Q2 2026 13F · SEC CIK 2055574

Momentous Wealth Management, Inc.

Wealth managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $195.1M
Reported positions: 48
Holdings vs S&P 500, 3 yrs: —
Assets under management: $409.9M

Momentous Wealth Management, Inc. is a wealth manager that reported 48 positions worth $195.1M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Dimensional U.s. Core Equity 2 (DFAC, 25.8%), Vanguard Malvern Fds (VCRB, 15.9%), Dimensional World Ex U.s. Core (DFAX, 14.1%).

Momentous Wealth Management, Inc. holdings all 48 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Momentous Wealth Management, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DFACDimensional U.s. Core Equity 2	25.8%	24.2%	1,136,713	+4.5%	$50.4M
VCRBVanguard Malvern Fds	15.9%	16.8%	402,952	+6.0%	$31.1M
DFAXDimensional World Ex U.s. Core	14.1%	14.1%	748,420	+2.8%	$27.6M
DFCFDimensional ETF Trust	10.6%	11.0%	488,859	+7.6%	$20.6M
SCHFSchwab Intl Equity	9.1%	8.8%	641,177	+2.7%	$17.8M
DFSBDimensional ETF Trust	5.1%	5.4%	189,457	+2.9%	$9.9M
DFSUDimensional ETF Trust	4.6%	4.6%	194,319	+0.1%	$9.1M
AAPLApple Inc	1.8%	1.7%	11,934	+1.3%	$3.5M
DFSIDimensional ETF Trust	1.7%	1.8%	74,975	+0.4%	$3.4M
NVDANvidia Corporation Com	1.1%	1.2%	10,388	-13.9%	$2.1M
MSFTMicrosoft Corp	0.8%	1.0%	4,298	-4.4%	$1.6M
GOOGAlphabet Inc	0.7%	0.6%	3,807	+5.8%	$1.3M
PHParker-Hannifin Corp	0.5%	0.5%	1,029	-2.4%	$1.0M
GOOGLAlphabet Inc	0.5%	0.5%	2,811	-11.9%	$1.0M
DFSEDimensional ETF Trust	0.5%	0.5%	19,979	-1.1%	$977K
AMZNAmazon Com Inc Com	0.5%	0.5%	3,972	-2.7%	$947K
METAMeta Platforms Inc Class A	0.5%	0.5%	1,609	+5.2%	$906K
XOMExxon Mobil Corp	0.4%	0.6%	5,742	-0.1%	$785K
BRK-ABerkshire Hathaway Inc Del	0.4%	0.4%	1	+0.0%	$749K
DFAIDimensional International Core Equity Ma	0.4%	0.2%	17,530	+85.8%	$723K
BRK-BBerkshire Hathaway Inc Del	0.4%	0.4%	1,402	-1.6%	$702K
MUMicron Technology Inc	0.3%	New	566	—	$653K
DFLVDimensional ETF Trust	0.3%	0.4%	16,118	-18.6%	$637K
COSTCostco Whsl Corp New	0.3%	0.4%	674	+0.4%	$630K
JPMJpmorgan Chase & Co	0.3%	0.3%	1,722	+3.9%	$564K
AVGOBroadcom Inc	0.3%	0.2%	1,329	+5.2%	$502K
LRCXLam Research Corp	0.2%	0.1%	1,092	+1.4%	$473K
GDGeneral Dynamics Corp	0.2%	0.3%	1,334	+1.2%	$473K
JNJJohnson & Johnson	0.2%	0.2%	1,414	-2.9%	$359K
LLYLilly Eli & Co	0.2%	0.1%	291	+13.7%	$349K
VVisa Inc Com Cl A	0.2%	0.2%	942	+3.2%	$323K
ABBVAbbvie Inc	0.2%	0.2%	1,260	+1.3%	$317K
HDHome Depot Inc Com	0.2%	0.2%	891	+0.8%	$314K
TSLATesla Inc Com	0.2%	0.2%	712	-18.9%	$299K
AMDAdvanced Micro Devices Inc	0.1%	New	496	—	$288K
GLWCorning Inc.	0.1%	New	1,108	—	$283K
TJXTjx Cos Inc New Com	0.1%	0.2%	1,820	+1.0%	$276K
HWMHowmet Aerospace Inc	0.1%	0.1%	1,004	+0.2%	$270K
ASMLAsml Hldg NV	0.1%	New	133	—	$265K
CSCOCisco Sys Inc	0.1%	New	2,223	—	$261K
WMTWalmart Inc	0.1%	0.1%	2,193	+3.6%	$248K
ESGVVanguard World Fd	0.1%	0.1%	1,840	+0.0%	$243K
ALKAlaska Air Group Inc	0.1%	New	4,620	—	$241K
TSMTaiwan Semiconductor Manufac	0.1%	New	460	—	$220K
GEGe Aerospace	0.1%	New	564	—	$211K
VGTVanguard Info Tech	0.1%	New	1,720	—	$206K
RUMRum Group Inc	0.0%	0.0%	13,867	-1.0%	$88K
POWWOutdoor Holding Co	0.0%	0.0%	12,600	+0.0%	$29K

What Momentous Wealth Management, Inc. bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +13.8% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$195.1M	48
Q1 2026	$175.0M	41
Q4 2025	$176.4M	46
Q3 2025	$157.7M	40
Q2 2025	$154.8M	46
Q1 2025	$141.3M	49
Q4 2024	$120.6M	39

Questions about Momentous Wealth Management, Inc.'s portfolio

What stocks does Momentous Wealth Management, Inc. own?

Momentous Wealth Management, Inc.'s latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 48 positions worth $195.1M. The largest are Dimensional U.s. Core Equity 2 (DFAC) at 25.8%, Vanguard Malvern Fds (VCRB) at 15.9%, Dimensional World Ex U.s. Core (DFAX) at 14.1%, Dimensional ETF Trust (DFCF) at 10.6% and Schwab Intl Equity (SCHF) at 9.1%.

What did Momentous Wealth Management, Inc. buy last quarter?

In Q2 2026, Momentous Wealth Management, Inc. added a new position in Micron Technology Inc (MU), a new position in Advanced Micro Devices Inc (AMD), a new position in Corning Inc. (GLW), a new position in Asml Hldg NV (ASML), a new position in Cisco Sys Inc (CSCO), Dimensional International Core Equity Ma (DFAI) (+85.8% shares), Lilly Eli & Co (LLY) (+13.7% shares) and Dimensional ETF Trust (DFCF) (+7.6% shares), compared with its Q1 2026 filing.

What did Momentous Wealth Management, Inc. sell last quarter?

In Q2 2026, Momentous Wealth Management, Inc. sold all of Cvb Finl Corp (CVBF), sold all of Netflix Inc Total (NFLX), Tesla Inc Com (TSLA) (-18.9% shares), Dimensional ETF Trust (DFLV) (-18.6% shares) and Nvidia Corporation Com (NVDA) (-13.9% shares), compared with its Q1 2026 filing.

When is Momentous Wealth Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Momentous Wealth Management, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Momentous Wealth Management, Inc. manage?

Momentous Wealth Management, Inc. reported $409.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $195.1M.