Momentous Wealth Management, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Momentous Wealth Management, Inc. reported 46 stock positions worth $154.8 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 19.5% of the portfolio, followed by Vanguard Core Bond ETF (VCRB, 16.4%) and Dimensional World Ex US Core (DFAX, 14.2%). Compared with Q1 2025, it opened 1 new position, sold out of 4, added to 13 and reduced 27. The biggest buy was Dimensional World Ex US Core (DFAX, shares +3%) and the biggest sale Parker Hannifin (PH, shares −75%).
- Most Recent 13F
- Q2 2026
- Location
- VANCOUVER, WA
- CIK
- 0002055574
- Portfolio Value
- $154.8M (Q2 2025)
- SEC Filing
- 0002055574-25-000003 ↗ filed Aug 13, 2025
Holdings Value
Holdings 46 stocks · $154.8M
| DFAC Dimensional US Core Equity 2 | 19.46% | 840,212 | $30.1M | Add +4.2% |
| VCRB Vanguard Core Bond ETF | 16.44% | 327,879 | $25.4M | Add +8.6% |
| DFAX Dimensional World Ex US Core | 14.21% | 748,690 | $22.0M | Add +3.4% |
| DFCF Dimensional Core Fixed Inc. | 10.94% | 400,555 | $16.9M | Add +8.5% |
| SCHF Schwab Intl Equity ETF | 9.14% | 640,323 | $14.2M | Reduce -0.8% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 5.34% | 157,566 | $8.3M | Add +7.9% |
| DFSU Dimensional US Sus CORE1 ETF | 4.26% | 168,099 | $6.6M | Add +12.5% |
| DFLV Dim US Large Cap Value ETF | 4.08% | 203,671 | $6.3M | Add +6.3% |
| DFSI Dimensional Int Sus COR1 ETF | 1.97% | 77,359 | $3.0M | Add +9.5% |
| AAPL Apple Inc. | 1.66% | 12,529 | $2.6M | Reduce -2.8% |
| MSFT Microsoft Corp. | 1.53% | 4,773 | $2.4M | Add +2.4% |
| CVBF CVB Financial Corp. | 1.50% | 117,467 | $2.3M | Reduce -0.0% |
| NVDA Nvidia Corp. | 1.13% | 11,030 | $1.7M | Reduce -6.3% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.53% | 21,636 | $823K | Add +7.9% |
| AMZN Amazon.com Inc. | 0.52% | 3,640 | $799K | Reduce -3.4% |
| META Meta Platforms Inc. Class A | 0.48% | 999 | $737K | Reduce -11.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.47% | 1 | $729K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.46% | 1,462 | $710K | Reduce -4.8% |
| PH Parker Hannifin Corp. | 0.46% | 1,016 | $710K | Reduce -74.8% |
| COST Costco Wholesale Corp. | 0.45% | 699 | $692K | Reduce -14.6% |
| XOM Exxon Mobil Corp. | 0.44% | 6,272 | $676K | Reduce -2.8% |
| GOOG Alphabet Inc. Class C | 0.41% | 3,572 | $634K | Reduce -2.6% |
| GOOGL Alphabet Inc. Class A | 0.34% | 2,991 | $527K | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 0.33% | 1,756 | $509K | Reduce -1.6% |
| V Visa Inc. Class A | 0.27% | 1,198 | $425K | Add +2.3% |
| GD General Dynamics Corp. | 0.26% | 1,364 | $398K | Add +0.1% |
| HD Home Depot Inc. | 0.22% | 935 | $343K | Reduce -2.7% |
| AVGO Broadcom Inc. | 0.22% | 1,233 | $340K | Reduce -6.9% |
| NFLX Netflix Inc. | 0.21% | 241 | $323K | Reduce -16.6% |
| TSLA Tesla Inc. | 0.20% | 957 | $304K | Reduce -15.5% |
| CRM Salesforce Inc. | 0.19% | 1,064 | $290K | Reduce -0.2% |
| ADP Automatic Data Processing | 0.18% | 880 | $271K | Reduce -0.2% |
| VTHR Vanguard Russell 3000 | 0.17% | 943 | $257K | No change |
| WMT Walmart Inc. | 0.16% | 2,606 | $255K | Reduce -1.5% |
| GLD SPDR Gold Shares | 0.16% | 832 | $254K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.16% | 2,274 | $249K | Reduce -19.6% |
| ABBV Abbvie Inc. | 0.16% | 1,331 | $247K | Reduce -0.5% |
