Momentous Wealth Management, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Momentous Wealth Management, Inc. reported 41 stock positions worth $175.0 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 24.2% of the portfolio, followed by Vanguard Core Bond ETF (VCRB, 16.8%) and Dimensional World Ex US Core (DFAX, 14.1%). Compared with Q4 2025, it opened 2 new positions, sold out of 7, added to 19 and reduced 16. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +4%) and the biggest sale Microsoft (MSFT, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- VANCOUVER, WA
- CIK
- 0002055574
- Portfolio Value
- $175.0M (Q1 2026)
- SEC Filing
- 0002073679-26-000051 ↗ filed May 11, 2026
Holdings Value
Holdings 41 stocks · $175.0M
| DFAC Dimensional US Core Equity 2 | 24.15% | 1,087,692 | $42.3M | Add +4.1% |
| VCRB Vanguard Core Bond ETF | 16.81% | 380,075 | $29.4M | Add +3.2% |
| DFAX Dimensional World Ex US Core | 14.14% | 728,287 | $24.7M | Reduce -6.3% |
| DFCF Dimensional Core Fixed Inc. | 10.96% | 454,368 | $19.2M | Add +2.2% |
| SCHF Schwab Intl Equity ETF | 8.83% | 624,346 | $15.5M | Reduce -5.8% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 5.44% | 184,145 | $9.5M | Add +6.3% |
| DFSU Dimensional US Sus CORE1 ETF | 4.56% | 194,063 | $8.0M | Add +5.3% |
| DFSI Dimensional Int Sus COR1 ETF | 1.81% | 74,684 | $3.2M | Reduce -1.4% |
| AAPL Apple Inc. | 1.71% | 11,783 | $3.0M | Reduce -4.2% |
| CVBF CVB Financial Corp. | 1.30% | 117,455 | $2.3M | Add +0.0% |
| NVDA Nvidia Corp. | 1.20% | 12,070 | $2.1M | Add +6.3% |
| MSFT Microsoft Corp. | 0.95% | 4,498 | $1.7M | Reduce -1.8% |
| GOOG Alphabet Inc. Class C | 0.59% | 3,599 | $1.0M | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 0.56% | 5,749 | $975K | Add +1.2% |
| PH Parker Hannifin Corp. | 0.54% | 1,054 | $944K | Add +5.2% |
| GOOGL Alphabet Inc. Class A | 0.52% | 3,189 | $917K | Add +6.4% |
| META Meta Platforms Inc. Class A | 0.50% | 1,530 | $875K | Reduce -1.9% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.49% | 20,206 | $856K | Reduce -4.0% |
| AMZN Amazon.com Inc. | 0.49% | 4,081 | $850K | Add +5.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.41% | 1 | $718K | No change |
| DFLV Dim US Large Cap Value ETF | 0.40% | 19,807 | $707K | Reduce -21.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 1,425 | $683K | Add +7.9% |
| COST Costco Wholesale Corp. | 0.38% | 671 | $668K | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 0.28% | 1,657 | $487K | Reduce -6.2% |
| GD General Dynamics Corp. | 0.26% | 1,318 | $452K | Reduce -2.8% |
| AVGO Broadcom Inc. | 0.22% | 1,263 | $391K | Add +3.2% |
| DFAI Dimensional International Co. | 0.21% | 9,433 | $368K | New |
| JNJ Johnson & Johnson | 0.20% | 1,456 | $356K | Add +10.6% |
| TSLA Tesla Inc. | 0.19% | 878 | $326K | Add +8.8% |
| HD Home Depot Inc. | 0.17% | 884 | $291K | Reduce -5.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.16% | 1,802 | $288K | Add +0.1% |
| V Visa Inc. Class A | 0.16% | 913 | $276K | Reduce -21.8% |
| ABBV Abbvie Inc. | 0.15% | 1,244 | $271K | Reduce -6.5% |
| WMT Walmart Inc. | 0.15% | 2,117 | $263K | Reduce -13.9% |
