13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002055574
Total reported value
$206.4M
$206.4M
48 檔
71.5%
At the close of Q2 2026, Momentous Wealth Management, Inc. disclosed equity holdings valued at approximately $206.4M, spread across 48 reported holdings.
In Q2 2026, Momentous Wealth Management, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 25.84% | -0.84% | +4.51% | |
| 2 | VCRB | Vanguard Core Bond ETF | ETF-Other | 15.95% | -0.24% | +6.02% | |
| 3 | DFAX | Dimensional World Ex US Core | ETF-Other | 14.13% | -0.41% | +2.76% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 10.57% | -0.09% | +7.59% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 9.10% | -0.51% | +2.70% | |
| 6 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 5.06% | +0.14% | +2.88% | |
| 7 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 4.64% | -0.03% | +0.13% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.77% | +0.08% | +1.28% | |
| 9 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 1.73% | +0.02% | +0.39% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.07% | +0.23% | -13.94% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 0.82% | +0.36% | -4.45% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | -0.07% | +5.78% | |
| 13 | PH | Parker Hannifin CORP | Stock-Industrials | 0.52% | -0.03% | -2.37% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | — | -11.85% | |
| 15 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.50% | -0.02% | -1.12% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | +0.05% | -2.67% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | +0.04% | +5.16% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.40% | EXIT | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.38% | -0.02% | — | |
| 20 | DFAI | Dimensional International Co | ETF-Other | 0.37% | -0.03% | +85.84% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | -0.02% | -1.61% | |
| 22 | MU | Micron Technology Inc | Stock-Tech | 0.33% | -0.03% | — | |
| 23 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.33% | -0.06% | -18.62% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.32% | — | +0.45% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | — | +3.92% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.26% | +0.08% | +5.23% | |
| 27 | LRCX | Lam Research CORP | Stock-Tech | 0.24% | -0.03% | +1.39% | |
| 28 | GD | General Dynamics CORP | Stock-Industrials | 0.24% | -0.03% | +1.21% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | — | -2.88% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.18% | — | +13.67% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.17% | +0.02% | +3.18% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.16% | +0.10% | +1.29% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.16% | -0.03% | +0.79% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.15% | -0.02% | -18.91% | |
| 35 | AMD | Advanced Micro Devices | Stock-Tech | 0.15% | +0.04% | — | |
| 36 | GLW | Corning Inc | Stock-Tech | 0.15% | -0.14% | EXIT | |
| 37 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.14% | -0.02% | +1.00% | |
| 38 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.14% | -0.14% | EXIT | |
| 39 | ASML | ASML Holding N.V. | Stock-Tech | 0.14% | -0.02% | — | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.13% | -0.02% | — | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.13% | -0.01% | +3.59% | |
| 42 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.12% | -0.01% | — | |
| 43 | ALK | Alaska Air Group Inc | Stock-Industrials | 0.12% | -0.12% | EXIT | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.11% | -0.01% | — | |
| 45 | GE | General Electric | Stock-Industrials | 0.11% | -0.11% | EXIT | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.11% | -0.11% | EXIT | |
