Momentous Wealth Management, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Momentous Wealth Management, Inc. reported 40 stock positions worth $157.7 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 20.6% of the portfolio, followed by Vanguard Core Bond ETF (VCRB, 16.4%) and Dimensional World Ex US Core (DFAX, 14.8%). Compared with Q2 2025, it opened 1 new position, sold out of 7, added to 8 and reduced 27. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +0%) and the biggest sale an exit from CVB Financial (CVBF).
- Most Recent 13F
- Q2 2026
- Location
- VANCOUVER, WA
- CIK
- 0002055574
- Portfolio Value
- $157.7M (Q3 2025)
- SEC Filing
- 0002055574-25-000006 ↗ filed Nov 13, 2025
Holdings Value
Holdings 40 stocks · $157.7M
| DFAC Dimensional US Core Equity 2 | 20.57% | 840,885 | $32.4M | Add +0.1% |
| VCRB Vanguard Core Bond ETF | 16.44% | 330,596 | $25.9M | Add +0.8% |
| DFAX Dimensional World Ex US Core | 14.77% | 742,395 | $23.3M | Reduce -0.8% |
| DFCF Dimensional Core Fixed Inc. | 10.94% | 403,308 | $17.2M | Add +0.7% |
| SCHF Schwab Intl Equity ETF | 9.25% | 626,873 | $14.6M | Reduce -2.1% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 5.40% | 159,833 | $8.5M | Add +1.4% |
| DFSU Dimensional US Sus CORE1 ETF | 4.56% | 169,212 | $7.2M | Add +0.7% |
| DFLV Dim US Large Cap Value ETF | 4.20% | 201,388 | $6.6M | Reduce -1.1% |
| DFSI Dimensional Int Sus COR1 ETF | 1.98% | 76,265 | $3.1M | Reduce -1.4% |
| AAPL Apple Inc. | 1.87% | 11,600 | $3.0M | Reduce -7.4% |
| MSFT Microsoft Corp. | 1.41% | 4,299 | $2.2M | Reduce -9.9% |
| NVDA Nvidia Corp. | 1.07% | 9,008 | $1.7M | Reduce -18.3% |
| META Meta Platforms Inc. Class A | 0.85% | 1,833 | $1.3M | Add +83.5% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.55% | 21,255 | $873K | Reduce -1.8% |
| GOOG Alphabet Inc. Class C | 0.53% | 3,434 | $836K | Reduce -3.9% |
| PH Parker Hannifin Corp. | 0.49% | 1,009 | $765K | Reduce -0.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.48% | 1 | $754K | No change |
| AMZN Amazon.com Inc. | 0.47% | 3,343 | $734K | Reduce -8.2% |
| COST Costco Wholesale Corp. | 0.39% | 657 | $608K | Reduce -6.0% |
| GOOGL Alphabet Inc. Class A | 0.36% | 2,349 | $571K | Reduce -21.5% |
| GD General Dynamics Corp. | 0.29% | 1,361 | $464K | Reduce -0.2% |
| JPM JPMorgan Chase & Co. | 0.26% | 1,308 | $413K | Reduce -25.5% |
| V Visa Inc. Class A | 0.25% | 1,171 | $400K | Reduce -2.3% |
| AVGO Broadcom Inc. | 0.25% | 1,202 | $397K | Reduce -2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 737 | $371K | Reduce -49.6% |
| XOM Exxon Mobil Corp. | 0.21% | 2,909 | $328K | Reduce -53.6% |
| TSLA Tesla Inc. | 0.20% | 705 | $314K | Reduce -26.3% |
| ABBV Abbvie Inc. | 0.20% | 1,351 | $313K | Add +1.5% |
| NFLX Netflix Inc. | 0.18% | 242 | $290K | Add +0.4% |
| VTHR Vanguard Russell 3000 | 0.18% | 943 | $278K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.17% | 2,274 | $269K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.17% | 1,803 | $261K | Reduce -0.4% |
| WMT Walmart Inc. | 0.16% | 2,412 | $249K | Reduce -7.4% |
| DFAU Dimensional US Core Equity M | 0.15% | 5,124 | $234K | Reduce -2.4% |
