Q3 2026 13F · SEC CIK 2055574

Momentous Wealth Management, Inc.

Wealth managerFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $206.4M
Reported positions: 50
Holdings vs S&P 500, 3 yrs: —
Assets under management: $409.9M

Momentous Wealth Management, Inc. is a wealth manager that reported 50 positions worth $206.4M in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Dimensional ETF Trust (DFAC, 25.0%), Vanguard Malvern Fds (VCRB, 15.7%), Dimensional ETF Trust (DFAX, 13.7%).

Momentous Wealth Management, Inc. holdings all 50 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Momentous Wealth Management, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
DFACDimensional ETF Trust	25.0%	25.8%	1,160,902	+2.1%	$51.6M
VCRBVanguard Malvern Fds	15.7%	15.9%	440,445	+9.3%	$32.4M
DFAXDimensional ETF Trust	13.7%	14.1%	765,052	+2.2%	$28.3M
DFCFDimensional ETF Trust	10.5%	10.6%	539,179	+10.3%	$21.6M
SCHFSchwab Strategic Tr	8.6%	9.1%	645,157	+0.6%	$17.7M
DFSBDimensional ETF Trust	5.2%	5.1%	216,808	+14.4%	$10.7M
DFSUDimensional ETF Trust	4.6%	4.6%	201,713	+3.8%	$9.5M
AAPLApple Inc	1.9%	1.8%	11,481	-3.8%	$3.8M
DFSIDimensional ETF Trust	1.8%	1.7%	80,036	+6.8%	$3.6M
NVDANvidia Corporation	1.3%	1.1%	11,742	+13.0%	$2.7M
CVBFCvb Finl Corp	1.2%	New	118,456	—	$2.6M
MSFTMicrosoft Corp	1.2%	0.8%	4,729	+10.0%	$2.4M
GOOGAlphabet Inc	0.6%	0.7%	3,779	-0.7%	$1.3M
AMZNAmazon Com Inc	0.5%	0.5%	4,486	+12.9%	$1.1M
GOOGLAlphabet Inc	0.5%	0.5%	3,046	+8.4%	$1.0M
METAMeta Platforms Inc	0.5%	0.5%	1,424	-11.5%	$1.0M
PHParker-Hannifin Corp	0.5%	0.5%	1,048	+1.8%	$1.0M
DFSEDimensional ETF Trust	0.5%	0.5%	20,649	+3.4%	$998K
XOMExxonmobil Holdings Corp	0.5%	New	5,721	—	$931K
BRK-ABerkshire Hathaway Inc Del	0.4%	0.4%	1	+0.0%	$747K
AVGOBroadcom Inc	0.3%	0.3%	2,006	+50.9%	$704K
BRK-BBerkshire Hathaway Inc Del	0.3%	0.4%	1,409	+0.5%	$702K
DFAIDimensional ETF Trust	0.3%	0.4%	16,836	-4.0%	$698K
COSTCostco Wholesale Corporation	0.3%	0.3%	722	+7.1%	$657K
MUMicron Technology Inc	0.3%	0.3%	589	+4.1%	$627K
JPMJpmorgan Chase & Co	0.3%	0.3%	1,809	+5.1%	$598K
DFLVDimensional ETF Trust	0.3%	0.3%	13,983	-13.2%	$562K
ABBVAbbvie Inc	0.3%	0.2%	2,057	+63.3%	$538K
LRCXLam Research Corp	0.2%	0.2%	1,324	+21.2%	$435K
VPLSVanguard Malvern Fds	0.2%	New	5,847	—	$433K
GDGeneral Dynamics Corp	0.2%	0.2%	1,294	-3.0%	$429K
AMDAdvanced Micro Devices Inc	0.2%	0.1%	651	+31.3%	$398K
VVisa Inc	0.2%	0.2%	1,077	+14.3%	$387K
JNJJohnson & Johnson	0.2%	0.2%	1,410	-0.3%	$373K
LLYEli Lilly & Co	0.2%	0.2%	316	+8.6%	$366K
SCCRSchwab Strategic Tr	0.1%	New	12,173	—	$296K
HDHome Depot Inc	0.1%	0.2%	942	+5.7%	$268K
TSLATesla Inc	0.1%	0.2%	752	+5.6%	$267K
WMTWalmart Inc	0.1%	0.1%	2,328	+6.2%	$242K
TJXTjx Cos Inc New	0.1%	0.1%	1,816	-0.2%	$240K
ASMLAsml Hldg NV	0.1%	0.1%	131	-1.5%	$237K
MAMastercard Incorporated	0.1%	New	427	—	$235K
ESGVVanguard World Fd	0.1%	0.1%	1,734	-5.8%	$235K
CSCOCisco Sys Inc	0.1%	0.1%	2,162	-2.7%	$233K
CRMSalesforce Inc	0.1%	New	991	—	$228K
ADPAutomatic Data Processing in	0.1%	New	871	—	$225K
DFGPDimensional ETF Trust	0.1%	New	4,091	—	$212K
TSMTaiwan Semiconductor Manufac	0.1%	0.1%	459	-0.2%	$209K
RUMRum Group Inc	0.1%	0.0%	14,008	+1.0%	$106K
POWWOutdoor Hldg Co	0.0%	0.0%	12,600	+0.0%	$28K

