Filed: 5/8/2025ACC: 0002055574-25-000002
📋 What this filing means
MOMENTOUS WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 49 equity positions with a total reported market value of $141.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
49
Positions
$141.27M
Total AUM (reported)
3.71M
Total Shares
Allocation by class
US CORE EQUITY 2$26.61M18.8%
CORE BD ETF$23.37M16.5%
WORLD EX US CORE$18.97M13.4%
COM$16.79M11.9%
CORE FIXED INCOM$15.53M11.0%
INTL EQTY ETF$12.77M9.0%
GLOBAL SUSTAINA$7.52M5.3%
Portfolio Concentration
Top 3$68.95M48.8%
4–10$52.35M37.1%
11–25$14.72M10.4%
Rest$5.24M3.7%
Top 3 weight
48.8%
Top 10 weight
85.9%
Voting Authority Distribution
Total shares with voting rights: 3.71M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.71M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole49
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings49
Rows:
DIMENSIONAL ETF TRUST
SOLEShares806.72K
TypeSH
Market value$26.61M
18.84%
Sole
0.00
Shared
0.00
None
806.72K
VANGUARD MALVERN FDS
SOLEShares301.86K
TypeSH
Market value$23.37M
16.55%
Sole
0.00
Shared
0.00
None
301.86K
DIMENSIONAL ETF TRUST
SOLEShares723.86K
TypeSH
Market value$18.97M
13.42%
Sole
0.00
Shared
0.00
None
723.86K
DIMENSIONAL ETF TRUST
SOLEShares369.27K
TypeSH
Market value$15.53M
10.99%
Sole
0.00
Shared
0.00
None
369.27K
SCHWAB STRATEGIC TR
SOLEShares645.40K
TypeSH
Market value$12.77M
9.04%
Sole
0.00
Shared
0.00
None
645.40K
DIMENSIONAL ETF TRUST
SOLEShares146.05K
TypeSH
Market value$7.52M
5.32%
Sole
0.00
Shared
0.00
None
146.05K
DIMENSIONAL ETF TRUST
SOLEShares191.58K
TypeSH
Market value$5.86M
4.15%
Sole
0.00
Shared
0.00
None
191.58K
DIMENSIONAL ETF TRUST
SOLEShares149.38K
TypeSH
Market value$5.35M
3.79%
Sole
0.00
Shared
0.00
None
149.38K
APPLE INC
SOLEShares12.89K
TypeSH
Market value$2.86M
2.03%
Sole
0.00
Shared
0.00
None
12.89K
DIMENSIONAL ETF TRUST
SOLEShares70.63K
TypeSH
Market value$2.46M
1.74%
Sole
0.00
Shared
0.00
None
70.63K
PARKER-HANNIFIN CORP
SOLEShares4.03K
TypeSH
Market value$2.45M
1.73%
Sole
0.00
Shared
0.00
None
4.03K
CVB FINL CORP
SOLEShares117.50K
TypeSH
Market value$2.17M
1.54%
Sole
0.00
Shared
0.00
None
117.50K
MICROSOFT CORP
SOLEShares4.66K
TypeSH
Market value$1.75M
1.24%
Sole
0.00
Shared
0.00
None
4.66K
NVIDIA CORPORATION
SOLEShares11.78K
TypeSH
Market value$1.28M
0.90%
Sole
0.00
Shared
0.00
None
11.78K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.53K
TypeSH
Market value$817.5K
0.58%
Sole
0.00
Shared
0.00
None
1.53K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.00
TypeSH
Market value$798.4K
0.57%
Sole
0.00
Shared
0.00
None
1.00
COSTCO WHSL CORP NEW
SOLEShares818.00
TypeSH
Market value$773.4K
0.55%
Sole
0.00
Shared
0.00
None
818.00
EXXON MOBIL CORP
SOLEShares6.45K
TypeSH
Market value$767.5K
0.54%
Sole
0.00
Shared
0.00
None
6.45K
AMAZON COM INC
SOLEShares3.77K
TypeSH
Market value$716.9K
0.51%
Sole
0.00
Shared
0.00
None
3.77K
DIMENSIONAL ETF TRUST
SOLEShares20.05K
TypeSH
Market value$675.5K
0.48%
Sole
0.00
Shared
0.00
None
20.05K
META PLATFORMS INC
SOLEShares1.12K
TypeSH
Market value$647.3K
0.46%
Sole
0.00
Shared
0.00
None
1.12K
ALPHABET INC
SOLEShares3.67K
TypeSH
Market value$573.2K
0.41%
Sole
0.00
Shared
0.00
None
3.67K
ALPHABET INC
SOLEShares2.99K
TypeSH
Market value$462.8K
0.33%
Sole
0.00
Shared
0.00
None
2.99K
JPMORGAN CHASE & CO.
