Momentous Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Momentous Wealth Management, Inc.

Investment Activity

Momentous Wealth Management, Inc. has $141.27 million in total holdings as of March 31, 2025.
Momentous Wealth Management, Inc. owns shares of 49 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
Approximately 15.16% of the portfolio was purchased this quarter.
About 0.37% of the portfolio was sold this quarter.
This quarter, Momentous Wealth Management, Inc. has purchased 39 new stocks and bought additional shares in 31 stocks.
Momentous Wealth Management, Inc. sold shares of 5 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Dimensional U.S. Core Equity 2 ETF: $26,613,813
VANGUARD MALVERN FDS: $23,372,869
Dimensional World ex U.S. Core Equity 2 ETF: $18,965,104
Dimensional Core Fixed Income ETF: $15,531,637
Schwab International Equity ETF: $12,765,933

Largest New Holdings this Quarter

126600105 - CVB Financial: $2,168,958 Holding
084670108 - Berkshire Hathaway: $798,442 Holding
437076102 - Home Depot: $352,197 Holding
00287Y109 - AbbVie: $280,376 Holding
053015103 - Automatic Data Processing: $269,477 Holding

Largest Purchases this Quarter

VANGUARD MALVERN FDS: 54,307 shares (about $4.20M)
Dimensional World ex U.S. Core Equity 2 ETF: 111,560 shares (about $2.92M)
Dimensional Core Fixed Income ETF: 63,515 shares (about $2.67M)
Dimensional U.S. Core Equity 2 ETF: 72,094 shares (about $2.38M)
CVB Financial: 117,495 shares (about $2.17M)

