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Momentous Wealth Management, Inc.
hedge fundUpdated 15 days agoManaged by Momentous Wealth Management, Inc. • Latest filing Q3 2026
Portfolio value
$206.4M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
30.9%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $157.7M |
| Q4 2025 | $176.4M |
| Q1 2026 | $175M |
| Q2 2026 | $195.1M |
| Q3 2026 | $206.4M |
Top holdings
50 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $51.6M | 1.16M | 25.00% | Added(+2.1%) |
| 2 | ? N/A VANGUARD MALVERN FDS | $32.4M | 440.4K | 15.71% | Added(+9.3%) |
| 3 | $28.3M | 765.1K | 13.72% | Added(+2.2%) | |
| 4 | $21.6M | 539.2K | 10.48% | Added(+10.3%) | |
| 5 | $17.7M | 645.2K | 8.59% | Added(+0.6%) | |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $10.7M | 216.8K | 5.20% | Added(+14.4%) |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $9.5M | 201.7K | 4.61% | Added(+3.8%) |
| 8 | $3.8M | 11.5K | 1.85% | Trimmed(-3.8%) | |
| 9 | ? N/A DIMENSIONAL ETF TRUST | $3.6M | 80.0K | 1.75% | Added(+6.8%) |
| 10 | $2.7M | 11.7K | 1.30% | Added(+13.0%) | |
| 11 | $2.6M | 118.5K | 1.24% | — | |
| 12 | $2.4M | 4.7K | 1.18% | Added(+10.0%) | |
| 13 | $1.3M | 3.8K | 0.62% | Trimmed(-0.7%) | |
| 14 | $1.1M | 4.5K | 0.54% | Added(+12.9%) | |
| 15 | $1M | 3.0K | 0.51% | Added(+8.4%) | |
| 16 | $1M | 1.4K | 0.50% | Trimmed(-11.5%) | |
| 17 | $1M | 1.0K | 0.49% | Added(+1.9%) | |
| 18 | ? N/A DIMENSIONAL ETF TRUST | $998K | 20.6K | 0.48% | Added(+3.4%) |
| 19 | $931K | 5.7K | 0.45% | — | |
| 20 | $747K | 1 | 0.36% | Unchanged |