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 $195.1M across 48 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($50.4M, 25.84%), VCRB ($31.1M, 15.95%), DFAX ($27.6M, 14.13%), DFCF ($20.6M, 10.57%), SCHF ($17.8M, 9.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $50.4M | 25.84% | 1.1M | Added |
| 2 | VCRB | VANGUARD MALVERN FDS | $31.1M | 15.95% | 402,952 | Added |
| 3 | DFAX | DIMENSIONAL ETF TRUST | $27.6M | 14.13% | 748,420 | Added |
| 4 | DFCF | DIMENSIONAL ETF TRUST | $20.6M | 10.57% | 488,859 | Added |
| 5 | SCHF | SCHWAB STRATEGIC TR | $17.8M | 9.10% | 641,177 | Added |
| 6 | DFSB | DIMENSIONAL ETF TRUST | $9.9M | 5.06% | 189,457 | Added |
| 7 | DFSU | DIMENSIONAL ETF TRUST | $9.1M | 4.64% | 194,319 | Added |
| 8 | AAPL | APPLE INC | $3.5M | 1.77% | 11,934 | Added |
| 9 | DFSI | DIMENSIONAL ETF TRUST | $3.4M | 1.73% | 74,975 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $2.1M | 1.07% | 10,388 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $1.6M | 0.82% | 4,298 | Trimmed |
| 12 | GOOG | ALPHABET INC | $1.3M | 0.69% | 3,807 | Added |
| 13 | PH | PARKER-HANNIFIN CORP | $1.0M | 0.52% | 1,029 | Trimmed |
| 14 | GOOGL | ALPHABET INC | $1.0M | 0.51% | 2,811 | Trimmed |
| 15 | DFSE | DIMENSIONAL ETF TRUST | $976,572 | 0.50% | 19,979 | Trimmed |
| 16 | AMZN | AMAZON COM INC | $946,686 | 0.49% | 3,972 | Trimmed |
| 17 | META | META PLATFORMS INC | $906,334 | 0.46% | 1,609 | Added |
| 18 | XOM | EXXON MOBIL CORP | $785,046 | 0.40% | 5,742 | Trimmed |
| 19 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $748,850 | 0.38% | 1 | Hold |
| 20 | DFAI | DIMENSIONAL ETF TRUST | $723,133 | 0.37% | 17,530 | Added |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $701,547 | 0.36% | 1,402 | Trimmed |
| 22 | DFLV | DIMENSIONAL ETF TRUST | $637,298 | 0.33% | 16,118 | Trimmed |
| 23 | MU | MICRON TECHNOLOGY INC | $653,328 | 0.33% | 566 | New |
| 24 | COST | COSTCO WHOLESALE CORPORATION | $630,297 | 0.32% | 674 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $563,662 | 0.29% | 1,722 | Added |
Source: SEC Form 13F filings · as of 2026-06-30