§ 13F · FUND PROFILE
Momentous Wealth Management, Inc..
AUM · $195M (13F)Positions · 48Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.14M | $50M | 25.8% | +5% |
| 2 | VCRB | VANGUARD MALVERN FDS | 403K | $31M | 15.9% | +6% |
| 3 | DFAX | DIMENSIONAL ETF TRUST | 748K | $28M | 14.1% | +3% |
| 4 | DFCF | DIMENSIONAL ETF TRUST | 489K | $21M | 10.6% | +8% |
| 5 | SCHF | SCHWAB STRATEGIC TR | 641K | $18M | 9.1% | +3% |
| 6 | DFSB | DIMENSIONAL ETF TRUST | 189K | $10M | 5.1% | +3% |
| 7 | DFSU | DIMENSIONAL ETF TRUST | 194K | $9M | 4.6% | ±0% |
| 8 | AAPL | APPLE INC | 12K | $3M | 1.8% | +1% |
| 9 | DFSI | DIMENSIONAL ETF TRUST | 75K | $3M | 1.7% | ±0% |
| 10 | NVDA | NVIDIA CORPORATION | 10K | $2M | 1.1% | −14% |
§ 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 $195 million in assets. The fund runs a portfolio of 48 positions.
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