Q1 2025 · 13F-HR
Momentous Wealth Management, Inc.holdings as filed
Filed 2025-05-08 · accession 0002055574-25-000002
$141.3M
Reported value
49
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 25434V708 | DFAC | DIMENSIONAL ETF TRUST | $26.6M | 18.8% | 806,724 | Common | NONE |
| 922020748 | VCRB | VANGUARD MALVERN FDS | $23.4M | 16.5% | 301,858 | Common | NONE |
| 25434V880 | DFAX | DIMENSIONAL ETF TRUST | $19.0M | 13.4% | 723,859 | Common | NONE |
| 25434V872 | DFCF | DIMENSIONAL ETF TRUST | $15.5M | 11.0% | 369,273 | Common | NONE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $12.8M | 9.04% | 645,396 | Common | NONE |
| 25434V674 | DFSB | DIMENSIONAL ETF TRUST | $7.5M | 5.32% | 146,053 | Common | NONE |
| 25434V666 | DFLV | DIMENSIONAL ETF TRUST | $5.9M | 4.15% | 191,579 | Common | NONE |
| 25434V716 | DFSU | DIMENSIONAL ETF TRUST | $5.3M | 3.79% | 149,380 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $2.9M | 2.03% | 12,895 | Common | NONE |
| 25434V690 | DFSI | DIMENSIONAL ETF TRUST | $2.5M | 1.74% | 70,628 | Common | NONE |
| 701094104 | PH | PARKER-HANNIFIN CORP | $2.4M | 1.73% | 4,030 | Common | NONE |
| 126600105 | CVBF | CVB FINL CORP | $2.2M | 1.54% | 117,495 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $1.7M | 1.24% | 4,660 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $1.3M | 0.90% | 11,776 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $817,510 | 0.58% | 1,535 | Common | NONE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $798,442 | 0.57% | 1 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $773,436 | 0.55% | 818 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $767,455 | 0.54% | 6,453 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $716,941 | 0.51% | 3,768 | Common | NONE |
| 25434V682 | DFSE | DIMENSIONAL ETF TRUST | $675,464 | 0.48% | 20,055 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $647,252 | 0.46% | 1,123 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $573,208 | 0.41% | 3,669 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $462,838 | 0.33% | 2,993 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $437,615 | 0.31% | 1,784 | Common | NONE |
| 92826C839 | V | VISA INC | $410,389 | 0.29% | 1,171 | Common | NONE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $371,254 | 0.26% | 1,362 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $352,197 | 0.25% | 961 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $293,369 | 0.21% | 1,132 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $286,072 | 0.20% | 1,066 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $280,376 | 0.20% | 1,338 | Common | NONE |
| 921910733 | ESGV | VANGUARD WORLD FD | $276,912 | 0.20% | 2,827 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $269,501 | 0.19% | 289 | Common | NONE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $269,477 | 0.19% | 882 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $252,574 | 0.18% | 1,523 | Common | NONE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $242,451 | 0.17% | 3,301 | Common | NONE |
| 78463V107 | GLD | SPDR GOLD TR | $239,732 | 0.17% | 832 | Common | NONE |
| 92206C599 | VTHR | VANGUARD SCOTTSDALE FDS | $232,695 | 0.16% | 943 | Common | NONE |
| 931142103 | WMT | WALMART INC | $232,292 | 0.16% | 2,646 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $224,656 | 0.16% | 272 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $221,845 | 0.16% | 1,325 | Common | NONE |
| 872540109 | TJX | TJX COS INC NEW | $218,660 | 0.15% | 1,795 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $215,411 | 0.15% | 393 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $211,537 | 0.15% | 1,241 | Common | NONE |
| 25434V104 | DFAU | DIMENSIONAL ETF TRUST | $209,182 | 0.15% | 5,442 | Common | NONE |
| 78137L105 | RUM | RUMBLE INC | $99,022 | 0.07% | 14,006 | Common | NONE |
| 05964H105 | SAN | BANCO SANTANDER S.A. | $89,231 | 0.06% | 13,318 | Common | NONE |
| 00091E109 | ABSI | ABSCI CORPORATION | $81,964 | 0.06% | 32,655 | Common | NONE |
| 879382208 | TELFY | TELEFONICA S A | $49,727 | 0.04% | 10,671 | Common | NONE |
| 00175J107 | POWW | AMMO INC | $17,388 | 0.01% | 12,600 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.