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CIK: 0002055574
Total reported value
$195.1M
$195.1M
39 檔
42.9%
At the close of Q4 2024, Momentous Wealth Management, Inc. disclosed equity holdings valued at approximately $195.1M, spread across 39 reported holdings.
During Q4 2024, Momentous Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 21.07% | +1.69% | — | |
| 2 | VCRB | Vanguard Core Bond ETF | ETF-Other | 15.56% | -0.86% | — | |
| 3 | DFAX | Dimensional World Ex US Core | ETF-Other | 12.62% | -0.01% | — | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 10.46% | -0.39% | — | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 9.68% | +0.27% | — | |
| 6 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 5.79% | -0.38% | — | |
| 7 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 4.57% | +0.08% | — | |
| 8 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 4.35% | -0.07% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.43% | +0.06% | — | |
| 10 | PH | Parker Hannifin CORP | Stock-Industrials | 2.12% | -0.02% | — | |
| 11 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 1.74% | -0.08% | — | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.47% | -0.13% | — | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 0.95% | -0.13% | — | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | — | — | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | +0.10% | — | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.06% | — | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | -0.04% | — | |
| 18 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.47% | +0.01% | — | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.30% | +0.01% | — | |
| 20 | GD | General Dynamics CORP | Stock-Industrials | 0.29% | -0.02% | — | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.29% | -0.16% | — | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | -0.01% | — | |
| 23 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.27% | — | — | |
| 24 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.26% | — | — | |
| 25 | CRM | Salesforce Inc | Stock-Tech | 0.26% | — | — | |
| 26 | BND | Vanguard Total Bond Market | ETF-Other | 0.24% | — | — | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | +0.01% | — | |
| 28 | SCHH | Schwab US Reit ETF | ETF-Other | 0.24% | — | — | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.23% | +0.04% | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | -0.03% | — | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.21% | -0.04% | — | |
| 32 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.21% | — | — | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.20% | -0.14% | EXIT | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.18% | -0.02% | — | |
| 35 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.18% | -0.02% | — | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.17% | — | — | |
| 37 | RUM | Rum Group Inc | Stock-Other | 0.15% | +0.01% | — | |
| 38 | LOT | Lotus Technology Inc | Stock-Other | 0.05% | — | — | |
| 39 | POWW | Outdoor Holding Co | Stock-Other | 0.01% | — | — |
According to official SEC Form 13F filings, Momentous Wealth Management, Inc. reported a total U.S. public equity portfolio value of $195.1M across 39 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, VCRB, DFAX) accounted for 42.9% of total reported equity market value during Q4 2024.
During Q4 2024, Momentous Wealth Management, Inc.'s top holdings by market value included DFAC (21.1%)、VCRB (15.6%)、DFAX (12.6%). The largest single position, DFAC, represented 21.1% of total portfolio value.
In Q4 2024, Momentous Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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