Filed: 8/13/2025ACC: 0002055574-25-000003
📋 What this filing means
MOMENTOUS WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 46 equity positions with a total reported market value of $154.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
46
Positions
$154.76M
Total AUM (reported)
3.85M
Total Shares
Allocation by class
US CORE EQUITY 2$30.11M19.5%
CORE BD ETF$25.44M16.4%
WORLD EX US CORE$21.99M14.2%
CORE FIXED INCOM$16.93M10.9%
COM$15.93M10.3%
INTL EQTY ETF$14.15M9.1%
GLOBAL SUSTAINA$8.26M5.3%
Portfolio Concentration
Top 3$77.54M50.1%
4–10$57.87M37.4%
11–25$14.41M9.3%
Rest$4.93M3.2%
Top 3 weight
50.1%
Top 10 weight
87.5%
Voting Authority Distribution
Total shares with voting rights: 3.85M
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
3.85M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole46
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings46
Rows:
DIMENSIONAL ETF TRUST
SOLEShares840.21K
TypeSH
Market value$30.11M
19.46%
Sole
0.00
Shared
0.00
None
840.21K
VANGUARD MALVERN FDS
SOLEShares327.88K
TypeSH
Market value$25.44M
16.44%
Sole
0.00
Shared
0.00
None
327.88K
DIMENSIONAL ETF TRUST
SOLEShares748.69K
TypeSH
Market value$21.99M
14.21%
Sole
0.00
Shared
0.00
None
748.69K
DIMENSIONAL ETF TRUST
SOLEShares400.56K
TypeSH
Market value$16.93M
10.94%
Sole
0.00
Shared
0.00
None
400.56K
SCHWAB STRATEGIC TR
SOLEShares640.32K
TypeSH
Market value$14.15M
9.14%
Sole
0.00
Shared
0.00
None
640.32K
DIMENSIONAL ETF TRUST
SOLEShares157.57K
TypeSH
Market value$8.26M
5.34%
Sole
0.00
Shared
0.00
None
157.57K
DIMENSIONAL ETF TRUST
SOLEShares168.10K
TypeSH
Market value$6.60M
4.26%
Sole
0.00
Shared
0.00
None
168.10K
DIMENSIONAL ETF TRUST
SOLEShares203.67K
TypeSH
Market value$6.32M
4.08%
Sole
0.00
Shared
0.00
None
203.67K
DIMENSIONAL ETF TRUST
SOLEShares77.36K
TypeSH
Market value$3.05M
1.97%
Sole
0.00
Shared
0.00
None
77.36K
APPLE INC
SOLEShares12.53K
TypeSH
Market value$2.57M
1.66%
Sole
0.00
Shared
0.00
None
12.53K
MICROSOFT CORP
SOLEShares4.77K
TypeSH
Market value$2.37M
1.53%
Sole
0.00
Shared
0.00
None
4.77K
CVB FINL CORP
SOLEShares117.47K
TypeSH
Market value$2.32M
1.50%
Sole
0.00
Shared
0.00
None
117.47K
NVIDIA CORPORATION
SOLEShares11.03K
TypeSH
Market value$1.74M
1.13%
Sole
0.00
Shared
0.00
None
11.03K
DIMENSIONAL ETF TRUST
SOLEShares21.64K
TypeSH
Market value$823.5K
0.53%
Sole
0.00
Shared
0.00
None
21.64K
AMAZON COM INC
SOLEShares3.64K
TypeSH
Market value$798.6K
0.52%
Sole
0.00
Shared
0.00
None
3.64K
META PLATFORMS INC
SOLEShares999.00
TypeSH
Market value$737.4K
0.48%
Sole
0.00
Shared
0.00
None
999.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.00
TypeSH
Market value$728.8K
0.47%
Sole
0.00
Shared
0.00
None
1.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.46K
TypeSH
Market value$710.2K
0.46%
Sole
0.00
Shared
0.00
None
1.46K
PARKER-HANNIFIN CORP
SOLEShares1.02K
TypeSH
Market value$709.6K
0.46%
Sole
0.00
Shared
0.00
None
1.02K
COSTCO WHSL CORP NEW
SOLEShares699.00
TypeSH
Market value$691.7K
0.45%
Sole
0.00
Shared
0.00
None
699.00
EXXON MOBIL CORP
SOLEShares6.27K
TypeSH
Market value$676.1K
0.44%
Sole
0.00
Shared
0.00
None
6.27K
ALPHABET INC
SOLEShares3.57K
TypeSH
Market value$633.6K
0.41%
Sole
0.00
Shared
0.00
None
3.57K
ALPHABET INC
SOLEShares2.99K
TypeSH
Market value$527.1K
0.34%
Sole
0.00
Shared
0.00
None
2.99K
JPMORGAN CHASE & CO.
