Momentous Wealth Management, Inc. 13F Holdings

CIK 0002055574 · VANCOUVER, WA

As of Sep 30, 2025, Momentous Wealth Management, Inc. reported 40 positions worth 57.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETFDFAC—840,885$32.4M20.57%
VANGUARD CORE BOND ETFVCRB—330,596$25.9M16.44%
DIMENSIONAL WORLD EX US CORE EQUITY 2 ETFDFAX—742,395$23.3M14.77%
DIMENSIONAL CORE FIXED INCOME ETFDFCF—403,308 7.2M10.94%
SCHWAB INTERNATIONAL EQUITY ETFSCHF—626,873 4.6M9.25%
DIMENSIONAL ETF TRUSTDFSB—159,833$8.5M5.40%
DIMENSIONAL ETF TRUSTDFSU—169,212$7.2M4.56%
DIMENSIONAL ETF TRUSTDFLV—201,388$6.6M4.20%
DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETFDFSI—76,265$3.1M1.98%
APPLE INCAAPLTechnology11,600$3.0M1.87%
MICROSOFT CORPMSFTTechnology4,299$2.2M1.41%
NVIDIA CORPNVDATechnology9,008 .7M1.07%
META PLATFORMS INCMETACommunication Services1,833 .3M0.85%
DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETFDFSE—21,255$873.4K0.55%
ALPHABET INCGOOGEquity3,434$836.4K0.53%
PARKER-HANNIFIN CORPPHIndustrials1,009$765.0K0.49%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services1$754.2K0.48%
AMAZON.COM INCAMZNEquity3,343$734.0K0.47%
COSTCO WHOLESALE CORPCOSTConsumer Defensive657$607.9K0.39%
ALPHABET INCGOOGLEquity2,349$571.0K0.36%
GENERAL DYNAMICS CORPGDIndustrials1,361$464.1K0.29%
JPMORGAN CHASE & COJPMFinancial Services1,308$412.6K0.26%
VISA INC-CLASS A SHARESVFinancial Services1,171$399.8K0.25%
BROADCOM INCAVGOTechnology1,202$396.6K0.25%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services737$370.5K0.23%