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Momentous Wealth Management, Inc.

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13F filer, CIK 2055574, VANCOUVER, WA

Momentous Wealth Management, Inc. reported $195,130,223 across 48 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-11. Its ten largest share positions make up 89.87% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002073679-26-000084

Period
2026-06-30
Reported value
$195M
Holdings
48
Top 10 weight
89.87%
New
9
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFACadded+49,021$2.17M
VCRBadded+22,877$1.77M
DFCFadded+34,491$1.46M
DFAXadded+20,133$742K
MUnew+566$653K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CVBFexited-117,455-$2.28M
NVDAreduced-1,682-$337K
NFLXexited-2,575-$248K
DFLVreduced-3,689-$146K
GOOGLreduced-378-$135K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002073679-26-000084, largest first. % of portfolio is the value over $195,130,223, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 734,630 shares; 2025Q1: 806,724 shares; 2025Q2: 840,212 shares; 2025Q3: 840,885 shares; 2025Q4: 1,044,688 shares; 2026Q1: 1,087,692 shares; 2026Q2: 1,136,713 shares 1,136,713$50.4M25.84%+49,021Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 247,551 shares; 2025Q1: 301,858 shares; 2025Q2: 327,879 shares; 2025Q3: 330,596 shares; 2025Q4: 368,254 shares; 2026Q1: 380,075 shares; 2026Q2: 402,952 shares 402,952$31.1M15.95%+22,877Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 612,299 shares; 2025Q1: 723,859 shares; 2025Q2: 748,690 shares; 2025Q3: 742,395 shares; 2025Q4: 777,518 shares; 2026Q1: 728,287 shares; 2026Q2: 748,420 shares 748,420$27.6M14.13%+20,133Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 305,758 shares; 2025Q1: 369,273 shares; 2025Q2: 400,555 shares; 2025Q3: 403,308 shares; 2025Q4: 444,774 shares; 2026Q1: 454,368 shares; 2026Q2: 488,859 shares 488,859$20.6M10.57%+34,491Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 631,176 shares; 2025Q1: 645,396 shares; 2025Q2: 640,323 shares; 2025Q3: 626,873 shares; 2025Q4: 662,494 shares; 2026Q1: 624,346 shares; 2026Q2: 641,177 shares 641,177$17.8M9.1%+16,831Timeline
DFSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 137,155 shares; 2025Q1: 146,053 shares; 2025Q2: 157,566 shares; 2025Q3: 159,833 shares; 2025Q4: 173,216 shares; 2026Q1: 184,145 shares; 2026Q2: 189,457 shares 189,457$9.87M5.06%+5,312Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 145,345 shares; 2025Q1: 149,380 shares; 2025Q2: 168,099 shares; 2025Q3: 169,212 shares; 2025Q4: 184,296 shares; 2026Q1: 194,063 shares; 2026Q2: 194,319 shares 194,319$9.06M4.64%+256Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,695 shares; 2025Q1: 12,895 shares; 2025Q2: 12,529 shares; 2025Q3: 11,600 shares; 2025Q4: 12,295 shares; 2026Q1: 11,783 shares; 2026Q2: 11,934 shares 11,934$3.45M1.77%+151Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 63,755 shares; 2025Q1: 70,628 shares; 2025Q2: 77,359 shares; 2025Q3: 76,265 shares; 2025Q4: 75,759 shares; 2026Q1: 74,684 shares; 2026Q2: 74,975 shares 74,975$3.38M1.73%+291Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,502 shares; 2025Q1: 11,776 shares; 2025Q2: 11,030 shares; 2025Q3: 9,008 shares; 2025Q4: 11,357 shares; 2026Q1: 12,070 shares; 2026Q2: 10,388 shares 10,388$2.08M1.07%-1,682Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,198 shares; 2025Q1: 4,660 shares; 2025Q2: 4,773 shares; 2025Q3: 4,299 shares; 2025Q4: 4,581 shares; 2026Q1: 4,498 shares; 2026Q2: 4,298 shares 4,298$1.6M0.82%-200Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,718 shares; 2025Q1: 3,669 shares; 2025Q2: 3,572 shares; 2025Q3: 3,434 shares; 2025Q4: 3,627 shares; 2026Q1: 3,599 shares; 2026Q2: 3,807 shares 3,807$1.35M0.69%+208Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,018 shares; 2025Q1: 4,030 shares; 2025Q2: 1,016 shares; 2025Q3: 1,009 shares; 2025Q4: 1,002 shares; 2026Q1: 1,054 shares; 2026Q2: 1,029 shares 1,029$1.01M0.52%-25Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,815 shares; 2025Q1: 2,993 shares; 2025Q2: 2,991 shares; 2025Q3: 2,349 shares; 2025Q4: 2,996 shares; 2026Q1: 3,189 shares; 2026Q2: 2,811 shares 2,811$1M0.51%-378Timeline
DFSEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,170 shares; 2025Q1: 20,055 shares; 2025Q2: 21,636 shares; 2025Q3: 21,255 shares; 2025Q4: 21,057 shares; 2026Q1: 20,206 shares; 2026Q2: 19,979 shares 19,979$977K0.5%-227Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,412 shares; 2025Q1: 3,768 shares; 2025Q2: 3,640 shares; 2025Q3: 3,343 shares; 2025Q4: 3,862 shares; 2026Q1: 4,081 shares; 2026Q2: 3,972 shares 3,972$947K0.49%-109Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,053 shares; 2025Q1: 1,123 shares; 2025Q2: 999 shares; 2025Q3: 1,833 shares; 2025Q4: 1,559 shares; 2026Q1: 1,530 shares; 2026Q2: 1,609 shares 1,609$906K0.46%+79Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,226 shares; 2025Q1: 6,453 shares; 2025Q2: 6,272 shares; 2025Q3: 2,909 shares; 2025Q4: 5,680 shares; 2026Q1: 5,749 shares; 2026Q2: 5,742 shares 5,742$785K0.4%-7Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1$749K0.38%0Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,433 shares; 2026Q2: 17,530 shares 17,530$723K0.37%+8,097Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 571 shares; 2025Q1: 1,535 shares; 2025Q2: 1,462 shares; 2025Q3: 737 shares; 2025Q4: 1,321 shares; 2026Q1: 1,425 shares; 2026Q2: 1,402 shares 1,402$702K0.36%-23Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 566 shares 566$653K0.33%newTimeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 174,905 shares; 2025Q1: 191,579 shares; 2025Q2: 203,671 shares; 2025Q3: 201,388 shares; 2025Q4: 25,119 shares; 2026Q1: 19,807 shares; 2026Q2: 16,118 shares 16,118$637K0.33%-3,689Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 701 shares; 2025Q1: 818 shares; 2025Q2: 699 shares; 2025Q3: 657 shares; 2025Q4: 676 shares; 2026Q1: 671 shares; 2026Q2: 674 shares 674$630K0.32%+3Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,193 shares; 2025Q1: 1,784 shares; 2025Q2: 1,756 shares; 2025Q3: 1,308 shares; 2025Q4: 1,767 shares; 2026Q1: 1,657 shares; 2026Q2: 1,722 shares 1,722$564K0.29%+65Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,197 shares; 2025Q1: 1,325 shares; 2025Q2: 1,233 shares; 2025Q3: 1,202 shares; 2025Q4: 1,224 shares; 2026Q1: 1,263 shares; 2026Q2: 1,329 shares 1,329$502K0.26%+66Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,077 shares; 2026Q2: 1,092 shares 1,092$473K0.24%+15Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,341 shares; 2025Q1: 1,362 shares; 2025Q2: 1,364 shares; 2025Q3: 1,361 shares; 2025Q4: 1,356 shares; 2026Q1: 1,318 shares; 2026Q2: 1,334 shares 1,334$473K0.24%+16Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,523 shares; 2025Q2: 1,419 shares; 2025Q3: not reported; 2025Q4: 1,316 shares; 2026Q1: 1,456 shares; 2026Q2: 1,414 shares 1,414$359K0.18%-42Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 272 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 256 shares; 2026Q2: 291 shares 291$349K0.18%+35Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,135 shares; 2025Q1: 1,171 shares; 2025Q2: 1,198 shares; 2025Q3: 1,171 shares; 2025Q4: 1,168 shares; 2026Q1: 913 shares; 2026Q2: 942 shares 942$323K0.17%+29Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,338 shares; 2025Q2: 1,331 shares; 2025Q3: 1,351 shares; 2025Q4: 1,331 shares; 2026Q1: 1,244 shares; 2026Q2: 1,260 shares 1,260$317K0.16%+16Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 961 shares; 2025Q2: 935 shares; 2025Q3: 523 shares; 2025Q4: 930 shares; 2026Q1: 884 shares; 2026Q2: 891 shares 891$314K0.16%+7Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 639 shares; 2025Q1: 1,132 shares; 2025Q2: 957 shares; 2025Q3: 705 shares; 2025Q4: 807 shares; 2026Q1: 878 shares; 2026Q2: 712 shares 712$299K0.15%-166Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 496 shares 496$288K0.15%newTimeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,108 shares 1,108$283K0.15%newTimeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,781 shares; 2025Q1: 1,795 shares; 2025Q2: 1,810 shares; 2025Q3: 1,803 shares; 2025Q4: 1,800 shares; 2026Q1: 1,802 shares; 2026Q2: 1,820 shares 1,820$276K0.14%+18Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 993 shares; 2026Q1: 1,002 shares; 2026Q2: 1,004 shares 1,004$270K0.14%+2Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 133 shares 133$265K0.14%newTimeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,223 shares 2,223$261K0.13%newTimeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,429 shares; 2025Q1: 2,646 shares; 2025Q2: 2,606 shares; 2025Q3: 2,412 shares; 2025Q4: 2,460 shares; 2026Q1: 2,117 shares; 2026Q2: 2,193 shares 2,193$248K0.13%+76Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,988 shares; 2025Q1: 2,827 shares; 2025Q2: 2,274 shares; 2025Q3: 2,274 shares; 2025Q4: 1,840 shares; 2026Q1: 1,840 shares; 2026Q2: 1,840 shares 1,840$243K0.12%0Timeline
ALKALASKA AIR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,635 shares; 2025Q3: 4,614 shares; 2025Q4: 4,607 shares; 2026Q1: not reported; 2026Q2: 4,620 shares 4,620$241K0.12%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 460 shares 460$220K0.11%newTimeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 564 shares 564$211K0.11%newTimeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,720 shares 1,720$206K0.11%newTimeline
RUMRUM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,867 shares; 2025Q1: 14,006 shares; 2025Q2: 14,006 shares; 2025Q3: 13,867 shares; 2025Q4: 14,006 shares; 2026Q1: 14,006 shares; 2026Q2: 13,867 shares 13,867$87.9K0.05%-139Timeline
POWWOUTDOOR HOLDING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,600 shares; 2025Q1: 12,600 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: 12,600 shares; 2026Q1: 12,600 shares; 2026Q2: 12,600 shares 12,600$28.7K0.01%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CVBFCVB FINL CORP117,455$2.28Mshares
NFLXNETFLIX INC.2,575$248Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002073679-26-000084 base2026-08-11acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002073679-26-000084 Quarter ended 2026-06-302026-08-11acceptance time not in the bulk data set
13F-HR 0002073679-26-000051 Quarter ended 2026-03-312026-05-11acceptance time not in the bulk data set
13F-HR 0002055574-26-000003 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0002055574-25-000006 Quarter ended 2025-09-302025-11-13acceptance time not in the bulk data set
13F-HR 0002055574-25-000003 Quarter ended 2025-06-302025-08-13acceptance time not in the bulk data set
13F-HR 0002055574-25-000002 Quarter ended 2025-03-312025-05-08acceptance time not in the bulk data set
13F-HR 0002055574-25-000001 Quarter ended 2024-12-312025-02-12acceptance time not in the bulk data set