Filed: 11/13/2025ACC: 0002055574-25-000006
📋 What this filing means
MOMENTOUS WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 40 equity positions with a total reported market value of $157.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
40
Positions
$157.71M
Total AUM (reported)
3.68M
Total Shares
Allocation by class
US CORE EQUITY 2$32.43M20.6%
CORE BD ETF$25.92M16.4%
WORLD EX US CORE$23.30M14.8%
CORE FIXED INCOM$17.25M10.9%
INTL EQTY ETF$14.59M9.3%
COM$12.68M8.0%
GLOBAL SUSTAINA$8.51M5.4%
Portfolio Concentration
Top 3$81.65M51.8%
4–10$60.24M38.2%
11–25$12.44M7.9%
Rest$3.37M2.1%
Top 3 weight
51.8%
Top 10 weight
90.0%
Voting Authority Distribution
Total shares with voting rights: 3.68M
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
3.68M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole40
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings40
Rows:
DIMENSIONAL ETF TRUST
SOLEShares840.88K
TypeSH
Market value$32.43M
20.57%
Sole
0.00
Shared
0.00
None
840.88K
VANGUARD MALVERN FDS
SOLEShares330.60K
TypeSH
Market value$25.92M
16.44%
Sole
0.00
Shared
0.00
None
330.60K
DIMENSIONAL ETF TRUST
SOLEShares742.39K
TypeSH
Market value$23.30M
14.77%
Sole
0.00
Shared
0.00
None
742.39K
DIMENSIONAL ETF TRUST
SOLEShares403.31K
TypeSH
Market value$17.25M
10.94%
Sole
0.00
Shared
0.00
None
403.31K
SCHWAB STRATEGIC TR
SOLEShares626.87K
TypeSH
Market value$14.59M
9.25%
Sole
0.00
Shared
0.00
None
626.87K
DIMENSIONAL ETF TRUST
SOLEShares159.83K
TypeSH
Market value$8.51M
5.40%
Sole
0.00
Shared
0.00
None
159.83K
DIMENSIONAL ETF TRUST
SOLEShares169.21K
TypeSH
Market value$7.19M
4.56%
Sole
0.00
Shared
0.00
None
169.21K
DIMENSIONAL ETF TRUST
SOLEShares201.39K
TypeSH
Market value$6.63M
4.20%
Sole
0.00
Shared
0.00
None
201.39K
DIMENSIONAL ETF TRUST
SOLEShares76.27K
TypeSH
Market value$3.12M
1.98%
Sole
0.00
Shared
0.00
None
76.27K
APPLE INC
SOLEShares11.60K
TypeSH
Market value$2.95M
1.87%
Sole
0.00
Shared
0.00
None
11.60K
MICROSOFT CORP
SOLEShares4.30K
TypeSH
Market value$2.23M
1.41%
Sole
0.00
Shared
0.00
None
4.30K
NVIDIA CORPORATION
SOLEShares9.01K
TypeSH
Market value$1.68M
1.07%
Sole
0.00
Shared
0.00
None
9.01K
META PLATFORMS INC
SOLEShares1.83K
TypeSH
Market value$1.35M
0.85%
Sole
0.00
Shared
0.00
None
1.83K
DIMENSIONAL ETF TRUST
SOLEShares21.25K
TypeSH
Market value$873.4K
0.55%
Sole
0.00
Shared
0.00
None
21.25K
ALPHABET INC
SOLEShares3.43K
TypeSH
Market value$836.4K
0.53%
Sole
0.00
Shared
0.00
None
3.43K
PARKER-HANNIFIN CORP
SOLEShares1.01K
TypeSH
Market value$765.0K
0.49%
Sole
0.00
Shared
0.00
None
1.01K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.00
TypeSH
Market value$754.2K
0.48%
Sole
0.00
Shared
0.00
None
1.00
AMAZON COM INC
SOLEShares3.34K
TypeSH
Market value$734.0K
0.47%
Sole
0.00
Shared
0.00
None
3.34K
COSTCO WHSL CORP NEW
SOLEShares657.00
TypeSH
Market value$607.9K
0.39%
Sole
0.00
Shared
0.00
None
657.00
ALPHABET INC
SOLEShares2.35K
TypeSH
Market value$571.0K
0.36%
Sole
0.00
Shared
0.00
None
2.35K
GENERAL DYNAMICS CORP
SOLEShares1.36K
TypeSH
Market value$464.1K
0.29%
Sole
0.00
Shared
0.00
None
1.36K
JPMORGAN CHASE & CO.
