The Analysis of Momentous Wealth Management, Inc.'s Holdings
Currently, Momentous Wealth Management, Inc. holds 40 types of securities in its portfolio with a total value $157.7M. In the most recent quarter, they have increased their positions in META (+834 shares, valued at $612.5K), VCRB (+2.7K shares, valued at $213.0K), DFSB (+2.3K shares, valued at $120.8K); decreased their positions in XOM (-3.4K shares, valued at $379.2K), NVDA (-2.0K shares, valued at $377.3K), BRK.B (-725 shares, valued at $364.5K); initiated new positions in TEF (+10.0K shares, valued at $50.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST840.9K shares0.08%2025-09-302025-11-13
VCRB VANGUARD MALVERN FDS330.6K shares0.83%2025-09-302025-11-13 DFAX DIMENSIONAL ETF TRUST742.4K shares-0.84%2025-09-302025-11-13 DFCF DIMENSIONAL ETF TRUST403.3K shares0.69%2025-09-302025-11-13 SCHF SCHWAB STRATEGIC TR626.9K shares-2.10%2025-09-302025-11-13 DFSB DIMENSIONAL ETF TRUST159.8K shares1.44%2025-09-302025-11-13 DFSU DIMENSIONAL ETF TRUST169.2K shares0.66%2025-09-302025-11-13 DFLV DIMENSIONAL ETF TRUST201.4K shares-1.12%2025-09-302025-11-13 DFSI DIMENSIONAL ETF TRUST76.3K shares-1.41%2025-09-302025-11-13 AAPL APPLE INC11.6K shares-7.41%2025-09-302025-11-13 MSFT MICROSOFT CORP4.3K shares-9.93%2025-09-302025-11-13 NVDA NVIDIA CORPORATION9.0K shares-18.33%2025-09-302025-11-13 META META PLATFORMS INC1.8K shares83.48%2025-09-302025-11-13 DFSE DIMENSIONAL ETF TRUST21.3K shares-1.76%2025-09-302025-11-13 GOOG ALPHABET INC3.4K shares-3.86%2025-09-302025-11-13 PH PARKER-HANNIFIN CORP1.0K shares-0.69%2025-09-302025-11-13 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-11-13 AMZN AMAZON COM INC3.3K shares-8.16%2025-09-302025-11-13 COST COSTCO WHSL CORP NEW657 shares-6.01%2025-09-302025-11-13 GOOGL ALPHABET INC2.3K shares-21.46%2025-09-302025-11-13 GD GENERAL DYNAMICS CORP1.4K shares-0.22%2025-09-302025-11-13 JPM JPMORGAN CHASE & CO.1.3K shares-25.51%2025-09-302025-11-13 V VISA INC1.2K shares-2.25%2025-09-302025-11-13 AVGO BROADCOM INC1.2K shares-2.51%2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY INC DEL737 shares-49.59%2025-09-302025-11-13 XOM EXXON MOBIL CORP2.9K shares-53.62%2025-09-302025-11-13 TSLA TESLA INC705 shares-26.33%2025-09-302025-11-13 ABBV ABBVIE INC1.4K shares1.50%2025-09-302025-11-13 NFLX NETFLIX INC242 shares0.41%2025-09-302025-11-13 VTHR VANGUARD SCOTTSDALE FDS943 shares0.00%2025-09-302025-11-13 ESGV VANGUARD WORLD FD2.3K shares0.00%2025-09-302025-11-13 TJX TJX COS INC NEW1.8K shares-0.39%2025-09-302025-11-13 WMT WALMART INC2.4K shares-7.44%2025-09-302025-11-13 DFAU DIMENSIONAL ETF TRUST5.1K shares-2.44%2025-09-302025-11-13 ALK ALASKA AIR GROUP INC4.6K shares-0.45%2025-09-302025-11-13 CRM SALESFORCE INC960 shares-9.77%2025-09-302025-11-13 HD HOME DEPOT INC523 shares-44.06%2025-09-302025-11-13 RUM RUMBLE INC13.9K shares-0.99%2025-09-302025-11-13 TEF TELEFONICA S A10.0K sharesnew addition2025-09-302025-11-13 POWW OUTDOOR HOLDING CO12.6K shares0.00%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available