13F-HR filed by Momentous Wealth Management, Inc.
Momentous Wealth Management, Inc. filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-08, with 49 holding rows worth $141,267,828.
- Accession
- 0002055574-25-000002
- Filer
- CIK 2055574
- Filed
- 2025-05-08
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 49 entries on the cover page, a total value of $141,267,828 stated on the cover page (in dollars after the unit check, H1), rows summing to $141,267,828 with VALUE read as dollars as filed, 13F file number 028-24932. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 806,724 | $26,613,813 | dollars as filed | |
| Vanguard Core Bond ETF | 922020748 | SHS | 301,858 | $23,372,869 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 723,859 | $18,965,104 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V872 | CORE FIXE IN ETF | 369,273 | $15,531,637 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 645,396 | $12,765,933 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V674 | GLOBAL SUSTAINA | 146,053 | $7,521,747 | dollars as filed | |
| Dimensional US Large Cap Value ETF | 25434V666 | SHS | 191,579 | $5,856,562 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V716 | US SUSTAINABILTY | 149,380 | $5,349,289 | dollars as filed | |
| Apple Inc | 037833100 | COM | 12,895 | $2,864,462 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V690 | INTERNATIONAL | 70,628 | $2,464,214 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 4,030 | $2,449,636 | dollars as filed | |
| CVB FINL CORP COM | 126600105 | Stock | 117,495 | $2,168,958 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 4,660 | $1,749,243 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 11,776 | $1,276,286 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,535 | $817,510 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 1 | $798,442 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 818 | $773,436 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 6,453 | $767,455 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 3,768 | $716,941 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V682 | EMER MARK SU ETF | 20,055 | $675,464 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,123 | $647,252 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 3,669 | $573,208 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,993 | $462,838 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,784 | $437,615 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,171 | $410,389 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 1,362 | $371,254 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 961 | $352,197 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,132 | $293,369 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 1,066 | $286,072 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,338 | $280,376 | dollars as filed | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 2,827 | $276,912 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 289 | $269,501 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 882 | $269,477 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,523 | $252,574 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 3,301 | $242,451 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 832 | $239,732 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C599 | VNG RUS3000IDX | 943 | $232,695 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,646 | $232,292 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 272 | $224,656 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,325 | $221,845 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 1,795 | $218,660 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 393 | $215,411 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,241 | $211,537 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V104 | US CORE EQT MKT | 5,442 | $209,182 | dollars as filed | |
| RUM GROUP INC COM CL A | 78137L105 | Stock | 14,006 | $99,022 | dollars as filed | |
| BANCO SANTANDER SA ADR | 05964H105 | ADR | 13,318 | $89,231 | dollars as filed | |
| ABSCI CORPORATION | 00091E109 | COM | 32,655 | $81,964 | dollars as filed | |
| TELEFONICA S A SPONSORED ADR | 879382208 | ADR | 10,671 | $49,727 | dollars as filed | |
| OUTDOOR HOLDING CO | 00175J107 | COMMON STOCK | 12,600 | $17,388 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002055574-25-000002 | this filing | 2025-05-08 | acceptance time not in the bulk data set |