13F HOLDINGS REPORT
Momentous Wealth Management, Inc.
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0002055574-25-000003
Total Value
$154.8M
Positions
46
Other Managers
0
Confidential Omitted
No
Holdings (46)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 840,212 | $30.1M | 19.46% |
| 2 | VANGUARD MALVERN FDS | 922020748 | 327,879 | $25.4M | 16.44% |
| 3 | DIMENSIONAL ETF TRUST | 25434V880 | 748,690 | $22.0M | 14.21% |
| 4 | DIMENSIONAL ETF TRUST | 25434V872 | 400,555 | $16.9M | 10.94% |
| 5 | SCHWAB STRATEGIC TR | 808524805 | 640,323 | $14.2M | 9.14% |
| 6 | DIMENSIONAL ETF TRUST | 25434V674 | 157,566 | $8.3M | 5.34% |
| 7 | DIMENSIONAL ETF TRUST | 25434V716 | 168,099 | $6.6M | 4.26% |
| 8 | DIMENSIONAL ETF TRUST | 25434V666 | 203,671 | $6.3M | 4.08% |
| 9 | DIMENSIONAL ETF TRUST | 25434V690 | 77,359 | $3.0M | 1.97% |
| 10 | APPLE INC | AAPL | 12,529 | $2.6M | 1.66% |
| 11 | MICROSOFT CORP | MSFT | 4,773 | $2.4M | 1.53% |
| 12 | CVB FINL CORP | 126600105 | 117,467 | $2.3M | 1.50% |
| 13 | NVIDIA CORPORATION | NVDA | 11,030 | $1.7M | 1.13% |
| 14 | DIMENSIONAL ETF TRUST | 25434V682 | 21,636 | $823,463 | 0.53% |
| 15 | AMAZON COM INC | AMZN | 3,640 | $798,627 | 0.52% |
| 16 | META PLATFORMS INC | META | 999 | $737,352 | 0.48% |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $728,800 | 0.47% |
| 18 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,462 | $710,196 | 0.46% |
| 19 | PARKER-HANNIFIN CORP | PH | 1,016 | $709,646 | 0.46% |
| 20 | COSTCO WHSL CORP NEW | 22160K105 | 699 | $691,746 | 0.45% |
| 21 | EXXON MOBIL CORP | XOM | 6,272 | $676,122 | 0.44% |
| 22 | ALPHABET INC | GOOG | 3,572 | $633,637 | 0.41% |
| 23 | ALPHABET INC | GOOG | 2,991 | $527,104 | 0.34% |
| 24 | JPMORGAN CHASE & CO. | VYLD | 1,756 | $509,082 | 0.33% |
| 25 | VISA INC | V | 1,198 | $425,350 | 0.27% |
| 26 | GENERAL DYNAMICS CORP | GD | 1,364 | $397,824 | 0.26% |
| 27 | HOME DEPOT INC | HD | 935 | $342,808 | 0.22% |
| 28 | BROADCOM INC | AVGO | 1,233 | $339,876 | 0.22% |
| 29 | NETFLIX INC | NFLX | 241 | $322,730 | 0.21% |
| 30 | TESLA INC | TSLA | 957 | $304,001 | 0.20% |
| 31 | SALESFORCE INC | CRM | 1,064 | $290,142 | 0.19% |
| 32 | AUTOMATIC DATA PROCESSING IN | ADP | 880 | $271,392 | 0.18% |
| 33 | VANGUARD SCOTTSDALE FDS | 92206C599 | 943 | $257,203 | 0.17% |
| 34 | WALMART INC | WMT | 2,606 | $254,815 | 0.16% |
| 35 | SPDR GOLD TR | GLD | 832 | $253,619 | 0.16% |
| 36 | VANGUARD WORLD FD | 921910733 | 2,274 | $249,363 | 0.16% |
| 37 | ABBVIE INC | ABBV | 1,331 | $247,094 | 0.16% |
| 38 | ALASKA AIR GROUP INC | ALK | 4,635 | $229,340 | 0.15% |
| 39 | TJX COS INC NEW | 872540109 | 1,810 | $223,546 | 0.14% |
| 40 | DIMENSIONAL ETF TRUST | 25434V104 | 5,252 | $222,491 | 0.14% |
| 41 | JOHNSON & JOHNSON | JNJ | 1,419 | $216,752 | 0.14% |
| 42 | MASTERCARD INCORPORATED | MA | 370 | $207,918 | 0.13% |
| 43 | RUMBLE INC | RUMBW | 14,006 | $125,774 | 0.08% |
| 44 | BANCO SANTANDER S.A. | BCDRF | 10,125 | $84,037 | 0.05% |
| 45 | ABSCI CORPORATION | ABSI | 28,655 | $73,643 | 0.05% |
| 46 | OUTDOOR HOLDING CO | POWWP | 12,600 | $16,128 | 0.01% |