Largest Sales this Quarter

Vanguard Russell 3000 ETF: 324 shares (about $79.95K)
Vanguard Total Bond Market ETF: 759 shares (about $55.75K)
Dimensional US Core Equity Market ETF: 694 shares (about $26.68K)
Vanguard ESG US Stock ETF: 161 shares (about $15.77K)
Alphabet: 49 shares (about $7.66K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFAC Dimensional U.S. Core Equity 2 ETF	$26,613,813	$2,378,380 ▲	9.8%	806,724	18.8%	ETF
VANGUARD MALVERN FDS	$23,372,869	$4,204,992 ▲	21.9%	301,858	16.5%	CORE BD ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$18,965,104	$2,922,872 ▲	18.2%	723,859	13.4%	ETF
DFCF Dimensional Core Fixed Income ETF	$15,531,637	$2,671,443 ▲	20.8%	369,273	11.0%	ETF
SCHF Schwab International Equity ETF	$12,765,933	$281,272 ▲	2.3%	645,396	9.0%	ETF
DFSB Dimensional Global Sustainability Fixed Income ETF	$7,521,747	$458,248 ▲	6.5%	146,053	5.3%	ETF
DFLV Dimensional US Large Cap Value ETF	$5,856,562	$509,723 ▲	9.5%	191,579	4.1%	ETF
DFSU Dimensional US Sustainability Core 1 ETF	$5,349,289	$144,493 ▲	2.8%	149,380	3.8%	ETF
AAPL Apple	$2,864,462	$266,565 ▲	10.3%	12,895	2.0%	Computer and Technology
DFSI Dimensional International Sustainability Core 1 ETF	$2,464,214	$239,799 ▲	10.8%	70,628	1.7%	ETF
PH Parker-Hannifin	$2,449,636	$7,294 ▲	0.3%	4,030	1.7%	Industrials
CVBF CVB Financial	$2,168,958	$2,168,958 ▲	New Holding	117,495	1.5%	Finance
MSFT Microsoft	$1,749,243	$173,423 ▲	11.0%	4,660	1.2%	Computer and Technology
NVDA NVIDIA	$1,276,286	$354,837 ▲	38.5%	11,776	0.9%	Computer and Technology
BRK.B Berkshire Hathaway	$817,510	$513,407 ▲	168.8%	1,535	0.6%	Finance
BRK.A Berkshire Hathaway	$798,442	$798,442 ▲	New Holding	1	0.6%	Finance
COST Costco Wholesale	$773,436	$110,626 ▲	16.7%	818	0.5%	Retail/Wholesale
XOM Exxon Mobil	$767,455	$383,787 ▲	100.0%	6,453	0.5%	Energy
AMZN Amazon.com	$716,941	$67,736 ▲	10.4%	3,768	0.5%	Retail/Wholesale
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF	$675,464	$97,168 ▲	16.8%	20,055	0.5%	ETF
META Meta Platforms	$647,252	$40,345 ▲	6.6%	1,123	0.5%	Computer and Technology
GOOG Alphabet	$573,208	$7,655 ▼	-1.3%	3,669	0.4%	Computer and Technology
GOOGL Alphabet	$462,838	$182,166 ▲	64.9%	2,993	0.3%	Computer and Technology
JPM JPMorgan Chase & Co.	$437,615	$144,972 ▲	49.5%	1,784	0.3%	Finance
V Visa	$410,389	$12,617 ▲	3.2%	1,171	0.3%	Business Services
GD General Dynamics	$371,254	$5,724 ▲	1.6%	1,362	0.3%	Aerospace
HD Home Depot	$352,197	$352,197 ▲	New Holding	961	0.2%	Retail/Wholesale
TSLA Tesla	$293,369	$127,766 ▲	77.2%	1,132	0.2%	Auto/Tires/Trucks
CRM Salesforce	$286,072	$34,618 ▲	13.8%	1,066	0.2%	Computer and Technology
ABBV AbbVie	$280,376	$280,376 ▲	New Holding	1,338	0.2%	Medical
ESGV Vanguard ESG US Stock ETF	$276,912	$15,770 ▼	-5.4%	2,827	0.2%	ETF
NFLX Netflix	$269,501	$13,055 ▲	5.1%	289	0.2%	Consumer Discretionary
ADP Automatic Data Processing	$269,477	$269,477 ▲	New Holding	882	0.2%	Business Services
JNJ Johnson & Johnson	$252,574	$252,574 ▲	New Holding	1,523	0.2%	Medical
BND Vanguard Total Bond Market ETF	$242,451	$55,747 ▼	-18.7%	3,301	0.2%	ETF
GLD SPDR Gold Shares	$239,732	$239,732 ▲	New Holding	832	0.2%	Finance
VTHR Vanguard Russell 3000 ETF	$232,695	$79,950 ▼	-25.6%	943	0.2%	ETF
WMT Walmart	$232,292	$19,050 ▲	8.9%	2,646	0.2%	Retail/Wholesale
LLY Eli Lilly and Company	$224,656	$224,656 ▲	New Holding	272	0.2%	Medical
AVGO Broadcom	$221,845	$21,431 ▲	10.7%	1,325	0.2%	Computer and Technology
TJX TJX Companies	$218,660	$1,705 ▲	0.8%	1,795	0.2%	Retail/Wholesale
MA Mastercard	$215,411	$1,644 ▲	0.8%	393	0.2%	Business Services
PG Procter & Gamble	$211,537	$211,537 ▲	New Holding	1,241	0.1%	Consumer Staples
DFAU Dimensional US Core Equity Market ETF	$209,182	$26,676 ▼	-11.3%	5,442	0.1%	ETF
RUM Rumble	$99,022	$983 ▲	1.0%	14,006	0.1%	Computer and Technology
SAN Banco Santander	$89,231	$89,231 ▲	New Holding	13,318	0.1%	Finance
ABSI Absci	$81,964	$81,964 ▲	New Holding	32,655	0.1%	Medical
TEF Telefónica	$49,727	$49,727 ▲	New Holding	10,671	0.0%	Utilities
POWW AMMO	$17,388		0.0%	12,600	0.0%	Consumer Discretionary
SCHH Schwab U.S. REIT ETF	$0	$283,494 ▼	-100.0%	0	0.0%	ETF
LOTUS TECHNOLOGY INC	$0	$55,164 ▼	-100.0%	0	0.0%	SPONSORED ADR

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Momentous Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Momentous Wealth Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Momentous Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Momentous Wealth Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMomentous Wealth Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools