Institutional Manager · CIK 0002055574
Momentous Wealth Management, Inc.
VANCOUVER, WA · File #028-24932
Latest AUM
$176.4M
Positions
46
Top-10 Concentration
88.5%
Filings
5
Portfolio Value Over Time
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | DIMENSIONAL ETF TRUST | 25434V708 | +203,803 | +$8.1M | +$857,678 |
| REDUCE | DIMENSIONAL ETF TRUST | 25434V666 | -176,269 | -$6.0M | +$263,786 |
| ADD | VANGUARD MALVERN FDS | 922020748 | +37,658 | +$2.9M | -$170,207 |
| NEW | CVB FINL CORP | 126600105 | +117,451 | +$2.2M | $0 |
| ADD | DIMENSIONAL ETF TRUST | 25434V872 | +41,466 | +$1.8M | -$80,642 |
| ADD | DIMENSIONAL ETF TRUST | 25434V880 | +35,123 | +$1.1M | +$1.0M |
| ADD | SCHWAB STRATEGIC TR | 808524805 | +35,621 | +$856,328 | +$476,415 |
| ADD | DIMENSIONAL ETF TRUST | 25434V674 | +13,383 | +$693,241 | -$234,948 |
| ADD | DIMENSIONAL ETF TRUST | 25434V716 | +15,084 | +$655,097 | +$161,985 |
| NEW | PROSHARES TR | 74347R669 | +8,485 | +$445,547 | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202546 pos · $176.4M
- 13F HOLDINGS REPORTQ/E Sep 202540 pos · $157.7M
- 13F HOLDINGS REPORTQ/E Jun 202546 pos · $154.8M
- 13F HOLDINGS REPORTQ/E Mar 202549 pos · $141.3M
- 13F HOLDINGS REPORTQ/E Dec 202439 pos · $120.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |