Momentous Wealth Management, Inc.
49 holdingsFiling period: 2026-06-30Current AUM: $195.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.14M | $50.4M | $50.9M | 25.97% | +49.0K | 2026-06-30 |
| 2 | VCRB | VANGUARD MALVERN FDS | 403.0K | $31.1M | $30.1M | 15.38% | +22.9K | 2026-06-30 |
| 3 | DFAX | DIMENSIONAL ETF TRUST | 748.4K | $27.6M | $28.0M | 14.30% | +20.1K | 2026-06-30 |
| 4 | DFCF | DIMENSIONAL ETF TRUST | 488.9K | $20.6M | $20.0M | 10.20% | +34.5K | 2026-06-30 |
| 5 | SCHF | SCHWAB STRATEGIC TR | 641.2K | $17.8M | $17.8M | 9.08% | +16.8K | 2026-06-30 |
| 6 | DFSB | DIMENSIONAL ETF TRUST | 189.5K | $9.9M | $9.5M | 4.83% | +5.3K | 2026-06-30 |
| 7 | DFSU | DIMENSIONAL ETF TRUST | 194.3K | $9.1M | $9.2M | 4.70% | +256 | 2026-06-30 |
| 8 | AAPL | APPLE INC | 11.9K | $3.5M | $4.0M | 2.02% | +151 | 2026-06-30 |
| 9 | DFSI | DIMENSIONAL ETF TRUST | 75.0K | $3.4M | $3.5M | 1.76% | +291 | 2026-06-30 |
| 10 | NVDA | NVIDIA CORPORATION | 10.4K | $2.1M | $2.2M | 1.13% | -1,682 | 2026-06-30 |
| 11 | MSFT | MICROSOFT CORP | 4.3K | $1.6M | $2.1M | 1.09% | -200 | 2026-06-30 |
| 12 | GOOG | ALPHABET INC | 3.8K | $1.3M | $1.3M | 0.66% | +208 | 2026-06-30 |
| 13 | PH | PARKER-HANNIFIN CORP | 1.0K | $1.0M | $951K | 0.49% | -25 | 2026-06-30 |
| 14 | GOOGL | ALPHABET INC | 2.8K | $1.0M | $969K | 0.49% | -378 | 2026-06-30 |
| 15 | DFSE | DIMENSIONAL ETF TRUST | 20.0K | $976K | $953K | 0.49% | -227 | 2026-06-30 |
| 16 | AMZN | AMAZON COM INC | 4.0K | $946K | $986K | 0.50% | -109 | 2026-06-30 |
| 17 | META | META PLATFORMS INC | 1.6K | $906K | $1.1M | 0.55% | +79 | 2026-06-30 |
| 18 | XOM | EXXON MOBIL CORP | 5.7K | $785K | $972K | 0.50% | -7 | 2026-06-30 |
| 19 | XOM | EXXON MOBIL CORP | 5.7K | $785K | $972K | 0.50% | -7 | 2026-06-30 |
| 20 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 1 | $748K | $748K | 0.38% | -- | 2026-06-30 |
| 21 | DFAI | DIMENSIONAL ETF TRUST | 17.5K | $723K | $742K | 0.38% | +8.1K | 2026-06-30 |
| 22 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.4K | $701K | $701K | 0.36% | -23 | 2026-06-30 |
| 23 | MU | MICRON TECHNOLOGY INC | 566 | $653K | $525K | 0.27% | -- | 2026-06-30 |
| 24 | DFLV | DIMENSIONAL ETF TRUST | 16.1K | $637K | $670K | 0.34% | -3,689 | 2026-06-30 |
| 25 | COST | COSTCO WHOLESALE CORPORATION | 674 | $630K | $607K | 0.31% | +3 | 2026-06-30 |
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