SOLEShares1.31K
TypeSH
Market value$412.6K
0.26%
Sole
0.00
Shared
0.00
None
1.31K
VISA INC
SOLEShares1.17K
TypeSH
Market value$399.8K
0.25%
Sole
0.00
Shared
0.00
None
1.17K
BROADCOM INC
SOLEShares1.20K
TypeSH
Market value$396.6K
0.25%
Sole
0.00
Shared
0.00
None
1.20K
BERKSHIRE HATHAWAY INC DEL
SOLEShares737.00
TypeSH
Market value$370.5K
0.23%
Sole
0.00
Shared
0.00
None
737.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 840.88K | SH | $32.43M 20.57% | 0.00 | 0.00 | 840.88K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 330.60K | SH | $25.92M 16.44% | 0.00 | 0.00 | 330.60K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 742.39K | SH | $23.30M 14.77% | 0.00 | 0.00 | 742.39K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 403.31K | SH | $17.25M 10.94% | 0.00 | 0.00 | 403.31K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 626.87K | SH | $14.59M 9.25% | 0.00 | 0.00 | 626.87K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL SUSTAINA | 159.83K | SH | $8.51M 5.40% | 0.00 | 0.00 | 159.83K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 169.21K | SH | $7.19M 4.56% | 0.00 | 0.00 | 169.21K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 201.39K | SH | $6.63M 4.20% | 0.00 | 0.00 | 201.39K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 76.27K | SH | $3.12M 1.98% | 0.00 | 0.00 | 76.27K |
APPLE INCSOLE | COM | 11.60K | SH | $2.95M 1.87% | 0.00 | 0.00 | 11.60K |
MICROSOFT CORPSOLE | COM | 4.30K | SH | $2.23M 1.41% | 0.00 | 0.00 | 4.30K |
NVIDIA CORPORATIONSOLE | COM | 9.01K | SH | $1.68M 1.07% | 0.00 | 0.00 | 9.01K |
META PLATFORMS INCSOLE | CL A | 1.83K | SH | $1.35M 0.85% | 0.00 | 0.00 | 1.83K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MARKETS | 21.25K | SH | $873.4K 0.55% | 0.00 | 0.00 | 21.25K |
ALPHABET INCSOLE | CAP STK CL C | 3.43K | SH | $836.4K 0.53% | 0.00 | 0.00 | 3.43K |
PARKER-HANNIFIN CORPSOLE | COM | 1.01K | SH | $765.0K 0.49% | 0.00 | 0.00 | 1.01K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 1.00 | SH | $754.2K 0.48% | 0.00 | 0.00 | 1.00 |
AMAZON COM INCSOLE | COM | 3.34K | SH | $734.0K 0.47% | 0.00 | 0.00 | 3.34K |
COSTCO WHSL CORP NEWSOLE | COM | 657.00 | SH | $607.9K 0.39% | 0.00 | 0.00 | 657.00 |
ALPHABET INCSOLE | CAP STK CL A | 2.35K | SH | $571.0K 0.36% | 0.00 | 0.00 | 2.35K |
GENERAL DYNAMICS CORPSOLE | COM | 1.36K | SH | $464.1K 0.29% | 0.00 | 0.00 | 1.36K |
JPMORGAN CHASE & CO.SOLE | COM | 1.31K | SH | $412.6K 0.26% | 0.00 | 0.00 | 1.31K |
VISA INCSOLE | COM CL A | 1.17K | SH | $399.8K 0.25% | 0.00 | 0.00 | 1.17K |
BROADCOM INCSOLE | COM | 1.20K | SH | $396.6K 0.25% | 0.00 | 0.00 | 1.20K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 737.00 | SH | $370.5K 0.23% | 0.00 | 0.00 | 737.00 |
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