Momentous Wealth Management, Inc. Top Holdings and 13F Report (2025) About Momentous Wealth Management, Inc.Investment ActivityMomentous Wealth Management, Inc. has $154.76 million in total holdings as of June 30, 2025.Momentous Wealth Management, Inc. owns shares of 46 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 4.92% of the portfolio was purchased this quarter.About 2.42% of the portfolio was sold this quarter.This quarter, Momentous Wealth Management, Inc. has purchased 49 new stocks and bought additional shares in 13 stocks.Momentous Wealth Management, Inc. sold shares of 27 stocks and completely divested from 4 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $30,113,183VANGUARD MALVERN FDS $25,436,880Dimensional World ex U.S. Core Equity 2 ETF $21,989,038Dimensional Core Fixed Income ETF $16,927,463Schwab International Equity ETF $14,151,132 Largest New Holdings this Quarter 011659109 - Alaska Air Group $229,340 Holding Largest Purchases this Quarter VANGUARD MALVERN FDS 26,021 shares (about $2.02M)Dimensional Core Fixed Income ETF 31,282 shares (about $1.32M)Dimensional U.S. Core Equity 2 ETF 33,488 shares (about $1.20M)Dimensional US Sustainability Core 1 ETF 18,719 shares (about $734.72K)Dimensional World ex U.S. Core Equity 2 ETF 24,831 shares (about $729.29K) Largest Sales this Quarter Parker-Hannifin 3,014 shares (about $2.11M)NVIDIA 746 shares (about $117.86K)Costco Wholesale 119 shares (about $117.77K)Schwab International Equity ETF 5,073 shares (about $112.11K)Meta Platforms 124 shares (about $91.52K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMomentous Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$30,113,183$1,200,209 ▲4.2%840,21219.5%ETFVANGUARD MALVERN FDS$25,436,880$2,018,711 ▲8.6%327,87916.4%CORE BD ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$21,989,038$729,287 ▲3.4%748,69014.2%ETFDFCFDimensional Core Fixed Income ETF$16,927,463$1,321,978 ▲8.5%400,55510.9%ETFSCHFSchwab International Equity ETF$14,151,132$112,113 ▼-0.8%640,3239.1%ETFDFSBDimensional Global Sustainability Fixed Income ETF$8,261,203$603,628 ▲7.9%157,5665.3%ETFDFSUDimensional US Sustainability Core 1 ETF$6,597,892$734,721 ▲12.5%168,0994.3%ETFDFLVDimensional US Large Cap Value ETF$6,317,860$375,093 ▲6.3%203,6714.1%ETFDFSIDimensional International Sustainability Core 1 ETF$3,048,732$265,270 ▲9.5%77,3592.0%ETFAAPLApple$2,570,664$75,095 ▼-2.8%12,5291.7%Computer and TechnologyMSFTMicrosoft$2,374,039$56,205 ▲2.4%4,7731.5%Computer and TechnologyCVBFCVB Financial$2,324,672$554 ▼0.0%117,4671.5%FinanceNVDANVIDIA$1,742,634$117,861 ▼-6.3%11,0301.1%Computer and TechnologyDFSEDimensional Emerging Markets Sustainability Core 1 ETF$823,463$60,173 ▲7.9%21,6360.5%ETFAMZNAmazon.com$798,627$28,084 ▼-3.4%3,6400.5%Retail/WholesaleMETAMeta Platforms$737,352$91,523 ▼-11.0%9990.5%Computer and TechnologyBRK.ABerkshire Hathaway$728,8000.0%10.5%FinanceBRK.BBerkshire Hathaway$710,196$35,461 ▼-4.8%1,4620.5%FinancePHParker-Hannifin$709,646$2,105,190 ▼-74.8%1,0160.5%IndustrialsCOSTCostco Wholesale$691,746$117,765 ▼-14.5%6990.4%Retail/WholesaleXOMExxon Mobil$676,122$19,512 ▼-2.8%6,2720.4%EnergyGOOGAlphabet$633,637$17,207 ▼-2.6%3,5720.4%Computer and TechnologyGOOGLAlphabet$527,104$352 ▼-0.1%2,9910.3%Computer and TechnologyJPMJPMorgan Chase & Co.$509,082$8,117 ▼-1.6%1,7560.3%FinanceVVisa$425,350$9,586 ▲2.3%1,1980.3%Business ServicesGDGeneral Dynamics$397,824$583 ▲0.1%1,3640.3%AerospaceHDHome Depot$342,808$9,533 ▼-2.7%9350.2%Retail/WholesaleAVGOBroadcom$339,876$25,360 ▼-6.9%1,2330.2%Computer and TechnologyNFLXNetflix$322,730$64,278 ▼-16.6%2410.2%Consumer DiscretionaryTSLATesla$304,001$55,591 ▼-15.5%9570.2%Auto/Tires/TrucksCRMSalesforce$290,142$545 ▼-0.2%1,0640.2%Computer and TechnologyADPAutomatic Data Processing$271,392$617 ▼-0.2%8800.2%Computer and TechnologyVTHRVanguard Russell 3000 ETF$257,2030.0%9430.2%ETFWMTWalmart$254,815$3,911 ▼-1.5%2,6060.2%Retail/WholesaleGLDSPDR Gold Shares$253,6190.0%8320.2%FinanceESGVVanguard ESG U.S. Stock ETF$249,363$60,641 ▼-19.6%2,2740.2%ETFABBVAbbVie$247,094$1,300 ▼-0.5%1,3310.2%MedicalALKAlaska Air Group$229,340$229,340 ▲New Holding4,6350.1%TransportationTJXTJX Companies$223,546$1,853 ▲0.8%1,8100.1%Retail/WholesaleDFAUDimensional US Core Equity Market ETF$222,491$8,049 ▼-3.5%5,2520.1%ETFJNJJohnson & Johnson$216,752$15,886 ▼-6.8%1,4190.1%MedicalMAMastercard$207,918$12,925 ▼-5.9%3700.1%Business ServicesRUMRumble$125,7740.0%14,0060.1%Computer and TechnologySANBanco Santander$84,037$26,502 ▼-24.0%10,1250.1%FinanceABSIAbsci$73,643$10,280 ▼-12.2%28,6550.0%MedicalPOWWOutdoor$16,1280.0%12,6000.0%AerospaceBNDVanguard Total Bond Market ETF$0$242,451 ▼-100.0%00.0%ETFLLYEli Lilly and Company$0$224,656 ▼-100.0%00.0%MedicalPGProcter & Gamble$0$211,537 ▼-100.0%00.0%Consumer StaplesTEFTelefonica$0$49,727 ▼-100.0%00.0%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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