MW

Momentous Wealth Management, Inc.

Momentum followerLong-term holderQuality / disciplined sizing

Total reported value

$175.0M

Reporting period: 2026-03-31 · Number of holdings: 41

Momentous Wealth Management, Inc. disclosed 41 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $175.0M and a quarterly turnover rate of 5.0%.

Personality snowflake

Concentration
53.1
Portfolio Stability
5.03
Momentum/Contrarian
100
Sector conviction
68.41
Diversification
82
Sizing Uniformity
78.66

Recent moves

  • Add DFAC

    +4.1%　$908.5K

  • Add VCRB

    +3.2%　$725.0K

  • Add DFSB

    +6.3%　$555.6K

  • Trim MSFT

    -1.8%　-$550.4K

  • Trim DFAX

    -6.3%　-$708.3K

  • Add DFCF

    +2.2%　$253.8K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1DFACDimensional US Core Equity 2ETF-Other24.15%+0.70%+4.12%
2VCRBVanguard Core Bond ETFETF-Other16.81%+0.55%+3.21%
3DFAXDimensional World Ex US CoreETF-Other14.14%-0.29%-6.33%
4DFCFDimensional Core Fixed INCETF-Other10.96%+0.23%+2.16%
5SCHFSchwab Intl Equity ETFETF-Other8.83%-0.20%-5.76%
6DFSBDim Glb Sustain Fix INC ETFETF-Other5.44%+0.35%+6.31%
7DFSUDimensional US Sus Core1 ETFETF-Other4.56%+0.02%+5.30%
8DFSIDimensional Int Sus Cor1 ETFETF-Other1.81%-0.03%-1.42%
9AAPLApple INCStock-Tech1.71%-0.19%-4.16%
10CVBFCvb Financial CORPStock-Other1.30%+0.06%+0.00%
11NVDANvidia CORPStock-Tech1.20%—+6.28%
12MSFTMicrosoft CORPStock-Tech0.95%-0.31%-1.81%
13GOOGAlphabet Inc-cl CStock-Comm Services0.59%-0.06%-0.77%
14XOMExxon Mobil CORPStock-Energy0.56%+0.17%+1.21%
15PHParker Hannifin CORPStock-Industrials0.54%+0.04%+5.19%
16GOOGLAlphabet Inc-cl AStock-Comm Services0.52%-0.01%+6.44%
17METAMeta Platforms Inc-class AStock-Comm Services0.50%-0.08%-1.86%
18DFSEDimensional Em Sus Core1 ETFETF-Other0.49%-0.01%-4.04%
19AMZNAmazon.com INCStock-Consumer Disc0.49%-0.02%+5.67%
20BRK-ABerkshire Hathaway Inc-cl AStock-Other0.41%-0.02%—
21DFLVDim US Large Cap Value ETFETF-Large Cap & Growth0.40%-0.09%-21.15%
22BRK-BBerkshire Hathaway Inc-cl BStock-Other0.39%+0.01%+7.87%
23COSTCostco Wholesale CORPStock-Consumer Staples0.38%+0.05%-0.74%
24JPMJpmorgan Chase & CoStock-Financials0.28%-0.04%-6.23%
25GDGeneral Dynamics CORPStock-Industrials0.26%—-2.80%
26AVGOBroadcom INCStock-Tech0.22%-0.02%+3.19%
27DFAIDimensional International CoETF-Other0.21%+0.21%NEW
28JNJJohnson & JohnsonStock-Healthcare0.20%+0.05%+10.64%
29TSLATesla INCStock-Consumer Disc0.19%-0.02%+8.80%
30HDHome Depot INCStock-Consumer Disc0.17%-0.01%-4.95%
31TJXTjx Companies INCStock-Consumer Disc0.16%—+0.11%
32VVisa Inc-class A SharesStock-Financials0.16%-0.07%-21.83%
33ABBVAbbvie INCStock-Healthcare0.15%-0.02%-6.54%
34WMTWalmart INCStock-Consumer Staples0.15%-0.01%-13.94%
35NFLXNetflix INCStock-Comm Services0.14%+0.01%+3.83%
36LLYEli Lilly & CoStock-Healthcare0.13%-0.02%+2.40%
37HWMHowmet Aerospace INCStock-Industrials0.13%+0.01%+0.91%
38LRCXLam Research CORPStock-Tech0.13%+0.13%NEW
39ESGVVanguard Esg US Stock ETFETF-Other0.12%-0.01%—
40RUMRum Group INCStock-Other0.04%-0.01%—
41POWWOutdoor Holding CoStock-Other0.01%——

Holding changes this quarter

Momentous Wealth Management, Inc.'s most significant position changes for 2026-03-31: Sold out: Proshares Ultra Semiconduct (USD); New buy: Dimensional International Co (DFAI); Sold out: Spdr Gold Shares (GLD); Sold out: Salesforce INC (CRM); Sold out: Alaska Air Group INC (ALK).

