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CIK: 0002055574
Total reported value
$195.1M
$195.1M
40 檔
58.2%
The Q3 2025 SEC filing reveals that Momentous Wealth Management, Inc. held a total portfolio value of $195.1M, covering 40 public equity positions.
In Q3 2025, Momentous Wealth Management, Inc. adopted a defensive or profit-taking posture, trimming 23 positions and completely liquidating 10 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 20.57% | +1.69% | +0.08% | |
| 2 | VCRB | Vanguard Core Bond ETF | ETF-Other | 16.44% | -0.86% | +0.83% | |
| 3 | DFAX | Dimensional World Ex US Core | ETF-Other | 14.77% | -0.01% | -0.84% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 10.94% | -0.39% | +0.69% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 9.25% | +0.27% | -2.10% | |
| 6 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 5.40% | -0.38% | +1.44% | |
| 7 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 4.56% | +0.08% | +0.66% | |
| 8 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 4.20% | -0.07% | -1.12% | |
| 9 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 1.98% | -0.08% | -1.41% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.87% | +0.06% | -7.41% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.41% | -0.13% | -9.93% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.07% | -0.13% | -18.33% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.85% | -0.04% | +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% | +0.10% | -3.86% | |
| 16 | PH | Parker Hannifin CORP | Stock-Industrials | 0.49% | -0.02% | -0.69% | |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.48% | -0.03% | — | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | — | -8.16% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.39% | -0.06% | -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% | -0.02% | -0.22% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | +0.01% | -25.51% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.25% | +0.01% | -2.25% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.25% | +0.04% | -2.51% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.03% | -49.59% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | -0.16% | -53.62% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.20% | -0.04% | -26.33% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.20% | +0.01% | +1.50% | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 0.18% | -0.14% | EXIT | |
| 30 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.18% | — | — | |
| 31 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.17% | — | — | |
| 32 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.17% | -0.02% | -0.39% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.16% | -0.02% | -7.44% | |
| 34 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.15% | — | -2.44% | |
| 35 | ALK | Alaska Air Group Inc | Stock-Industrials | 0.15% | +0.12% | NEW | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 0.14% | — | -9.77% | |
| 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% | — | — |
| # | 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 |
According to official SEC Form 13F filings, Momentous Wealth Management, Inc. reported a total U.S. public equity portfolio value of $195.1M across 40 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, VCRB, DFAX) accounted for 58.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
ALK
市值: $229.7K
Top Position Liquidated / Trimmed
CVBF
前期市值: $2.2M
During Q3 2025, Momentous Wealth Management, Inc.'s top holdings by market value included DFAC (20.6%)、VCRB (16.4%)、DFAX (14.8%). The largest single position, DFAC, represented 20.6% of total portfolio value.
In Q3 2025, Momentous Wealth Management, Inc. made 46 total portfolio adjustments, initiating 1 new buys, adding to 12 positions, trimming 23 holdings, and fully liquidating 10 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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