Momentous Wealth Management, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Momentous Wealth Management, Inc. reported 46 stock positions worth $176.4 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 23.4% of the portfolio, followed by Vanguard Core Bond ETF (VCRB, 16.3%) and Dimensional World Ex US Core (DFAX, 14.4%). Compared with Q3 2025, it opened 8 new positions, sold out of 2, added to 24 and reduced 12. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +24%) and the biggest sale Dim US Large Cap Value ETF (DFLV, shares −88%).
- Most Recent 13F
- Q2 2026
- Location
- VANCOUVER, WA
- CIK
- 0002055574
- Portfolio Value
- $176.4M (Q4 2025)
- SEC Filing
- 0002055574-26-000003 ↗ filed Feb 17, 2026
Holdings Value
Holdings 46 stocks · $176.4M
| DFAC Dimensional US Core Equity 2 | 23.45% | 1,044,688 | $41.4M | Add +24.2% |
| VCRB Vanguard Core Bond ETF | 16.26% | 368,254 | $28.7M | Add +11.4% |
| DFAX Dimensional World Ex US Core | 14.43% | 777,518 | $25.4M | Add +4.7% |
| DFCF Dimensional Core Fixed Inc. | 10.73% | 444,774 | $18.9M | Add +10.3% |
| SCHF Schwab Intl Equity ETF | 9.03% | 662,494 | $15.9M | Add +5.7% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 5.09% | 173,216 | $9.0M | Add +8.4% |
| DFSU Dimensional US Sus CORE1 ETF | 4.54% | 184,296 | $8.0M | Add +8.9% |
| AAPL Apple Inc. | 1.90% | 12,295 | $3.3M | Add +6.0% |
| DFSI Dimensional Int Sus COR1 ETF | 1.84% | 75,759 | $3.2M | Reduce -0.7% |
| MSFT Microsoft Corp. | 1.26% | 4,581 | $2.2M | Add +6.6% |
| CVBF CVB Financial Corp. | 1.24% | 117,451 | $2.2M | New |
| NVDA Nvidia Corp. | 1.20% | 11,357 | $2.1M | Add +26.1% |
| GOOG Alphabet Inc. Class C | 0.65% | 3,627 | $1.1M | Add +5.6% |
| META Meta Platforms Inc. Class A | 0.58% | 1,559 | $1.0M | Reduce -14.9% |
| GOOGL Alphabet Inc. Class A | 0.53% | 2,996 | $938K | Add +27.5% |
| AMZN Amazon.com Inc. | 0.51% | 3,862 | $891K | Add +15.5% |
| PH Parker Hannifin Corp. | 0.50% | 1,002 | $881K | Reduce -0.7% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.50% | 21,057 | $873K | Reduce -0.9% |
| DFLV Dim US Large Cap Value ETF | 0.49% | 25,119 | $859K | Reduce -87.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.43% | 1 | $755K | No change |
| XOM Exxon Mobil Corp. | 0.39% | 5,680 | $684K | Add +95.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.38% | 1,321 | $664K | Add +79.2% |
| COST Costco Wholesale Corp. | 0.33% | 676 | $583K | Add +2.9% |
| JPM JPMorgan Chase & Co. | 0.32% | 1,767 | $569K | Add +35.1% |
| GD General Dynamics Corp. | 0.26% | 1,356 | $457K | Reduce -0.4% |
| USD Proshares Ultra Semiconduct | 0.25% | 8,485 | $446K | New |
| AVGO Broadcom Inc. | 0.24% | 1,224 | $424K | Add +1.8% |
| V Visa Inc. Class A | 0.23% | 1,168 | $410K | Reduce -0.3% |
| TSLA Tesla Inc. | 0.21% | 807 | $363K | Add +14.5% |
| HD Home Depot Inc. | 0.18% | 930 | $320K | Add +77.8% |
| GLD SPDR Gold Shares | 0.18% | 791 | $313K | New |
| ABBV Abbvie Inc. | 0.17% | 1,331 | $304K | Reduce -1.5% |
| CRM Salesforce Inc. | 0.16% | 1,091 | $289K | Add +13.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.16% | 1,800 | $277K | Reduce -0.2% |
| WMT Walmart Inc. | 0.16% | 2,460 | $274K | Add +2.0% |
| JNJ Johnson & Johnson | 0.15% | 1,316 | $272K | New |
| LLY Eli Lilly & Co. | 0.15% | 250 | $269K | New |
| NFLX Netflix Inc. | 0.13% | 2,480 | $233K | Add +2.5% |