SOLEShares1.78K
TypeSH
Market value$437.6K
0.31%
Sole
0.00
Shared
0.00
None
1.78K
VISA INC
SOLEShares1.17K
TypeSH
Market value$410.4K
0.29%
Sole
0.00
Shared
0.00
None
1.17K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 806.72K | SH | $26.61M 18.84% | 0.00 | 0.00 | 806.72K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 301.86K | SH | $23.37M 16.55% | 0.00 | 0.00 | 301.86K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 723.86K | SH | $18.97M 13.42% | 0.00 | 0.00 | 723.86K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 369.27K | SH | $15.53M 10.99% | 0.00 | 0.00 | 369.27K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 645.40K | SH | $12.77M 9.04% | 0.00 | 0.00 | 645.40K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL SUSTAINA | 146.05K | SH | $7.52M 5.32% | 0.00 | 0.00 | 146.05K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 191.58K | SH | $5.86M 4.15% | 0.00 | 0.00 | 191.58K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 149.38K | SH | $5.35M 3.79% | 0.00 | 0.00 | 149.38K |
APPLE INCSOLE | COM | 12.89K | SH | $2.86M 2.03% | 0.00 | 0.00 | 12.89K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 70.63K | SH | $2.46M 1.74% | 0.00 | 0.00 | 70.63K |
PARKER-HANNIFIN CORPSOLE | COM | 4.03K | SH | $2.45M 1.73% | 0.00 | 0.00 | 4.03K |
CVB FINL CORPSOLE | COM | 117.50K | SH | $2.17M 1.54% | 0.00 | 0.00 | 117.50K |
MICROSOFT CORPSOLE | COM | 4.66K | SH | $1.75M 1.24% | 0.00 | 0.00 | 4.66K |
NVIDIA CORPORATIONSOLE | COM | 11.78K | SH | $1.28M 0.90% | 0.00 | 0.00 | 11.78K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.53K | SH | $817.5K 0.58% | 0.00 | 0.00 | 1.53K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 1.00 | SH | $798.4K 0.57% | 0.00 | 0.00 | 1.00 |
COSTCO WHSL CORP NEWSOLE | COM | 818.00 | SH | $773.4K 0.55% | 0.00 | 0.00 | 818.00 |
EXXON MOBIL CORPSOLE | COM | 6.45K | SH | $767.5K 0.54% | 0.00 | 0.00 | 6.45K |
AMAZON COM INCSOLE | COM | 3.77K | SH | $716.9K 0.51% | 0.00 | 0.00 | 3.77K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MARKETS | 20.05K | SH | $675.5K 0.48% | 0.00 | 0.00 | 20.05K |
META PLATFORMS INCSOLE | CL A | 1.12K | SH | $647.3K 0.46% | 0.00 | 0.00 | 1.12K |
ALPHABET INCSOLE | CAP STK CL C | 3.67K | SH | $573.2K 0.41% | 0.00 | 0.00 | 3.67K |
ALPHABET INCSOLE | CAP STK CL A | 2.99K | SH | $462.8K 0.33% | 0.00 | 0.00 | 2.99K |
JPMORGAN CHASE & CO.SOLE | COM | 1.78K | SH | $437.6K 0.31% | 0.00 | 0.00 | 1.78K |
VISA INCSOLE | COM CL A | 1.17K | SH | $410.4K 0.29% | 0.00 | 0.00 | 1.17K |
Page 1 of 2