Momentous Wealth Management, Inc. — 13F Holdings & Portfolio
CIK 2055574 · latest 13F-HR filed 2026-05-11
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$175.0M
Long-equity book
41
Distinct positions
2026-03-31
Filed 2026-05-11
+2 / −7 / ↑8 / ↓14
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIMENSIONAL ETF TRUST$555.6K +6.2%
- EXXON MOBIL CORP$291.8K +42.7%
- COSTCO WHOLESALE CORPORATION$85.6K +14.7%
- JOHNSON & JOHNSON$83.6K +30.7%
- PARKER-HANNIFIN CORP$62.9K +7.1%
Top Trims
- MICROSOFT CORP-$550.4K -24.8%
- APPLE INC-$352.1K -10.5%
- META PLATFORMS INC-$153.7K -14.9%
- DIMENSIONAL ETF TRUST-$152.0K -17.7%
- VISA INC-$133.7K -32.6%
Exited Positions
- PROSHARES TR$445.5K
- SPDR GOLD TR$313.5K
- SALESFORCE INC$289.1K
- ALASKA AIR GROUP INC$231.7K
- AUTOMATIC DATA PROCESSING IN$225.3K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $42.3M | 24.15% | 1,087,692 | SH |
| 2 | VANGUARD MALVERN FDS | VCRB | 922020748 | $29.4M | 16.81% | 380,075 | SH |
| 3 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $24.7M | 14.14% | 728,287 | SH |
| 4 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $19.2M | 10.96% | 454,368 | SH |
| 5 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $15.5M | 8.83% | 624,346 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFSB | 25434V674 | $9.5M | 5.44% | 184,145 | SH |
| 7 | DIMENSIONAL ETF TRUST | DFSU | 25434V716 | $8.0M | 4.56% | 194,063 | SH |
| 8 | DIMENSIONAL ETF TRUST | DFSI | 25434V690 | $3.2M | 1.81% | 74,684 | SH |
| 9 | APPLE INC | AAPL | 037833100 | $3.0M | 1.71% | 11,783 | SH |
| 10 | CVB FINL CORP | CVBF | 126600105 | $2.3M | 1.30% | 117,455 | SH |
| 11 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.1M | 1.20% | 12,070 | SH |
| 12 | MICROSOFT CORP | MSFT | 594918104 | $1.7M | 0.95% | 4,498 | SH |
| 13 | ALPHABET INC | GOOG | 02079K107 | $1.0M | 0.59% | 3,599 | SH |
| 14 | EXXON MOBIL CORP | XOM | 30231G102 | $975.4K | 0.56% | 5,749 | SH |
| 15 | PARKER-HANNIFIN CORP | PH | 701094104 | $943.6K | 0.54% | 1,054 | SH |
| 16 | ALPHABET INC | GOOGL | 02079K305 | $917.1K | 0.52% | 3,189 | SH |
| 17 | META PLATFORMS INC | META | 30303M102 | $875.4K | 0.50% | 1,530 | SH |
| 18 | DIMENSIONAL ETF TRUST | DFSE | 25434V682 | $856.1K | 0.49% | 20,206 | SH |
| 19 | AMAZON COM INC | AMZN | 023135106 | $850.0K | 0.49% | 4,081 | SH |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $718.1K | 0.41% | 1 | SH |
| 21 | DIMENSIONAL ETF TRUST | DFLV | 25434V666 | $707.3K | 0.40% | 19,807 | SH |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $682.9K | 0.39% | 1,425 | SH |
| 23 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $668.4K | 0.38% | 671 | SH |
| 24 | JPMORGAN CHASE & CO | JPM | 46625H100 | $487.4K | 0.28% | 1,657 | SH |
| 25 | GENERAL DYNAMICS CORP | GD | 369550108 | $452.4K | 0.26% | 1,318 | SH |
| 26 | BROADCOM INC | AVGO | 11135F101 | $390.9K | 0.22% | 1,263 | SH |
| 27 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $367.5K | 0.21% | 9,433 | SH |
| 28 | JOHNSON & JOHNSON | JNJ | 478160104 | $355.9K | 0.20% | 1,456 | SH |
| 29 | TESLA INC | TSLA | 88160R101 | $326.4K | 0.19% | 878 | SH |
| 30 | HOME DEPOT INC | HD | 437076102 | $290.7K | 0.17% | 884 | SH |
| 31 | TJX COS INC NEW | TJX | 872540109 | $287.8K | 0.16% | 1,802 | SH |
| 32 | VISA INC | V | 92826C839 | $275.9K | 0.16% | 913 | SH |
| 33 | ABBVIE INC | ABBV | 00287Y109 | $270.6K | 0.15% | 1,244 | SH |
| 34 | WALMART INC | WMT | 931142103 | $263.1K | 0.15% | 2,117 | SH |
| 35 | NETFLIX INC. | NFLX | 64110L106 | $247.6K | 0.14% | 2,575 | SH |
| 36 | ELI LILLY & CO | LLY | 532457108 | $235.6K | 0.13% | 256 | SH |
| 37 | HOWMET AEROSPACE INC | HWM | 443201108 | $230.9K | 0.13% | 1,002 | SH |
| 38 | LAM RESEARCH CORP | LRCX | 512807306 | $230.1K | 0.13% | 1,077 | SH |
| 39 | VANGUARD WORLD FD | ESGV | 921910733 | $206.6K | 0.12% | 1,840 | SH |
| 40 | RUMBLE INC | RUM | 78137L105 | $71.4K | 0.04% | 14,006 | SH |
| 41 | OUTDOOR HOLDING CO | POWW | 00175J107 | $25.3K | 0.01% | 12,600 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-11 | $175.0M | 41 | 0002073679-26-000051 |
| 2025-12-31 | 2026-02-17 | $176.4M | 46 | 0002055574-26-000003 |
| 2025-09-30 | 2025-11-13 | $157.7M | 40 | 0002055574-25-000006 |