§ 13F · FUND PROFILE
Momentous Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $158M (13F)Positions · 40Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$598K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.09M | $42M | 24.2% | +4% |
| 2 | VCRB | VANGUARD MALVERN FDS | 380K | $29M | 16.8% | +3% |
| 3 | DFAX | DIMENSIONAL ETF TRUST | 728K | $25M | 14.1% | −6% |
| 4 | DFCF | DIMENSIONAL ETF TRUST | 454K | $19M | 11.0% | +2% |
| 5 | SCHF | SCHWAB STRATEGIC TR | 624K | $15M | 8.8% | −6% |
| 6 | DFSB | DIMENSIONAL ETF TRUST | 184K | $10M | 5.4% | +6% |
| 7 | DFSU | DIMENSIONAL ETF TRUST | 194K | $8M | 4.6% | +5% |
| 8 | DFSI | DIMENSIONAL ETF TRUST | 75K | $3M | 1.8% | −1% |
| 9 | AAPL | APPLE INC | 12K | $3M | 1.7% | −4% |
| 10 | CVBF | CVB FINL CORP | 117K | $2M | 1.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MOMENTOUS SIGNAL
AC read
Momentous Wealth Management, Inc. is a Other fund managing $158 million in assets. The fund runs a portfolio of 40 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed