account_balance

Investment manager · 13F filer · SEC CIK 2055574

Momentous Wealth Management, Inc.

Reported value$206Mas of Sep 30, 2026
Positions50 7 new, 5 sold out
Top 10 weight88.2%DFAC alone is 25%
FiledOct 2121 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAC Dimensional ETF Trust 25.0% Added +2%
VCRB Vanguard Malvern FDS 15.7% Added +9%
DFAX Dimensional ETF Trust 13.7% Added +2%
DFCF Dimensional ETF Trust 10.5% Added +10%
SCHF Schwab Strategic Tr 8.6% Held
DFSB Dimensional ETF Trust 5.2% Added +14%
DFSU Dimensional ETF Trust 4.6% Added +4%
AAPL Apple Inc. 1.9% Trimmed −4%
DFSI Dimensional ETF Trust 1.8% Added +7%
NVDA NVIDIA Corp 1.3% Added +13%CVBF CVB Financial Corp 1.2% NewMSFT Microsoft Corp 1.2% Added +10%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Aug 11, 2026 filing
add_circleNew
  • CVBF $2.56M
  • VPLS $433K
  • SCCR $296K
  • MA $235K
arrow_upwardAdded
arrow_downwardTrimmed
  • DFLV −13%
  • META −11%
  • DFAI −4%
  • AAPL −4%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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