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Momentous Wealth Management, Inc.
Period ended Sep 30, 2026 · Latest filing Oct 21, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $206,401,057
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- DIMENSIONAL ETF TRUST · US COR EQU 2 ETF · 25434V708 · shares: $51,602,087
- VANGUARD MALVERN FDS · CORE BD ETF · 922020748 · shares: $32,425,579
- DIMENSIONAL ETF TRUST · WORLD EX US CORE · 25434V880 · shares: $28,322,207
- DIMENSIONAL ETF TRUST · CORE FIXE IN ETF · 25434V872 · shares: $21,631,843
- SCHWAB STRATEGIC TR · INTL EQTY ETF · 808524805 · shares: $17,722,451
- DIMENSIONAL ETF TRUST · GLOBAL SUSTAINA · 25434V674 · shares: $10,742,740
- DIMENSIONAL ETF TRUST · US SUSTAINABILTY · 25434V716 · shares: $9,514,801
- APPLE INC · COM · 037833100 · shares: $3,823,550
- DIMENSIONAL ETF TRUST · INTERNATIONAL · 25434V690 · shares: $3,615,221
- NVIDIA CORPORATION · COM · 67066G104 · shares: $2,681,663
Reported holdings
50 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | — | 1,160,902 shares | $51,602,087 |
| VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | — | 440,445 shares | $32,425,579 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | — | 765,052 shares | $28,322,207 |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | 25434V872 | — | 539,179 shares | $21,631,843 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 645,157 shares | $17,722,451 |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 | — | 216,808 shares | $10,742,740 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | — | 201,713 shares | $9,514,801 |
| APPLE INC | COM | 037833100 | — | 11,481 shares | $3,823,550 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 | — | 80,036 shares | $3,615,221 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 11,742 shares | $2,681,663 |
| CVB FINL CORP | COM | 126600105 | — | 118,456 shares | $2,559,834 |
| MICROSOFT CORP | COM | 594918104 | — | 4,729 shares | $2,425,386 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 3,779 shares | $1,287,656 |
| AMAZON COM INC | COM | 023135106 | — | 4,486 shares | $1,117,741 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 3,046 shares | $1,048,068 |
| META PLATFORMS INC | CL A | 30303M102 | — | 1,424 shares | $1,032,656 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 1,048 shares | $1,001,280 |
| DIMENSIONAL ETF TRUST | EMER MARK SU ETF | 25434V682 | — | 20,649 shares | $998,357 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 5,721 shares | $931,093 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 1 shares | $747,005 |
| BROADCOM INC | COM | 11135F101 | — | 2,006 shares | $704,487 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 1,409 shares | $701,612 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | — | 16,836 shares | $697,501 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 722 shares | $657,061 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 589 shares | $627,350 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 1,809 shares | $598,471 |
| DIMENSIONAL ETF TRUST | US LARG VALU ETF | 25434V666 | — | 13,983 shares | $561,713 |
| ABBVIE INC | COM | 00287Y109 | — | 2,057 shares | $538,139 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 1,324 shares | $434,947 |
| VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 | — | 5,847 shares | $432,736 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 1,294 shares | $429,388 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 651 shares | $398,256 |
| VISA INC | COM CL A | 92826C839 | — | 1,077 shares | $386,998 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 1,410 shares | $373,283 |
| ELI LILLY & CO | COM | 532457108 | — | 316 shares | $365,966 |
| SCHWAB STRATEGIC TR | CORE BOND ETF | 808524599 | — | 12,173 shares | $296,047 |
| HOME DEPOT INC | COM | 437076102 | — | 942 shares | $267,990 |
| TESLA INC | COM | 88160R101 | — | 752 shares | $266,817 |
| WALMART INC | COM | 931142103 | — | 2,328 shares | $241,926 |
| TJX COS INC NEW | COM | 872540109 | — | 1,816 shares | $240,306 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 131 shares | $237,329 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 427 shares | $235,478 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | — | 1,734 shares | $234,988 |
| CISCO SYS INC | COM | 17275R102 | — | 2,162 shares | $232,706 |
| SALESFORCE INC | COM | 79466L302 | — | 991 shares | $227,504 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 871 shares | $224,770 |
| DIMENSIONAL ETF TRUST | GLOB CO PLUS ETF | 25434V583 | — | 4,091 shares | $212,429 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 459 shares | $209,391 |
| RUM GROUP INC | COM CL A | 78137L105 | — | 14,008 shares | $105,900 |
| OUTDOOR HOLDING CO | COM | 00175J107 | — | 12,600 shares | $28,350 |