13F HOLDINGS REPORT
Momentous Wealth Management, Inc.
Quarter ended Q1 2025 · Filed May 8, 2025 · Accession 0002055574-25-000002
Total Value
$141.3M
Positions
49
Other Managers
0
Confidential Omitted
No
Holdings (49)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 806,724 | $26.6M | 18.84% |
| 2 | VANGUARD MALVERN FDS | 922020748 | 301,858 | $23.4M | 16.55% |
| 3 | DIMENSIONAL ETF TRUST | 25434V880 | 723,859 | $19.0M | 13.42% |
| 4 | DIMENSIONAL ETF TRUST | 25434V872 | 369,273 | $15.5M | 10.99% |
| 5 | SCHWAB STRATEGIC TR | 808524805 | 645,396 | $12.8M | 9.04% |
| 6 | DIMENSIONAL ETF TRUST | 25434V674 | 146,053 | $7.5M | 5.32% |
| 7 | DIMENSIONAL ETF TRUST | 25434V666 | 191,579 | $5.9M | 4.15% |
| 8 | DIMENSIONAL ETF TRUST | 25434V716 | 149,380 | $5.3M | 3.79% |
| 9 | APPLE INC | AAPL | 12,895 | $2.9M | 2.03% |
| 10 | DIMENSIONAL ETF TRUST | 25434V690 | 70,628 | $2.5M | 1.74% |
| 11 | PARKER-HANNIFIN CORP | PH | 4,030 | $2.4M | 1.73% |
| 12 | CVB FINL CORP | 126600105 | 117,495 | $2.2M | 1.54% |
| 13 | MICROSOFT CORP | MSFT | 4,660 | $1.7M | 1.24% |
| 14 | NVIDIA CORPORATION | NVDA | 11,776 | $1.3M | 0.90% |
| 15 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,535 | $817,510 | 0.58% |
| 16 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $798,442 | 0.57% |
| 17 | COSTCO WHSL CORP NEW | 22160K105 | 818 | $773,436 | 0.55% |
| 18 | EXXON MOBIL CORP | XOM | 6,453 | $767,455 | 0.54% |
| 19 | AMAZON COM INC | AMZN | 3,768 | $716,941 | 0.51% |
| 20 | DIMENSIONAL ETF TRUST | 25434V682 | 20,055 | $675,464 | 0.48% |
| 21 | META PLATFORMS INC | META | 1,123 | $647,252 | 0.46% |
| 22 | ALPHABET INC | GOOG | 3,669 | $573,208 | 0.41% |
| 23 | ALPHABET INC | GOOG | 2,993 | $462,838 | 0.33% |
| 24 | JPMORGAN CHASE & CO. | VYLD | 1,784 | $437,615 | 0.31% |
| 25 | VISA INC | V | 1,171 | $410,389 | 0.29% |
| 26 | GENERAL DYNAMICS CORP | GD | 1,362 | $371,254 | 0.26% |
| 27 | HOME DEPOT INC | HD | 961 | $352,197 | 0.25% |
| 28 | TESLA INC | TSLA | 1,132 | $293,369 | 0.21% |
| 29 | SALESFORCE INC | CRM | 1,066 | $286,072 | 0.20% |
| 30 | ABBVIE INC | ABBV | 1,338 | $280,376 | 0.20% |
| 31 | VANGUARD WORLD FD | 921910733 | 2,827 | $276,912 | 0.20% |
| 32 | NETFLIX INC | NFLX | 289 | $269,501 | 0.19% |
| 33 | AUTOMATIC DATA PROCESSING IN | ADP | 882 | $269,477 | 0.19% |
| 34 | JOHNSON & JOHNSON | JNJ | 1,523 | $252,574 | 0.18% |
| 35 | VANGUARD BD INDEX FDS | 921937835 | 3,301 | $242,451 | 0.17% |
| 36 | SPDR GOLD TR | GLD | 832 | $239,732 | 0.17% |
| 37 | VANGUARD SCOTTSDALE FDS | 92206C599 | 943 | $232,695 | 0.16% |
| 38 | WALMART INC | WMT | 2,646 | $232,292 | 0.16% |
| 39 | ELI LILLY & CO | LLY | 272 | $224,656 | 0.16% |
| 40 | BROADCOM INC | AVGO | 1,325 | $221,845 | 0.16% |
| 41 | TJX COS INC NEW | 872540109 | 1,795 | $218,660 | 0.15% |
| 42 | MASTERCARD INCORPORATED | MA | 393 | $215,411 | 0.15% |
| 43 | PROCTER AND GAMBLE CO | 742718109 | 1,241 | $211,537 | 0.15% |
| 44 | DIMENSIONAL ETF TRUST | 25434V104 | 5,442 | $209,182 | 0.15% |
| 45 | RUMBLE INC | RUMBW | 14,006 | $99,022 | 0.07% |
| 46 | BANCO SANTANDER S.A. | BCDRF | 13,318 | $89,231 | 0.06% |
| 47 | ABSCI CORPORATION | ABSI | 32,655 | $81,964 | 0.06% |
| 48 | TELEFONICA S A | TELFY | 10,671 | $49,727 | 0.04% |
| 49 | AMMO INC | POWWP | 12,600 | $17,388 | 0.01% |