| ALK Alaska Air Group Inc. | 0.13% | 4,607 | $232K | Reduce -0.1% |
| ADP Automatic Data Processing | 0.13% | 876 | $225K | New |
| ESGV Vanguard ESG US Stock ETF | 0.13% | 1,840 | $223K | Reduce -19.1% |
| DFAU Dimensional US Core Equity M | 0.12% | 4,698 | $220K | Reduce -8.3% |
| QLD Proshares Ultra QQQ | 0.12% | 3,043 | $214K | New |
| HWM Howmet Aerospace Inc. | 0.12% | 993 | $204K | New |
| RUM Rum Group Inc. filed as RUMBLE INC | 0.05% | 14,006 | $89K | Add +1.0% |
| POWW Outdoor Holding Co. | 0.01% | 12,600 | $22K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| DFLV Dim US Large Cap Value ETF | Reduce -87.5% | 0.49% | −3.71 |
| META Meta Platforms Inc. Class A | Reduce -14.9% | 0.58% | −0.27 |
| VTHR Vanguard Russell 3000 | Sold out | 0.00% | −0.18 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -0.7% | 1.84% | −0.14 |
| DFSE Dimensional Em Sus CORE1 ETF | Reduce -0.9% | 0.50% | −0.06 |
| ESGV Vanguard ESG US Stock ETF | Reduce -19.1% | 0.13% | −0.04 |
| GD General Dynamics Corp. | Reduce -0.4% | 0.26% | −0.04 |
| TELFY Telefonica SA-Spon ADR | Sold out | 0.00% | −0.03 |
| ABBV Abbvie Inc. | Reduce -1.5% | 0.17% | −0.03 |
| DFAU Dimensional US Core Equity M | Reduce -8.3% | 0.12% | −0.02 |
| V Visa Inc. Class A | Reduce -0.3% | 0.23% | −0.02 |
| ALK Alaska Air Group Inc. | Reduce -0.1% | 0.13% | −0.01 |
| TJX TJX Companies Inc. | Reduce -0.2% | 0.16% | −0.01 |
| PH Parker Hannifin Corp. | Reduce -0.7% | 0.50% | +0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| DFAC Dimensional US Core Equity 2 | Add +24.2% | 23.45% | +2.88 |
| CVBF CVB Financial Corp. | New | 1.24% | +1.24 |
| USD Proshares Ultra Semiconduct | New | 0.25% | +0.25 |
| XOM Exxon Mobil Corp. | Add +95.3% | 0.39% | +0.18 |
| GLD SPDR Gold Shares | New | 0.18% | +0.18 |
| GOOGL Alphabet Inc. Class A | Add +27.5% | 0.53% | +0.17 |
| JNJ Johnson & Johnson | New | 0.15% | +0.15 |
| LLY Eli Lilly & Co. | New | 0.15% | +0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +79.2% | 0.38% | +0.14 |
| NVDA Nvidia Corp. | Add +26.1% | 1.20% | +0.14 |
| ADP Automatic Data Processing | New | 0.13% | +0.13 |
| QLD Proshares Ultra QQQ | New | 0.12% | +0.12 |
| HWM Howmet Aerospace Inc. | New | 0.12% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +5.6% | 0.65% | +0.12 |
| JPM JPMorgan Chase & Co. | Add +35.1% | 0.32% | +0.06 |
| HD Home Depot Inc. | Add +77.8% | 0.18% | +0.05 |
| AMZN Amazon.com Inc. | Add +15.5% | 0.51% | +0.04 |
| AAPL Apple Inc. | Add +6.0% | 1.90% | +0.02 |
| CRM Salesforce Inc. | Add +13.7% | 0.16% | +0.02 |
| TSLA Tesla Inc. | Add +14.5% | 0.21% | +0.01 |
| WMT Walmart Inc. | Add +2.0% | 0.16% | −0.00 |
| AVGO Broadcom Inc. | Add +1.8% | 0.24% | −0.01 |
| RUM Rum Group Inc. | Add +1.0% | 0.05% | −0.01 |
| DFSU Dimensional US Sus CORE1 ETF | Add +8.9% | 4.54% | −0.02 |
| NFLX Netflix Inc. | Add +2.5% | 0.13% | −0.05 |
| COST Costco Wholesale Corp. | Add +2.9% | 0.33% | −0.06 |
| MSFT Microsoft Corp. | Add +6.6% | 1.26% | −0.16 |
| VCRB Vanguard Core Bond ETF | Add +11.4% | 16.26% | −0.17 |
| DFCF Dimensional Core Fixed Inc. | Add +10.3% | 10.73% | −0.20 |
| SCHF Schwab Intl Equity ETF | Add +5.7% | 9.03% | −0.22 |
| DFSB Dim GLB Sustain Fix Inc. ETF | Add +8.4% | 5.09% | −0.31 |
| DFAX Dimensional World Ex US Core | Add +4.7% | 14.43% | −0.34 |
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 |