Momentous Wealth Management, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Momentous Wealth Management, Inc. reported 48 stock positions worth $195.1 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 25.8% of the portfolio, followed by Vanguard Core Bond ETF (VCRB, 15.9%) and Dimensional World Ex US Core (DFAX, 14.1%). Compared with Q1 2026, it opened 9 new positions, sold out of 2, added to 24 and reduced 12. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +5%) and the biggest sale an exit from CVB Financial (CVBF).
- Most Recent 13F
- Q2 2026
- Location
- VANCOUVER, WA
- CIK
- 0002055574
- Portfolio Value
- $195.1M (Q2 2026)
- SEC Filing
- 0002073679-26-000084 ↗ filed Aug 11, 2026
Holdings Value
Holdings 48 stocks · $195.1M
| DFAC Dimensional US Core Equity 2 | 25.84% | 1,136,713 | $50.4M | Add +4.5% |
| VCRB Vanguard Core Bond ETF | 15.95% | 402,952 | $31.1M | Add +6.0% |
| DFAX Dimensional World Ex US Core | 14.13% | 748,420 | $27.6M | Add +2.8% |
| DFCF Dimensional Core Fixed Inc. | 10.57% | 488,859 | $20.6M | Add +7.6% |
| SCHF Schwab Intl Equity ETF | 9.10% | 641,177 | $17.8M | Add +2.7% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 5.06% | 189,457 | $9.9M | Add +2.9% |
| DFSU Dimensional US Sus CORE1 ETF | 4.64% | 194,319 | $9.1M | Add +0.1% |
| AAPL Apple Inc. | 1.77% | 11,934 | $3.5M | Add +1.3% |
| DFSI Dimensional Int Sus COR1 ETF | 1.73% | 74,975 | $3.4M | Add +0.4% |
| NVDA Nvidia Corp. | 1.07% | 10,388 | $2.1M | Reduce -13.9% |
| MSFT Microsoft Corp. | 0.82% | 4,298 | $1.6M | Reduce -4.5% |
| GOOG Alphabet Inc. Class C | 0.69% | 3,807 | $1.3M | Add +5.8% |
| PH Parker Hannifin Corp. | 0.52% | 1,029 | $1.0M | Reduce -2.4% |
| GOOGL Alphabet Inc. Class A | 0.51% | 2,811 | $1.0M | Reduce -11.8% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.50% | 19,979 | $977K | Reduce -1.1% |
| AMZN Amazon.com Inc. | 0.49% | 3,972 | $947K | Reduce -2.7% |
| META Meta Platforms Inc. Class A | 0.46% | 1,609 | $906K | Add +5.2% |
| XOM Exxon Mobil Corp. | 0.40% | 5,742 | $785K | Reduce -0.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.38% | 1 | $749K | No change |
| DFAI Dimensional International Co. | 0.37% | 17,530 | $723K | Add +85.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 1,402 | $702K | Reduce -1.6% |
| MU Micron Technology Inc. | 0.33% | 566 | $653K | New |
| DFLV Dim US Large Cap Value ETF | 0.33% | 16,118 | $637K | Reduce -18.6% |
| COST Costco Wholesale Corp. | 0.32% | 674 | $630K | Add +0.5% |
| JPM JPMorgan Chase & Co. | 0.29% | 1,722 | $564K | Add +3.9% |
| AVGO Broadcom Inc. | 0.26% | 1,329 | $502K | Add +5.2% |
| LRCX Lam Research Corp. | 0.24% | 1,092 | $473K | Add +1.4% |
| GD General Dynamics Corp. | 0.24% | 1,334 | $473K | Add +1.2% |
| JNJ Johnson & Johnson | 0.18% | 1,414 | $359K | Reduce -2.9% |
| LLY Eli Lilly & Co. | 0.18% | 291 | $349K | Add +13.7% |
| V Visa Inc. Class A | 0.17% | 942 | $323K | Add +3.2% |
| ABBV Abbvie Inc. | 0.16% | 1,260 | $317K | Add +1.3% |
| HD Home Depot Inc. | 0.16% | 891 | $314K | Add +0.8% |
| TSLA Tesla Inc. | 0.15% | 712 | $299K | Reduce -18.9% |
| AMD Advanced Micro Devices | 0.15% | 496 | $288K | New |
| GLW Corning Inc. | 0.14% | 1,108 | $283K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 1,820 | $276K | Add +1.0% |
| HWM Howmet Aerospace Inc. | 0.14% | 1,004 | $270K | Add +0.2% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.14% | 133 | $265K | New |
| CSCO Cisco Systems Inc. | 0.13% | 2,223 | $261K | New |
| WMT Walmart Inc. | 0.13% | 2,193 | $248K | Add +3.6% |
| ESGV Vanguard ESG US Stock ETF | 0.12% | 1,840 | $243K | No change |
