Filed: 2/17/2026ACC: 0002055574-26-000003
📋 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 $176.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
46
Positions
$176.37M
Total AUM (reported)
4.01M
Total Shares
Allocation by class
US CORE EQUITY 2$41.36M23.4%
CORE BD ETF$28.69M16.3%
WORLD EX US CORE$25.45M14.4%
CORE FIXED INCOM$18.93M10.7%
COM$17.63M10.0%
INTL EQTY ETF$15.93M9.0%
GLOBAL SUSTAINA$8.97M5.1%
Portfolio Concentration
Top 3$95.49M54.1%
4–10$60.64M34.4%
11–25$14.62M8.3%
Rest$5.62M3.2%
Top 3 weight
54.1%
Top 10 weight
88.5%
Voting Authority Distribution
Total shares with voting rights: 4.01M
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
4.01M
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
SOLEShares1.04M
TypeSH
Market value$41.36M
23.45%
Sole
0.00
Shared
0.00
None
1.04M
VANGUARD MALVERN FDS
SOLEShares368.25K
TypeSH
Market value$28.69M
16.26%
Sole
0.00
Shared
0.00
None
368.25K
DIMENSIONAL ETF TRUST
SOLEShares777.52K
TypeSH
Market value$25.45M
14.43%
Sole
0.00
Shared
0.00
None
777.52K
DIMENSIONAL ETF TRUST
SOLEShares444.77K
TypeSH
Market value$18.93M
10.73%
Sole
0.00
Shared
0.00
None
444.77K
SCHWAB STRATEGIC TR
SOLEShares662.49K
TypeSH
Market value$15.93M
9.03%
Sole
0.00
Shared
0.00
None
662.49K
DIMENSIONAL ETF TRUST
SOLEShares173.22K
TypeSH
Market value$8.97M
5.09%
Sole
0.00
Shared
0.00
None
173.22K
DIMENSIONAL ETF TRUST
SOLEShares184.30K
TypeSH
Market value$8.00M
4.54%
Sole
0.00
Shared
0.00
None
184.30K
APPLE INC
SOLEShares12.29K
TypeSH
Market value$3.34M
1.90%
Sole
0.00
Shared
0.00
None
12.29K
DIMENSIONAL ETF TRUST
SOLEShares75.76K
TypeSH
Market value$3.25M
1.84%
Sole
0.00
Shared
0.00
None
75.76K
MICROSOFT CORP
SOLEShares4.58K
TypeSH
Market value$2.22M
1.26%
Sole
0.00
Shared
0.00
None
4.58K
CVB FINL CORP
SOLEShares117.45K
TypeSH
Market value$2.18M
1.24%
Sole
0.00
Shared
0.00
None
117.45K
NVIDIA CORPORATION
SOLEShares11.36K
TypeSH
Market value$2.12M
1.20%
Sole
0.00
Shared
0.00
None
11.36K
ALPHABET INC
SOLEShares3.63K
TypeSH
Market value$1.14M
0.65%
Sole
0.00
Shared
0.00
None
3.63K
META PLATFORMS INC
SOLEShares1.56K
TypeSH
Market value$1.03M
0.58%
Sole
0.00
Shared
0.00
None
1.56K
ALPHABET INC
SOLEShares3K
TypeSH
Market value$937.7K
0.53%
Sole
0.00
Shared
0.00
None
3K
AMAZON COM INC
SOLEShares3.86K
TypeSH
Market value$891.5K
0.51%
Sole
0.00
Shared
0.00
None
3.86K
PARKER-HANNIFIN CORP
SOLEShares1K
TypeSH
Market value$880.7K
0.50%
Sole
0.00
Shared
0.00
None
1K
DIMENSIONAL ETF TRUST
SOLEShares21.06K
TypeSH
Market value$873.4K
0.50%
Sole
0.00
Shared
0.00
None
21.06K
DIMENSIONAL ETF TRUST
SOLEShares25.12K
TypeSH
Market value$859.3K
0.49%
Sole
0.00
Shared
0.00
None
25.12K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.00
TypeSH
Market value$754.8K
0.43%
Sole
0.00
Shared
0.00
None
1.00
EXXON MOBIL CORP
SOLEShares5.68K
TypeSH
Market value$683.5K
0.39%
Sole
0.00
Shared
0.00
None
5.68K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.32K
TypeSH
Market value$664.0K
0.38%
Sole
0.00
Shared
0.00
None
1.32K
COSTCO WHSL CORP NEW
SOLEShares676.00
TypeSH
Market value$582.7K
0.33%
Sole
0.00
Shared
0.00
None
676.00
JPMORGAN CHASE & CO.
