Momentous Wealth Management, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$175.0M
Q ending 2026-03-31
Prior quarter
$176.4M
Q ending 2025-12-31
Change
-0.8% QoQ · +23.9% YoY
Positions
41
reported holdings
Largest positions
All 41 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFAC | Shares | $42.3M | 1.1M |
| Vanguard Malvern Fds | VCRB | Shares | $29.4M | 380K |
| Dimensional Etf Trust | DFAX | Shares | $24.7M | 728K |
| Dimensional Etf Trust | DFCF | Shares | $19.2M | 454K |
| Schwab Strategic Tr | SCHF | Shares | $15.5M | 624K |
| Dimensional Etf Trust | DFSB | Shares | $9.5M | 184K |
| Dimensional Etf Trust | DFSU | Shares | $8.0M | 194K |
| Dimensional Etf Trust | DFSI | Shares | $3.2M | 75K |
| Apple Inc | AAPL | Shares | $3.0M | 12K |
| Cvb Finl Corp | CVBF | Shares | $2.3M | 117K |
| Nvidia Corporation | NVDA | Shares | $2.1M | 12K |
| Microsoft Corp | MSFT | Shares | $1.7M | 4K |
| Alphabet Inc | GOOG | Shares | $1.0M | 4K |
| Exxon Mobil Corp | XOM | Shares | $975K | 6K |
| Parker-Hannifin Corp | PH | Shares | $944K | 1K |
| Alphabet Inc | GOOGL | Shares | $917K | 3K |
| Meta Platforms Inc | META | Shares | $875K | 2K |
| Dimensional Etf Trust | DFSE | Shares | $856K | 20K |
| Amazon Com Inc | AMZN | Shares | $850K | 4K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $718K | 1 |
| Dimensional Etf Trust | DFLV | Shares | $707K | 20K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $683K | 1K |
| Costco Wholesale Corporation | COST | Shares | $668K | 671 |
| Jpmorgan Chase & Co | JPM | Shares | $487K | 2K |
| General Dynamics Corp | GD | Shares | $452K | 1K |
| Broadcom Inc | AVGO | Shares | $391K | 1K |
| Dimensional Etf Trust | DFAI | Shares | $368K | 9K |
| Johnson & Johnson | JNJ | Shares | $356K | 1K |
| Tesla Inc | TSLA | Shares | $326K | 878 |
| Home Depot Inc | HD | Shares | $291K | 884 |
| Tjx Cos Inc New | TJX | Shares | $288K | 2K |
| Visa Inc | V | Shares | $276K | 913 |
| Abbvie Inc | ABBV | Shares | $271K | 1K |
| Walmart Inc | WMT | Shares | $263K | 2K |
| Netflix Inc. | NFLX | Shares | $248K | 3K |
| Eli Lilly & Co | LLY | Shares | $236K | 256 |
| Howmet Aerospace Inc | HWM | Shares | $231K | 1K |
| Lam Research Corp | LRCX | Shares | $230K | 1K |
| Vanguard World Fd | ESGV | Shares | $207K | 2K |
| Rumble Inc | RUM | Shares | $71K | 14K |
| Outdoor Holding Co | POWW | Shares | $25K | 13K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.