Position changes disclosed by Momentous Wealth Management, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1DFACDimensional US Core Equity 2+0.7%+4.12%Add
2VCRBVanguard Core Bond ETF+0.6%+3.21%Add
3DFSBDim Glb Sustain Fix INC ETF+0.4%+6.31%Add
4DFCFDimensional Core Fixed INC+0.2%+2.16%Add
5XOMExxon Mobil CORP+0.2%+1.21%Add
6CVBFCvb Financial CORP+0.1%+0.00%Add
7COSTCostco Wholesale CORP+0.1%-0.74%Trim
8JNJJohnson & Johnson+0.1%+10.64%Add
9PHParker Hannifin CORP0%+5.19%Add
10DFSUDimensional US Sus Core1 ETF0%+5.30%Add
11HWMHowmet Aerospace INC0%+0.91%Add
12BRK-BBerkshire Hathaway Inc-cl B0%+7.87%Add
13NFLXNetflix INC0%+3.83%Add
14NVDANvidia CORP—+6.28%Add
15TJXTjx Companies INC—+0.11%Add
16GDGeneral Dynamics CORP—-2.80%Trim
17POWWOutdoor Holding Co——Unchanged
18HDHome Depot INC0%-4.95%Trim
19GOOGLAlphabet Inc-cl A0%+6.44%Add
20DFSEDimensional Em Sus Core1 ETF0%-4.04%Trim
21RUMRum Group INC0%—Unchanged
22ESGVVanguard Esg US Stock ETF0%—Unchanged
23WMTWalmart INC0%-13.94%Trim
24AMZNAmazon.com INC0%+5.67%Add
25BRK-ABerkshire Hathaway Inc-cl A0%—Unchanged
26TSLATesla INC0%+8.80%Add
27ABBVAbbvie INC0%-6.54%Trim
28LLYEli Lilly & Co0%+2.40%Add
29AVGOBroadcom INC0%+3.19%Add
30DFSIDimensional Int Sus Cor1 ETF0%-1.42%Trim
31JPMJpmorgan Chase & Co0%-6.23%Trim
32GOOGAlphabet Inc-cl C-0.1%-0.77%Trim
33VVisa Inc-class A Shares-0.1%-21.83%Trim
34METAMeta Platforms Inc-class A-0.1%-1.86%Trim
35DFLVDim US Large Cap Value ETF-0.1%-21.15%Trim
36AAPLApple INC-0.2%-4.16%Trim
37SCHFSchwab Intl Equity ETF-0.2%-5.76%Trim
38DFAXDimensional World Ex US Core-0.3%-6.33%Trim
39MSFTMicrosoft CORP-0.3%-1.81%Trim
40USDProshares Ultra Semiconduct—EXITSold out
41DFAIDimensional International Co—NEWNew buy
42GLDSpdr Gold Shares—EXITSold out
43CRMSalesforce INC—EXITSold out
44ALKAlaska Air Group INC—EXITSold out
45LRCXLam Research CORP—NEWNew buy
46ADPAutomatic Data Processing—EXITSold out
47DFAUDimensional US Core Equity M—EXITSold out
48QLDProshares Ultra Qqq—EXITSold out

FAQ

What is Momentous Wealth Management, Inc. and what type of investor is it?
Momentous Wealth Management, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $175.0M, spread across 41 disclosed positions.
What are Momentous Wealth Management, Inc.'s largest equity positions?
Based on the latest 13F filing, Momentous Wealth Management, Inc.'s top holdings by market value are: 1. Dimensional US Core Equity 2 (DFAC) — $42.3M (24.1%) 2. Vanguard Core Bond ETF (VCRB) — $29.4M (16.8%) 3. Dimensional World Ex US Core (DFAX) — $24.7M (14.1%) 4. Dimensional Core Fixed INC (DFCF) — $19.2M (11.0%) 5. Schwab Intl Equity ETF (SCHF) — $15.5M (8.8%)
What changes did Momentous Wealth Management, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Momentous Wealth Management, Inc. made 44 notable position adjustments: 2 new positions were initiated, 19 existing holdings were added to, 16 positions were partially reduced, and 7 were completely exited. The largest of these moves: Sold out: Proshares Ultra Semiconduct (USD); New buy: Dimensional International Co (DFAI); Sold out: Spdr Gold Shares (GLD); Sold out: Salesforce INC (CRM); Sold out: Alaska Air Group INC (ALK)
What sectors does Momentous Wealth Management, Inc. focus on?
Momentous Wealth Management, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 40.9% • Communication Services: 17.0% • Consumer Discretionary: 9.7% • Industrials: 9.0% • Financials: 8.0% • Energy: 5.4%