Momentous Wealth Management, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 8, 2025), Momentous Wealth Management, Inc. reported 49 stock positions worth $141.3 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 18.8% of the portfolio, followed by Vanguard Core Bond ETF (VCRB, 16.5%) and Dimensional World Ex US Core (DFAX, 13.4%). Compared with Q4 2024, it opened 12 new positions, sold out of 2, added to 31 and reduced 5. The biggest buy was a new position in CVB Financial (CVBF) and the biggest sale an exit from Schwab US REIT ETF (SCHH).
- Most Recent 13F
- Q2 2026
- Location
- VANCOUVER, WA
- CIK
- 0002055574
- Portfolio Value
- $141.3M (Q1 2025)
- SEC Filing
- 0002055574-25-000002 ↗ filed May 8, 2025
Holdings Value
Holdings 49 stocks · $141.3M
| DFAC Dimensional US Core Equity 2 | 18.84% | 806,724 | $26.6M | Add +9.8% |
| VCRB Vanguard Core Bond ETF | 16.55% | 301,858 | $23.4M | Add +21.9% |
| DFAX Dimensional World Ex US Core | 13.42% | 723,859 | $19.0M | Add +18.2% |
| DFCF Dimensional Core Fixed Inc. | 10.99% | 369,273 | $15.5M | Add +20.8% |
| SCHF Schwab Intl Equity ETF | 9.04% | 645,396 | $12.8M | Add +2.3% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 5.32% | 146,053 | $7.5M | Add +6.5% |
| DFLV Dim US Large Cap Value ETF | 4.15% | 191,579 | $5.9M | Add +9.5% |
| DFSU Dimensional US Sus CORE1 ETF | 3.79% | 149,380 | $5.3M | Add +2.8% |
| AAPL Apple Inc. | 2.03% | 12,895 | $2.9M | Add +10.3% |
| DFSI Dimensional Int Sus COR1 ETF | 1.74% | 70,628 | $2.5M | Add +10.8% |
| PH Parker Hannifin Corp. | 1.73% | 4,030 | $2.4M | Add +0.3% |
| CVBF CVB Financial Corp. | 1.54% | 117,495 | $2.2M | New |
| MSFT Microsoft Corp. | 1.24% | 4,660 | $1.7M | Add +11.0% |
| NVDA Nvidia Corp. | 0.90% | 11,776 | $1.3M | Add +38.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.58% | 1,535 | $818K | Add +168.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.57% | 1 | $798K | New |
| COST Costco Wholesale Corp. | 0.55% | 818 | $773K | Add +16.7% |
| XOM Exxon Mobil Corp. | 0.54% | 6,453 | $767K | Add +100.0% |
| AMZN Amazon.com Inc. | 0.51% | 3,768 | $717K | Add +10.4% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.48% | 20,055 | $675K | Add +16.8% |
| META Meta Platforms Inc. Class A | 0.46% | 1,123 | $647K | Add +6.7% |
| GOOG Alphabet Inc. Class C | 0.41% | 3,669 | $573K | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 0.33% | 2,993 | $463K | Add +64.9% |
| JPM JPMorgan Chase & Co. | 0.31% | 1,784 | $438K | Add +49.5% |
| V Visa Inc. Class A | 0.29% | 1,171 | $410K | Add +3.2% |
| GD General Dynamics Corp. | 0.26% | 1,362 | $371K | Add +1.6% |
| HD Home Depot Inc. | 0.25% | 961 | $352K | New |
| TSLA Tesla Inc. | 0.21% | 1,132 | $293K | Add +77.2% |
| CRM Salesforce Inc. | 0.20% | 1,066 | $286K | Add +13.8% |
| ABBV Abbvie Inc. | 0.20% | 1,338 | $280K | New |
| ESGV Vanguard ESG US Stock ETF | 0.20% | 2,827 | $277K | Reduce -5.4% |
| NFLX Netflix Inc. | 0.19% | 289 | $270K | Add +5.1% |
| ADP Automatic Data Processing | 0.19% | 882 | $269K | New |
| JNJ Johnson & Johnson | 0.18% | 1,523 | $253K | New |
| BND Vanguard Total Bond Market | 0.17% | 3,301 | $242K | Reduce -18.7% |
| GLD SPDR Gold Shares | 0.17% | 832 | $240K | New |
| VTHR Vanguard Russell 3000 | 0.16% | 943 | $233K | Reduce -25.6% |
| WMT Walmart Inc. | 0.16% | 2,646 | $232K | Add +8.9% |
| LLY Eli Lilly & Co. | 0.16% | 272 | $225K | New |
| AVGO Broadcom Inc. | 0.16% | 1,325 | $222K | Add +10.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.15% | 1,795 | $219K | Add +0.8% |
