# Momentous Wealth Management, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2055574. Source: https://holderbook.com/funds/2055574-momentous-wealth-management-inc/

- Reported value: $195.1M
- Positions: 48
- Weight of the ten largest: 89.9%
- Filed: 2026-08-11

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $50.4M | 1,136,713 | 25.8% | 7 |
| VANGUARD MALVERN FDS | [VCRB](https://holderbook.com/stocks/VCRB/) | $31.1M | 402,952 | 15.9% | 7 |
| DIMENSIONAL ETF TRUST | [DFAX](https://holderbook.com/stocks/DFAX/) | $27.6M | 748,420 | 14.1% | 7 |
| DIMENSIONAL ETF TRUST | [DFCF](https://holderbook.com/stocks/DFCF/) | $20.6M | 488,859 | 10.6% | 7 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $17.8M | 641,177 | 9.1% | 7 |
| DIMENSIONAL ETF TRUST | [DFSB](https://holderbook.com/stocks/DFSB/) | $9.9M | 189,457 | 5.1% | 7 |
| DIMENSIONAL ETF TRUST | [DFSU](https://holderbook.com/stocks/DFSU/) | $9.1M | 194,319 | 4.6% | 7 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $3.5M | 11,934 | 1.8% | 7 |
| DIMENSIONAL ETF TRUST | [DFSI](https://holderbook.com/stocks/DFSI/) | $3.4M | 74,975 | 1.7% | 7 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $2.1M | 10,388 | 1.1% | 7 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.6M | 4,298 | 0.8% | 7 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.3M | 3,807 | 0.7% | 7 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $1.0M | 1,029 | 0.5% | 7 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.0M | 2,811 | 0.5% | 7 |
| DIMENSIONAL ETF TRUST | [DFSE](https://holderbook.com/stocks/DFSE/) | $976.6K | 19,979 | 0.5% | 7 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $946.7K | 3,972 | 0.5% | 7 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $906.3K | 1,609 | 0.5% | 7 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $785.0K | 5,742 | 0.4% | 7 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $748.9K | 1 | 0.4% | 6 |
| DIMENSIONAL ETF TRUST | [DFAI](https://holderbook.com/stocks/DFAI/) | $723.1K | 17,530 | 0.4% | 2 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $701.5K | 1,402 | 0.4% | 7 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $653.3K | 566 | 0.3% | 1 |
| DIMENSIONAL ETF TRUST | [DFLV](https://holderbook.com/stocks/DFLV/) | $637.3K | 16,118 | 0.3% | 7 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $630.3K | 674 | 0.3% | 7 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $563.7K | 1,722 | 0.3% | 7 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $502.0K | 1,329 | 0.3% | 7 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $473.2K | 1,092 | 0.2% | 2 |
| GENERAL DYNAMICS CORP | [GD](https://holderbook.com/stocks/GD/) | $472.6K | 1,334 | 0.2% | 7 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $359.1K | 1,414 | 0.2% | 3 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $349.4K | 291 | 0.2% | 3 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $323.2K | 942 | 0.2% | 7 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $317.1K | 1,260 | 0.2% | 6 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $314.2K | 891 | 0.2% | 6 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $299.5K | 712 | 0.2% | 7 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $288.1K | 496 | 0.1% | 1 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $283.0K | 1,108 | 0.1% | 1 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $275.8K | 1,820 | 0.1% | 7 |
| HOWMET AEROSPACE INC | [HWM](https://holderbook.com/stocks/HWM/) | $269.9K | 1,004 | 0.1% | 3 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $264.6K | 133 | 0.1% | 1 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $261.1K | 2,223 | 0.1% | 1 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $248.4K | 2,193 | 0.1% | 7 |
| VANGUARD WORLD FD | [ESGV](https://holderbook.com/stocks/ESGV/) | $243.3K | 1,840 | 0.1% | 7 |
| ALASKA AIR GROUP INC | [ALK](https://holderbook.com/stocks/ALK/) | $241.2K | 4,620 | 0.1% | 1 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $219.7K | 460 | 0.1% | 1 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $210.8K | 564 | 0.1% | 1 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $205.6K | 1,720 | 0.1% | 1 |
| RUM GROUP INC | [RUM](https://holderbook.com/stocks/RUM/) | $87.9K | 13,867 | 0.0% | 7 |
| OUTDOOR HOLDING CO | [POWW](https://holderbook.com/stocks/POWW/) | $28.7K | 12,600 | 0.0% | 7 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +7.8% | +14.8% | -7.0% | 100% |
| Q1 2026 | -0.8% | -4.6% | +3.9% | 100% |
| Q4 2025 | +1.8% | +2.4% | -0.5% | 100% |
| Q3 2025 | +5.3% | +7.8% | -2.5% | 100% |
| Q2 2025 | +6.8% | +10.5% | -3.6% | 100% |
| Q1 2025 | -0.2% | -4.6% | +4.3% | 100% |

## Quarter by quarter

| Quarter | 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 |