Institutions / Momentous Wealth Management, Inc.

Momentous Wealth Management, Inc.

CIK 2055574 · Institution · as of Dec 31, 2025
Portfolio value
$176.37M
Positions
46
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 46 →
CompanyClassValueShares% of portfolio
Dimensional ETF Trust—$41.36M1,044,68823.4%
Vanguard Malvern Fds—$28.69M368,25416.3%
Dimensional ETF Trust—$25.45M777,51814.4%
Dimensional ETF Trust—$18.93M444,77410.7%
Schwab Strategic Tr—$15.93M662,4949.0%
Dimensional ETF Trust—$8.97M173,2165.1%
Dimensional ETF Trust—$8.00M184,2964.5%
Apple Inc.—$3.34M12,2951.9%
Dimensional ETF Trust—$3.25M75,7591.8%
Microsoft Corp—$2.22M4,5811.3%
Cvb Financial Corp—$2.18M117,4511.2%
NVIDIA Corp—$2.12M11,3571.2%
Alphabet Inc.—$1.14M3,6270.6%
Meta Platforms Inc—$1.03M1,5590.6%
Alphabet Inc.—$937.7K2,9960.5%
Amazon.com Inc—$891.5K3,8620.5%
Parker-Hannifin Corp—$880.7K1,0020.5%
Dimensional ETF Trust—$873.4K21,0570.5%
Dimensional ETF Trust—$859.3K25,1190.5%
Berkshire Hathaway Inc Del—$754.8K10.4%
Exxon Mobil Corp—$683.5K5,6800.4%
Warren E. Buffett—$664.0K1,3210.4%
Costco Wholesale Corp /New—$582.7K6760.3%
JPMorgan Chase & Co—$569.4K1,7670.3%
General Dynamics Corp—$456.5K1,3560.3%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.