| MA Mastercard Inc. Class A | 0.15% | 393 | $215K | Add +0.8% |
| PG The Procter & Gamble Co. | 0.15% | 1,241 | $212K | New |
| DFAU Dimensional US Core Equity M | 0.15% | 5,442 | $209K | Reduce -11.3% |
| RUM Rum Group Inc. filed as RUMBLE INC | 0.07% | 14,006 | $99K | Add +1.0% |
| SAN Banco Santander SA-Spon ADR | 0.06% | 13,318 | $89K | New |
| ABSI Absci Corp. | 0.06% | 32,655 | $82K | New |
| TELFY Telefonica SA-Spon ADR | 0.04% | 10,671 | $50K | New |
| POWW Outdoor Holding Co. filed as AMMO INC | 0.01% | 12,600 | $17K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| SCHH Schwab US REIT ETF | Sold out | 0.00% | −0.23 |
| GOOG Alphabet Inc. Class C | Reduce -1.3% | 0.41% | −0.18 |
| VTHR Vanguard Russell 3000 | Reduce -25.6% | 0.16% | −0.11 |
| BND Vanguard Total Bond Market | Reduce -18.7% | 0.17% | −0.07 |
| ESGV Vanguard ESG US Stock ETF | Reduce -5.4% | 0.20% | −0.06 |
| DFAU Dimensional US Core Equity M | Reduce -11.3% | 0.15% | −0.06 |
| LOT Lotus Technology Inc. | Sold out | 0.00% | −0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| CVBF CVB Financial Corp. | New | 1.54% | +1.54 |
| VCRB Vanguard Core Bond ETF | Add +21.9% | 16.55% | +0.99 |
| DFAX Dimensional World Ex US Core | Add +18.2% | 13.42% | +0.80 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.57% | +0.57 |
| DFCF Dimensional Core Fixed Inc. | Add +20.8% | 10.99% | +0.53 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +168.8% | 0.58% | +0.36 |
| XOM Exxon Mobil Corp. | Add +100.0% | 0.54% | +0.26 |
| HD Home Depot Inc. | New | 0.25% | +0.25 |
| ABBV Abbvie Inc. | New | 0.20% | +0.20 |
| ADP Automatic Data Processing | New | 0.19% | +0.19 |
| JNJ Johnson & Johnson | New | 0.18% | +0.18 |
| GLD SPDR Gold Shares | New | 0.17% | +0.17 |
| LLY Eli Lilly & Co. | New | 0.16% | +0.16 |
| PG The Procter & Gamble Co. | New | 0.15% | +0.15 |
| JPM JPMorgan Chase & Co. | Add +49.5% | 0.31% | +0.07 |
| SAN Banco Santander SA-Spon ADR | New | 0.06% | +0.06 |
| ABSI Absci Corp. | New | 0.06% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +64.9% | 0.33% | +0.04 |
| TELFY Telefonica SA-Spon ADR | New | 0.04% | +0.04 |
| COST Costco Wholesale Corp. | Add +16.7% | 0.55% | +0.02 |
| DFSI Dimensional Int Sus COR1 ETF | Add +10.8% | 1.74% | +0.01 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +16.8% | 0.48% | +0.01 |
| TSLA Tesla Inc. | Add +77.2% | 0.21% | −0.01 |
| V Visa Inc. Class A | Add +3.2% | 0.29% | −0.01 |
| NFLX Netflix Inc. | Add +5.1% | 0.19% | −0.01 |
| WMT Walmart Inc. | Add +8.9% | 0.16% | −0.02 |
| MA Mastercard Inc. Class A | Add +0.8% | 0.15% | −0.02 |
| TJX TJX Companies Inc. | Add +0.8% | 0.15% | −0.02 |
| GD General Dynamics Corp. | Add +1.6% | 0.26% | −0.03 |
| NVDA Nvidia Corp. | Add +38.5% | 0.90% | −0.04 |
| META Meta Platforms Inc. Class A | Add +6.7% | 0.46% | −0.05 |
| CRM Salesforce Inc. | Add +13.8% | 0.20% | −0.06 |
| AVGO Broadcom Inc. | Add +10.7% | 0.16% | −0.07 |
| RUM Rum Group Inc. | Add +1.0% | 0.07% | −0.08 |
| AMZN Amazon.com Inc. | Add +10.4% | 0.51% | −0.11 |
| DFLV Dim US Large Cap Value ETF | Add +9.5% | 4.15% | −0.21 |
| MSFT Microsoft Corp. | Add +11.0% | 1.24% | −0.23 |
| PH Parker Hannifin Corp. | Add +0.3% | 1.73% | −0.38 |
| AAPL Apple Inc. | Add +10.3% | 2.03% | −0.40 |
| DFSB Dim GLB Sustain Fix Inc. ETF | Add +6.5% | 5.32% | −0.47 |
| SCHF Schwab Intl Equity ETF | Add +2.3% | 9.04% | −0.64 |
| DFSU Dimensional US Sus CORE1 ETF | Add +2.8% | 3.79% | −0.78 |
| DFAC Dimensional US Core Equity 2 | Add +9.8% | 18.84% | −2.23 |
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 |