Filed: 5/11/2026ACC: 0002073679-26-000051
📋 What this filing means
MOMENTOUS WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 41 equity positions with a total reported market value of $175.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
41
Positions
$175.00M
Total AUM (reported)
3.99M
Total Shares
Allocation by class
US CORE EQUITY 2$42.27M24.2%
CORE BD ETF$29.41M16.8%
WORLD EX US CORE$24.74M14.1%
CORE FIXED INCOM$19.18M11.0%
COM$16.34M9.3%
INTL EQTY ETF$15.45M8.8%
GLOBAL SUSTAINA$9.53M5.4%
Portfolio Concentration
Top 3$96.42M55.1%
4–10$60.57M34.6%
11–25$13.94M8.0%
Rest$4.08M2.3%
Top 3 weight
55.1%
Top 10 weight
89.7%
Voting Authority Distribution
Total shares with voting rights: 3.99M
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
3.99M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole41
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings41
Rows:
DIMENSIONAL ETF TRUST
SOLEShares1.09M
TypeSH
Market value$42.27M
24.15%
Sole
0.00
Shared
0.00
None
1.09M
VANGUARD MALVERN FDS
SOLEShares380.07K
TypeSH
Market value$29.41M
16.81%
Sole
0.00
Shared
0.00
None
380.07K
DIMENSIONAL ETF TRUST
SOLEShares728.29K
TypeSH
Market value$24.74M
14.14%
Sole
0.00
Shared
0.00
None
728.29K
DIMENSIONAL ETF TRUST
SOLEShares454.37K
TypeSH
Market value$19.18M
10.96%
Sole
0.00
Shared
0.00
None
454.37K
SCHWAB STRATEGIC TR
SOLEShares624.35K
TypeSH
Market value$15.45M
8.83%
Sole
0.00
Shared
0.00
None
624.35K
DIMENSIONAL ETF TRUST
SOLEShares184.15K
TypeSH
Market value$9.53M
5.44%
Sole
0.00
Shared
0.00
None
184.15K
DIMENSIONAL ETF TRUST
SOLEShares194.06K
TypeSH
Market value$7.97M
4.56%
Sole
0.00
Shared
0.00
None
194.06K
DIMENSIONAL ETF TRUST
SOLEShares74.68K
TypeSH
Market value$3.17M
1.81%
Sole
0.00
Shared
0.00
None
74.68K
APPLE INC
SOLEShares11.78K
TypeSH
Market value$2.99M
1.71%
Sole
0.00
Shared
0.00
None
11.78K
CVB FINL CORP
SOLEShares117.45K
TypeSH
Market value$2.28M
1.30%
Sole
0.00
Shared
0.00
None
117.45K
NVIDIA CORPORATION
SOLEShares12.07K
TypeSH
Market value$2.11M
1.20%
Sole
0.00
Shared
0.00
None
12.07K
MICROSOFT CORP
SOLEShares4.50K
TypeSH
Market value$1.66M
0.95%
Sole
0.00
Shared
0.00
None
4.50K
ALPHABET INC
SOLEShares3.60K
TypeSH
Market value$1.03M
0.59%
Sole
0.00
Shared
0.00
None
3.60K
EXXON MOBIL CORP
SOLEShares5.75K
TypeSH
Market value$975.4K
0.56%
Sole
0.00
Shared
0.00
None
5.75K
PARKER-HANNIFIN CORP
SOLEShares1.05K
TypeSH
Market value$943.6K
0.54%
Sole
0.00
Shared
0.00
None
1.05K
ALPHABET INC
SOLEShares3.19K
TypeSH
Market value$917.1K
0.52%
Sole
0.00
Shared
0.00
None
3.19K
META PLATFORMS INC
SOLEShares1.53K
TypeSH
Market value$875.4K
0.50%
Sole
0.00
Shared
0.00
None
1.53K
DIMENSIONAL ETF TRUST
SOLEShares20.21K
TypeSH
Market value$856.1K
0.49%
Sole
0.00
Shared
0.00
None
20.21K
AMAZON COM INC
SOLEShares4.08K
TypeSH
Market value$850.0K
0.49%
Sole
0.00
Shared
0.00
None
4.08K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.00
TypeSH
Market value$718.1K
0.41%
Sole
0.00
Shared
0.00
None
1.00
