Momentous Wealth Management, Inc. Top Holdings and 13F Report (2026) About Momentous Wealth Management, Inc.Investment ActivityMomentous Wealth Management, Inc. has $206.40 million in total holdings as of September 30, 2026.Momentous Wealth Management, Inc. owns shares of 50 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 7.39% of the portfolio was purchased this quarter.About 1.18% of the portfolio was sold this quarter.This quarter, Momentous Wealth Management, Inc. has purchased 48 new stocks and bought additional shares in 28 stocks.Momentous Wealth Management, Inc. sold shares of 12 stocks and completely divested from 6 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $51,602,087VANGUARD MALVERN FDS $32,425,579Dimensional World ex U.S. Core Equity 2 ETF $28,322,207Dimensional Core Fixed Income ETF $21,631,843Schwab International Equity ETF $17,722,451 Largest New Holdings this Quarter 126600105 - CVB Financial $2,559,834 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $931,093 Holding922020755 - VANGUARD MALVERN FDS $432,736 Holding808524599 - SCHWAB STRATEGIC TR $296,047 Holding57636Q104 - Mastercard $235,478 Holding Largest Purchases this Quarter VANGUARD MALVERN FDS 37,493 shares (about $2.76M)CVB Financial 118,456 shares (about $2.56M)Dimensional Core Fixed Income ETF 50,320 shares (about $2.02M)Dimensional Global Sustainability Fixed Income ETF 27,351 shares (about $1.36M)Dimensional U.S. Core Equity 2 ETF 24,189 shares (about $1.08M) Largest Sales this Quarter Apple 453 shares (about $150.86K)Meta Platforms 185 shares (about $134.16K)Dimensional US Large Cap Value ETF 2,135 shares (about $85.77K)Dimensional International Core Equity Market ETF 694 shares (about $28.75K)Vanguard ESG U.S. Stock ETF 106 shares (about $14.36K) 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$51,602,087$1,075,201 ▲2.1%1,160,90225.0%ETFVANGUARD MALVERN FDS$32,425,579$2,760,236 ▲9.3%440,44515.7%CORE BD ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$28,322,207$615,716 ▲2.2%765,05213.7%ETFDFCFDimensional Core Fixed Income ETF$21,631,843$2,018,837 ▲10.3%539,17910.5%ETFSCHFSchwab International Equity ETF$17,722,451$109,331 ▲0.6%645,1578.6%ETFDFSBDimensional Global Sustainability Fixed Income ETF$10,742,740$1,355,230 ▲14.4%216,8085.2%ETFDFSUDimensional US Sustainability Core 1 ETF$9,514,801$348,775 ▲3.8%201,7134.6%ETFAAPLApple$3,823,550$150,864 ▼-3.8%11,4811.9%TechnologyDFSIDimensional International Sustainability Core 1 ETF$3,615,221$228,605 ▲6.8%80,0361.8%ETFNVDANVIDIA$2,681,663$309,229 ▲13.0%11,7421.3%TechnologyCVBFCVB Financial$2,559,834$2,559,834 ▲New Holding118,4561.2%FinanceMSFTMicrosoft$2,425,386$221,049 ▲10.0%4,7291.2%TechnologyGOOGAlphabet$1,287,656$9,541 ▼-0.7%3,7790.6%Communication ServicesAMZNAmazon.com$1,117,741$128,069 ▲12.9%4,4860.5%Consumer DiscretionaryGOOGLAlphabet$1,048,068$80,859 ▲8.4%3,0460.5%Communication ServicesMETAMeta Platforms$1,032,656$134,158 ▼-11.5%1,4240.5%Communication ServicesPHParker-Hannifin$1,001,280$18,153 ▲1.8%1,0480.5%IndustrialsDFSEDimensional Emerging Markets Sustainability Core 1 ETF$998,357$32,394 ▲3.4%20,6490.5%ETFEXXONMOBIL HOLDINGS CORP$931,093$931,093 ▲New Holding5,7210.5%COM SHSBRK.ABerkshire Hathaway$747,0050.0%10.4%FinanceAVGOBroadcom$704,487$237,756 ▲50.9%2,0060.3%TechnologyBRK.BBerkshire Hathaway$701,612$3,486 ▲0.5%1,4090.3%FinanceDFAIDimensional International Core Equity Market ETF$697,501$28,752 ▼-4.0%16,8360.3%ETFCOSTCostco Wholesale$657,061$43,683 ▲7.1%7220.3%Consumer StaplesMUMicron Technology$627,350$24,498 ▲4.1%5890.3%TechnologyJPMJPMorgan Chase & Co.$598,471$28,782 ▲5.1%1,8090.3%FinanceDFLVDimensional US Large Cap Value ETF$561,713$85,765 ▼-13.2%13,9830.3%ETFABBVAbbVie$538,139$208,506 ▲63.3%2,0570.3%HealthcareLAM RESEARCH CORP$434,947$76,214 ▲21.2%1,3240.2%COM NEWVANGUARD MALVERN FDS$432,736$432,736 ▲New Holding5,8470.2%CORE-PLUS BD ETFGDGeneral Dynamics$429,388$13,273 ▼-3.0%1,2940.2%IndustrialsAMDAdvanced Micro Devices$398,256$94,823 ▲31.3%6510.2%TechnologyVVisa$386,998$48,509 ▲14.3%1,0770.2%FinanceJNJJohnson & Johnson$373,283$1,059 ▼-0.3%1,4100.2%HealthcareLLYEli Lilly and Company$365,966$28,953 ▲8.6%3160.2%HealthcareSCHWAB STRATEGIC TR$296,047$296,047 ▲New Holding12,1730.1%CORE BOND ETFHDHome Depot$267,990$14,509 ▲5.7%9420.1%Consumer DiscretionaryTSLATesla$266,817$14,192 ▲5.6%7520.1%Consumer DiscretionaryWALMART INC$241,926$14,029 ▲6.2%2,3280.1%COMTJXTJX Companies$240,306$529 ▼-0.2%1,8160.1%Consumer DiscretionaryASMLASML$237,329$3,623 ▼-1.5%1310.1%TechnologyMAMastercard$235,478$235,478 ▲New Holding4270.1%FinanceESGVVanguard ESG U.S. Stock ETF$234,988$14,365 ▼-5.8%1,7340.1%ETFCSCOCisco Systems$232,706$6,566 ▼-2.7%2,1620.1%TechnologyCRMSalesforce$227,504$227,504 ▲New Holding9910.1%TechnologyADPAutomatic Data Processing$224,770$224,770 ▲New Holding8710.1%IndustrialsDIMENSIONAL ETF TRUST$212,429$212,429 ▲New Holding4,0910.1%GLOB CO PLUS ETFTSMTaiwan Semiconductor Manufacturing$209,391$456 ▼-0.2%4590.1%TechnologyRUMRumble$105,900$1,066 ▲1.0%14,0080.1%Communication ServicesPOWWOutdoor$28,3500.0%12,6000.0%Consumer DiscretionaryXOMExxonMobil$0$785,046 ▼-100.0%00.0%EnergyGLWCorning$0$283,016 ▼-100.0%00.0%TechnologyHWMHowmet Aerospace$0$269,935 ▼-100.0%00.0%IndustrialsALKAlaska Air Group$0$241,164 ▼-100.0%00.0%IndustrialsGEGE Aerospace$0$210,814 ▼-100.0%00.0%IndustrialsVGTVanguard Information Technology ETF$0$205,574 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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