Momentous Wealth Management, Inc. — Q3 2025 13F Holdings

Name: Momentous Wealth Management, Inc. — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002055574

Total reported value

$175.0M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	DFAC	Dimensional US Core Equity 2	ETF-Other	20.57%	+0.70%	+0.08%
2	VCRB	Vanguard Core Bond ETF	ETF-Other	16.44%	+0.55%	+0.83%
3	DFAX	Dimensional World Ex US Core	ETF-Other	14.77%	-0.29%	-0.84%
4	DFCF	Dimensional Core Fixed INC	ETF-Other	10.94%	+0.23%	+0.69%
5	SCHF	Schwab Intl Equity ETF	ETF-Other	9.25%	-0.20%	-2.10%
6	DFSB	Dim Glb Sustain Fix INC ETF	ETF-Other	5.40%	+0.35%	+1.44%
7	DFSU	Dimensional US Sus Core1 ETF	ETF-Other	4.56%	+0.02%	+0.66%
8	DFLV	Dim US Large Cap Value ETF	ETF-Large Cap & Growth	4.20%	-0.09%	-1.12%
9	DFSI	Dimensional Int Sus Cor1 ETF	ETF-Other	1.98%	-0.03%	-1.41%
10	AAPL	Apple INC	Stock-Tech	1.87%	-0.19%	-7.41%
11	MSFT	Microsoft CORP	Stock-Tech	1.41%	-0.31%	-9.93%
12	NVDA	Nvidia CORP	Stock-Tech	1.07%	—	-18.33%
13	META	Meta Platforms Inc-class A	Stock-Comm Services	0.85%	-0.08%	+83.48%
14	DFSE	Dimensional Em Sus Core1 ETF	ETF-Other	0.55%	-0.01%	-1.76%
15	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.53%	-0.06%	-3.86%
16	PH	Parker Hannifin CORP	Stock-Industrials	0.49%	+0.04%	-0.69%
17	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	0.48%	-0.02%	—
18	AMZN	Amazon.com INC	Stock-Consumer Disc	0.47%	-0.02%	-8.16%
19	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.39%	+0.05%	-6.01%
20	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.36%	-0.01%	-21.46%
21	GD	General Dynamics CORP	Stock-Industrials	0.29%	—	-0.22%
22	JPM	Jpmorgan Chase & Co	Stock-Financials	0.26%	-0.04%	-25.51%
23	V	Visa Inc-class A Shares	Stock-Financials	0.25%	-0.07%	-2.25%
24	AVGO	Broadcom INC	Stock-Tech	0.25%	-0.02%	-2.51%
25	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.23%	+0.01%	-49.59%
26	XOM	Exxon Mobil CORP	Stock-Energy	0.21%	+0.17%	-53.62%
27	TSLA	Tesla INC	Stock-Consumer Disc	0.20%	-0.02%	-26.33%
28	ABBV	Abbvie INC	Stock-Healthcare	0.20%	-0.02%	+1.50%
29	NFLX	Netflix INC	Stock-Comm Services	0.18%	+0.01%	+0.41%
30	VTHR	Vanguard Russell 3000	ETF-Other	0.18%	—	—
31	ESGV	Vanguard Esg US Stock ETF	ETF-Other	0.17%	-0.01%	—
32	TJX	Tjx Companies INC	Stock-Consumer Disc	0.17%	—	-0.39%
33	WMT	Walmart INC	Stock-Consumer Staples	0.16%	-0.01%	-7.44%
34	DFAU	Dimensional US Core Equity M	ETF-Other	0.15%	-0.12%	EXIT
35	ALK	Alaska Air Group INC	Stock-Industrials	0.15%	-0.13%	EXIT
36	CRM	Salesforce INC	Stock-Tech	0.14%	-0.16%	EXIT
37	HD	Home Depot INC	Stock-Consumer Disc	0.13%	-0.01%	-44.06%
38	RUM	Rum Group INC	Stock-Other	0.06%	-0.01%	-0.99%
39	TELFY	Telefonica Sa-spon Adr	Stock-Other	0.03%	—	—
40	POWW	Outdoor Holding Co	Stock-Other	0.01%	—	—

