greeksoup/ stock research
Stock research / United States / Funds / Momentous Wealth Management, Inc.

Momentous Wealth Management, Inc.

CIK 2055574 · latest 13F filed 21 October 2026 · Read the filing on EDGAR

Momentous Wealth Management, Inc. reported 50 US-listed holdings worth $206.4 million in its 13F for the quarter ended 30 September 2026, filed 21 October 2026. Its largest: Dimensional ETF Trust (25.0%), Vanguard Malvern FDS (15.7%) and Dimensional ETF Trust (13.7%). Against the quarter before, it opened 8 positions, added to 28, trimmed 12 and sold out of 6.

Reported holdings$206.4M+5.8% on Q2 2026
Positions50+2 on Q2 2026
The largest ten88.2%of its reported holdings
Latest 13FQ3 2026filed 21 October 2026
Where the money is
OpenedAdded toTrimmed
DFAC25.0%VCRB15.7%DFAX13.7%DFCF10.5%SCHF8.6%DFSB5.2%DFSU4.6%AAPL1.9%DFSI1.8%NVDA1.3%CVBF1.2%MSFT1.2%GOOGAMZN36 more8.2%

The 14 largest of its 50 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q4 2024: $120.6 million in 39 positions$121MQ4 24Q1 2025: $141.3 million in 49 positions$141MQ1 25Q2 2025: $154.8 million in 46 positions$155MQ2 25Q3 2025: $157.7 million in 40 positions$158MQ3 25Q4 2025: $176.4 million in 46 positions$176MQ4 25Q1 2026: $175.0 million in 41 positions$175MQ1 26Q2 2026: $195.1 million in 48 positions$195MQ2 26Q3 2026: $206.4 million in 50 positions$206MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +21.2% over the 7 quarters to 30 September 2026, against +30.1% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +21.2%S&P 500 +30.1%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 8Added 28Held 2Trimmed 12Sold out 6
Opened: 8Added: 28Held: 2Trimmed: 12Sold out: 6

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 8

  1. CVB Financial Corp. CVBF$2.6 million
  2. ExxonMobil Holdings Corp. XOM$931,093
  3. Vanguard ETF VPLS$432,736
  4. Schwab Strategic Trust SCCR$296,047
  5. Mastercard Inc. MA$235,478
  6. Salesforce, Inc. CRM$227,504
  7. Automatic Data Processing Inc. ADP$224,770
  8. Dimensional ETF Trust DFGP$212,429

Added to 28

  1. Vanguard Malvern FDS VCRB+37,493 shares · +9%
  2. Dimensional ETF Trust DFCF+50,320 shares · +10%
  3. Dimensional ETF Trust DFSB+27,351 shares · +14%
  4. Dimensional ETF Trust DFAC+24,189 shares · +2%
  5. Dimensional ETF Trust DFAX+16,632 shares · +2%
  6. Dimensional ETF Trust DFSU+7,394 shares · +4%
  7. NVIDIA Corp. NVDA+1,354 shares · +13%
  8. Broadcom Inc. AVGO+677 shares · +51%

and 20 more in the table below

Trimmed 12

  1. Apple Inc. AAPL-453 shares · -4%
  2. Meta Platforms, Inc. META-185 shares · -11%
  3. Dimensional ETF Trust DFLV-2,135 shares · -13%
  4. Dimensional ETF Trust DFAI-694 shares · -4%
  5. Vanguard World FD ESGV-106 shares · -6%
  6. General Dynamics Corp. GD-40 shares · -3%
  7. Alphabet Inc. GOOG-28 shares · -1%
  8. Cisco Systems, Inc. CSCO-61 shares · -3%

