Momentous Wealth Management, Inc. Top Holdings and 13F Report (2026) About Momentous Wealth Management, Inc.Investment ActivityMomentous Wealth Management, Inc. has $195.13 million in total holdings as of June 30, 2026.Momentous Wealth Management, Inc. owns shares of 48 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 5.21% of the portfolio was purchased this quarter.About 1.73% of the portfolio was sold this quarter.This quarter, Momentous Wealth Management, Inc. has purchased 41 new stocks and bought additional shares in 24 stocks.Momentous Wealth Management, Inc. sold shares of 12 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $50,424,597VANGUARD MALVERN FDS $31,121,108Dimensional World ex U.S. Core Equity 2 ETF $27,571,800Dimensional Core Fixed Income ETF $20,634,750Schwab International Equity ETF $17,760,604 Largest New Holdings this Quarter 595112103 - Micron Technology $653,328 Holding007903107 - Advanced Micro Devices $288,131 Holding219350105 - Corning $283,016 HoldingN07059210 - ASML $264,596 Holding17275R102 - Cisco Systems $261,124 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 49,021 shares (about $2.17M)VANGUARD MALVERN FDS 22,877 shares (about $1.77M)Dimensional Core Fixed Income ETF 34,491 shares (about $1.46M)Dimensional World ex U.S. Core Equity 2 ETF 20,133 shares (about $741.70K)Micron Technology 566 shares (about $653.33K) Largest Sales this Quarter NVIDIA 1,682 shares (about $336.55K)Dimensional US Large Cap Value ETF 3,689 shares (about $145.86K)Alphabet 378 shares (about $135.09K)Microsoft 200 shares (about $74.60K)Tesla 166 shares (about $69.82K) 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$50,424,597$2,174,572 â–²4.5%1,136,71325.8%ETFVANGUARD MALVERN FDS$31,121,108$1,766,855 â–²6.0%402,95215.9%CORE BD ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$27,571,800$741,700 â–²2.8%748,42014.1%ETFDFCFDimensional Core Fixed Income ETF$20,634,750$1,455,866 â–²7.6%488,85910.6%ETFSCHFSchwab International Equity ETF$17,760,604$466,219 â–²2.7%641,1779.1%ETFDFSBDimensional Global Sustainability Fixed Income ETF$9,872,611$276,809 â–²2.9%189,4575.1%ETFDFSUDimensional US Sustainability Core 1 ETF$9,061,078$11,937 â–²0.1%194,3194.6%ETFAAPLApple$3,453,284$43,694 â–²1.3%11,9341.8%TechnologyDFSIDimensional International Sustainability Core 1 ETF$3,381,350$13,124 â–²0.4%74,9751.7%ETFNVDANVIDIA$2,078,535$336,551 â–¼-13.9%10,3881.1%TechnologyMSFTMicrosoft$1,603,166$74,601 â–¼-4.4%4,2980.8%TechnologyGOOGAlphabet$1,345,127$73,493 â–²5.8%3,8070.7%Communication ServicesPHParker-Hannifin$1,006,485$24,453 â–¼-2.4%1,0290.5%IndustrialsGOOGLAlphabet$1,004,567$135,086 â–¼-11.9%2,8110.5%Communication ServicesDFSEDimensional Emerging Markets Sustainability Core 1 ETF$976,572$11,096 â–¼-1.1%19,9790.5%ETFAMZNAmazon.com$946,686$25,979 â–¼-2.7%3,9720.5%Consumer DiscretionaryMETAMeta Platforms$906,334$44,500 â–²5.2%1,6090.5%Communication ServicesXOMExxonMobil$785,046$957 â–¼-0.1%5,7420.4%EnergyBRK.ABerkshire Hathaway$748,8500.0%10.4%FinanceDFAIDimensional International Core Equity Market ETF$723,133$334,011 â–²85.8%17,5300.4%ETFBRK.BBerkshire Hathaway$701,547$11,509 â–¼-1.6%1,4020.4%FinanceMUMicron Technology$653,328$653,328 â–²New Holding5660.3%TechnologyDFLVDimensional US Large Cap Value ETF$637,298$145,861 â–¼-18.6%16,1180.3%ETFCOSTCostco Wholesale$630,297$2,805 â–²0.4%6740.3%Consumer StaplesJPMJPMorgan Chase & Co.$563,662$21,276 â–²3.9%1,7220.3%FinanceAVGOBroadcom$502,030$24,932 â–²5.2%1,3290.3%TechnologyLAM RESEARCH CORP$473,196$6,500 â–²1.4%1,0920.2%COM NEWGDGeneral Dynamics$472,556$5,668 â–²1.2%1,3340.2%IndustrialsJNJJohnson & Johnson$359,114$10,667 â–¼-2.9%1,4140.2%HealthcareLLYEli Lilly and Company$349,375$42,021 â–²13.7%2910.2%HealthcareVVisa$323,191$9,950 â–²3.2%9420.2%FinanceABBVAbbVie$317,113$4,027 â–²1.3%1,2600.2%HealthcareHDHome Depot$314,238$2,469 â–²0.8%8910.2%Consumer DiscretionaryTSLATesla$299,467$69,820 â–¼-18.9%7120.2%Consumer DiscretionaryAMDAdvanced Micro Devices$288,131$288,131 â–²New Holding4960.1%TechnologyGLWCorning$283,016$283,016 â–²New Holding1,1080.1%TechnologyTJXTJX Companies$275,766$2,727 â–²1.0%1,8200.1%Consumer DiscretionaryHWMHowmet Aerospace$269,935$538 â–²0.2%1,0040.1%IndustrialsASMLASML$264,596$264,596 â–²New Holding1330.1%TechnologyCSCOCisco Systems$261,124$261,124 â–²New Holding2,2230.1%TechnologyWALMART INC$248,379$8,608 â–²3.6%2,1930.1%COMESGVVanguard ESG U.S. Stock ETF$243,3020.0%1,8400.1%ETFALKAlaska Air Group$241,164$241,164 â–²New Holding4,6200.1%IndustrialsTSMTaiwan Semiconductor Manufacturing$219,682$219,682 â–²New Holding4600.1%TechnologyGEGE Aerospace$210,814$210,814 â–²New Holding5640.1%IndustrialsVGTVanguard Information Technology ETF$205,574$205,574 â–²New Holding1,7200.1%ETFRUMRumble$87,917$881 â–¼-1.0%13,8670.0%Communication ServicesPOWWOutdoor$28,7280.0%12,6000.0%Consumer DiscretionaryCVBFCVB Financial$0$2,277,452 â–¼-100.0%00.0%FinanceNFLXNetflix$0$247,586 â–¼-100.0%00.0%Communication ServicesShowing largest 100 holdings. 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