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
Sector Allocation
Filing History
View all filings →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% |