Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Dimensional ETF TrustUS COR EQU 2 ETF | US COR EQU 2 ETF | $50.4M | 25.8% |
| Vanguard Malvern FdsCORE BD ETF | CORE BD ETF | $31.1M | 15.9% |
| Dimensional ETF TrustWORLD EX US CORE | WORLD EX US CORE | $27.6M | 14.1% |
| Dimensional ETF TrustCORE FIXE IN ETF | CORE FIXE IN ETF | $20.6M | 10.6% |
| Schwab Strategic TRINTL EQTY ETF | INTL EQTY ETF | $17.8M | 9.1% |
| Dimensional ETF TrustGLOBAL SUSTAINA | GLOBAL SUSTAINA | $9.87M | 5.1% |
| Dimensional ETF TrustUS SUSTAINABILTY | US SUSTAINABILTY | $9.06M | 4.6% |
| Apple Inc.COM | COM | $3.45M | 1.8% |
| Dimensional ETF TrustINTERNATIONAL | INTERNATIONAL | $3.38M | 1.7% |
| Nvidia CorporationCOM | COM | $2.08M | 1.1% |
| Microsoft Corp.COM | COM | $1.6M | 0.8% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $1.35M | 0.7% |
| Parker-hannifin Corp.COM | COM | $1.01M | 0.5% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $1M | 0.5% |
| Dimensional ETF TrustEMER MARK SU ETF | EMER MARK SU ETF | $977K | 0.5% |
| Amazon Com Inc.COM | COM | $947K | 0.5% |
| Meta Platforms Inc.CL A | CL A | $906K | 0.5% |
| Exxon Mobil Corp.COM | COM | $785K | 0.4% |
| Berkshire Hathaway Inc. DelCL A | CL A | $749K | 0.4% |
| Dimensional ETF TrustINTL CORE EQT MK | INTL CORE EQT MK | $723K | 0.4% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $702K | 0.4% |
| Micron Technology Inc.COM | COM | $653K | 0.3% |
| Dimensional ETF TrustUS LARG VALU ETF | US LARG VALU ETF | $637K | 0.3% |
| Costco Wholesale CorporationCOM | COM | $630K | 0.3% |
| JPMORGAN Chase & COCOM | COM | $564K | 0.3% |
| Broadcom Inc.COM | COM | $502K | 0.3% |
| Lam Research Corp.COM NEW | COM NEW | $473K | 0.2% |
| General Dynamics Corp.COM | COM | $473K | 0.2% |
| Johnson & JohnsonCOM | COM | $359K | 0.2% |
| Eli Lilly & COCOM | COM | $349K | 0.2% |
| Visa Inc.COM CL A | COM CL A | $323K | 0.2% |
| Abbvie Inc.COM | COM | $317K | 0.2% |
| Home Depot Inc.COM | COM | $314K | 0.2% |
| Tesla Inc.COM | COM | $299K | 0.2% |
| Advanced Micro Devices Inc.COM | COM | $288K | 0.1% |
| Corning Inc.COM | COM | $283K | 0.1% |
| TJX Cos Inc. NewCOM | COM | $276K | 0.1% |
| Howmet Aerospace Inc.COM | COM | $270K | 0.1% |
| ASML Hldg NVN Y REGISTRY SHS | N Y REGISTRY SHS | $265K | 0.1% |
| Cisco Sys Inc.COM | COM | $261K | 0.1% |
| Walmart Inc.COM | COM | $248K | 0.1% |
| Vanguard World FDESG US STK ETF | ESG US STK ETF | $243K | 0.1% |
| Alaska Air Group Inc.COM | COM | $241K | 0.1% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $220K | 0.1% |
| GE AerospaceCOM NEW | COM NEW | $211K | 0.1% |
| Vanguard World FDINF TECH ETF | INF TECH ETF | $206K | 0.1% |
| Rum Group Inc.COM CL A | COM CL A | $87.9K | 0.0% |
| Outdoor Holding COCOM | COM | $28.7K | 0.0% |
Dimensional ETF TrustUS COR EQU 2 ETF$50.4M
- Class
- US COR EQU 2 ETF
- Share
- 25.8%
Vanguard Malvern FdsCORE BD ETF$31.1M
- Class
- CORE BD ETF
- Share
- 15.9%
Dimensional ETF TrustWORLD EX US CORE$27.6M
- Class
- WORLD EX US CORE
- Share
- 14.1%
Dimensional ETF TrustCORE FIXE IN ETF$20.6M
- Class
- CORE FIXE IN ETF
- Share
- 10.6%
Schwab Strategic TRINTL EQTY ETF$17.8M
- Class
- INTL EQTY ETF
- Share
- 9.1%
Dimensional ETF TrustGLOBAL SUSTAINA$9.87M
- Class
- GLOBAL SUSTAINA
- Share
- 5.1%
Dimensional ETF TrustUS SUSTAINABILTY$9.06M
- Class
- US SUSTAINABILTY
- Share
- 4.6%
Apple Inc.COM$3.45M
- Class
- COM
- Share
- 1.8%
Dimensional ETF TrustINTERNATIONAL$3.38M
- Class
