The Analysis of Momentous Wealth Management, Inc.'s Holdings
Currently, Momentous Wealth Management, Inc. holds 46 types of securities in its portfolio with a total value $176.4M. In the most recent quarter, they have increased their positions in DFAC (+203.8K shares, valued at $8.1M), VCRB (+37.7K shares, valued at $2.9M), CVBF (+117.5K shares, valued at $2.2M); decreased their positions in DFLV (-176.3K shares, valued at $6.0M), META (-274 shares, valued at $180.9K), ESGV (-434 shares, valued at $52.5K); initiated new positions in CVBF (+117.5K shares, valued at $2.2M), USD (+8.5K shares, valued at $445.5K), GLD (+791 shares, valued at $313.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST1.0M shares24.24%2025-12-312026-02-17
VCRB VANGUARD MALVERN FDS368.3K shares11.39%2025-12-312026-02-17 DFAX DIMENSIONAL ETF TRUST777.5K shares4.73%2025-12-312026-02-17 DFCF DIMENSIONAL ETF TRUST444.8K shares10.28%2025-12-312026-02-17 SCHF SCHWAB STRATEGIC TR662.5K shares5.68%2025-12-312026-02-17 DFSB DIMENSIONAL ETF TRUST173.2K shares8.37%2025-12-312026-02-17 DFSU DIMENSIONAL ETF TRUST184.3K shares8.91%2025-12-312026-02-17 AAPL APPLE INC12.3K shares5.99%2025-12-312026-02-17 DFSI DIMENSIONAL ETF TRUST75.8K shares-0.66%2025-12-312026-02-17 MSFT MICROSOFT CORP4.6K shares6.56%2025-12-312026-02-17 CVBF CVB FINL CORP117.5K sharesnew addition2025-12-312026-02-17 NVDA NVIDIA CORPORATION11.4K shares26.08%2025-12-312026-02-17 ALPHABET INC ALPHABET INC3.6K shares5.62%2025-12-312026-02-17 META META PLATFORMS INC1.6K shares-14.95%2025-12-312026-02-17 ALPHABET INC ALPHABET INC3.0K shares27.54%2025-12-312026-02-17 AMZN AMAZON COM INC3.9K shares15.52%2025-12-312026-02-17 PH PARKER-HANNIFIN CORP1.0K shares-0.69%2025-12-312026-02-17 DFSE DIMENSIONAL ETF TRUST21.1K shares-0.93%2025-12-312026-02-17 DFLV DIMENSIONAL ETF TRUST25.1K shares-87.53%2025-12-312026-02-17 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-17 XOM EXXON MOBIL CORP5.7K shares95.26%2025-12-312026-02-17 COST COSTCO WHSL CORP NEW676 shares2.89%2025-12-312026-02-17 JPM JPMORGAN CHASE & CO.1.8K shares35.09%2025-12-312026-02-17 USD PROSHARES TR8.5K sharesnew addition2025-12-312026-02-17 BROADCOM INC BROADCOM INC1.2K shares1.83%2025-12-312026-02-17 V VISA INC1.2K shares-0.26%2025-12-312026-02-17 TSLA TESLA INC807 shares14.47%2025-12-312026-02-17 HD HOME DEPOT INC930 shares77.82%2025-12-312026-02-17 GLD SPDR GOLD TR791 sharesnew addition2025-12-312026-02-17 ABBV ABBVIE INC1.3K shares-1.48%2025-12-312026-02-17 CRM SALESFORCE INC1.1K shares13.65%2025-12-312026-02-17 TJX TJX COS INC NEW1.8K shares-0.17%2025-12-312026-02-17 WMT WALMART INC2.5K shares1.99%2025-12-312026-02-17 JNJ JOHNSON & JOHNSON1.3K sharesnew addition2025-12-312026-02-17 LLY ELI LILLY & CO250 sharesnew addition2025-12-312026-02-17 NFLX NETFLIX INC2.5K shares924.79%2025-12-312026-02-17 ALK ALASKA AIR GROUP INC4.6K shares-0.15%2025-12-312026-02-17 ADP AUTOMATIC DATA PROCESSING IN876 sharesnew addition2025-12-312026-02-17 ESGV VANGUARD WORLD FD1.8K shares-19.09%2025-12-312026-02-17 DFAU DIMENSIONAL ETF TRUST4.7K shares-8.31%2025-12-312026-02-17 QLD PROSHARES TR3.0K sharesnew addition2025-12-312026-02-17 HWM HOWMET AEROSPACE INC993 sharesnew addition2025-12-312026-02-17 RUM RUMBLE INC14.0K shares1.00%2025-12-312026-02-17 POWW OUTDOOR HOLDING CO12.6K shares0.00%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available