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Momentous Wealth Management, Inc.

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13F filer, CIK 2055574, VANCOUVER, WA

Momentous Wealth Management, Inc. reported $176,372,260 across 46 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 88.52% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002055574-26-000003

Period
2025-12-31
Reported value
$176M
Holdings
46
Top 10 weight
88.52%
New
8
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFACadded+203,803$8.07M
VCRBadded+37,658$2.93M
CVBFnew+117,451$2.18M
DFCFadded+41,466$1.76M
DFAXadded+35,123$1.15M

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
DFLVreduced-176,269-$6.03M
VTHRexited-943-$278K
METAreduced-274-$181K
ESGVreduced-434-$52.5K
TELFYexited-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.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0002055574-26-000003, largest first. % of portfolio is the value over $176,372,260, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 734,630 shares; 2025Q1: 806,724 shares; 2025Q2: 840,212 shares; 2025Q3: 840,885 shares; 2025Q4: 1,044,688 shares 1,044,688$41.4M23.45%+203,803Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 247,551 shares; 2025Q1: 301,858 shares; 2025Q2: 327,879 shares; 2025Q3: 330,596 shares; 2025Q4: 368,254 shares 368,254$28.7M16.26%+37,658Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 612,299 shares; 2025Q1: 723,859 shares; 2025Q2: 748,690 shares; 2025Q3: 742,395 shares; 2025Q4: 777,518 shares 777,518$25.4M14.43%+35,123Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 305,758 shares; 2025Q1: 369,273 shares; 2025Q2: 400,555 shares; 2025Q3: 403,308 shares; 2025Q4: 444,774 shares 444,774$18.9M10.73%+41,466Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 631,176 shares; 2025Q1: 645,396 shares; 2025Q2: 640,323 shares; 2025Q3: 626,873 shares; 2025Q4: 662,494 shares 662,494$15.9M9.03%+35,621Timeline
DFSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 137,155 shares; 2025Q1: 146,053 shares; 2025Q2: 157,566 shares; 2025Q3: 159,833 shares; 2025Q4: 173,216 shares 173,216$8.97M5.09%+13,383Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 145,345 shares; 2025Q1: 149,380 shares; 2025Q2: 168,099 shares; 2025Q3: 169,212 shares; 2025Q4: 184,296 shares 184,296$8M4.54%+15,084Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,695 shares; 2025Q1: 12,895 shares; 2025Q2: 12,529 shares; 2025Q3: 11,600 shares; 2025Q4: 12,295 shares 12,295$3.34M1.9%+695Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 63,755 shares; 2025Q1: 70,628 shares; 2025Q2: 77,359 shares; 2025Q3: 76,265 shares; 2025Q4: 75,759 shares 75,759$3.25M1.84%-506Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,198 shares; 2025Q1: 4,660 shares; 2025Q2: 4,773 shares; 2025Q3: 4,299 shares; 2025Q4: 4,581 shares 4,581$2.22M1.26%+282Timeline
CVBFCVB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 117,495 shares; 2025Q2: 117,467 shares; 2025Q3: not reported; 2025Q4: 117,451 shares 117,451$2.18M1.24%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,502 shares; 2025Q1: 11,776 shares; 2025Q2: 11,030 shares; 2025Q3: 9,008 shares; 2025Q4: 11,357 shares 11,357$2.12M1.2%+2,349Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,718 shares; 2025Q1: 3,669 shares; 2025Q2: 3,572 shares; 2025Q3: 3,434 shares; 2025Q4: 3,627 shares 3,627$1.14M0.65%+193Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,053 shares; 2025Q1: 1,123 shares; 2025Q2: 999 shares; 2025Q3: 1,833 shares; 2025Q4: 1,559 shares 1,559$1.03M0.58%-274Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,815 shares; 2025Q1: 2,993 shares; 2025Q2: 2,991 shares; 2025Q3: 2,349 shares; 2025Q4: 2,996 shares 2,996$938K0.53%+647Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,412 shares; 2025Q1: 3,768 shares; 2025Q2: 3,640 shares; 2025Q3: 3,343 shares; 2025Q4: 3,862 shares 3,862$891K0.51%+519Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,018 shares; 2025Q1: 4,030 shares; 2025Q2: 1,016 shares; 2025Q3: 1,009 shares; 2025Q4: 1,002 shares 1,002$881K0.5%-7Timeline
DFSEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,170 shares; 2025Q1: 20,055 shares; 2025Q2: 21,636 shares; 2025Q3: 21,255 shares; 2025Q4: 21,057 shares 21,057$873K0.5%-198Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 174,905 shares; 2025Q1: 191,579 shares; 2025Q2: 203,671 shares; 2025Q3: 201,388 shares; 2025Q4: 25,119 shares 25,119$859K0.49%-176,269Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1$755K0.43%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,226 shares; 2025Q1: 6,453 shares; 2025Q2: 6,272 shares; 2025Q3: 2,909 shares; 2025Q4: 5,680 shares 5,680$684K0.39%+2,771Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 571 shares; 2025Q1: 1,535 shares; 2025Q2: 1,462 shares; 2025Q3: 737 shares; 2025Q4: 1,321 shares 1,321$664K0.38%+584Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 701 shares; 2025Q1: 818 shares; 2025Q2: 699 shares; 2025Q3: 657 shares; 2025Q4: 676 shares 676$583K0.33%+19Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,193 shares; 2025Q1: 1,784 shares; 2025Q2: 1,756 shares; 2025Q3: 1,308 shares; 2025Q4: 1,767 shares 1,767$569K0.32%+459Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,341 shares; 2025Q1: 1,362 shares; 2025Q2: 1,364 shares; 2025Q3: 1,361 shares; 2025Q4: 1,356 shares 1,356$457K0.26%-5Timeline
USDPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,485 shares 8,485$446K0.25%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,197 shares; 2025Q1: 1,325 shares; 2025Q2: 1,233 shares; 2025Q3: 1,202 shares; 2025Q4: 1,224 shares 1,224$424K0.24%+22Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,135 shares; 2025Q1: 1,171 shares; 2025Q2: 1,198 shares; 2025Q3: 1,171 shares; 2025Q4: 1,168 shares 1,168$410K0.23%-3Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 639 shares; 2025Q1: 1,132 shares; 2025Q2: 957 shares; 2025Q3: 705 shares; 2025Q4: 807 shares 807$363K0.21%+102Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 961 shares; 2025Q2: 935 shares; 2025Q3: 523 shares; 2025Q4: 930 shares 930$320K0.18%+407Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 832 shares; 2025Q2: 832 shares; 2025Q3: not reported; 2025Q4: 791 shares 791$313K0.18%newTimeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,338 shares; 2025Q2: 1,331 shares; 2025Q3: 1,351 shares; 2025Q4: 1,331 shares 1,331$304K0.17%-20Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 937 shares; 2025Q1: 1,066 shares; 2025Q2: 1,064 shares; 2025Q3: 960 shares; 2025Q4: 1,091 shares 1,091$289K0.16%+131Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,781 shares; 2025Q1: 1,795 shares; 2025Q2: 1,810 shares; 2025Q3: 1,803 shares; 2025Q4: 1,800 shares 1,800$277K0.16%-3Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,429 shares; 2025Q1: 2,646 shares; 2025Q2: 2,606 shares; 2025Q3: 2,412 shares; 2025Q4: 2,460 shares 2,460$274K0.16%+48Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,523 shares; 2025Q2: 1,419 shares; 2025Q3: not reported; 2025Q4: 1,316 shares 1,316$272K0.15%newTimeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 272 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares 250$269K0.15%newTimeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 275 shares; 2025Q1: 289 shares; 2025Q2: 241 shares; 2025Q3: 242 shares; 2025Q4: 2,480 shares 2,480$233K0.13%+2,238Timeline
ALKALASKA AIR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,635 shares; 2025Q3: 4,614 shares; 2025Q4: 4,607 shares 4,607$232K0.13%-7Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 882 shares; 2025Q2: 880 shares; 2025Q3: not reported; 2025Q4: 876 shares 876$225K0.13%newTimeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,988 shares; 2025Q1: 2,827 shares; 2025Q2: 2,274 shares; 2025Q3: 2,274 shares; 2025Q4: 1,840 shares 1,840$223K0.13%-434Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,136 shares; 2025Q1: 5,442 shares; 2025Q2: 5,252 shares; 2025Q3: 5,124 shares; 2025Q4: 4,698 shares 4,698$220K0.12%-426Timeline
QLDPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,043 shares 3,043$214K0.12%newTimeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 993 shares 993$204K0.12%newTimeline
RUMRUM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,867 shares; 2025Q1: 14,006 shares; 2025Q2: 14,006 shares; 2025Q3: 13,867 shares; 2025Q4: 14,006 shares 14,006$88.5K0.05%+139Timeline
POWWOUTDOOR HOLDING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,600 shares; 2025Q1: 12,600 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: 12,600 shares 12,600$21.5K0.01%0Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
VTHRVANGUARD SCOTTSDALE FDS943$278Kshares
TELFYTELEFONICA SA-SPON ADR10,014$50.9Kshares

How Q4 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 0002055574-26-000003 base2026-02-17acceptance time not in the bulk data set