| 47 | RUM | Rum Group Inc | Stock-Other | 0.05% | — | -0.99% | |
| 48 | POWW | Outdoor Holding Co | Stock-Other | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +1.7% | +4.51% | Add |
| 2 | MU | Micron Technology Inc | +0.3% | NEW | New buy |
| 3 | SCHF | Schwab Intl Equity ETF | +0.3% | +2.70% | Add |
| 4 | DFAI | Dimensional International Co | +0.2% | +85.84% | Add |
| 5 | AMD | Advanced Micro Devices | +0.2% | NEW | New buy |
| 6 | GLW | Corning Inc | +0.1% | NEW | New buy |
| 7 | ASML | ASML Holding N.V. | +0.1% | NEW | New buy |
| 8 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 9 | ALK | Alaska Air Group Inc | +0.1% | NEW | New buy |
| 10 | LRCX | Lam Research CORP | +0.1% | +1.39% | Add |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 12 | GE | General Electric | +0.1% | NEW | New buy |
| 13 | VGT | Vanguard Info Tech ETF | +0.1% | NEW | New buy |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +5.78% | Add |
| 15 | DFSU | Dimensional US Sus Core1 ETF | +0.1% | +0.13% | Add |
| 16 | AAPL | Apple Inc | +0.1% | +1.28% | Add |
| 17 | LLY | Eli Lilly & Co | +0.1% | +13.67% | Add |
| 18 | AVGO | Broadcom Inc | 0% | +5.23% | Add |
| 19 | DFSE | Dimensional Em Sus Core1 ETF | 0% | -1.12% | Trim |
| 20 | JPM | Jpmorgan Chase & Co | 0% | +3.92% | Add |
| 21 | V | Visa Inc-class A Shares | 0% | +3.18% | Add |
| 22 | ABBV | Abbvie Inc | 0% | +1.29% | Add |
| 23 | HWM | Howmet Aerospace Inc | 0% | +0.20% | Add |
| 24 | RUM | Rum Group Inc | 0% | -0.99% | Trim |
| 25 | AMZN | Amazon.com Inc | — | -2.67% | Trim |
| 26 | ESGV | Vanguard Esg US Stock ETF | — | — | Unchanged |
| 27 | POWW | Outdoor Holding Co | — | — | Unchanged |
| 28 | DFAX | Dimensional World Ex US Core | 0% | +2.76% | Add |
| 29 | GOOGL | Alphabet Inc-cl A | 0% | -11.85% | Trim |
| 30 | HD | Home Depot Inc | 0% | +0.79% | Add |
| 31 | PH | Parker Hannifin CORP | 0% | -2.37% | Trim |
| 32 | GD | General Dynamics CORP | 0% | +1.21% | Add |
| 33 | WMT | Walmart Inc | 0% | +3.59% | Add |
| 34 | TJX | Tjx Companies Inc | 0% | +1.00% | Add |
| 35 | JNJ | Johnson & Johnson | 0% | -2.88% | Trim |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.61% | Trim |
| 38 | META | Meta Platforms Inc-class A | 0% | +5.16% | Add |
| 39 | TSLA | Tesla Inc | 0% | -18.91% | Trim |
| 40 | COST | Costco Wholesale CORP | -0.1% | +0.45% | Add |
| 41 | DFLV | Dim US Large Cap Value ETF | -0.1% | -18.62% | Trim |
| 42 | DFSI | Dimensional Int Sus Cor1 ETF | -0.1% | +0.39% | Add |
| 43 | MSFT | Microsoft CORP | -0.1% | -4.45% | Trim |
| 44 | NVDA | Nvidia CORP | -0.1% | -13.94% | Trim |
| 45 | NFLX | Netflix Inc | -0.1% | EXIT | Sold out |
| 46 | XOM | Exxon Mobil CORP | -0.2% | -0.12% | Trim |
| 47 | DFSB | Dim Glb Sustain Fix Inc ETF | -0.4% | +2.88% | Add |
| 48 | DFCF | Dimensional Core Fixed Inc | -0.4% | +7.59% | Add |
| 49 | VCRB | Vanguard Core Bond ETF | -0.9% | +6.02% | Add |
| 50 | CVBF | Cvb Financial CORP | -1.3% | EXIT | Sold out |
According to official SEC Form 13F filings, Momentous Wealth Management, Inc. reported a total U.S. public equity portfolio value of $206.4M across 48 disclosed positions in Q2 2026.
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 71.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
MU
市值: $653.3K
Top Position Liquidated / Trimmed
CVBF
前期市值: $2.3M
During Q2 2026, Momentous Wealth Management, Inc.'s top holdings by market value included DFAC (25.8%)、VCRB (15.9%)、DFAX (14.1%). The largest single position, DFAC, represented 25.8% of total portfolio value.
In Q2 2026, Momentous Wealth Management, Inc. made 47 total portfolio adjustments, initiating 9 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.