Momentous Wealth Management, Inc.
Momentous Wealth Management, Inc. reported 50 holdings worth US$206M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 21, 2026
Momentous Wealth Management, Inc. reported 50 holdings worth US$206M as of Sep 30, 2026. Largest: Vanguard Core Bond ETF, Dimensional World ex U.S. Core Equity 2 ETF and Dimensional Core Fixed Income ETF. Filed Oct 21, 2026 (Form 13F).
- Holdings
- 50
- Value as reported
- US$206M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Vanguard Core Bond ETF | 440K | US$32.4M | 15.7% |
| Dimensional World ex U.S. Core Equity 2 ETF | 765K | US$28.3M | 13.7% |
| Dimensional Core Fixed Income ETF | 539K | US$21.6M | 10.5% |
| Schwab International Equity ETF | 645K | US$17.7M | 8.6% |
| Dimensional Global Sustainability Fixed Income ETF | 217K | US$10.7M | 5.2% |
| Dimensional US Sustainability Core 1 ETF | 202K | US$9.51M | 4.6% |
| Apple Inc | 11,481 | US$3.82M | 1.9% |
| Dimensional International Sustainability Core 1 ETF | 80,036 | US$3.62M | 1.8% |
| Nvidia Corporation | 11,742 | US$2.68M | 1.3% |
| Cvb Financial Corporation | 118K | US$2.56M | 1.2% |
| Microsoft Corp. | 4,729 | US$2.43M | 1.2% |
| Alphabet Inc (google) Class C | 6,825 | US$2.34M | 1.1% |
| Berkshire Hathaway Inc. | 1,410 | US$1.45M | 0.70% |
| Amazon.com, Inc. | 4,486 | US$1.12M | 0.54% |
| Meta Platforms, Inc. | 1,424 | US$1.03M | 0.50% |
| Parker-hannifin Corporation | 1,048 | US$1M | 0.49% |
| Dimensional Emerging Markets Sustainability Core 1 ETF | 20,649 | US$998K | 0.48% |
| Broadcom Inc. | 2,006 | US$704K | 0.34% |
| Dimensional International Core Equity Market ETF | 16,836 | US$698K | 0.34% |
| Costco Wholesale Corporation | 722 | US$657K | 0.32% |
| Micron Technology, Inc. | 589 | US$627K | 0.30% |
| Jp Morgan Chase & Co. | 1,809 | US$598K | 0.29% |
| Dimensional US Large Cap Value ETF | 13,983 | US$562K | 0.27% |
| Abbvie Inc. | 2,057 | US$538K | 0.26% |
| Lam Research Corporation | 1,324 | US$435K | 0.21% |
| Vanguard Core Plus Bond ETF | 5,847 | US$433K | 0.21% |
| General Dynamics Corporation | 1,294 | US$429K | 0.21% |
| Advanced Micro Devices Inc | 651 | US$398K | 0.19% |
| Visa Inc. | 1,077 | US$387K | 0.19% |
| Johnson & Johnson | 1,410 | US$373K | 0.18% |
| Eli Lilly And Company | 316 | US$366K | 0.18% |
| Schwab Core Bond ETF | 12,173 | US$296K | 0.14% |
| Home Depot, Inc. (the) | 942 | US$268K | 0.13% |
| Tesla, Inc. | 752 | US$267K | 0.13% |
| Walmart Inc. | 2,328 | US$242K | 0.12% |
| Tjx Companies, Inc. (the) | 1,816 | US$240K | 0.12% |
| Asml Holding Nv | 131 | US$237K | 0.11% |
| Mastercard Incorporated | 427 | US$235K | 0.11% |
| Vanguard ESG U.S. Stock ETF | 1,734 | US$235K | 0.11% |
| Cisco Systems, Inc. | 2,162 | US$233K | 0.11% |
| Salesforce, Inc. | 991 | US$228K | 0.11% |
| Automatic Data Processing, Inc. | 871 | US$225K | 0.11% |
| Dimensional Global Core Plus Fixed Income ETF | 4,091 | US$212K | 0.10% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 459 | US$209K | 0.10% |
| Rumble Inc. | 14,008 | US$106K | 0.05% |
| Outdoor Holding Company | 12,600 | US$28,350 | 0.01% |
| Howmet Aerospace Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Ge Aerospace | 0 | US$0 | 0.00% |
| Corning Incorporated | 0 | US$0 | 0.00% |
| Alaska Air Group, Inc. | 0 | US$0 | 0.00% |
Source
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