Momentous Wealth Management, Inc.
Q3 2026 13F filing
Updated 15 days ago50 disclosed positions worth $206.4M
Full holdings
Every line item disclosed in 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 | D DIMENSIONAL ETF TRUST | $28.3M | 765.1K | 13.72% | Added(+2.2%) |
| 4 | H DIMENSIONAL ETF TRUST | $21.6M | 539.2K | 10.48% | Added(+10.3%) |
| 5 | S SCHWAB STRATEGIC TR | $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 | A APPLE INC | $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 | N NVIDIA CORPORATION | $2.7M | 11.7K | 1.30% | Added(+13.0%) |
| 11 | C CVB FINL CORP | $2.6M | 118.5K | 1.24% | — |
| 12 | M MICROSOFT CORP | $2.4M | 4.7K | 1.18% | Added(+10.0%) |
| 13 | G ALPHABET INC | $1.3M | 3.8K | 0.62% | Trimmed(-0.7%) |
| 14 | A AMAZON COM INC | $1.1M | 4.5K | 0.54% | Added(+12.9%) |
| 15 | G ALPHABET INC | $1M | 3.0K | 0.51% | Added(+8.4%) |
| 16 | M META PLATFORMS INC | $1M | 1.4K | 0.50% | Trimmed(-11.5%) |
| 17 | P PARKER-HANNIFIN CORP | $1M | 1.0K | 0.49% | Added(+1.9%) |
| 18 | ? N/A DIMENSIONAL ETF TRUST | $998K | 20.6K | 0.48% | Added(+3.4%) |
| 19 | X EXXONMOBIL HOLDINGS CORP | $931K | 5.7K | 0.45% | — |
| 20 | B BERKSHIRE HATHAWAY INC DEL | $747K | 1 | 0.36% | Unchanged |
| 21 | A BROADCOM INC | $704K | 2.0K | 0.34% | Added(+50.9%) |
| 22 | B BERKSHIRE HATHAWAY INC DEL | $702K | 1.4K | 0.34% | Added(+0.5%) |
| 23 | C DIMENSIONAL ETF TRUST | $698K | 16.8K | 0.34% | Trimmed(-4.0%) |
| 24 | C COSTCO WHOLESALE CORPORATION | $657K | 722 | 0.32% | Added(+7.1%) |
| 25 | M MICRON TECHNOLOGY INC | $627K | 589 | 0.30% | Added(+4.1%) |
| 26 | J JPMORGAN CHASE & CO | $598K | 1.8K | 0.29% | Added(+5.0%) |
| 27 | ? N/A DIMENSIONAL ETF TRUST | $562K | 14.0K | 0.27% | Trimmed(-13.3%) |
| 28 | A ABBVIE INC | $538K | 2.1K | 0.26% | Added(+63.3%) |
| 29 | L LAM RESEARCH CORP | $435K | 1.3K | 0.21% | Added(+21.3%) |
| 30 | V VANGUARD MALVERN FDS | $433K | 5.8K | 0.21% | — |
| 31 | G GENERAL DYNAMICS CORP | $429K | 1.3K | 0.21% | Trimmed(-3.0%) |
| 32 | A ADVANCED MICRO DEVICES INC | $398K | 651 | 0.19% | Added(+31.3%) |
| 33 | V VISA INC | $387K | 1.1K | 0.19% | Added(+14.3%) |
| 34 | J JOHNSON & JOHNSON | $373K | 1.4K | 0.18% | Trimmed(-0.3%) |
| 35 | L ELI LILLY & CO | $366K | 316 | 0.18% | Added(+8.6%) |
| 36 | ? N/A SCHWAB STRATEGIC TR | $296K | 12.2K | 0.14% | — |
| 37 | H HOME DEPOT INC | $268K | 942 | 0.13% | Added(+5.7%) |
| 38 | T TESLA INC | $267K | 752 | 0.13% | Added(+5.6%) |
| 39 | W WALMART INC | $242K | 2.3K | 0.12% | Added(+6.2%) |
| 40 | T TJX COS INC NEW | $240K | 1.8K | 0.12% | Trimmed(-0.2%) |
| 41 | A ASML HLDG NV | $237K | 131 | 0.12% | Trimmed(-1.5%) |
| 42 | M MASTERCARD INCORPORATED | $235K | 427 | 0.11% | — |
| 43 | V VANGUARD WORLD FD | $235K | 1.7K | 0.11% | Trimmed(-5.8%) |
| 44 | C CISCO SYS INC | $233K | 2.2K | 0.11% | Trimmed(-2.7%) |
| 45 | C SALESFORCE INC | $228K | 991 | 0.11% | — |
| 46 | A AUTOMATIC DATA PROCESSING IN | $225K | 871 | 0.11% | — |
| 47 | ? N/A DIMENSIONAL ETF TRUST | $212K | 4.1K | 0.10% | — |
| 48 | T TAIWAN SEMICONDUCTOR MANUFAC | $209K | 459 | 0.10% | Trimmed(-0.2%) |
| 49 | R RUM GROUP INC | $106K | 14.0K | 0.05% | Added(+1.0%) |
| 50 | P OUTDOOR HOLDING CO | $28K | 12.6K | 0.01% | Unchanged |