| NFLX Netflix Inc. | 0.14% | 2,575 | $248K | Add +3.8% |
| LLY Eli Lilly & Co. | 0.13% | 256 | $236K | Add +2.4% |
| HWM Howmet Aerospace Inc. | 0.13% | 1,002 | $231K | Add +0.9% |
| LRCX Lam Research Corp. | 0.13% | 1,077 | $230K | New |
| ESGV Vanguard ESG US Stock ETF | 0.12% | 1,840 | $207K | No change |
| RUM Rum Group Inc. filed as RUMBLE INC | 0.04% | 14,006 | $71K | No change |
| POWW Outdoor Holding Co. | 0.01% | 12,600 | $25K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -1.8% | 0.95% | −0.30 |
| DFAX Dimensional World Ex US Core | Reduce -6.3% | 14.14% | −0.29 |
| USD Proshares Ultra Semiconduct | Sold out | 0.00% | −0.25 |
| SCHF Schwab Intl Equity ETF | Reduce -5.8% | 8.83% | −0.20 |
| AAPL Apple Inc. | Reduce -4.2% | 1.71% | −0.19 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.18 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.16 |
| ALK Alaska Air Group Inc. | Sold out | 0.00% | −0.13 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.13 |
| DFAU Dimensional US Core Equity M | Sold out | 0.00% | −0.12 |
| QLD Proshares Ultra QQQ | Sold out | 0.00% | −0.12 |
| META Meta Platforms Inc. Class A | Reduce -1.9% | 0.50% | −0.08 |
| DFLV Dim US Large Cap Value ETF | Reduce -21.1% | 0.40% | −0.08 |
| V Visa Inc. Class A | Reduce -21.8% | 0.16% | −0.07 |
| GOOG Alphabet Inc. Class C | Reduce -0.8% | 0.59% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -6.2% | 0.28% | −0.04 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -1.4% | 1.81% | −0.03 |
| ABBV Abbvie Inc. | Reduce -6.5% | 0.15% | −0.02 |
| HD Home Depot Inc. | Reduce -5.0% | 0.17% | −0.02 |
| DFSE Dimensional Em Sus CORE1 ETF | Reduce -4.0% | 0.49% | −0.01 |
| WMT Walmart Inc. | Reduce -13.9% | 0.15% | −0.01 |
| GD General Dynamics Corp. | Reduce -2.8% | 0.26% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -0.7% | 0.38% | +0.05 |
Portfolio Buys Q4 2025 → Q1 2026
| DFAC Dimensional US Core Equity 2 | Add +4.1% | 24.15% | +0.70 |
| VCRB Vanguard Core Bond ETF | Add +3.2% | 16.81% | +0.54 |
| DFSB Dim GLB Sustain Fix Inc. ETF | Add +6.3% | 5.44% | +0.36 |
| DFCF Dimensional Core Fixed Inc. | Add +2.2% | 10.96% | +0.23 |
| DFAI Dimensional International Co. | New | 0.21% | +0.21 |
| XOM Exxon Mobil Corp. | Add +1.2% | 0.56% | +0.17 |
| LRCX Lam Research Corp. | New | 0.13% | +0.13 |
| CVBF CVB Financial Corp. | Add +0.0% | 1.30% | +0.06 |
| JNJ Johnson & Johnson | Add +10.6% | 0.20% | +0.05 |
| PH Parker Hannifin Corp. | Add +5.2% | 0.54% | +0.04 |
| DFSU Dimensional US Sus CORE1 ETF | Add +5.3% | 4.56% | +0.02 |
| HWM Howmet Aerospace Inc. | Add +0.9% | 0.13% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +7.9% | 0.39% | +0.01 |
| NFLX Netflix Inc. | Add +3.8% | 0.14% | +0.01 |
| TJX TJX Companies Inc. | Add +0.1% | 0.16% | +0.01 |
| NVDA Nvidia Corp. | Add +6.3% | 1.20% | +0.00 |
| GOOGL Alphabet Inc. Class A | Add +6.4% | 0.52% | −0.01 |
| AVGO Broadcom Inc. | Add +3.2% | 0.22% | −0.02 |
| LLY Eli Lilly & Co. | Add +2.4% | 0.13% | −0.02 |
| TSLA Tesla Inc. | Add +8.8% | 0.19% | −0.02 |
| AMZN Amazon.com Inc. | Add +5.7% | 0.49% | −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 |