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Momentous Wealth Management, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2055574
Institutional-grade research for retail investors

Sector Allocation

  • Other86.7%$179.0M
  • Technology7.6%$15.7M
  • Financials2.5%$5.2M
  • Consumer Discretionary0.9%$1.9M
  • Industrials0.7%$1.5M
  • Healthcare0.6%$1.3M
  • Energy0.5%$931,093
  • Consumer Staples0.4%$898,987

AUM History

13fpro.ai/research/fund/momentous-wealth-management-inc-2055574

Largest positions — Q3 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/momentous-wealth-management-inc-2055574

Momentous Wealth Management, Inc. 13F holdings — Q3 2026

$206.4M portfolio (+5.8% QoQ) · 50 holdings · Q3 2026 13F · top 10 are 88% of the stock portfolio

  • 1

    DIMENSIONAL ETF TRUST - US COR EQU 2 ETF

    $51.6M

    25.0% of stocks

    +2%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 2

    VANGUARD MALVERN FDS - CORE BD ETF

    $32.4M

    15.7% of stocks

    +9%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 3

    DIMENSIONAL ETF TRUST - WORLD EX US CORE

    $28.3M

    13.7% of stocks

    +2%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 4

    DIMENSIONAL ETF TRUST - CORE FIXE IN ETF

    $21.6M

    10.5% of stocks

    +10%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 5

    SCHWAB STRATEGIC TR - INTL EQTY ETF

    $17.7M

    8.6% of stocks

    +0.6%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 6

    DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA

    $10.7M

    5.2% of stocks

    +14%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 7

    DIMENSIONAL ETF TRUST - US SUSTAINABILTY

    $9.5M

    4.6% of stocks

    +4%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 8AAPL

    Apple Inc.

    $AAPL

    $3.8M

    1.9% of stocks

    -4%This quarter+0.9%Since filed4+ qtrsHeld
    AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial
  • 9

    DIMENSIONAL ETF TRUST - INTERNATIONAL

    $3.6M

    1.8% of stocks

    +7%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 10NVDA

    NVIDIA CORP

    $NVDA

    $2.7M

    1.3% of stocks

    +13%This quarter-1.8%Since filed4+ qtrsHeld
    AIQuality86.0#3Est. buyEstimated buy price is Pro: unlock with a free trial

All holdings — Momentous Wealth Management, Inc. (Q3 2026)

50 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
CVBF$CVBFCVB FINANCIAL CORP$2.6MNew
MSFT$MSFTMICROSOFT CORP$2.4M+10%
GOOG$GOOGAlphabet Inc.$1.3M-0.7%
AMZN$AMZNAMAZON COM INC$1.1M+13%
GOOGL$GOOGLAlphabet Inc.$1.0M+8%
META$METAMeta Platforms, Inc.$1.0M-11%
PH$PHParker-Hannifin Corp$1.0M+2%
— DIMENSIONAL ETF TRUST - EMER MARK SU ETFetf/fund$998K+3%
XOM.R34088$XOM.R34088EXXON MOBIL CORP$931K-0.4%
BRK.A$BRK.ABERKSHIRE HATHAWAY INC$747K—
AVGO$AVGOBroadcom Inc.$704K+51%
BRK.B$BRK.BBERKSHIRE HATHAWAY INC$702K+0.5%
— DIMENSIONAL ETF TRUST - INTL CORE EQT MKetf/fund$698K-4%
COST$COSTCOSTCO WHOLESALE CORP /NEW$657K+7%
MU$MUMICRON TECHNOLOGY INC$627K+4%

What changed in Q3 2026

Against the previous quarter's 13F: 7 new, 28 added to, 13 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.

New positions (7)

  • CVBF$CVBFCVB FINANCIAL CORP$2.6M

    first bought this quarter

  • VANGUARD MALVERN FDS - CORE-PLUS BD ETF$433K

    first bought this quarter

  • SCHWAB STRATEGIC TR - CORE BOND ETF$296K

    first bought this quarter

  • MA$MAMastercard Inc$235K

    first bought this quarter

  • CRM$CRMSalesforce, Inc.$228K

    first bought this quarter

  • ADP$ADPAUTOMATIC DATA PROCESSING INC$225K

    first bought this quarter

+1 more in the Excel export

Added to (28)

  • VANGUARD MALVERN FDS - CORE BD ETF+9%

    now $32.4M

  • DIMENSIONAL ETF TRUST - CORE FIXE IN ETF+10%

    now $21.6M

  • DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA+14%

    now $10.7M

  • DIMENSIONAL ETF TRUST - US COR EQU 2 ETF+2%

    now $51.6M

  • DIMENSIONAL ETF TRUST - WORLD EX US CORE+2%

    now $28.3M

  • DIMENSIONAL ETF TRUST - US SUSTAINABILTY+4%

    now $9.5M

+22 more in the Excel export

Trimmed (13)

  • AAPL$AAPLApple Inc.-4%

    now $3.8M · held 4+ qtrs

  • META$METAMeta Platforms, Inc.-11%

    now $1.0M · held 4+ qtrs

  • DIMENSIONAL ETF TRUST - US LARG VALU ETF-13%

    now $562K

  • DIMENSIONAL ETF TRUST - INTL CORE EQT MK-4%

    now $698K

  • VANGUARD WORLD FD - ESG US STK ETF-6%

    now $235K

  • GD$GDGENERAL DYNAMICS CORP-3%

    now $429K · held 4+ qtrs

+7 more in the Excel export

Sold out (5)

  • GLW$GLWCORNING INC /NYwas $283K

    held 1 qtr

  • HWM$HWMHowmet Aerospace Inc.was $270K

    held 3+ qtrs

  • ALK$ALKALASKA AIR GROUP, INC.was $241K

    held 1 qtr

  • GE$GEGENERAL ELECTRIC COwas $211K

    held 1 qtr

  • VANGUARD WORLD FD - INF TECH ETFwas $206K

Firm AUM (Form ADV): $409.9M as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F Momentous Wealth Management, Inc. has filed, 7 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 21, 2026. Prices are closing prices as of Oct 27, 2026.

Average quality of Momentous Wealth Management's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)

Top 10 since filing

-1.6%

Value-weighted move of the 10 largest stock positions

Turnover

1%

Last quarter

Top 10 weight

88%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

80%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Momentous Wealth Management, Inc. disclosed 50 positions worth $206.4M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 7 new positions and exited 5 — including a new stake in $CVBF and a full exit from $GLW. The portfolio is most concentrated in Other (86.7% of disclosed assets). All figures are sourced directly from Momentous Wealth Management, Inc.’s Form 13F-HR filing with the SEC under CIK 2055574.

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AI-Powered Hedge Fund Analysis: Momentous Wealth Management, Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For Momentous Wealth Management, Inc. (SEC CIK: 2055574), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Momentous Wealth Management, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.