Momentous Wealth Management, Inc.
CIK 0002055574 · VANCOUVER, WA · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$195.1M
2026 Q2
Positions
48
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
89.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
DFAC
DIMENSIONAL ETF TRUST
25.8%
VCRB
VANGUARD MALVERN FDS
15.9%
DFAX
DIMENSIONAL ETF TRUST
14.1%
DFCF
DIMENSIONAL ETF TRUST
10.6%
SCHF
SCHWAB STRATEGIC TR
9.1%
DFSB
DIMENSIONAL ETF TRUST
5.1%
DFSU
DIMENSIONAL ETF TRUST
4.6%
AAPL
APPLE INC
1.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.