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CIK: 0002055574
Total reported value
$195.1M
$195.1M
46 檔
66.8%
As reported in its official Q4 2025 Form 13F filing, Momentous Wealth Management, Inc.'s tracked investment portfolio stood at $195.1M with 46 total positions.
In Q4 2025, Momentous Wealth Management, Inc. displayed an active expansion posture, initiating 8 new positions and adding to 24 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, VCRB, DFAX) accounted for 66.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
CVBF
市值: $2.2M
Top Position Liquidated / Trimmed
VTHR
前期市值: $277.5K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 23.45% | +1.69% | +24.24% | |
| 2 | VCRB | Vanguard Core Bond ETF | ETF-Other | 16.26% | -0.86% | +11.39% | |
| 3 | DFAX | Dimensional World Ex US Core | ETF-Other | 14.43% | -0.01% | +4.73% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 10.73% | -0.39% | +10.28% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 9.03% | +0.27% | +5.68% | |
| 6 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 5.09% | -0.38% | +8.37% | |
| 7 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 4.54% | +0.08% | +8.91% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.90% | +0.06% | +5.99% | |
| 9 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 1.84% | -0.08% | -0.66% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.26% | -0.13% | +6.56% | |
| 11 | CVBF | Cvb Financial CORP | Stock-Other | 1.24% | -1.30% | EXIT | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.20% | -0.13% | +26.08% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | +0.10% | +5.62% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.04% | -14.95% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.53% | -0.01% | +27.54% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | — | +15.53% | |
| 17 | PH | Parker Hannifin CORP | Stock-Industrials | 0.50% | -0.02% | -0.69% | |
| 18 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.50% | +0.01% | -0.93% | |
| 19 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.49% | -0.07% | -87.53% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.43% | -0.03% | — | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.16% | +95.26% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.03% | +79.24% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.33% | -0.06% | +2.89% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | +0.01% | +35.09% | |
| 25 | GD | General Dynamics CORP | Stock-Industrials | 0.26% | -0.02% | -0.37% | |
| 26 | USD | Proshares Ultra Semiconduct | ETF-Other | 0.25% | — | — | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.24% | +0.04% | +1.83% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.23% | +0.01% | -0.26% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.21% | -0.04% | +14.47% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.18% | -0.01% | +77.82% | |
| 31 | GLD | Spdr Gold Shares | ETF-Commodities | 0.18% | — | — | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.17% | +0.01% | -1.48% | |
| 33 | CRM | Salesforce Inc | Stock-Tech | 0.16% | — | +13.65% | |
| 34 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.16% | -0.02% | -0.17% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.16% | -0.02% | +1.99% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.15% | -0.02% | — | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.15% | +0.05% | — | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.13% | -0.14% | EXIT | |
| 39 | ALK | Alaska Air Group Inc | Stock-Industrials | 0.13% | +0.12% | NEW | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.13% | — | — | |
| 41 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.13% | — | -19.09% | |
| 42 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.12% | — | -8.31% | |
| 43 | QLD | Proshares Ultra Qqq | ETF-Other | 0.12% | — | — | |
| 44 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.12% | +0.01% | — | |
| 45 | RUM | Rum Group Inc | Stock-Other | 0.05% | +0.01% | +1.00% | |
| 46 | POWW | Outdoor Holding Co | Stock-Other | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +2.9% | +24.24% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.2% | +95.26% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.2% | +27.54% | Add |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +79.24% | Add |
| 5 | NVDA | Nvidia CORP | +0.1% | +26.08% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.1% | +5.62% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.1% | +35.09% | Add |
| 8 | HD | Home Depot Inc | +0.1% | +77.82% | Add |
| 9 | AMZN | Amazon.com Inc | 0% | +15.53% | Add |
| 10 | AAPL | Apple Inc | 0% | +5.99% | Add |
| 11 | CRM | Salesforce Inc | 0% | +13.65% | Add |
| 12 | PH | Parker Hannifin CORP | 0% | -0.69% | Trim |
| 13 | TSLA | Tesla Inc | 0% | +14.47% | Add |
| 14 | WMT | Walmart Inc | — | +1.99% | Add |
| 15 | POWW | Outdoor Holding Co | — | — | Unchanged |
| 16 | AVGO | Broadcom Inc | 0% | +1.83% | Add |
| 17 | TJX | Tjx Companies Inc | 0% | -0.17% | Trim |
| 18 | RUM | Rum Group Inc | 0% | +1.00% | Add |
| 19 | DFSU | Dimensional US Sus Core1 ETF | 0% | +8.91% | Add |
| 20 | V | Visa Inc-class A Shares | 0% | -0.26% | Trim |
| 21 | ALK | Alaska Air Group Inc | 0% | -0.15% | Trim |
| 22 | DFAU | Dimensional US Core Equity M | 0% | -8.31% | Trim |
| 23 | ABBV | Abbvie Inc | 0% | -1.48% | Trim |
| 24 | GD | General Dynamics CORP | 0% | -0.37% | Trim |
| 25 | ESGV | Vanguard Esg US Stock ETF | 0% | -19.09% | Trim |
| 26 | NFLX | Netflix Inc | -0.1% | +924.79% | Add |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | Unchanged |
| 28 | DFSE | Dimensional Em Sus Core1 ETF | -0.1% | -0.93% | Trim |
| 29 | COST | Costco Wholesale CORP | -0.1% | +2.89% | Add |
| 30 | DFSI | Dimensional Int Sus Cor1 ETF | -0.1% | -0.66% | Trim |
| 31 | MSFT | Microsoft CORP | -0.2% | +6.56% | Add |
| 32 | VCRB | Vanguard Core Bond ETF | -0.2% | +11.39% | Add |
| 33 | DFCF | Dimensional Core Fixed Inc | -0.2% | +10.28% | Add |
| 34 | SCHF | Schwab Intl Equity ETF | -0.2% | +5.68% | Add |
| 35 | META | Meta Platforms Inc-class A | -0.3% | -14.95% | Trim |
| 36 | DFSB | Dim Glb Sustain Fix Inc ETF | -0.3% | +8.37% | Add |
| 37 | DFAX | Dimensional World Ex US Core | -0.3% | +4.73% | Add |
| 38 | DFLV | Dim US Large Cap Value ETF | -3.7% | -87.53% | Trim |
| 39 | CVBF | Cvb Financial CORP | — | NEW | New buy |
| 40 | USD | Proshares Ultra Semiconduct | — | NEW | New buy |
| 41 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 42 | VTHR | Vanguard Russell 3000 | — | EXIT | Sold out |
| 43 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 44 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 45 | ADP | Automatic Data Processing | — | NEW | New buy |
| 46 | QLD | Proshares Ultra Qqq | — | NEW | New buy |
| 47 | HWM | Howmet Aerospace Inc | — | NEW | New buy |
| 48 | TELFY | Telefonica Sa-spon Adr | — | 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 46 disclosed positions in Q4 2025.
During Q4 2025, Momentous Wealth Management, Inc.'s top holdings by market value included DFAC (23.4%)、VCRB (16.3%)、DFAX (14.4%). The largest single position, DFAC, represented 23.4% of total portfolio value.
In Q4 2025, Momentous Wealth Management, Inc. made 46 total portfolio adjustments, initiating 8 new buys, adding to 24 positions, trimming 12 holdings, and fully liquidating 2 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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