SOLEShares1.76K
TypeSH
Market value$509.1K
0.33%
Sole
0.00
Shared
0.00
None
1.76K
VISA INC
SOLEShares1.20K
TypeSH
Market value$425.4K
0.27%
Sole
0.00
Shared
0.00
None
1.20K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 840.21K | SH | $30.11M 19.46% | 0.00 | 0.00 | 840.21K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 327.88K | SH | $25.44M 16.44% | 0.00 | 0.00 | 327.88K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 748.69K | SH | $21.99M 14.21% | 0.00 | 0.00 | 748.69K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 400.56K | SH | $16.93M 10.94% | 0.00 | 0.00 | 400.56K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 640.32K | SH | $14.15M 9.14% | 0.00 | 0.00 | 640.32K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL SUSTAINA | 157.57K | SH | $8.26M 5.34% | 0.00 | 0.00 | 157.57K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 168.10K | SH | $6.60M 4.26% | 0.00 | 0.00 | 168.10K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 203.67K | SH | $6.32M 4.08% | 0.00 | 0.00 | 203.67K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 77.36K | SH | $3.05M 1.97% | 0.00 | 0.00 | 77.36K |
APPLE INCSOLE | COM | 12.53K | SH | $2.57M 1.66% | 0.00 | 0.00 | 12.53K |
MICROSOFT CORPSOLE | COM | 4.77K | SH | $2.37M 1.53% | 0.00 | 0.00 | 4.77K |
CVB FINL CORPSOLE | COM | 117.47K | SH | $2.32M 1.50% | 0.00 | 0.00 | 117.47K |
NVIDIA CORPORATIONSOLE | COM | 11.03K | SH | $1.74M 1.13% | 0.00 | 0.00 | 11.03K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MARKETS | 21.64K | SH | $823.5K 0.53% | 0.00 | 0.00 | 21.64K |
AMAZON COM INCSOLE | COM | 3.64K | SH | $798.6K 0.52% | 0.00 | 0.00 | 3.64K |
META PLATFORMS INCSOLE | CL A | 999.00 | SH | $737.4K 0.48% | 0.00 | 0.00 | 999.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 1.00 | SH | $728.8K 0.47% | 0.00 | 0.00 | 1.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.46K | SH | $710.2K 0.46% | 0.00 | 0.00 | 1.46K |
PARKER-HANNIFIN CORPSOLE | COM | 1.02K | SH | $709.6K 0.46% | 0.00 | 0.00 | 1.02K |
COSTCO WHSL CORP NEWSOLE | COM | 699.00 | SH | $691.7K 0.45% | 0.00 | 0.00 | 699.00 |
EXXON MOBIL CORPSOLE | COM | 6.27K | SH | $676.1K 0.44% | 0.00 | 0.00 | 6.27K |
ALPHABET INCSOLE | CAP STK CL C | 3.57K | SH | $633.6K 0.41% | 0.00 | 0.00 | 3.57K |
ALPHABET INCSOLE | CAP STK CL A | 2.99K | SH | $527.1K 0.34% | 0.00 | 0.00 | 2.99K |
JPMORGAN CHASE & CO.SOLE | COM | 1.76K | SH | $509.1K 0.33% | 0.00 | 0.00 | 1.76K |
VISA INCSOLE | COM CL A | 1.20K | SH | $425.4K 0.27% | 0.00 | 0.00 | 1.20K |
Page 1 of 2