Momentous Wealth Management, Inc.
CIK: 0002055574SEC EDGAR →
Portfolio Value
$176.4B
Holdings
46
As of
Q4 2025
New Positions
40
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 1,044,688 | $41.4B | 23.45% |
| 2 | VANGUARD MALVERN FDS | 368,254 | $28.7B | 16.26% |
| 3 | DIMENSIONAL ETF TRUST | 777,518 | $25.4B | 14.43% |
| 4 | DIMENSIONAL ETF TRUST | 444,774 | $18.9B | 10.73% |
| 5 | SCHWAB STRATEGIC TR | 662,494 | $15.9B | 9.03% |
| 6 | DIMENSIONAL ETF TRUST | 173,216 | $9.0B | 5.09% |
| 7 | DIMENSIONAL ETF TRUST | 184,296 | $8.0B | 4.54% |
| 8 | APPLE INC | 12,295 | $3.3B | 1.89% |
| 9 | DIMENSIONAL ETF TRUST | 75,759 | $3.2B | 1.84% |
| 10 | MICROSOFT CORP | 4,581 | $2.2B | 1.26% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 17 | $156.6B | 88.8% |
| Technology | 6 | $8.5B | 4.8% |
| Communication Services | 4 | $3.3B | 1.9% |
| Industrials | 6 | $2.0B | 1.1% |
| Consumer Cyclical | 4 | $1.8B | 1.0% |
| Unknown | 3 | $1.7B | 1.0% |
| Consumer Defensive | 2 | $856.0M | 0.5% |
| Healthcare | 3 | $844.0M | 0.5% |
| Energy | 1 | $683.0M | 0.4% |