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Momentous Wealth Management - Q4 2025 13F Filings

MO

Momentous Wealth Management, Inc.

CIK: 0002055574
Address: Washington Vancouver 300 E. 17Th Street
$176.37 M
Portfolio Value
46
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 10/21/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. DFAC Dimensional Us Core Equity 2 Etf
+$8.07 M
2. DFSI Dimensional International Sustainability Core 1 Etf
+$3.25 M
3. VCRB Vanguard Core Bond Etf
+$2.93 M
4. CVBF Cvb Financial
+$2.18 M
5. DFCF Dimensional Core Fixed Income Etf
+$1.76 M

Top Sells

Q4 2025
1. DFLV Dimensional Us Large Cap Value Etf
−$6.03 M
2. VTHR Vanguard Russell 3000 Etf
−$277,543
3. META Meta Platforms
−$180,864.61
4. ESGV Vanguard Esg Us Stock Etf
−$52,492.3
5. TEF Telefónica
−$50,871

Asset Allocation

Stocks/ETFs
+14.74%
$176.37 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Momentous Wealth Management Q4 2025 Filing Summary

Momentous Wealth Management, Inc. filed its 13F report for Q4 2025 on February 17, 2026. The portfolio totaled 176.37 M reflecting a +11.84% change from the prior quarter, spanning 46 assets. The top 10 holdings comprised 88.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 10 new positions and 2 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Momentous Wealth Management’s Q4 2025 Filing

Momentous Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 02/17/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Momentous Wealth Management reported a managed portfolio value of 176.37 M, consisting of 46 individual positions.

This page displays the raw filing documents. To see which stocks Momentous Wealth Management bought or sold during Q4 2025, please visit Momentous Wealth Management's Portfolio Analysis page.