§ 13F · FUND PROFILE
Momentous Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $154.8T (13F)Positions · 46Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.04M | $41.4T | 23.4% | +24% |
| 2 | VCRB | VANGUARD MALVERN FDS | 368K | $28.7T | 16.3% | +11% |
| 3 | DFAX | DIMENSIONAL ETF TRUST | 778K | $25.4T | 14.4% | +5% |
| 4 | DFCF | DIMENSIONAL ETF TRUST | 445K | $18.9T | 10.7% | +10% |
| 5 | SCHF | SCHWAB STRATEGIC TR | 662K | $15.9T | 9.0% | +6% |
| 6 | DFSB | DIMENSIONAL ETF TRUST | 173K | $9.0T | 5.1% | +8% |
| 7 | DFSU | DIMENSIONAL ETF TRUST | 184K | $8.0T | 4.5% | +9% |
| 8 | AAPL | APPLE INC | 12K | $3.3T | 1.9% | +6% |
| 9 | DFSI | DIMENSIONAL ETF TRUST | 76K | $3.2T | 1.8% | −1% |
| 10 | MSFT | MICROSOFT CORP | 5K | $2.2T | 1.3% | +7% |
§ 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 $154757.0 trillion in assets. The fund runs a portfolio of 46 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed