Skip to content
Disclosery

13F-HR filed by Momentous Wealth Management, Inc.

Momentous Wealth Management, Inc. filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-13, with 40 holding rows worth $157,706,967.

Accession
0002055574-25-000006
Filer
CIK 2055574
Filed
2025-11-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 40 entries on the cover page, a total value of $157,706,967 stated on the cover page (in dollars after the unit check, H1), rows summing to $157,706,967 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 filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 2840,885$32,432,946dollars as filed
Vanguard Core Bond ETF922020748SHS330,596$25,921,995dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE742,395$23,296,352dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF403,308$17,245,441dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF626,873$14,593,601dollars as filed
DIMENSIONAL ETF TRUST25434V674GLOBAL SUSTAINA159,833$8,514,322dollars as filed
DIMENSIONAL ETF TRUST25434V716US SUSTAINABILTY169,212$7,186,883dollars as filed
Dimensional US Large Cap Value ETF25434V666SHS201,388$6,625,665dollars as filed
DIMENSIONAL ETF TRUST25434V690INTERNATIONAL76,265$3,123,048dollars as filed
Apple Inc037833100COM11,600$2,953,762dollars as filed
Microsoft Corp594918104COM4,299$2,226,564dollars as filed
NVIDIA Corp67066G104COM9,008$1,680,713dollars as filed
META PLATFORMS INC CL A30303M102COM1,833$1,346,119dollars as filed
DIMENSIONAL ETF TRUST25434V682EMER MARK SU ETF21,255$873,383dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM3,434$836,351dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock1,009$764,973dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A1$754,200dollars as filed
Amazon.com, Inc023135106COM3,343$734,023dollars as filed
Costco Wholesale Corporation22160K105COM657$607,931dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,349$571,042dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock1,361$464,101dollars as filed
JPMorgan Chase & Co46625H100COM1,308$412,582dollars as filed
Visa Inc92826C839COM1,171$399,756dollars as filed
Broadcom Inc.11135F101COM1,202$396,552dollars as filed
Berkshire Hathaway Inc084670702COM737$370,519dollars as filed
EXXON MOBIL CORP30231G102COM2,909$327,990dollars as filed
Tesla Motors, Inc88160R101COM705$313,528dollars as filed
AbbVie,Inc.00287Y109COM1,351$312,853dollars as filed
Netflix, Inc64110L106COM242$290,139dollars as filed
VANGUARD SCOTTSDALE FDS92206C599VNG RUS3000IDX943$277,543dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS2,274$269,377dollars as filed
TJX Companies Inc872540109COM1,803$260,640dollars as filed
Walmart Inc.931142103COM2,412$248,581dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT5,124$234,457dollars as filed
ALASKA AIR GROUP INC COM011659109Stock4,614$229,685dollars as filed
Salesforce.com, Inc79466L302COM960$227,520dollars as filed
Home Depot, Inc437076102COM523$211,914dollars as filed
RUM GROUP INC COM CL A78137L105Stock13,867$100,397dollars as filed
TELEFONICA S A SPONSORED ADR879382208ADR10,014$50,871dollars as filed
OUTDOOR HOLDING CO00175J107COMMON STOCK12,600$18,648dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002055574-25-000006this filing2025-11-13acceptance time not in the bulk data set