- INTERNATIONAL
- Share
- 1.7%
Nvidia CorporationCOM$2.08M
- Class
- COM
- Share
- 1.1%
Microsoft Corp.COM$1.6M
- Class
- COM
- Share
- 0.8%
Alphabet Inc.CAP STK CL C$1.35M
- Class
- CAP STK CL C
- Share
- 0.7%
Parker-hannifin Corp.COM$1.01M
- Class
- COM
- Share
- 0.5%
Alphabet Inc.CAP STK CL A$1M
- Class
- CAP STK CL A
- Share
- 0.5%
Dimensional ETF TrustEMER MARK SU ETF$977K
- Class
- EMER MARK SU ETF
- Share
- 0.5%
Amazon Com Inc.COM$947K
- Class
- COM
- Share
- 0.5%
Meta Platforms Inc.CL A$906K
- Class
- CL A
- Share
- 0.5%
Exxon Mobil Corp.COM$785K
- Class
- COM
- Share
- 0.4%
Berkshire Hathaway Inc. DelCL A$749K
- Class
- CL A
- Share
- 0.4%
Dimensional ETF TrustINTL CORE EQT MK$723K
- Class
- INTL CORE EQT MK
- Share
- 0.4%
Berkshire Hathaway Inc. DelCL B NEW$702K
- Class
- CL B NEW
- Share
- 0.4%
Micron Technology Inc.COM$653K
- Class
- COM
- Share
- 0.3%
Dimensional ETF TrustUS LARG VALU ETF$637K
- Class
- US LARG VALU ETF
- Share
- 0.3%
Costco Wholesale CorporationCOM$630K
- Class
- COM
- Share
- 0.3%
JPMORGAN Chase & COCOM$564K
- Class
- COM
- Share
- 0.3%
Broadcom Inc.COM$502K
- Class
- COM
- Share
- 0.3%
Lam Research Corp.COM NEW$473K
- Class
- COM NEW
- Share
- 0.2%
General Dynamics Corp.COM$473K
- Class
- COM
- Share
- 0.2%
Johnson & JohnsonCOM$359K
- Class
- COM
- Share
- 0.2%
Eli Lilly & COCOM$349K
- Class
- COM
- Share
- 0.2%
Visa Inc.COM CL A$323K
- Class
- COM CL A
- Share
- 0.2%
Abbvie Inc.COM$317K
- Class
- COM
- Share
- 0.2%
Home Depot Inc.COM$314K
- Class
- COM
- Share
- 0.2%
Tesla Inc.COM$299K
- Class
- COM
- Share
- 0.2%
Advanced Micro Devices Inc.COM$288K
- Class
- COM
- Share
- 0.1%
Corning Inc.COM$283K
- Class
- COM
- Share
- 0.1%
TJX Cos Inc. NewCOM$276K
- Class
- COM
- Share
- 0.1%
Howmet Aerospace Inc.COM$270K
- Class
- COM
- Share
- 0.1%
ASML Hldg NVN Y REGISTRY SHS$265K
- Class
- N Y REGISTRY SHS
- Share
- 0.1%
Cisco Sys Inc.COM$261K
- Class
- COM
- Share
- 0.1%
Walmart Inc.COM$248K
- Class
- COM
- Share
- 0.1%
Vanguard World FDESG US STK ETF$243K
- Class
- ESG US STK ETF
- Share
- 0.1%
Alaska Air Group Inc.COM$241K
- Class
- COM
- Share
- 0.1%
Taiwan Semiconductor ManufacSPONSORED ADS$220K
- Class
- SPONSORED ADS
- Share
- 0.1%
GE AerospaceCOM NEW$211K
- Class
- COM NEW
- Share
- 0.1%
Vanguard World FDINF TECH ETF$206K
- Class
- INF TECH ETF
- Share
- 0.1%
Rum Group Inc.COM CL A$87.9K
- Class
- COM CL A
- Share
- 0.0%
Outdoor Holding COCOM$28.7K
- Class
- COM
- Share
- 0.0%
The share class is shown on a wider screen.
The 48 largest of 48 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2055574
- File number
- 028-24932
- Options
- 0 call, 0 put
- In the 25 largest
- 96.6%
- Prior quarter
- $175M at 31 March 2026
- Positions opened
- 9
- Positions closed
- 2
Common questions
What are Momentous Wealth Management’s 13F holdings worth?
$195 million across 48 positions for the quarter ended 30 June 2026.
What is Momentous Wealth Management’s largest 13F holding?
DIMENSIONAL ETF TRUST (US COR EQU 2 ETF) was the largest position at $50.4 million, or 25.8% of reported 13F value, as of 30 June 2026.
How concentrated is Momentous Wealth Management’s 13F portfolio?
The ten largest positions accounted for 89.9% of reported value and the twenty-five largest for 96.6%, across 48 positions as of 30 June 2026.
Does Form 13F show everything Momentous Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Momentous Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.