| ALK Alaska Air Group Inc. | 0.15% | 4,635 | $229K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 1,810 | $224K | Add +0.8% |
| DFAU Dimensional US Core Equity M | 0.14% | 5,252 | $222K | Reduce -3.5% |
| JNJ Johnson & Johnson | 0.14% | 1,419 | $217K | Reduce -6.8% |
| MA Mastercard Inc. Class A | 0.13% | 370 | $208K | Reduce -5.8% |
| RUM Rum Group Inc. filed as RUMBLE INC | 0.08% | 14,006 | $126K | No change |
| SAN Banco Santander SA-Spon ADR | 0.05% | 10,125 | $84K | Reduce -24.0% |
| ABSI Absci Corp. | 0.05% | 28,655 | $74K | Reduce -12.3% |
| POWW Outdoor Holding Co. | 0.01% | 12,600 | $16K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| PH Parker Hannifin Corp. | Reduce -74.8% | 0.46% | −1.28 |
| AAPL Apple Inc. | Reduce -2.8% | 1.66% | −0.37 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.17 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.16 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.8% | 0.46% | −0.12 |
| XOM Exxon Mobil Corp. | Reduce -2.8% | 0.44% | −0.11 |
| COST Costco Wholesale Corp. | Reduce -14.6% | 0.45% | −0.10 |
| ABBV Abbvie Inc. | Reduce -0.5% | 0.16% | −0.04 |
| JNJ Johnson & Johnson | Reduce -6.8% | 0.14% | −0.04 |
| TELFY Telefonica SA-Spon ADR | Sold out | 0.00% | −0.04 |
| ESGV Vanguard ESG US Stock ETF | Reduce -19.6% | 0.16% | −0.03 |
| CVBF CVB Financial Corp. | Reduce -0.0% | 1.50% | −0.03 |
| HD Home Depot Inc. | Reduce -2.7% | 0.22% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -5.8% | 0.13% | −0.02 |
| ADP Automatic Data Processing | Reduce -0.2% | 0.18% | −0.02 |
| CRM Salesforce Inc. | Reduce -0.2% | 0.19% | −0.01 |
| TSLA Tesla Inc. | Reduce -15.5% | 0.20% | −0.01 |
| ABSI Absci Corp. | Reduce -12.3% | 0.05% | −0.01 |
| SAN Banco Santander SA-Spon ADR | Reduce -24.0% | 0.05% | −0.01 |
| DFAU Dimensional US Core Equity M | Reduce -3.5% | 0.14% | −0.00 |
| WMT Walmart Inc. | Reduce -1.5% | 0.16% | +0.00 |
| GOOG Alphabet Inc. Class C | Reduce -2.6% | 0.41% | +0.00 |
| AMZN Amazon.com Inc. | Reduce -3.4% | 0.52% | +0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 0.34% | +0.01 |
| NFLX Netflix Inc. | Reduce -16.6% | 0.21% | +0.02 |
| META Meta Platforms Inc. Class A | Reduce -11.0% | 0.48% | +0.02 |
| JPM JPMorgan Chase & Co. | Reduce -1.6% | 0.33% | +0.02 |
| AVGO Broadcom Inc. | Reduce -6.9% | 0.22% | +0.06 |
| SCHF Schwab Intl Equity ETF | Reduce -0.8% | 9.14% | +0.11 |
| NVDA Nvidia Corp. | Reduce -6.3% | 1.13% | +0.22 |
Portfolio Buys Q1 2025 → Q2 2025
| DFAX Dimensional World Ex US Core | Add +3.4% | 14.21% | +0.78 |
| DFAC Dimensional US Core Equity 2 | Add +4.2% | 19.46% | +0.62 |
| DFSU Dimensional US Sus CORE1 ETF | Add +12.5% | 4.26% | +0.48 |
| MSFT Microsoft Corp. | Add +2.4% | 1.53% | +0.30 |
| DFSI Dimensional Int Sus COR1 ETF | Add +9.5% | 1.97% | +0.23 |
| ALK Alaska Air Group Inc. | New | 0.15% | +0.15 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +7.9% | 0.53% | +0.05 |
| DFSB Dim GLB Sustain Fix Inc. ETF | Add +7.9% | 5.34% | +0.01 |
| GD General Dynamics Corp. | Add +0.1% | 0.26% | −0.01 |
| TJX TJX Companies Inc. | Add +0.8% | 0.14% | −0.01 |
| V Visa Inc. Class A | Add +2.3% | 0.27% | −0.02 |
| DFCF Dimensional Core Fixed Inc. | Add +8.5% | 10.94% | −0.06 |
| DFLV Dim US Large Cap Value ETF | Add +6.3% | 4.08% | −0.06 |
| VCRB Vanguard Core Bond ETF | Add +8.6% | 16.44% | −0.11 |
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 |