What Momentous Wealth Management, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

CVBF Cvb Finl Corp1.2% of 13F
XOM Exxonmobil Holdings Corp0.5% of 13F
VPLS Vanguard Malvern Fds0.2% of 13F
SCCR Schwab Strategic Tr0.1% of 13F
MA Mastercard Incorporated0.1% of 13F
CRM Salesforce Inc0.1% of 13F
ADP Automatic Data Processing in0.1% of 13F
DFGP Dimensional ETF Trust0.1% of 13F

Added to

ABBV Abbvie Inc+63.3% shares
AVGO Broadcom Inc+50.9% shares
AMD Advanced Micro Devices Inc+31.3% shares
LRCX Lam Research Corp+21.2% shares
DFSB Dimensional ETF Trust+14.4% shares
V Visa Inc+14.3% shares
NVDA Nvidia Corporation+13.0% shares
AMZN Amazon Com Inc+12.9% shares

Reduced

Sold out

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +13.8% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$206.4M	50
Q2 2026	$195.1M	48
Q1 2026	$175.0M	41
Q4 2025	$176.4M	46
Q3 2025	$157.7M	40
Q2 2025	$154.8M	46
Q1 2025	$141.3M	49
Q4 2024	$120.6M	39

Questions about Momentous Wealth Management, Inc.'s portfolio

What stocks does Momentous Wealth Management, Inc. own?

Momentous Wealth Management, Inc.'s latest 13F, for Q3 2026 and filed Oct 21, 2026, lists 50 positions worth $206.4M. The largest are Dimensional ETF Trust (DFAC) at 25.0%, Vanguard Malvern Fds (VCRB) at 15.7%, Dimensional ETF Trust (DFAX) at 13.7%, Dimensional ETF Trust (DFCF) at 10.5% and Schwab Strategic Tr (SCHF) at 8.6%.

What did Momentous Wealth Management, Inc. buy last quarter?

In Q3 2026, Momentous Wealth Management, Inc. added a new position in Cvb Finl Corp (CVBF), a new position in Exxonmobil Holdings Corp (XOM), a new position in Vanguard Malvern Fds (VPLS), a new position in Schwab Strategic Tr (SCCR), a new position in Mastercard Incorporated (MA), Abbvie Inc (ABBV) (+63.3% shares), Broadcom Inc (AVGO) (+50.9% shares) and Advanced Micro Devices Inc (AMD) (+31.3% shares), compared with its Q2 2026 filing.

What did Momentous Wealth Management, Inc. sell last quarter?

In Q3 2026, Momentous Wealth Management, Inc. sold all of Exxon Mobil Corp (XOM), sold all of Corning Inc (GLW), sold all of Howmet Aerospace Inc (HWM), sold all of Alaska Air Group Inc (ALK), sold all of Ge Aerospace (GE), Dimensional ETF Trust (DFLV) (-13.2% shares), Meta Platforms Inc (META) (-11.5% shares) and Vanguard World Fd (ESGV) (-5.8% shares), compared with its Q2 2026 filing.

When is Momentous Wealth Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Momentous Wealth Management, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Momentous Wealth Management, Inc. manage?

Momentous Wealth Management, Inc. reported $409.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $206.4M.