DIMENSIONAL ETF TRUST
SOLEShares19.81K
TypeSH
Market value$707.3K
0.40%
Sole
0.00
Shared
0.00
None
19.81K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.43K
TypeSH
Market value$682.9K
0.39%
Sole
0.00
Shared
0.00
None
1.43K
COSTCO WHOLESALE CORPORATION
SOLEShares671.00
TypeSH
Market value$668.4K
0.38%
Sole
0.00
Shared
0.00
None
671.00
JPMORGAN CHASE & CO
SOLEShares1.66K
TypeSH
Market value$487.4K
0.28%
Sole
0.00
Shared
0.00
None
1.66K
GENERAL DYNAMICS CORP
SOLEShares1.32K
TypeSH
Market value$452.4K
0.26%
Sole
0.00
Shared
0.00
None
1.32K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.09M | SH | $42.27M 24.15% | 0.00 | 0.00 | 1.09M |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 380.07K | SH | $29.41M 16.81% | 0.00 | 0.00 | 380.07K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 728.29K | SH | $24.74M 14.14% | 0.00 | 0.00 | 728.29K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 454.37K | SH | $19.18M 10.96% | 0.00 | 0.00 | 454.37K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 624.35K | SH | $15.45M 8.83% | 0.00 | 0.00 | 624.35K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL SUSTAINA | 184.15K | SH | $9.53M 5.44% | 0.00 | 0.00 | 184.15K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 194.06K | SH | $7.97M 4.56% | 0.00 | 0.00 | 194.06K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 74.68K | SH | $3.17M 1.81% | 0.00 | 0.00 | 74.68K |
APPLE INCSOLE | COM | 11.78K | SH | $2.99M 1.71% | 0.00 | 0.00 | 11.78K |
CVB FINL CORPSOLE | COM | 117.45K | SH | $2.28M 1.30% | 0.00 | 0.00 | 117.45K |
NVIDIA CORPORATIONSOLE | COM | 12.07K | SH | $2.11M 1.20% | 0.00 | 0.00 | 12.07K |
MICROSOFT CORPSOLE | COM | 4.50K | SH | $1.66M 0.95% | 0.00 | 0.00 | 4.50K |
ALPHABET INCSOLE | CAP STK CL C | 3.60K | SH | $1.03M 0.59% | 0.00 | 0.00 | 3.60K |
EXXON MOBIL CORPSOLE | COM | 5.75K | SH | $975.4K 0.56% | 0.00 | 0.00 | 5.75K |
PARKER-HANNIFIN CORPSOLE | COM | 1.05K | SH | $943.6K 0.54% | 0.00 | 0.00 | 1.05K |
ALPHABET INCSOLE | CAP STK CL A | 3.19K | SH | $917.1K 0.52% | 0.00 | 0.00 | 3.19K |
META PLATFORMS INCSOLE | CL A | 1.53K | SH | $875.4K 0.50% | 0.00 | 0.00 | 1.53K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MARKETS | 20.21K | SH | $856.1K 0.49% | 0.00 | 0.00 | 20.21K |
AMAZON COM INCSOLE | COM | 4.08K | SH | $850.0K 0.49% | 0.00 | 0.00 | 4.08K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 1.00 | SH | $718.1K 0.41% | 0.00 | 0.00 | 1.00 |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 19.81K | SH | $707.3K 0.40% | 0.00 | 0.00 | 19.81K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.43K | SH | $682.9K 0.39% | 0.00 | 0.00 | 1.43K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 671.00 | SH | $668.4K 0.38% | 0.00 | 0.00 | 671.00 |
JPMORGAN CHASE & COSOLE | COM | 1.66K | SH | $487.4K 0.28% | 0.00 | 0.00 | 1.66K |
GENERAL DYNAMICS CORPSOLE | COM | 1.32K | SH | $452.4K 0.26% | 0.00 | 0.00 | 1.32K |
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