Holders — by stockHoldings — by fund
Momentous Wealth Management, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002055574
$195.1M
disclosed book value
48
positions
25.8%
largest position share
Positions, as of 2026-06-30
top 48 of 48 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 1.1M | $50.4M | 25.8% |
| 2 | VCRBVANGUARD MALVERN FDS | 402,952 | $31.1M | 15.9% |
| 3 | DFAXDIMENSIONAL ETF TRUST | 748,420 | $27.6M | 14.1% |
| 4 | DFCFDIMENSIONAL ETF TRUST | 488,859 | $20.6M | 10.6% |
| 5 | SCHFSCHWAB STRATEGIC TR | 641,177 | $17.8M | 9.1% |
| 6 | DFSBDIMENSIONAL ETF TRUST | 189,457 | $9.9M | 5.1% |
| 7 | DFSUDIMENSIONAL ETF TRUST | 194,319 | $9.1M | 4.6% |
| 8 | AAPLAPPLE INC | 11,934 | $3.5M | 1.8% |
| 9 | DFSIDIMENSIONAL ETF TRUST | 74,975 | $3.4M | 1.7% |
| 10 | NVDANVIDIA CORPORATION | 10,388 | $2.1M | 1.1% |
| 11 | MSFTMICROSOFT CORP | 4,298 | $1.6M | 0.8% |
| 12 | GOOGALPHABET INC | 3,807 | $1.3M | 0.7% |
| 13 | PHPARKER-HANNIFIN CORP | 1,029 | $1.0M | 0.5% |
| 14 | GOOGLALPHABET INC | 2,811 | $1.0M | 0.5% |
| 15 | DFSEDIMENSIONAL ETF TRUST | 19,979 | $976,572 | 0.5% |
| 16 | AMZNAMAZON COM INC | 3,972 | $946,686 | 0.5% |
| 17 | METAMETA PLATFORMS INC | 1,609 | $906,334 | 0.5% |
| 18 | XOMEXXON MOBIL CORP | 5,742 | $785,046 | 0.4% |
| 19 | BRK/ABERKSHIRE HATHAWAY INC DEL | 1 | $748,850 | 0.4% |
| 20 | DFAIDIMENSIONAL ETF TRUST | 17,530 | $723,133 | 0.4% |
| 21 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,402 | $701,547 | 0.4% |
| 22 | MUMICRON TECHNOLOGY INC | 566 | $653,328 | 0.3% |
| 23 | DFLVDIMENSIONAL ETF TRUST | 16,118 | $637,298 | 0.3% |
| 24 | COSTCOSTCO WHOLESALE CORPORATION | 674 | $630,297 | 0.3% |
| 25 | JPMJPMORGAN CHASE & CO | 1,722 | $563,662 | 0.3% |
| 26 | AVGOBROADCOM INC | 1,329 | $502,030 | 0.3% |
| 27 | LRCXLAM RESEARCH CORP | 1,092 | $473,196 | 0.2% |
| 28 | GDGENERAL DYNAMICS CORP | 1,334 | $472,556 | 0.2% |
| 29 | JNJJOHNSON & JOHNSON | 1,414 | $359,114 | 0.2% |
| 30 | LLYELI LILLY & CO | 291 | $349,375 | 0.2% |
| 31 | VVISA INC | 942 | $323,191 | 0.2% |
| 32 | ABBVABBVIE INC | 1,260 | $317,113 | 0.2% |
| 33 | HDHOME DEPOT INC | 891 | $314,238 | 0.2% |
| 34 | TSLATESLA INC | 712 | $299,467 | 0.2% |
| 35 | AMDADVANCED MICRO DEVICES INC | 496 | $288,131 | 0.1% |
| 36 | GLWCORNING INC | 1,108 | $283,016 | 0.1% |
| 37 | TJXTJX COS INC NEW | 1,820 | $275,766 | 0.1% |
| 38 | HWMHOWMET AEROSPACE INC | 1,004 | $269,935 | 0.1% |
| 39 | ASMLASML HLDG NV | 133 | $264,596 | 0.1% |
| 40 | CSCOCISCO SYS INC | 2,223 | $261,124 | 0.1% |
| 41 | WMTWALMART INC | 2,193 | $248,379 | 0.1% |
| 42 | ESGVVANGUARD WORLD FD | 1,840 | $243,302 | 0.1% |
| 43 | ALKALASKA AIR GROUP INC | 4,620 | $241,164 | 0.1% |
| 44 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 460 | $219,682 | 0.1% |
| 45 | GEGE AEROSPACE | 564 | $210,814 | 0.1% |
| 46 | VGTVANGUARD WORLD FD | 1,720 | $205,574 | 0.1% |
| 47 | RUMRUM GROUP INC | 13,867 | $87,917 | 0% |
| 48 | POWWOUTDOOR HOLDING CO | 12,600 | $28,728 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.