Momentous Wealth Management, Inc.

Portfolio Overview

Momentous Wealth Management, Inc. disclosed 41 positions worth $175.0M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 1 new position and exited 6 — including a new stake in $LRCX. The portfolio is most concentrated in Other (87.9% 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

  —

  Quality

  $42.3M1,087,692 sh

• VANGUARD MALVERN FDS

  —

  Quality

  $29.4M380,075 sh

• DIMENSIONAL ETF TRUST

  —

  Quality

  $24.7M728,287 sh

• DIMENSIONAL ETF TRUST

  —

  Quality

  $19.2M454,368 sh

• SCHWAB STRATEGIC TR

  —

  Quality

  $15.5M624,346 sh

• DIMENSIONAL ETF TRUST

  —

  Quality

  $9.5M184,145 sh

• DIMENSIONAL ETF TRUST

  —

  Quality

  $8.0M194,063 sh

• DIMENSIONAL ETF TRUST

  —

  Quality

  $3.2M74,684 sh
• 

  Apple Inc.

  $AAPL

  76.1

  Quality

  $3.0M11,783 sh
• 

  CVB FINANCIAL CORP

  $CVBF

  —

  Quality

  $2.3M117,455 sh

Company	Quality	Value	Shares
DIMENSIONAL ETF TRUST	—	$42.3M	1,087,692
VANGUARD MALVERN FDS	—	$29.4M	380,075
DIMENSIONAL ETF TRUST	—	$24.7M	728,287
DIMENSIONAL ETF TRUST	—	$19.2M	454,368
SCHWAB STRATEGIC TR	—	$15.5M	624,346
DIMENSIONAL ETF TRUST	—	$9.5M	184,145
DIMENSIONAL ETF TRUST	—	$8.0M	194,063
DIMENSIONAL ETF TRUST	—	$3.2M	74,684
Apple Inc.$AAPL	76.1	$3.0M	11,783
CVB FINANCIAL CORP$CVBF	—	$2.3M	117,455

Showing top 10 of 41 holdings.

Full Holdings — Momentous Wealth Management, Inc. (Q1 2026)

All 41 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	$42.3M	24.1%	+4%	—
2	—	VANGUARD MALVERN FDS	$29.4M	16.8%	+3%	—
3	—	DIMENSIONAL ETF TRUST	$24.7M	14.1%	-6%	—
4	—	DIMENSIONAL ETF TRUST	$19.2M	11.0%	+2%	—
5	—	SCHWAB STRATEGIC TR	$15.5M	8.8%	-6%	—
6	—	DIMENSIONAL ETF TRUST	$9.5M	5.4%	+6%	—
7	—	DIMENSIONAL ETF TRUST	$8.0M	4.6%	+5%	—
8	—	DIMENSIONAL ETF TRUST	$3.2M	1.8%	-1%	—
9	$AAPL	Apple Inc.	$3.0M	1.7%	-4%	76.1
10	$CVBF	CVB FINANCIAL CORP	$2.3M	1.3%	+0%	—
11	$NVDA	NVIDIA CORP	$2.1M	1.2%	+6%	90.2
12	$MSFT	MICROSOFT CORP	$1.7M	0.9%	-2%	83.7
13	$GOOGL	Alphabet Inc.	$1.0M	0.6%	-1%	80.2
14	$XOM	EXXON MOBIL CORP	$975,375	0.6%	+1%	61.8
15	$PH	Parker-Hannifin Corp	$943,583	0.5%	+5%	73.8
16	$GOOG	Alphabet Inc.	$917,060	0.5%	+6%	80.2
17	$META	Meta Platforms, Inc.	$875,359	0.5%	-2%	80.9
18	—	DIMENSIONAL ETF TRUST	$856,117	0.5%	-4%	—
19	$AMZN	AMAZON COM INC	$849,995	0.5%	+6%	74.6
20	$BRK.A	BERKSHIRE HATHAWAY INC	$718,140	0.4%	+0%	64.5
21	—	DIMENSIONAL ETF TRUST	$707,313	0.4%	-21%	—
22	$BRK.B	BERKSHIRE HATHAWAY INC	$682,860	0.4%	+8%	64.5
23	$COST	COSTCO WHOLESALE CORP /NEW	$668,381	0.4%	-1%	67
24	$JPM	JPMORGAN CHASE & CO	$487,423	0.3%	-6%	35.6
25	$GD	GENERAL DYNAMICS CORP	$452,364	0.3%	-3%	73
26	$AVGO	Broadcom Inc.	$390,911	0.2%	+3%	86.4
27	—	DIMENSIONAL ETF TRUST	$367,516	0.2%	+101%	—
28	$JNJ	JOHNSON & JOHNSON	$355,905	0.2%	+11%	72.8
29	$TSLA	Tesla, Inc.	$326,397	0.2%	+9%	50.1
30	$HD	HOME DEPOT, INC.	$290,739	0.2%	-5%	69.2
31	$TJX	TJX COMPANIES INC /DE/	$287,817	0.2%	+0%	70.7
32	$V	VISA INC.	$275,945	0.2%	-22%	83.5
33	$ABBV	AbbVie Inc.	$270,598	0.1%	-7%	59.3
34	$WMT	Walmart Inc.	$263,101	0.1%	-14%	63.2
35	$NFLX	NETFLIX INC	$247,586	0.1%	+4%	86.7
36	$LLY	ELI LILLY & Co	$235,641	0.1%	+2%	89.3
37	$HWM	Howmet Aerospace Inc.	$230,921	0.1%	+1%	79.1
38	$LRCX	LAM RESEARCH CORP	$230,112	0.1%	NEW	82.4
39	—	VANGUARD WORLD FD	$206,560	0.1%	+0%	—
40	$RUM	RUM Group Inc.	$71,431	0.0%	+0%	24.9
41	$POWW	Outdoor Holding Co	$25,326	0.0%	+0%	32.4