and 4 more in the table below

Sold out of 6

  1. ExxonMobil Holdings Corp. XOM$785,046 last quarter
  2. Corning Inc. GLW$283,016 last quarter
  3. Howmet Aerospace Inc. HWM$269,935 last quarter
  4. Alaska Air Group, Inc. ALK$241,164 last quarter
  5. General Electric Co. GE$210,814 last quarter
  6. Vanguard World FD VGT$205,574 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Dimensional ETF Trust DFAC1.2M$51.6 million25.00%+24.2K
Vanguard Malvern FDS VCRB440.4K$32.4 million15.71%+37.5K
Dimensional ETF Trust DFAX765.1K$28.3 million13.72%+16.6K
Dimensional ETF Trust DFCF539.2K$21.6 million10.48%+50.3K
Schwab Strategic Trust SCHF645.2K$17.7 million8.59%+4.0K
Dimensional ETF Trust DFSB216.8K$10.7 million5.20%+27.4K
Dimensional ETF Trust DFSU201.7K$9.5 million4.61%+7.4K
Apple Inc. AAPL11.5K$3.8 million1.85%-453
Dimensional ETF Trust DFSI80.0K$3.6 million1.75%+5.1K
NVIDIA Corp. NVDA11.7K$2.7 million1.30%+1.4K
CVB Financial Corp. CVBF118.5K$2.6 million1.24%new
Microsoft Corp. MSFT4.7K$2.4 million1.18%+431
Alphabet Inc. GOOG3.8K$1.3 million0.62%-28
Amazon.com Inc. AMZN4.5K$1.1 million0.54%+514
Alphabet Inc. GOOGL3.0K$1.0 million0.51%+235
Meta Platforms, Inc. META1.4K$1.0 million0.50%-185
Parker-Hannifin Corp. PH1.0K$1.0 million0.49%+19
Dimensional ETF Trust DFSE20.6K$998,3570.48%+670
ExxonMobil Holdings Corp. XOM5.7K$931,0930.45%new
Berkshire Hathaway Inc. Del1$747,0050.36%no change
Broadcom Inc. AVGO2.0K$704,4870.34%+677
Berkshire Hathaway Inc. Class B BRKB1.4K$701,6120.34%+7
Dimensional ETF Trust DFAI16.8K$697,5010.34%-694
Costco Wholesale Corp. COST722$657,0610.32%+48
Micron Technology Inc. MU589$627,3500.30%+23
JPMorgan Chase & Co. JPM1.8K$598,4710.29%+87
Dimensional ETF Trust DFLV14.0K$561,7130.27%-2.1K
AbbVie Inc. ABBV2.1K$538,1390.26%+797
Lam Research Corp. LRCX1.3K$434,9470.21%+232
Vanguard ETF VPLS5.8K$432,7360.21%new
General Dynamics Corp. GD1.3K$429,3880.21%-40
Advanced Micro Devices Inc. AMD651$398,2560.19%+155
Visa Inc. V1.1K$386,9980.19%+135
Johnson & Johnson JNJ1.4K$373,2830.18%-4
Eli Lilly & Co. LLY316$365,9660.18%+25
Schwab Strategic Trust SCCR12.2K$296,0470.14%new
Home Depot, Inc. HD942$267,9900.13%+51
Tesla, Inc. TSLA752$266,8170.13%+40
Walmart Inc. WMT2.3K$241,9260.12%+135
TJX Companies Inc. TJX1.8K$240,3060.12%-4
ASML Holding N.V. ASML131$237,3290.11%-2
Mastercard Inc. MA427$235,4780.11%new
Vanguard World FD ESGV1.7K$234,9880.11%-106
Cisco Systems, Inc. CSCO2.2K$232,7060.11%-61
Salesforce, Inc. CRM991$227,5040.11%new
Automatic Data Processing Inc. ADP871$224,7700.11%new
Dimensional ETF Trust DFGP4.1K$212,4290.10%new
Taiwan Semiconductor Manufacturing Company Limited TSM459$209,3910.10%-1
Rumble Inc. RUM14.0K$105,9000.05%+141
Ammo Inc. POWW12.6K$28,3500.01%no change
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 6 it sold out of are in the box above.