Momentous Wealth Management, Inc.
42 holdingsFiling period: 2026-03-31Current AUM: $189.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.09M | $42.3M | $48.4M | 25.61% | +43.0K | 2026-03-31 |
| 2 | VCRB | VANGUARD MALVERN FDS | 380.1K | $29.4M | $28.8M | 15.26% | +11.8K | 2026-03-31 |
| 3 | DFAX | DIMENSIONAL ETF TRUST | 728.3K | $24.7M | $26.6M | 14.07% | -49,231 | 2026-03-31 |
| 4 | DFCF | DIMENSIONAL ETF TRUST | 454.4K | $19.2M | $18.9M | 9.98% | +9.6K | 2026-03-31 |
| 5 | SCHF | SCHWAB STRATEGIC TR | 624.3K | $15.5M | $17.1M | 9.06% | -38,148 | 2026-03-31 |
| 6 | DFSB | DIMENSIONAL ETF TRUST | 184.1K | $9.5M | $9.3M | 4.95% | +10.9K | 2026-03-31 |
| 7 | DFSU | DIMENSIONAL ETF TRUST | 194.1K | $8.0M | $9.1M | 4.84% | +9.8K | 2026-03-31 |
| 8 | DFSI | DIMENSIONAL ETF TRUST | 74.7K | $3.2M | $3.4M | 1.82% | -1,075 | 2026-03-31 |
| 9 | AAPL | APPLE INC | 11.8K | $3.0M | $3.6M | 1.93% | -512 | 2026-03-31 |
| 10 | CVBF | CVB FINL CORP | 117.5K | $2.3M | $2.6M | 1.39% | +4 | 2026-03-31 |
| 11 | NVDA | NVIDIA CORPORATION | 12.1K | $2.1M | $2.4M | 1.28% | +713 | 2026-03-31 |
| 12 | MSFT | MICROSOFT CORP | 4.5K | $1.7M | $2.1M | 1.11% | -83 | 2026-03-31 |
| 13 | GOOG | ALPHABET INC | 3.6K | $1.0M | $1.3M | 0.68% | -28 | 2026-03-31 |
| 14 | XOM | EXXON MOBIL CORP | 5.7K | $975K | $893K | 0.47% | +69 | 2026-03-31 |
| 15 | XOM | EXXON MOBIL CORP | 5.7K | $975K | $893K | 0.47% | +69 | 2026-03-31 |
| 16 | PH | PARKER-HANNIFIN CORP | 1.1K | $943K | $1.0M | 0.54% | +52 | 2026-03-31 |
| 17 | GOOGL | ALPHABET INC | 3.2K | $917K | $1.1M | 0.60% | +193 | 2026-03-31 |
| 18 | META | META PLATFORMS INC | 1.5K | $875K | $851K | 0.45% | -29 | 2026-03-31 |
| 19 | DFSE | DIMENSIONAL ETF TRUST | 20.2K | $856K | $931K | 0.49% | -851 | 2026-03-31 |
| 20 | AMZN | AMAZON COM INC | 4.1K | $849K | $1.1M | 0.59% | +219 | 2026-03-31 |
| 21 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 1 | $718K | $718K | 0.38% | -- | 2026-03-31 |
| 22 | DFLV | DIMENSIONAL ETF TRUST | 19.8K | $707K | $805K | 0.43% | -5,312 | 2026-03-31 |
| 23 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.4K | $682K | $682K | 0.36% | +104 | 2026-03-31 |
| 24 | COST | COSTCO WHOLESALE CORPORATION | 671 | $668K | $638K | 0.34% | -5 | 2026-03-31 |
| 25 | JPM | JPMORGAN CHASE & CO | 1.7K | $487K | $582K | 0.31% | -110 | 2026-03-31 |
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