Momentous Wealth Management, Inc. (CIK: 0002055574) is a financial institution headquartered at 300 E. 17Th Street, , Vancouver, Washington 98663. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $195.13 M, comprising 48 distinct securities. Over its filing history, it has submitted 8 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 89.9%. Quarterly turnover: 1.8%. ▲ 9 new, +24 added, −12 reduced, ×2 exited.

Top Buys

Q2 2026

1. DFAC Dimensional Us Core Equity 2 Etf

+$2.17 M

2. VCRB Vanguard Core Bond Etf

+$1.77 M

3. DFCF Dimensional Core Fixed Income Etf

+$1.46 M

4. DFAX Dimensional World Ex Us Core Equity 2 Etf

+$741,699.91

5. MU Micron Technology

+$653,328

Top Sells

Q2 2026

1. CVBF Cvb Financial

−$2.28 M

2. NVDA Nvidia Corporation

−$336,551.39

3. NFLX Netflix

−$247,586

4. DFLV Dimensional Us Large Cap Value Etf

−$145,861.29

5. GOOGL Alphabet

−$135,085.85

Stocks/ETFs

+11.50%

$195.13 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Dimensional Us Core Equity 2 Etf ETF-DFAC	1.14 M	$50.42 M	25.84%	▲ 49,021	Add 4.5%
Vanguard Core Bond Etf ETF-VCRB	402,952	$31.12 M	15.95%	▲ 22,877	Add 6.0%
Dimensional World Ex Us Core Equity 2 Etf ETF-DFAX	748,420	$27.57 M	14.13%	▲ 20,133	Add 2.8%
Dimensional Core Fixed Income Etf ETF-DFCF	488,859	$20.63 M	10.57%	▲ 34,491	Add 7.6%
Schwab International Equity Etf ETF-SCHF	641,177	$17.76 M	9.10%	▲ 16,831	Add 2.7%
Dimensional Global Sustainability Fixed Income Etf ETF-DFSB	189,457	$9.87 M	5.06%	▲ 5,312	Add 2.9%
Dimensional Us Sustainability Core 1 Etf ETF-DFSU	194,319	$9.06 M	4.64%	▲ 256	Add 0.1%
Apple AAPL	11,934	$3.45 M	1.77%	▲ 151	Add 1.3%
Dimensional International Sustainability Core 1 Etf ETF-DFSI	74,975	$3.38 M	1.73%	▲ 291	Add 0.4%
Nvidia Corporation NVDA	10,388	$2.08 M	1.07%	▼ 1,682	Reduce -13.9%

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Momentous Wealth Management, Inc.'s Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Momentous Wealth Management, Inc. each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 7 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Momentous Wealth Management, Inc. Quarterly 13F Statistics

Discover detailed insights into Momentous Wealth Management, Inc.’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Momentous Wealth Management, Inc.'s All 13F Filings

This section lists all SEC Form 13F filings submitted by Momentous Wealth Management, Inc..

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Filed: Filed:	:	Shares Traded:	Held:

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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Momentous Wealth Management, Inc. 13F Filings, Portfolio & Analysis

Momentous Wealth Management, Inc. — Portfolio Overview & Company Profile

Portfolio Summary (Q2 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Historical Portfolio Charts

Momentous Wealth Management, Inc.'s Portfolio

Momentous Wealth Management, Inc. Quarterly 13F Statistics

Momentous Wealth Management, Inc.'s All 13F Filings

Insider Trading Activity (SEC Form 4)