SOLEShares1.77K
TypeSH
Market value$569.4K
0.32%
Sole
0.00
Shared
0.00
None
1.77K
GENERAL DYNAMICS CORP
SOLEShares1.36K
TypeSH
Market value$456.5K
0.26%
Sole
0.00
Shared
0.00
None
1.36K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.04M | SH | $41.36M 23.45% | 0.00 | 0.00 | 1.04M |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 368.25K | SH | $28.69M 16.26% | 0.00 | 0.00 | 368.25K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 777.52K | SH | $25.45M 14.43% | 0.00 | 0.00 | 777.52K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 444.77K | SH | $18.93M 10.73% | 0.00 | 0.00 | 444.77K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 662.49K | SH | $15.93M 9.03% | 0.00 | 0.00 | 662.49K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL SUSTAINA | 173.22K | SH | $8.97M 5.09% | 0.00 | 0.00 | 173.22K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 184.30K | SH | $8.00M 4.54% | 0.00 | 0.00 | 184.30K |
APPLE INCSOLE | COM | 12.29K | SH | $3.34M 1.90% | 0.00 | 0.00 | 12.29K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 75.76K | SH | $3.25M 1.84% | 0.00 | 0.00 | 75.76K |
MICROSOFT CORPSOLE | COM | 4.58K | SH | $2.22M 1.26% | 0.00 | 0.00 | 4.58K |
CVB FINL CORPSOLE | COM | 117.45K | SH | $2.18M 1.24% | 0.00 | 0.00 | 117.45K |
NVIDIA CORPORATIONSOLE | COM | 11.36K | SH | $2.12M 1.20% | 0.00 | 0.00 | 11.36K |
ALPHABET INCSOLE | CAP STK CL C | 3.63K | SH | $1.14M 0.65% | 0.00 | 0.00 | 3.63K |
META PLATFORMS INCSOLE | CL A | 1.56K | SH | $1.03M 0.58% | 0.00 | 0.00 | 1.56K |
ALPHABET INCSOLE | CAP STK CL A | 3K | SH | $937.7K 0.53% | 0.00 | 0.00 | 3K |
AMAZON COM INCSOLE | COM | 3.86K | SH | $891.5K 0.51% | 0.00 | 0.00 | 3.86K |
PARKER-HANNIFIN CORPSOLE | COM | 1K | SH | $880.7K 0.50% | 0.00 | 0.00 | 1K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MARKETS | 21.06K | SH | $873.4K 0.50% | 0.00 | 0.00 | 21.06K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 25.12K | SH | $859.3K 0.49% | 0.00 | 0.00 | 25.12K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 1.00 | SH | $754.8K 0.43% | 0.00 | 0.00 | 1.00 |
EXXON MOBIL CORPSOLE | COM | 5.68K | SH | $683.5K 0.39% | 0.00 | 0.00 | 5.68K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.32K | SH | $664.0K 0.38% | 0.00 | 0.00 | 1.32K |
COSTCO WHSL CORP NEWSOLE | COM | 676.00 | SH | $582.7K 0.33% | 0.00 | 0.00 | 676.00 |
JPMORGAN CHASE & CO.SOLE | COM | 1.77K | SH | $569.4K 0.32% | 0.00 | 0.00 | 1.77K |
GENERAL DYNAMICS CORPSOLE | COM | 1.36K | SH | $456.5K 0.26% | 0.00 | 0.00 | 1.36K |
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