| ALK Alaska Air Group Inc. | 0.15% | 4,614 | $230K | Reduce -0.5% |
| CRM Salesforce Inc. | 0.14% | 960 | $228K | Reduce -9.8% |
| HD Home Depot Inc. | 0.13% | 523 | $212K | Reduce -44.1% |
| RUM Rum Group Inc. filed as RUMBLE INC | 0.06% | 13,867 | $100K | Reduce -1.0% |
| TELFY Telefonica SA-Spon ADR | 0.03% | 10,014 | $51K | New |
| POWW Outdoor Holding Co. | 0.01% | 12,600 | $19K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| CVBF CVB Financial Corp. | Sold out | 0.00% | −1.50 |
| XOM Exxon Mobil Corp. | Reduce -53.6% | 0.21% | −0.23 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -49.6% | 0.23% | −0.22 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.18 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.16 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.14 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.13 |
| MSFT Microsoft Corp. | Reduce -9.9% | 1.41% | −0.12 |
| HD Home Depot Inc. | Reduce -44.1% | 0.13% | −0.09 |
| JPM JPMorgan Chase & Co. | Reduce -25.5% | 0.26% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -6.0% | 0.39% | −0.06 |
| NVDA Nvidia Corp. | Reduce -18.3% | 1.07% | −0.06 |
| SAN Banco Santander SA-Spon ADR | Sold out | 0.00% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -8.2% | 0.47% | −0.05 |
| ABSI Absci Corp. | Sold out | 0.00% | −0.05 |
| CRM Salesforce Inc. | Reduce -9.8% | 0.14% | −0.04 |
| V Visa Inc. Class A | Reduce -2.3% | 0.25% | −0.02 |
| RUM Rum Group Inc. | Reduce -1.0% | 0.06% | −0.02 |
| WMT Walmart Inc. | Reduce -7.4% | 0.16% | −0.01 |
| ALK Alaska Air Group Inc. | Reduce -0.5% | 0.15% | −0.00 |
| TSLA Tesla Inc. | Reduce -26.3% | 0.20% | +0.00 |
| DFAU Dimensional US Core Equity M | Reduce -2.4% | 0.15% | +0.00 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -1.4% | 1.98% | +0.01 |
| TJX TJX Companies Inc. | Reduce -0.4% | 0.17% | +0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -21.5% | 0.36% | +0.02 |
| DFSE Dimensional Em Sus CORE1 ETF | Reduce -1.8% | 0.55% | +0.02 |
| PH Parker Hannifin Corp. | Reduce -0.7% | 0.49% | +0.03 |
| AVGO Broadcom Inc. | Reduce -2.5% | 0.25% | +0.03 |
| GD General Dynamics Corp. | Reduce -0.2% | 0.29% | +0.04 |
| SCHF Schwab Intl Equity ETF | Reduce -2.1% | 9.25% | +0.11 |
| DFLV Dim US Large Cap Value ETF | Reduce -1.1% | 4.20% | +0.12 |
| GOOG Alphabet Inc. Class C | Reduce -3.9% | 0.53% | +0.12 |
| AAPL Apple Inc. | Reduce -7.4% | 1.87% | +0.21 |
| DFAX Dimensional World Ex US Core | Reduce -0.8% | 14.77% | +0.56 |
Portfolio Buys Q2 2025 → Q3 2025
| DFAC Dimensional US Core Equity 2 | Add +0.1% | 20.57% | +1.11 |
| META Meta Platforms Inc. Class A | Add +83.5% | 0.85% | +0.38 |
| DFSU Dimensional US Sus CORE1 ETF | Add +0.7% | 4.56% | +0.29 |
| DFSB Dim GLB Sustain Fix Inc. ETF | Add +1.4% | 5.40% | +0.06 |
| ABBV Abbvie Inc. | Add +1.5% | 0.20% | +0.04 |
| TELFY Telefonica SA-Spon ADR | New | 0.03% | +0.03 |
| VCRB Vanguard Core Bond ETF | Add +0.8% | 16.44% | +0.00 |
| DFCF Dimensional Core Fixed Inc. | Add +0.7% | 10.94% | −0.00 |
| NFLX Netflix Inc. | Add +0.4% | 0.18% | −0.02 |
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 |