| ALK Alaska Air Group Inc. | 0.12% | 4,620 | $241K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.11% | 460 | $220K | New |
| GE General Electric filed as GE AEROSPACE | 0.11% | 564 | $211K | New |
| VGT Vanguard Info Tech ETF | 0.11% | 1,720 | $206K | New |
| RUM Rum Group Inc. | 0.05% | 13,867 | $88K | Reduce -1.0% |
| POWW Outdoor Holding Co. | 0.01% | 12,600 | $29K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| CVBF CVB Financial Corp. | Sold out | 0.00% | −1.30 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 0.40% | −0.15 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.14 |
| NVDA Nvidia Corp. | Reduce -13.9% | 1.07% | −0.14 |
| MSFT Microsoft Corp. | Reduce -4.5% | 0.82% | −0.13 |
| DFLV Dim US Large Cap Value ETF | Reduce -18.6% | 0.33% | −0.08 |
| TSLA Tesla Inc. | Reduce -18.9% | 0.15% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.6% | 0.36% | −0.03 |
| PH Parker Hannifin Corp. | Reduce -2.4% | 0.52% | −0.02 |
| JNJ Johnson & Johnson | Reduce -2.9% | 0.18% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -11.8% | 0.51% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -2.7% | 0.49% | −0.00 |
| RUM Rum Group Inc. | Reduce -1.0% | 0.05% | +0.00 |
| DFSE Dimensional Em Sus CORE1 ETF | Reduce -1.1% | 0.50% | +0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| DFAC Dimensional US Core Equity 2 | Add +4.5% | 25.84% | +1.69 |
| MU Micron Technology Inc. | New | 0.33% | +0.33 |
| SCHF Schwab Intl Equity ETF | Add +2.7% | 9.10% | +0.27 |
| DFAI Dimensional International Co. | Add +85.8% | 0.37% | +0.16 |
| AMD Advanced Micro Devices | New | 0.15% | +0.15 |
| GLW Corning Inc. | New | 0.14% | +0.14 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.14% | +0.14 |
| CSCO Cisco Systems Inc. | New | 0.13% | +0.13 |
| ALK Alaska Air Group Inc. | New | 0.12% | +0.12 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.11% | +0.11 |
| LRCX Lam Research Corp. | Add +1.4% | 0.24% | +0.11 |
| GE General Electric | New | 0.11% | +0.11 |
| VGT Vanguard Info Tech ETF | New | 0.11% | +0.11 |
| GOOG Alphabet Inc. Class C | Add +5.8% | 0.69% | +0.10 |
| DFSU Dimensional US Sus CORE1 ETF | Add +0.1% | 4.64% | +0.09 |
| AAPL Apple Inc. | Add +1.3% | 1.77% | +0.06 |
| LLY Eli Lilly & Co. | Add +13.7% | 0.18% | +0.04 |
| AVGO Broadcom Inc. | Add +5.2% | 0.26% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +3.9% | 0.29% | +0.01 |
| ABBV Abbvie Inc. | Add +1.3% | 0.16% | +0.01 |
| V Visa Inc. Class A | Add +3.2% | 0.17% | +0.01 |
| HWM Howmet Aerospace Inc. | Add +0.2% | 0.14% | +0.01 |
| HD Home Depot Inc. | Add +0.8% | 0.16% | −0.01 |
| DFAX Dimensional World Ex US Core | Add +2.8% | 14.13% | −0.01 |
| GD General Dynamics Corp. | Add +1.2% | 0.24% | −0.02 |
| TJX TJX Companies Inc. | Add +1.0% | 0.14% | −0.02 |
| WMT Walmart Inc. | Add +3.6% | 0.13% | −0.02 |
| META Meta Platforms Inc. Class A | Add +5.2% | 0.46% | −0.04 |
| COST Costco Wholesale Corp. | Add +0.5% | 0.32% | −0.06 |
| DFSI Dimensional Int Sus COR1 ETF | Add +0.4% | 1.73% | −0.08 |
| DFSB Dim GLB Sustain Fix Inc. ETF | Add +2.9% | 5.06% | −0.39 |
| DFCF Dimensional Core Fixed Inc. | Add +7.6% | 10.57% | −0.39 |
| VCRB Vanguard Core Bond ETF | Add +6.0% | 15.95% | −0.86 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 48 | $195.1M | DFAC, VCRB, DFAX, DFCF, SCHF |
| Q1 2026 | 41 | $175.0M | DFAC, VCRB, DFAX, DFCF, SCHF |
| Q4 2025 | 46 | $176.4M | DFAC, VCRB, DFAX, DFCF, SCHF |
| Q3 2025 | 40 | $157.7M | DFAC, VCRB, DFAX, DFCF, SCHF |
| Q2 2025 | 46 | $154.8M | DFAC, VCRB, DFAX, DFCF, SCHF |
| Q1 2025 | 49 | $141.3M | DFAC, VCRB, DFAX, DFCF, SCHF |
| Q4 2024 | 39 | $120.6M | DFAC, VCRB, DFAX, DFCF, SCHF |