13F HOLDINGS REPORT
Momentous Wealth Management, Inc.
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0002055574-25-000006
Total Value
$157.7M
Positions
40
Other Managers
0
Confidential Omitted
No
Holdings (40)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 840,885 | $32.4M | 20.57% |
| 2 | VANGUARD MALVERN FDS | 922020748 | 330,596 | $25.9M | 16.44% |
| 3 | DIMENSIONAL ETF TRUST | 25434V880 | 742,395 | $23.3M | 14.77% |
| 4 | DIMENSIONAL ETF TRUST | 25434V872 | 403,308 | $17.2M | 10.94% |
| 5 | SCHWAB STRATEGIC TR | 808524805 | 626,873 | $14.6M | 9.25% |
| 6 | DIMENSIONAL ETF TRUST | 25434V674 | 159,833 | $8.5M | 5.40% |
| 7 | DIMENSIONAL ETF TRUST | 25434V716 | 169,212 | $7.2M | 4.56% |
| 8 | DIMENSIONAL ETF TRUST | 25434V666 | 201,388 | $6.6M | 4.20% |
| 9 | DIMENSIONAL ETF TRUST | 25434V690 | 76,265 | $3.1M | 1.98% |
| 10 | APPLE INC | AAPL | 11,600 | $3.0M | 1.87% |
| 11 | MICROSOFT CORP | MSFT | 4,299 | $2.2M | 1.41% |
| 12 | NVIDIA CORPORATION | NVDA | 9,008 | $1.7M | 1.07% |
| 13 | META PLATFORMS INC | META | 1,833 | $1.3M | 0.85% |
| 14 | DIMENSIONAL ETF TRUST | 25434V682 | 21,255 | $873,383 | 0.55% |
| 15 | ALPHABET INC | GOOG | 3,434 | $836,351 | 0.53% |
| 16 | PARKER-HANNIFIN CORP | PH | 1,009 | $764,973 | 0.49% |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $754,200 | 0.48% |
| 18 | AMAZON COM INC | AMZN | 3,343 | $734,023 | 0.47% |
| 19 | COSTCO WHSL CORP NEW | 22160K105 | 657 | $607,931 | 0.39% |
| 20 | ALPHABET INC | GOOG | 2,349 | $571,042 | 0.36% |
| 21 | GENERAL DYNAMICS CORP | GD | 1,361 | $464,101 | 0.29% |
| 22 | JPMORGAN CHASE & CO. | VYLD | 1,308 | $412,582 | 0.26% |
| 23 | VISA INC | V | 1,171 | $399,756 | 0.25% |
| 24 | BROADCOM INC | AVGO | 1,202 | $396,552 | 0.25% |
| 25 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 737 | $370,519 | 0.23% |
| 26 | EXXON MOBIL CORP | XOM | 2,909 | $327,990 | 0.21% |
| 27 | TESLA INC | TSLA | 705 | $313,528 | 0.20% |
| 28 | ABBVIE INC | ABBV | 1,351 | $312,853 | 0.20% |
| 29 | NETFLIX INC | NFLX | 242 | $290,139 | 0.18% |
| 30 | VANGUARD SCOTTSDALE FDS | 92206C599 | 943 | $277,543 | 0.18% |
| 31 | VANGUARD WORLD FD | 921910733 | 2,274 | $269,377 | 0.17% |
| 32 | TJX COS INC NEW | 872540109 | 1,803 | $260,640 | 0.17% |
| 33 | WALMART INC | WMT | 2,412 | $248,581 | 0.16% |
| 34 | DIMENSIONAL ETF TRUST | 25434V104 | 5,124 | $234,457 | 0.15% |
| 35 | ALASKA AIR GROUP INC | ALK | 4,614 | $229,685 | 0.15% |
| 36 | SALESFORCE INC | CRM | 960 | $227,520 | 0.14% |
| 37 | HOME DEPOT INC | HD | 523 | $211,914 | 0.13% |
| 38 | RUMBLE INC | RUMBW | 13,867 | $100,397 | 0.06% |
| 39 | TELEFONICA S A | TELFY | 10,014 | $50,871 | 0.03% |
| 40 | OUTDOOR HOLDING CO | POWWP | 12,600 | $18,648 | 0.01% |