Momentous Wealth Management, Inc.

Portfolio Overview

Momentous Wealth Management, Inc. disclosed 48 positions worth $195.1M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 9 new positions and exited 2 — including a new stake in $MU and a full exit from $CVBF. The portfolio is most concentrated in Other (88.5% of disclosed assets). All figures are sourced directly from Momentous Wealth Management, Inc.’s Form 13F-HR filing with the SEC under CIK 2055574.

• DIMENSIONAL ETF TRUST - US COR EQU 2 ETF

  —

  Quality

  $50.4M1,136,713 sh

• VANGUARD MALVERN FDS - CORE BD ETF

  —

  Quality

  $31.1M402,952 sh

• DIMENSIONAL ETF TRUST - WORLD EX US CORE

  —

  Quality

  $27.6M748,420 sh

• DIMENSIONAL ETF TRUST - CORE FIXE IN ETF

  —

  Quality

  $20.6M488,859 sh

• SCHWAB STRATEGIC TR - INTL EQTY ETF

  —

  Quality

  $17.8M641,177 sh

• DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA

  —

  Quality

  $9.9M189,457 sh

• DIMENSIONAL ETF TRUST - US SUSTAINABILTY

  —

  Quality

  $9.1M194,319 sh
• 

  Apple Inc.

  $AAPL

  76.4

  Quality

  $3.5M11,934 sh

• DIMENSIONAL ETF TRUST - INTERNATIONAL

  —

  Quality

  $3.4M74,975 sh
• 

  NVIDIA CORP

  $NVDA

  85.9

  Quality

  $2.1M10,388 sh

Company	Quality	Value	Shares
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF	—	$50.4M	1,136,713
VANGUARD MALVERN FDS - CORE BD ETF	—	$31.1M	402,952
DIMENSIONAL ETF TRUST - WORLD EX US CORE	—	$27.6M	748,420
DIMENSIONAL ETF TRUST - CORE FIXE IN ETF	—	$20.6M	488,859
SCHWAB STRATEGIC TR - INTL EQTY ETF	—	$17.8M	641,177
DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA	—	$9.9M	189,457
DIMENSIONAL ETF TRUST - US SUSTAINABILTY	—	$9.1M	194,319
Apple Inc.$AAPL	76.4	$3.5M	11,934
DIMENSIONAL ETF TRUST - INTERNATIONAL	—	$3.4M	74,975
NVIDIA CORP$NVDA	85.9	$2.1M	10,388

Showing top 10 of 48 holdings.

Full Holdings — Momentous Wealth Management, Inc. (Q2 2026)

All 48 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	DIMENSIONAL ETF TRUST - US COR EQU 2 ETF	$50.4M	25.8%	+5%	—
2	—	VANGUARD MALVERN FDS - CORE BD ETF	$31.1M	15.9%	+6%	—
3	—	DIMENSIONAL ETF TRUST - WORLD EX US CORE	$27.6M	14.1%	+3%	—
4	—	DIMENSIONAL ETF TRUST - CORE FIXE IN ETF	$20.6M	10.6%	+8%	—
5	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	$17.8M	9.1%	+3%	—
6	—	DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA	$9.9M	5.1%	+3%	—
7	—	DIMENSIONAL ETF TRUST - US SUSTAINABILTY	$9.1M	4.6%	+0%	—
8	$AAPL	Apple Inc.	$3.5M	1.8%	+1%	76.4
9	—	DIMENSIONAL ETF TRUST - INTERNATIONAL	$3.4M	1.7%	+0%	—
10	$NVDA	NVIDIA CORP	$2.1M	1.1%	-14%	85.9
11	$MSFT	MICROSOFT CORP	$1.6M	0.8%	-4%	79.8
12	$GOOGL	Alphabet Inc.	$1.3M	0.7%	+6%	78.2
13	$PH	Parker-Hannifin Corp	$1.0M	0.5%	-2%	65.8
14	$GOOG	Alphabet Inc.	$1.0M	0.5%	-12%	78.2
15	—	DIMENSIONAL ETF TRUST - EMER MARK SU ETF	$976,572	0.5%	-1%	—
16	$AMZN	AMAZON COM INC	$946,686	0.5%	-3%	68.7
17	$META	Meta Platforms, Inc.	$906,334	0.5%	+5%	79.6
18	$XOM.R34088	EXXON MOBIL CORP	$785,046	0.4%	-0%	57.9
19	$BRK.A	BERKSHIRE HATHAWAY INC	$748,850	0.4%	+0%	73.8
20	—	DIMENSIONAL ETF TRUST - INTL CORE EQT MK	$723,133	0.4%	+86%	—
21	$BRK.B	BERKSHIRE HATHAWAY INC	$701,547	0.4%	-2%	73.8
22	$MU	MICRON TECHNOLOGY INC	$653,328	0.3%	NEW	86.2
23	—	DIMENSIONAL ETF TRUST - US LARG VALU ETF	$637,298	0.3%	-19%	—
24	$COST	COSTCO WHOLESALE CORP /NEW	$630,297	0.3%	+0%	66.2
25	$JPM	JPMORGAN CHASE & CO	$563,662	0.3%	+4%	70.7
26	$AVGO	Broadcom Inc.	$502,030	0.3%	+5%	84.5
27	$LRCX	LAM RESEARCH CORP	$473,196	0.2%	+1%	79.4
28	$GD	GENERAL DYNAMICS CORP	$472,556	0.2%	+1%	68.7
29	$JNJ	JOHNSON & JOHNSON	$359,114	0.2%	-3%	69
30	$LLY	ELI LILLY & Co	$349,375	0.2%	+14%	87.5
31	$V	VISA INC.	$323,191	0.2%	+3%	82.9
32	$ABBV	AbbVie Inc.	$317,113	0.2%	+1%	72.6
33	$HD	HOME DEPOT, INC.	$314,238	0.2%	+1%	60.3
34	$TSLA	Tesla, Inc.	$299,467	0.1%	-19%	53.9
35	$AMD	ADVANCED MICRO DEVICES INC	$288,131	0.1%	NEW	79.8
36	$GLW	CORNING INC /NY	$283,016	0.1%	NEW	73.7
37	$TJX	TJX COMPANIES INC /DE/	$275,766	0.1%	+1%	68.7
38	$HWM	Howmet Aerospace Inc.	$269,935	0.1%	+0%	73.9
39	$ASML	ASML HOLDING NV	$264,596	0.1%	NEW	—
40	$CSCO	CISCO SYSTEMS, INC.	$261,124	0.1%	NEW	70.3
41	$WMT	Walmart Inc.	$248,379	0.1%	+4%	60.2
42	—	VANGUARD WORLD FD - ESG US STK ETF	$243,302	0.1%	+0%	—
43	$ALK	ALASKA AIR GROUP, INC.	$241,164	0.1%	NEW	61.3
44	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	$219,682	0.1%	NEW	—
45	$GE	GENERAL ELECTRIC CO	$210,814	0.1%	NEW	73.8
46	—	VANGUARD WORLD FD - INF TECH ETF	$205,574	0.1%	NEW	—
47	$RUM	RUM Group Inc.	$87,917	0.1%	-1%	32.2
48	$POWW	Outdoor Holding Co	$28,728	0.0%	+0%	46.8