13F HOLDINGS REPORT
Momentous Wealth Management, Inc.
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0002055574-26-000003
Total Value
$176.4M
Positions
46
Other Managers
0
Confidential Omitted
No
Holdings (46)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 1,044,688 | $41.4M | 23.45% |
| 2 | VANGUARD MALVERN FDS | 922020748 | 368,254 | $28.7M | 16.26% |
| 3 | DIMENSIONAL ETF TRUST | 25434V880 | 777,518 | $25.4M | 14.43% |
| 4 | DIMENSIONAL ETF TRUST | 25434V872 | 444,774 | $18.9M | 10.73% |
| 5 | SCHWAB STRATEGIC TR | 808524805 | 662,494 | $15.9M | 9.03% |
| 6 | DIMENSIONAL ETF TRUST | 25434V674 | 173,216 | $9.0M | 5.09% |
| 7 | DIMENSIONAL ETF TRUST | 25434V716 | 184,296 | $8.0M | 4.54% |
| 8 | APPLE INC | AAPL | 12,295 | $3.3M | 1.90% |
| 9 | DIMENSIONAL ETF TRUST | 25434V690 | 75,759 | $3.2M | 1.84% |
| 10 | MICROSOFT CORP | MSFT | 4,581 | $2.2M | 1.26% |
| 11 | CVB FINL CORP | 126600105 | 117,451 | $2.2M | 1.24% |
| 12 | NVIDIA CORPORATION | NVDA | 11,357 | $2.1M | 1.20% |
| 13 | ALPHABET INC | GOOG | 3,627 | $1.1M | 0.65% |
| 14 | META PLATFORMS INC | META | 1,559 | $1.0M | 0.58% |
| 15 | ALPHABET INC | GOOG | 2,996 | $937,673 | 0.53% |
| 16 | AMAZON COM INC | AMZN | 3,862 | $891,477 | 0.51% |
| 17 | PARKER-HANNIFIN CORP | PH | 1,002 | $880,718 | 0.50% |
| 18 | DIMENSIONAL ETF TRUST | 25434V682 | 21,057 | $873,429 | 0.50% |
| 19 | DIMENSIONAL ETF TRUST | 25434V666 | 25,119 | $859,317 | 0.49% |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $754,800 | 0.43% |
| 21 | EXXON MOBIL CORP | XOM | 5,680 | $683,531 | 0.39% |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,321 | $664,001 | 0.38% |
| 23 | COSTCO WHSL CORP NEW | 22160K105 | 676 | $582,748 | 0.33% |
| 24 | JPMORGAN CHASE & CO. | VYLD | 1,767 | $569,363 | 0.32% |
| 25 | GENERAL DYNAMICS CORP | GD | 1,356 | $456,511 | 0.26% |
| 26 | PROSHARES TR | 74347R669 | 8,485 | $445,547 | 0.25% |
| 27 | BROADCOM INC | AVGO | 1,224 | $423,626 | 0.24% |
| 28 | VISA INC | V | 1,168 | $409,629 | 0.23% |
| 29 | TESLA INC | TSLA | 807 | $362,924 | 0.21% |
| 30 | HOME DEPOT INC | HD | 930 | $320,013 | 0.18% |
| 31 | SPDR GOLD TR | GLD | 791 | $313,481 | 0.18% |
| 32 | ABBVIE INC | ABBV | 1,331 | $304,162 | 0.17% |
| 33 | SALESFORCE INC | CRM | 1,091 | $289,104 | 0.16% |
| 34 | TJX COS INC NEW | 872540109 | 1,800 | $276,535 | 0.16% |
| 35 | WALMART INC | WMT | 2,460 | $274,069 | 0.16% |
| 36 | JOHNSON & JOHNSON | JNJ | 1,316 | $272,346 | 0.15% |
| 37 | ELI LILLY & CO | LLY | 250 | $268,670 | 0.15% |
| 38 | NETFLIX INC | NFLX | 2,480 | $232,525 | 0.13% |
| 39 | ALASKA AIR GROUP INC | ALK | 4,607 | $231,732 | 0.13% |
| 40 | AUTOMATIC DATA PROCESSING IN | ADP | 876 | $225,333 | 0.13% |
| 41 | VANGUARD WORLD FD | 921910733 | 1,840 | $222,548 | 0.13% |
| 42 | DIMENSIONAL ETF TRUST | 25434V104 | 4,698 | $219,867 | 0.12% |
| 43 | PROSHARES TR | 74347R206 | 3,043 | $214,258 | 0.12% |
| 44 | HOWMET AEROSPACE INC | HWM | 993 | $203,585 | 0.12% |
| 45 | RUMBLE INC | RUMBW | 14,006 | $88,518 | 0.05% |
| 46 | OUTDOOR HOLDING CO | POWWP | 12,600 | $21,546 | 0.01% |