 | +65 | +3.92% | $563,662 |
| BROADCOM INC | AVGO | Technology | 0.26% | 1,329 | +66 | +5.23% | $502,030 |
| LAM RESEARCH CORP | LRCX | Other | 0.24% | 1,092 | +15 | +1.39% | $473,196 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.24% | 1,334 | +16 | +1.21% | $472,556 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.18% | 1,414 | -42 | -2.88% | $359,114 |
| ELI LILLY & CO | LLY | Healthcare | 0.18% | 291 | +35 | +13.67% | $349,375 |
| VISA INC | V | Financial Services | 0.17% | 942 | +29 | +3.18% | $323,191 |
| ABBVIE INC | ABBV | Healthcare | 0.16% | 1,260 | +16 | +1.29% | $317,113 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.16% | 891 | +7 | +0.79% | $314,238 |
| TESLA INC | TSLA | Consumer Cyclical | 0.15% | 712 | -166 | -18.91% | $299,467 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.15% | 496 | +496 | +100.00% | $288,131 |
| CORNING INC | GLW | Technology | 0.15% | 1,108 | +1,108 | +100.00% | $283,016 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.14% | 1,820 | +18 | +1.00% | $275,766 |
| HOWMET AEROSPACE INC | HWM | Industrials | 0.14% | 1,004 | +2 | +0.20% | $269,935 |
| ASML HLDG NV | ASML | Other | 0.14% | 133 | +133 | +100.00% | $264,596 |
| CISCO SYS INC | CSCO | Technology | 0.13% | 2,223 | +2,223 | +100.00% | $261,124 |
| WALMART INC | WMT | Consumer Defensive | 0.13% | 2,193 | +76 | +3.59% | $248,379 |
| VANGUARD WORLD FD | ESGV | Other | 0.12% | 1,840 | - | - | $243,302 |
| ALASKA AIR GROUP INC | ALK | Industrials | 0.12% | 4,620 | +13 | +0.28% | $241,164 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.11% | 460 | +460 | +100.00% | $219,682 |
| GE AEROSPACE | GE | Industrials | 0.11% | 564 | +564 | +100.00% | $210,814 |
| VANGUARD WORLD FD | VGT | Other | 0.11% | 1,720 | +1,720 | +100.00% | $205,574 |
| RUM GROUP INC | RUM | Technology | 0.05% | 13,867 | -139 | -0.99% | $87,917 |
| OUTDOOR HOLDING CO | POWW | Industrials | 0.01% | 12,600 | - | - | $28,728 |