Momentous Wealth Management, Inc.

Est. AUM

$175.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$42.3M	1087692	24.15%	SOLE
2	VANGUARD MALVERN FDS	CORE BD ETF	$29.4M	380075	16.81%	SOLE
3	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$24.7M	728287	14.14%	SOLE
4	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$19.2M	454368	10.96%	SOLE
5	SCHWAB STRATEGIC TR	INTL EQTY ETF	$15.5M	624346	8.83%	SOLE
6	DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$9.5M	184145	5.44%	SOLE
7	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$8.0M	194063	4.56%	SOLE
8	DIMENSIONAL ETF TRUST	INTERNATIONAL	$3.2M	74684	1.81%	SOLE
9	APPLE INC	COM	$3.0M	11783	1.71%	SOLE
10	CVB FINL CORP	COM	$2.3M	117455	1.30%	SOLE
11	NVIDIA CORPORATION	COM	$2.1M	12070	1.20%	SOLE
12	MICROSOFT CORP	COM	$1.7M	4498	0.95%	SOLE
13	ALPHABET INC	CAP STK CL C	$1.0M	3599	0.59%	SOLE
14	EXXON MOBIL CORP	COM	$975K	5749	0.56%	SOLE
15	PARKER-HANNIFIN CORP	COM	$944K	1054	0.54%	SOLE
16	ALPHABET INC	CAP STK CL A	$917K	3189	0.52%	SOLE
17	META PLATFORMS INC	CL A	$875K	1530	0.50%	SOLE
18	DIMENSIONAL ETF TRUST	EMERGING MARKETS	$856K	20206	0.49%	SOLE
19	AMAZON COM INC	COM	$850K	4081	0.49%	SOLE
20	BERKSHIRE HATHAWAY INC DEL	CL A	$718K	1	0.41%	SOLE
21	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$707K	19807	0.40%	SOLE
22	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$683K	1425	0.39%	SOLE
23	COSTCO WHOLESALE CORPORATION	COM	$668K	671	0.38%	SOLE
24	JPMORGAN CHASE & CO	COM	$487K	1657	0.28%	SOLE
25	GENERAL DYNAMICS CORP	COM	$452K	1318	0.26%	SOLE
26	BROADCOM INC	COM	$391K	1263	0.22%	SOLE
27	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$368K	9433	0.21%	SOLE
28	JOHNSON & JOHNSON	COM	$356K	1456	0.20%	SOLE
29	TESLA INC	COM	$326K	878	0.19%	SOLE
30	HOME DEPOT INC	COM	$291K	884	0.17%	SOLE
31	TJX COS INC NEW	COM	$288K	1802	0.16%	SOLE
32	VISA INC	COM CL A	$276K	913	0.16%	SOLE
33	ABBVIE INC	COM	$271K	1244	0.15%	SOLE
34	WALMART INC	COM	$263K	2117	0.15%	SOLE
35	NETFLIX INC.	COM	$248K	2575	0.14%	SOLE
36	ELI LILLY & CO	COM	$236K	256	0.13%	SOLE
37	HOWMET AEROSPACE INC	COM	$231K	1002	0.13%	SOLE
38	LAM RESEARCH CORP	COM NEW	$230K	1077	0.13%	SOLE
39	VANGUARD WORLD FD	ESG US STK ETF	$207K	1840	0.12%	SOLE
40	RUMBLE INC	COM CL A	$71K	14006	0.04%	SOLE
41	OUTDOOR HOLDING CO	COM	$25K	12600	0.01%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.