Momentous Wealth Management, Inc.
CIK 2055574 · Holdings on Jun 30, 2026 · First reported Aug 11, 2026
Top ten holdings
Q2 2026- DFAC25.84%
- VCRB15.95%
- DFAX14.13%
- DFCF10.57%
- SCHF9.10%
- DFSB5.06%
- DFSU4.64%
- AAPL1.77%
- DFSI1.73%
- NVDA1.07%
Share classes counted separately89.86%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFACWeight increased · +1.69 pp24.15% → 25.84%Shares +49.02K (+4.51%)
- VCRBWeight decreased · -0.86 pp16.81% → 15.95%Shares +22.88K (+6.02%)
- DFCFWeight decreased · -0.39 pp10.96% → 10.57%Shares +34.49K (+7.59%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US COR EQU 2 ETF View history and evidence | $50.42M | 25.84% | 1.14M shares | 24.15% → 25.84%+1.69 pp +49.02K (+4.51%) | Added | ↗▾ |
| 02 | VCRBVANGUARD CORE BOND ETFCORE BD ETF View history and evidence | $31.12M | 15.95% | 402.95K shares | 16.81% → 15.95%-0.86 pp +22.88K (+6.02%) | Added | ↗▾ |
| 03 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $27.57M | 14.13% | 748.42K shares | 14.14% → 14.13%-0.01 pp +20.13K (+2.76%) | Added | ↗▾ |
| 04 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXE IN ETF View history and evidence | $20.63M | 10.57% | 488.86K shares | 10.96% → 10.57%-0.39 pp +34.49K (+7.59%) | Added | ↗▾ |
| 05 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $17.76M | 9.10% | 641.18K shares | 8.83% → 9.10%+0.27 pp +16.83K (+2.70%) | Added | ↗▾ |
| 06 | DFSBDIM GLB SUSTAIN FIX INC ETFGLOBAL SUSTAINA View history and evidence | $9.87M | 5.06% | 189.46K shares | 5.44% → 5.06%-0.38 pp +5.31K (+2.88%) | Added | ↗▾ |
| 07 | DFSUDIMENSIONAL US SUS CORE1 ETFUS SUSTAINABILTY View history and evidence | $9.06M | 4.64% | 194.32K shares | 4.56% → 4.64%+0.08 pp +256 (+0.13%) | Added | ↗▾ |
| 08 | AAPLAPPLE INC View history and evidence | $3.45M | 1.77% | 11.93K shares | 1.71% → 1.77%+0.06 pp +151 (+1.28%) | Added | ↗▾ |
| 09 | DFSIDIMENSIONAL INT SUS COR1 ETFINTERNATIONAL View history and evidence | $3.38M | 1.73% | 74.97K shares | 1.81% → 1.73%-0.08 pp +291 (+0.39%) | Added | ↗▾ |
| 10 | NVDANVIDIA CORP View history and evidence | $2.08M | 1.07% | 10.39K shares | 1.20% → 1.07%-0.13 pp -1.68K (-13.94%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CVBF CVB FINANCIAL CORP | Non-derivative | -117,455 | -$2.28M | SEC filing ↗ | SEC filing ↗ |
| NFLX NETFLIX INC | Non-derivative | -2,575 | -$247.59K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2055574 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-11
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 195130223
}Research all 48 reported holdings.
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