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Momentous Wealth Management, Inc.

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13F filer, CIK 2055574, VANCOUVER, WA

Momentous Wealth Management, Inc. reported $175,003,338 across 41 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-11. Its ten largest share positions make up 89.71% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002073679-26-000051

Period
2026-03-31
Reported value
$175M
Holdings
41
Top 10 weight
89.71%
New
2
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFACadded+43,004$1.67M
VCRBadded+11,821$915K
DFSBadded+10,929$565K
DFCFadded+9,594$405K
DFSUadded+9,767$401K

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
DFAXreduced-49,231-$1.67M
SCHFreduced-38,148-$944K
USDexited-8,485-$446K
GLDexited-791-$313K
CRMexited-1,091-$289K

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, Q1 2026

Share positions as resolved from 13F-HR 0002073679-26-000051, largest first. % of portfolio is the value over $175,003,338, 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; 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; 2026Q1: 1,087,692 shares 1,087,692$42.3M24.15%+43,004Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 380,075 shares 380,075$29.4M16.81%+11,821Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 728,287 shares 728,287$24.7M14.14%-49,231Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 454,368 shares 454,368$19.2M10.96%+9,594Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 624,346 shares 624,346$15.5M8.83%-38,148Timeline
DFSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 184,145 shares 184,145$9.53M5.44%+10,929Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 194,063 shares 194,063$7.97M4.56%+9,767Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 74,684 shares 74,684$3.17M1.81%-1,075Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 11,783 shares 11,783$2.99M1.71%-512Timeline
CVBFCVB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 117,495 shares; 2025Q2: 117,467 shares; 2025Q3: not reported; 2025Q4: 117,451 shares; 2026Q1: 117,455 shares 117,455$2.28M1.3%+4Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 12,070 shares 12,070$2.11M1.2%+713Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,498 shares 4,498$1.66M0.95%-83Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,599 shares 3,599$1.03M0.59%-28Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,749 shares 5,749$975K0.56%+69Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,054 shares 1,054$944K0.54%+52Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,189 shares 3,189$917K0.52%+193Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,530$875K0.5%-29Timeline
DFSEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 20,206 shares 20,206$856K0.49%-851Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,081 shares 4,081$850K0.49%+219Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1$718K0.41%0Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 19,807 shares 19,807$707K0.4%-5,312Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,425$683K0.39%+104Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 701 shares; 2025Q1: 818 shares; 2025Q2: 699 shares; 2025Q3: 657 shares; 2025Q4: 676 shares; 2026Q1: 671 shares 671$668K0.38%-5Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,657 shares 1,657$487K0.28%-110Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,318 shares 1,318$452K0.26%-38Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,263 shares 1,263$391K0.22%+39Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,433 shares 9,433$368K0.21%newTimeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,456$356K0.2%+140Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 639 shares; 2025Q1: 1,132 shares; 2025Q2: 957 shares; 2025Q3: 705 shares; 2025Q4: 807 shares; 2026Q1: 878 shares 878$326K0.19%+71Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 961 shares; 2025Q2: 935 shares; 2025Q3: 523 shares; 2025Q4: 930 shares; 2026Q1: 884 shares 884$291K0.17%-46Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,802 shares 1,802$288K0.16%+2Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 913 shares 913$276K0.16%-255Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,244$271K0.15%-87Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,117 shares 2,117$263K0.15%-343Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 275 shares; 2025Q1: 289 shares; 2025Q2: 241 shares; 2025Q3: 242 shares; 2025Q4: 2,480 shares; 2026Q1: 2,575 shares 2,575$248K0.14%+95Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 272 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 256 shares 256$236K0.13%+6Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 993 shares; 2026Q1: 1,002 shares 1,002$231K0.13%+9Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,077 shares 1,077$230K0.13%newTimeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,840 shares 1,840$207K0.12%0Timeline
RUMRUM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 14,006 shares 14,006$71.4K0.04%0Timeline
POWWOUTDOOR HOLDING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 12,600 shares 12,600$25.3K0.01%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
USDPROSHARES TR8,485$446Kshares
GLDSPDR GOLD TR791$313Kshares
CRMSALESFORCE INC1,091$289Kshares
ALKALASKA AIR GROUP INC4,607$232Kshares
ADPAUTOMATIC DATA PROCESSING IN876$225Kshares
DFAUDIMENSIONAL ETF TRUST4,698$220Kshares
QLDPROSHARES TR3,043$214Kshares

How Q1 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 0002073679-26-000051 base2026-05-11acceptance time not in the bulk data set