Holding changes this quarter

Position changes disclosed by Momentous Wealth Management, Inc. for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	DFAC	Dimensional US Core Equity 2	+1.7%	+0.08%	Add
2	DFAX	Dimensional World Ex US Core	+1.4%	-0.84%	Add
3	DFSU	Dimensional US Sus Core1 ETF	+0.8%	+0.66%	Add
4	META	Meta Platforms Inc-class A	+0.4%	+83.48%	Add
5	DFSI	Dimensional Int Sus Cor1 ETF	+0.2%	-1.41%	Add
6	SCHF	Schwab Intl Equity ETF	+0.2%	-2.10%	Trim
7	MSFT	Microsoft CORP	+0.2%	-9.93%	Trim
8	NVDA	Nvidia CORP	+0.2%	-18.33%	Trim
9	GOOG	Alphabet Inc-cl C	+0.1%	-3.86%	Trim
10	AVGO	Broadcom INC	+0.1%	-2.51%	Trim
11	DFSB	Dim Glb Sustain Fix INC ETF	+0.1%	+1.44%	Add
12	DFSE	Dimensional Em Sus Core1 ETF	+0.1%	-1.76%	Add
13	DFLV	Dim US Large Cap Value ETF	+0.1%	-1.12%	Add
14	GOOGL	Alphabet Inc-cl A	0%	-21.46%	Trim
15	GD	General Dynamics CORP	0%	-0.22%	Trim
16	VTHR	Vanguard Russell 3000	0%	—	Unchanged
17	TJX	Tjx Companies INC	0%	-0.39%	Add
18	ABBV	Abbvie INC	—	+1.50%	Add
19	DFAU	Dimensional US Core Equity M	—	-2.44%	Trim
20	WMT	Walmart INC	—	-7.44%	Trim
21	POWW	Outdoor Holding Co	—	—	Unchanged
22	NFLX	Netflix INC	0%	+0.41%	Trim
23	TSLA	Tesla INC	0%	-26.33%	Trim
24	RUM	Rum Group INC	0%	-0.99%	Trim
25	TELFY	Telefonica Sa-spon Adr	0%	—	Trim
26	ESGV	Vanguard Esg US Stock ETF	0%	—	Trim
27	AMZN	Amazon.com INC	0%	-8.16%	Trim
28	V	Visa Inc-class A Shares	0%	-2.25%	Unchanged
29	DFCF	Dimensional Core Fixed INC	-0.1%	+0.69%	Add
30	JPM	Jpmorgan Chase & Co	-0.1%	-25.51%	Trim
31	CRM	Salesforce INC	-0.1%	-9.77%	Trim
32	BRK-A	Berkshire Hathaway Inc-cl A	-0.1%	—	Unchanged
33	VCRB	Vanguard Core Bond ETF	-0.1%	+0.83%	Add
34	HD	Home Depot INC	-0.1%	-44.06%	Trim
35	COST	Costco Wholesale CORP	-0.2%	-6.01%	Trim
36	AAPL	Apple INC	-0.2%	-7.41%	Trim
37	XOM	Exxon Mobil CORP	-0.3%	-53.62%	Trim
38	BRK-B	Berkshire Hathaway Inc-cl B	-0.4%	-49.59%	Trim
39	PH	Parker Hannifin CORP	-1.2%	-0.69%	Trim
40	CVBF	Cvb Financial CORP	—	EXIT	Sold out
41	ADP	Automatic Data Processing	—	EXIT	Sold out
42	JNJ	Johnson & Johnson	—	EXIT	Sold out
43	BND	Vanguard Total Bond Market	—	EXIT	Sold out
44	GLD	Spdr Gold Shares	—	EXIT	Sold out
45	ALK	Alaska Air Group INC	—	NEW	New buy
46	LLY	Eli Lilly & Co	—	EXIT	Sold out
47	MA	Mastercard INC - A	—	EXIT	Sold out
48	PG	Procter & Gamble Co/the	—	EXIT	Sold out
49	SAN	Banco Santander Sa-spon Adr	—	EXIT	Sold out
50	ABSI	Absci CORP	—	EXIT	Sold out