Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Momentous Wealth Management, Inc. (CIK 2055574) reported $175.0M across 41 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($42.3M, 24.15%), VCRB ($29.4M, 16.81%), DFAX ($24.7M, 14.14%), DFCF ($19.2M, 10.96%), SCHF ($15.5M, 8.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $42.3M | 24.15% | 1.1M | Added |
| 2 | VCRB | VANGUARD MALVERN FDS | $29.4M | 16.81% | 380,075 | Added |
| 3 | DFAX | DIMENSIONAL ETF TRUST | $24.7M | 14.14% | 728,287 | Trimmed |
| 4 | DFCF | DIMENSIONAL ETF TRUST | $19.2M | 10.96% | 454,368 | Added |
| 5 | SCHF | SCHWAB STRATEGIC TR | $15.5M | 8.83% | 624,346 | Trimmed |
| 6 | DFSB | DIMENSIONAL ETF TRUST | $9.5M | 5.44% | 184,145 | Added |
| 7 | DFSU | DIMENSIONAL ETF TRUST | $8.0M | 4.56% | 194,063 | Added |
| 8 | DFSI | DIMENSIONAL ETF TRUST | $3.2M | 1.81% | 74,684 | Trimmed |
| 9 | AAPL | APPLE INC | $3.0M | 1.71% | 11,783 | Trimmed |
| 10 | CVBF | CVB FINL CORP | $2.3M | 1.30% | 117,455 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $2.1M | 1.20% | 12,070 | Added |
| 12 | MSFT | MICROSOFT CORP | $1.7M | 0.95% | 4,498 | Trimmed |
| 13 | GOOG | ALPHABET INC | $1.0M | 0.59% | 3,599 | Trimmed |
| 14 | XOM | EXXON MOBIL CORP | $975,375 | 0.56% | 5,749 | Added |
| 15 | PH | PARKER-HANNIFIN CORP | $943,583 | 0.54% | 1,054 | Added |
| 16 | GOOGL | ALPHABET INC | $917,060 | 0.52% | 3,189 | Added |
| 17 | META | META PLATFORMS INC | $875,359 | 0.50% | 1,530 | Trimmed |
| 18 | DFSE | DIMENSIONAL ETF TRUST | $856,117 | 0.49% | 20,206 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $849,995 | 0.49% | 4,081 | Added |
| 20 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $718,140 | 0.41% | 1 | Hold |
| 21 | DFLV | DIMENSIONAL ETF TRUST | $707,313 | 0.40% | 19,807 | Trimmed |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $682,860 | 0.39% | 1,425 | Added |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $668,381 | 0.38% | 671 | Trimmed |
| 24 | JPM | JPMORGAN CHASE & CO | $487,423 | 0.28% | 1,657 | Trimmed |
| 25 | GD | GENERAL DYNAMICS CORP | $452,364 | 0.26% | 1,318 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31