Momentous Wealth Management, Inc. — Q4 2025 13F Holdings

Name: Momentous Wealth Management, Inc. — 13F Holdings, Q4 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	23.45%	+0.70%	+24.24%
2	VCRB	Vanguard Core Bond ETF	ETF-Other	16.26%	+0.55%	+11.39%
3	DFAX	Dimensional World Ex US Core	ETF-Other	14.43%	-0.29%	+4.73%
4	DFCF	Dimensional Core Fixed INC	ETF-Other	10.73%	+0.23%	+10.28%
5	SCHF	Schwab Intl Equity ETF	ETF-Other	9.03%	-0.20%	+5.68%
6	DFSB	Dim Glb Sustain Fix INC ETF	ETF-Other	5.09%	+0.35%	+8.37%
7	DFSU	Dimensional US Sus Core1 ETF	ETF-Other	4.54%	+0.02%	+8.91%
8	AAPL	Apple INC	Stock-Tech	1.90%	-0.19%	+5.99%
9	DFSI	Dimensional Int Sus Cor1 ETF	ETF-Other	1.84%	-0.03%	-0.66%
10	MSFT	Microsoft CORP	Stock-Tech	1.26%	-0.31%	+6.56%
11	CVBF	Cvb Financial CORP	Stock-Other	1.24%	+0.06%	—
12	NVDA	Nvidia CORP	Stock-Tech	1.20%	—	+26.08%
13	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.65%	-0.06%	+5.62%
14	META	Meta Platforms Inc-class A	Stock-Comm Services	0.58%	-0.08%	-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%	-0.02%	+15.53%
17	PH	Parker Hannifin CORP	Stock-Industrials	0.50%	+0.04%	-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%	-0.09%	-87.53%
20	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	0.43%	-0.02%	—
21	XOM	Exxon Mobil CORP	Stock-Energy	0.39%	+0.17%	+95.26%
22	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.38%	+0.01%	+79.24%
23	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.33%	+0.05%	+2.89%
24	JPM	Jpmorgan Chase & Co	Stock-Financials	0.32%	-0.04%	+35.09%
25	GD	General Dynamics CORP	Stock-Industrials	0.26%	—	-0.37%
26	USD	Proshares Ultra Semiconduct	ETF-Other	0.25%	-0.25%	EXIT
27	AVGO	Broadcom INC	Stock-Tech	0.24%	-0.02%	+1.83%
28	V	Visa Inc-class A Shares	Stock-Financials	0.23%	-0.07%	-0.26%
29	TSLA	Tesla INC	Stock-Consumer Disc	0.21%	-0.02%	+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%	-0.18%	EXIT
32	ABBV	Abbvie INC	Stock-Healthcare	0.17%	-0.02%	-1.48%
33	CRM	Salesforce INC	Stock-Tech	0.16%	-0.16%	EXIT
34	TJX	Tjx Companies INC	Stock-Consumer Disc	0.16%	—	-0.17%
35	WMT	Walmart INC	Stock-Consumer Staples	0.16%	-0.01%	+1.99%
36	JNJ	Johnson & Johnson	Stock-Healthcare	0.15%	+0.05%	—
37	LLY	Eli Lilly & Co	Stock-Healthcare	0.15%	-0.02%	—
38	NFLX	Netflix INC	Stock-Comm Services	0.13%	+0.01%	+924.79%
39	ALK	Alaska Air Group INC	Stock-Industrials	0.13%	-0.13%	EXIT
40	ADP	Automatic Data Processing	Stock-Tech	0.13%	-0.13%	EXIT
41	ESGV	Vanguard Esg US Stock ETF	ETF-Other	0.13%	-0.01%	-19.09%
42	DFAU	Dimensional US Core Equity M	ETF-Other	0.12%	-0.12%	EXIT
43	QLD	Proshares Ultra Qqq	ETF-Other	0.12%	-0.12%	EXIT
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%	—	—

Holding changes this quarter

Position changes disclosed by Momentous Wealth Management, Inc. for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	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