Momentous Wealth Management, Inc. Top Holdings and 13F Report (2026) About Momentous Wealth Management, Inc.Investment ActivityMomentous Wealth Management, Inc. has $175.00 million in total holdings as of March 31, 2026.Momentous Wealth Management, Inc. owns shares of 41 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 2.84% of the portfolio was purchased this quarter.About 2.98% of the portfolio was sold this quarter.This quarter, Momentous Wealth Management, Inc. has purchased 46 new stocks and bought additional shares in 19 stocks.Momentous Wealth Management, Inc. sold shares of 16 stocks and completely divested from 7 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $42,267,703VANGUARD MALVERN FDS $29,410,206Dimensional World ex U.S. Core Equity 2 ETF $24,739,905Dimensional Core Fixed Income ETF $19,183,404Schwab International Equity ETF $15,452,553 Largest New Holdings this Quarter 25434V203 - Dimensional International Core Equity Market ETF $367,516 Holding512807306 - LAM RESEARCH CORP $230,112 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 43,004 shares (about $1.67M)VANGUARD MALVERN FDS 11,821 shares (about $914.71K)Dimensional Global Sustainability Fixed Income ETF 10,929 shares (about $565.50K)Dimensional Core Fixed Income ETF 9,594 shares (about $405.06K)Dimensional US Sustainability Core 1 ETF 9,767 shares (about $401.33K) Largest Sales this Quarter Dimensional World ex U.S. Core Equity 2 ETF 49,231 shares (about $1.67M)Schwab International Equity ETF 38,148 shares (about $944.16K)Dimensional US Large Cap Value ETF 5,312 shares (about $189.69K)Apple 512 shares (about $129.94K)Visa 255 shares (about $77.07K) 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$42,267,703$1,671,135 â–²4.1%1,087,69224.2%ETFVANGUARD MALVERN FDS$29,410,206$914,709 â–²3.2%380,07516.8%CORE BD ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$24,739,905$1,672,377 â–¼-6.3%728,28714.1%ETFDFCFDimensional Core Fixed Income ETF$19,183,404$405,058 â–²2.2%454,36811.0%ETFSCHFSchwab International Equity ETF$15,452,553$944,162 â–¼-5.8%624,3468.8%ETFDFSBDimensional Global Sustainability Fixed Income ETF$9,528,204$565,499 â–²6.3%184,1455.4%ETFDFSUDimensional US Sustainability Core 1 ETF$7,974,056$401,326 â–²5.3%194,0634.6%ETFDFSIDimensional International Sustainability Core 1 ETF$3,166,607$45,580 â–¼-1.4%74,6841.8%ETFAAPLApple$2,990,341$129,938 â–¼-4.2%11,7831.7%Computer and TechnologyCVBFCVB Financial$2,277,452$78 â–²0.0%117,4551.3%FinanceNVDANVIDIA$2,105,071$124,351 â–²6.3%12,0701.2%Computer and TechnologyMSFTMicrosoft$1,664,951$30,723 â–¼-1.8%4,4981.0%Computer and TechnologyGOOGAlphabet$1,032,409$8,032 â–¼-0.8%3,5990.6%Computer and TechnologyXOMExxonMobil$975,375$11,707 â–²1.2%5,7490.6%EnergyPHParker-Hannifin$943,583$46,552 â–²5.2%1,0540.5%IndustrialsGOOGLAlphabet$917,060$55,501 â–²6.4%3,1890.5%Computer and TechnologyMETAMeta Platforms$875,359$16,592 â–¼-1.9%1,5300.5%Computer and TechnologyDFSEDimensional Emerging Markets Sustainability Core 1 ETF$856,117$36,056 â–¼-4.0%20,2060.5%ETFAMZNAmazon.com$849,995$45,614 â–²5.7%4,0810.5%Retail/WholesaleBRK.ABerkshire Hathaway$718,1400.0%10.4%FinanceDFLVDimensional US Large Cap Value ETF$707,313$189,693 â–¼-21.1%19,8070.4%ETFBRK.BBerkshire Hathaway$682,860$49,837 â–²7.9%1,4250.4%FinanceCOSTCostco Wholesale$668,381$4,980 â–¼-0.7%6710.4%Retail/WholesaleJPMJPMorgan Chase & Co.$487,423$32,358 â–¼-6.2%1,6570.3%FinanceGDGeneral Dynamics$452,364$13,042 â–¼-2.8%1,3180.3%AerospaceAVGOBroadcom$390,911$12,071 â–²3.2%1,2630.2%Computer and TechnologyDFAIDimensional International Core Equity Market ETF$367,516$367,516 â–²New Holding9,4330.2%ETFJNJJohnson & Johnson$355,905$34,222 â–²10.6%1,4560.2%MedicalTSLATesla$326,397$26,394 â–²8.8%8780.2%Auto/Tires/TrucksHDHome Depot$290,739$15,129 â–¼-4.9%8840.2%Retail/WholesaleTJXTJX Companies$287,817$319 â–²0.1%1,8020.2%Retail/WholesaleVVisa$275,945$77,071 â–¼-21.8%9130.2%Business ServicesABBVAbbVie$270,598$18,924 â–¼-6.5%1,2440.2%MedicalWALMART INC$263,101$42,628 â–¼-13.9%2,1170.2%COMNFLXNetflix$247,586$9,134 â–²3.8%2,5750.1%Consumer DiscretionaryLLYEli Lilly and Company$235,641$5,523 â–²2.4%2560.1%MedicalHWMHowmet Aerospace$230,921$2,074 â–²0.9%1,0020.1%AerospaceLAM RESEARCH CORP$230,112$230,112 â–²New Holding1,0770.1%COM NEWESGVVanguard ESG U.S. Stock ETF$206,5600.0%1,8400.1%ETFRUMRumble$71,4310.0%14,0060.0%Computer and TechnologyPOWWOutdoor$25,3260.0%12,6000.0%AerospaceUSDProShares Ultra Semiconductors$0$445,547 â–¼-100.0%00.0%ETFGLDSPDR Gold Shares$0$313,481 â–¼-100.0%00.0%FinanceCRMSalesforce$0$289,104 â–¼-100.0%00.0%Computer and TechnologyALKAlaska Air Group$0$231,732 â–¼-100.0%00.0%TransportationADPAutomatic Data Processing$0$225,333 â–¼-100.0%00.0%Computer and TechnologyDFAUDimensional US Core Equity Market ETF$0$219,867 â–¼-100.0%00.0%ETFQLDProShares Ultra QQQ$0$214,258 â–¼-100.0%00.0%ETFShowing 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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