Momentous Wealth Management, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Momentous Wealth Management, Inc. reported 39 stock positions worth $120.6 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 21.1% of the portfolio, followed by Vanguard Core Bond ETF (VCRB, 15.6%) and Dimensional World Ex US Core (DFAX, 12.6%).
- Most Recent 13F
- Q2 2026
- Location
- VANCOUVER, WA
- CIK
- 0002055574
- Portfolio Value
- $120.6M (Q4 2024)
- SEC Filing
- 0002055574-25-000001 ↗ filed Feb 12, 2025
Holdings Value
Holdings 39 stocks · $120.6M
| DFAC Dimensional US Core Equity 2 | 21.07% | 734,630 | $25.4M | — |
| VCRB Vanguard Core Bond ETF | 15.56% | 247,551 | $18.8M | — |
| DFAX Dimensional World Ex US Core | 12.62% | 612,299 | $15.2M | — |
| DFCF Dimensional Core Fixed Inc. | 10.46% | 305,758 | $12.6M | — |
| SCHF Schwab Intl Equity ETF | 9.68% | 631,176 | $11.7M | — |
| DFSB Dim GLB Sustain Fix Inc. ETF | 5.79% | 137,155 | $7.0M | — |
| DFSU Dimensional US Sus CORE1 ETF | 4.57% | 145,345 | $5.5M | — |
| DFLV Dim US Large Cap Value ETF | 4.35% | 174,905 | $5.3M | — |
| AAPL Apple Inc. | 2.43% | 11,695 | $2.9M | — |
| PH Parker Hannifin Corp. | 2.12% | 4,018 | $2.6M | — |
| DFSI Dimensional Int Sus COR1 ETF | 1.74% | 63,755 | $2.1M | — |
| MSFT Microsoft Corp. | 1.47% | 4,198 | $1.8M | — |
| NVDA Nvidia Corp. | 0.95% | 8,502 | $1.1M | — |
| AMZN Amazon.com Inc. | 0.62% | 3,412 | $749K | — |
| GOOG Alphabet Inc. Class C | 0.59% | 3,718 | $708K | — |
| COST Costco Wholesale Corp. | 0.53% | 701 | $642K | — |
| META Meta Platforms Inc. Class A | 0.51% | 1,053 | $617K | — |
| DFSE Dimensional Em Sus CORE1 ETF | 0.47% | 17,170 | $569K | — |
| V Visa Inc. Class A | 0.30% | 1,135 | $359K | — |
| GD General Dynamics Corp. | 0.29% | 1,341 | $353K | — |
| XOM Exxon Mobil Corp. | 0.29% | 3,226 | $347K | — |
| GOOGL Alphabet Inc. Class A | 0.28% | 1,815 | $344K | — |
| VTHR Vanguard Russell 3000 | 0.27% | 1,267 | $329K | — |
| ESGV Vanguard ESG US Stock ETF | 0.26% | 2,988 | $313K | — |
| CRM Salesforce Inc. | 0.26% | 937 | $313K | — |
| BND Vanguard Total Bond Market | 0.24% | 4,060 | $292K | — |
| JPM JPMorgan Chase & Co. | 0.24% | 1,193 | $286K | — |
| SCHH Schwab US REIT ETF | 0.23% | 13,461 | $283K | — |
| AVGO Broadcom Inc. | 0.23% | 1,197 | $278K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 571 | $259K | — |
| TSLA Tesla Inc. | 0.21% | 639 | $258K | — |
| DFAU Dimensional US Core Equity M | 0.21% | 6,136 | $248K | — |
| NFLX Netflix Inc. | 0.20% | 275 | $245K | — |
| WMT Walmart Inc. | 0.18% | 2,429 | $219K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.18% | 1,781 | $215K | — |
| MA Mastercard Inc. Class A | 0.17% | 390 | $205K | — |
| RUM Rum Group Inc. filed as RUMBLE INC | 0.15% | 13,867 | $180K | — |
| LOT Lotus Technology Inc. | 0.05% | 15,281 | $55K | — |
| POWW Outdoor Holding Co. filed as AMMO INC | 0.01% | 12,600 | $14K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |