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Momentous Wealth Management, Inc.

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13F filer, CIK 2055574, VANCOUVER, WA

Momentous Wealth Management, Inc. reported $157,706,967 across 40 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13. Its ten largest share positions make up 89.97% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002055574-25-000006

Period
2025-09-30
Reported value
$158M
Holdings
40
Top 10 weight
89.97%
New
1
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
METAadded+834$612K
VCRBadded+2,717$213K
DFSBadded+2,267$121K
DFCFadded+2,753$118K
TELFYnew+10,014$50.9K

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-117,467-$2.32M
XOMreduced-3,363-$379K
NVDAreduced-2,022-$377K
BRK-Breduced-725-$364K
SCHFreduced-13,450-$313K

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, Q3 2025

Share positions as resolved from 13F-HR 0002055574-25-000006, largest first. % of portfolio is the value over $157,706,967, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 734,630 shares; 2025Q1: 806,724 shares; 2025Q2: 840,212 shares; 2025Q3: 840,885 shares 840,885$32.4M20.57%+673Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 247,551 shares; 2025Q1: 301,858 shares; 2025Q2: 327,879 shares; 2025Q3: 330,596 shares 330,596$25.9M16.44%+2,717Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 612,299 shares; 2025Q1: 723,859 shares; 2025Q2: 748,690 shares; 2025Q3: 742,395 shares 742,395$23.3M14.77%-6,295Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 305,758 shares; 2025Q1: 369,273 shares; 2025Q2: 400,555 shares; 2025Q3: 403,308 shares 403,308$17.2M10.94%+2,753Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 631,176 shares; 2025Q1: 645,396 shares; 2025Q2: 640,323 shares; 2025Q3: 626,873 shares 626,873$14.6M9.25%-13,450Timeline
DFSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 137,155 shares; 2025Q1: 146,053 shares; 2025Q2: 157,566 shares; 2025Q3: 159,833 shares 159,833$8.51M5.4%+2,267Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 145,345 shares; 2025Q1: 149,380 shares; 2025Q2: 168,099 shares; 2025Q3: 169,212 shares 169,212$7.19M4.56%+1,113Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 174,905 shares; 2025Q1: 191,579 shares; 2025Q2: 203,671 shares; 2025Q3: 201,388 shares 201,388$6.63M4.2%-2,283Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 63,755 shares; 2025Q1: 70,628 shares; 2025Q2: 77,359 shares; 2025Q3: 76,265 shares 76,265$3.12M1.98%-1,094Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,695 shares; 2025Q1: 12,895 shares; 2025Q2: 12,529 shares; 2025Q3: 11,600 shares 11,600$2.95M1.87%-929Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,198 shares; 2025Q1: 4,660 shares; 2025Q2: 4,773 shares; 2025Q3: 4,299 shares 4,299$2.23M1.41%-474Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,502 shares; 2025Q1: 11,776 shares; 2025Q2: 11,030 shares; 2025Q3: 9,008 shares 9,008$1.68M1.07%-2,022Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,053 shares; 2025Q1: 1,123 shares; 2025Q2: 999 shares; 2025Q3: 1,833 shares 1,833$1.35M0.85%+834Timeline
DFSEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,170 shares; 2025Q1: 20,055 shares; 2025Q2: 21,636 shares; 2025Q3: 21,255 shares 21,255$873K0.55%-381Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,718 shares; 2025Q1: 3,669 shares; 2025Q2: 3,572 shares; 2025Q3: 3,434 shares 3,434$836K0.53%-138Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,018 shares; 2025Q1: 4,030 shares; 2025Q2: 1,016 shares; 2025Q3: 1,009 shares 1,009$765K0.49%-7Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1$754K0.48%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,412 shares; 2025Q1: 3,768 shares; 2025Q2: 3,640 shares; 2025Q3: 3,343 shares 3,343$734K0.47%-297Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 701 shares; 2025Q1: 818 shares; 2025Q2: 699 shares; 2025Q3: 657 shares 657$608K0.39%-42Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,815 shares; 2025Q1: 2,993 shares; 2025Q2: 2,991 shares; 2025Q3: 2,349 shares 2,349$571K0.36%-642Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,341 shares; 2025Q1: 1,362 shares; 2025Q2: 1,364 shares; 2025Q3: 1,361 shares 1,361$464K0.29%-3Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,193 shares; 2025Q1: 1,784 shares; 2025Q2: 1,756 shares; 2025Q3: 1,308 shares 1,308$413K0.26%-448Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,135 shares; 2025Q1: 1,171 shares; 2025Q2: 1,198 shares; 2025Q3: 1,171 shares 1,171$400K0.25%-27Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,197 shares; 2025Q1: 1,325 shares; 2025Q2: 1,233 shares; 2025Q3: 1,202 shares 1,202$397K0.25%-31Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 571 shares; 2025Q1: 1,535 shares; 2025Q2: 1,462 shares; 2025Q3: 737 shares 737$371K0.23%-725Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,226 shares; 2025Q1: 6,453 shares; 2025Q2: 6,272 shares; 2025Q3: 2,909 shares 2,909$328K0.21%-3,363Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 639 shares; 2025Q1: 1,132 shares; 2025Q2: 957 shares; 2025Q3: 705 shares 705$314K0.2%-252Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,338 shares; 2025Q2: 1,331 shares; 2025Q3: 1,351 shares 1,351$313K0.2%+20Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 275 shares; 2025Q1: 289 shares; 2025Q2: 241 shares; 2025Q3: 242 shares 242$290K0.18%+1Timeline
VTHRVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,267 shares; 2025Q1: 943 shares; 2025Q2: 943 shares; 2025Q3: 943 shares 943$278K0.18%0Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,988 shares; 2025Q1: 2,827 shares; 2025Q2: 2,274 shares; 2025Q3: 2,274 shares 2,274$269K0.17%0Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,781 shares; 2025Q1: 1,795 shares; 2025Q2: 1,810 shares; 2025Q3: 1,803 shares 1,803$261K0.17%-7Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,429 shares; 2025Q1: 2,646 shares; 2025Q2: 2,606 shares; 2025Q3: 2,412 shares 2,412$249K0.16%-194Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,136 shares; 2025Q1: 5,442 shares; 2025Q2: 5,252 shares; 2025Q3: 5,124 shares 5,124$234K0.15%-128Timeline
ALKALASKA AIR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,635 shares; 2025Q3: 4,614 shares 4,614$230K0.15%-21Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 937 shares; 2025Q1: 1,066 shares; 2025Q2: 1,064 shares; 2025Q3: 960 shares 960$228K0.14%-104Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 961 shares; 2025Q2: 935 shares; 2025Q3: 523 shares 523$212K0.13%-412Timeline
RUMRUM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,867 shares; 2025Q1: 14,006 shares; 2025Q2: 14,006 shares; 2025Q3: 13,867 shares 13,867$100K0.06%-139Timeline
TELFYTELEFONICA SA-SPON ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,671 shares; 2025Q2: not reported; 2025Q3: 10,014 shares 10,014$50.9K0.03%newTimeline
POWWOUTDOOR HOLDING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,600 shares; 2025Q1: 12,600 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares 12,600$18.6K0.01%0Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
CVBFCVB FINL CORP117,467$2.32Mshares
ADPAUTOMATIC DATA PROCESSING IN880$271Kshares
GLDSPDR GOLD TR832$254Kshares
JNJJOHNSON & JOHNSON1,419$217Kshares
MAMASTERCARD INCORPORATED370$208Kshares
SANBANCO SANTANDER SA10,125$84Kshares
ABSIABSCI CORPORATION28,655$73.6Kshares

How Q3 2025 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 0002055574-25-000006 base2025-11-13acceptance time not in the bulk data set