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The Analysis of Momentous Wealth Management, Inc.'s Holdings & P&L

Currently, Momentous Wealth Management, Inc. holds 41 types of securities in its portfolio with a total value $175.0M. In the most recent quarter, they have increased their positions in DFAC (+43.0K shares, valued at $1.7M), VCRB (+11.8K shares, valued at $914.7K), DFSB (+10.9K shares, valued at $565.5K); decreased their positions in DFAX (-49.2K shares, valued at $1.7M), SCHF (-38.1K shares, valued at $944.2K), DFLV (-5.3K shares, valued at $189.7K); initiated new positions in DFAI (+9.4K shares, valued at $367.5K), N/A (+1.1K shares, valued at $230.1K).

1M P&L

+4.1M+2.27%

3M P&L

+3.5M+1.93%

HY P&L

+14.1M+8.32%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A154.5M

89.4%

2Consumer Electronics3.3M

1.9%

3Software - Infrastructure2.2M

1.3%

Top Industries by Stock Count

1N/A16 stocks

39.0%

2Drug Manufacturers - General3 stocks

7.3%

3Aerospace & Defense2 stocks

4.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST1.1M shares4.12%2026-03-312026-05-11

VCRB VANGUARD MALVERN FDS380.1K shares3.21%2026-03-312026-05-11

DFAX DIMENSIONAL ETF TRUST728.3K shares-6.33%2026-03-312026-05-11

DFCF DIMENSIONAL ETF TRUST454.4K shares2.16%2026-03-312026-05-11

SCHF SCHWAB STRATEGIC TR624.3K shares-5.76%2026-03-312026-05-11

DFSB DIMENSIONAL ETF TRUST184.1K shares6.31%2026-03-312026-05-11

DFSU DIMENSIONAL ETF TRUST194.1K shares5.30%2026-03-312026-05-11

DFSI DIMENSIONAL ETF TRUST74.7K shares-1.42%2026-03-312026-05-11

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AAPL APPLE INC11.8K shares-4.16%2026-03-312026-05-11

CVBF CVB FINL CORP117.5K shares0.00%2026-03-312026-05-11

NVDA NVIDIA CORPORATION12.1K shares6.28%2026-03-312026-05-11

MSFT MICROSOFT CORP4.5K shares-1.81%2026-03-312026-05-11

ALPHABET INC ALPHABET INC3.6K shares-0.77%2026-03-312026-05-11

XOM EXXON MOBIL CORP5.7K shares1.21%2026-03-312026-05-11

PH PARKER-HANNIFIN CORP1.1K shares5.19%2026-03-312026-05-11

ALPHABET INC ALPHABET INC3.2K shares6.44%2026-03-312026-05-11

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META META PLATFORMS INC1.5K shares-1.86%2026-03-312026-05-11

DFSE DIMENSIONAL ETF TRUST20.2K shares-4.04%2026-03-312026-05-11

AMZN AMAZON COM INC4.1K shares5.67%2026-03-312026-05-11

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-11

DFLV DIMENSIONAL ETF TRUST19.8K shares-21.15%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares7.87%2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION671 shares-0.74%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO1.7K shares-6.23%2026-03-312026-05-11

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GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.3K shares-2.80%2026-03-312026-05-11

BROADCOM INC BROADCOM INC1.3K shares3.19%2026-03-312026-05-11

DFAI DIMENSIONAL ETF TRUST9.4K sharesnew addition2026-03-312026-05-11

JNJ JOHNSON & JOHNSON1.5K shares10.64%2026-03-312026-05-11

TSLA TESLA INC878 shares8.80%2026-03-312026-05-11

HD HOME DEPOT INC884 shares-4.95%2026-03-312026-05-11

TJX TJX COS INC NEW1.8K shares0.11%2026-03-312026-05-11

V VISA INC913 shares-21.83%2026-03-312026-05-11

Sponsored

ABBV ABBVIE INC1.2K shares-6.54%2026-03-312026-05-11

WMT WALMART INC2.1K shares-13.94%2026-03-312026-05-11

NFLX NETFLIX INC.2.6K shares3.83%2026-03-312026-05-11

LLY ELI LILLY & CO256 shares2.40%2026-03-312026-05-11

HWM HOWMET AEROSPACE INC1.0K shares0.91%2026-03-312026-05-11

LAM RESEARCH CORP LAM RESEARCH CORP1.1K sharesnew addition2026-03-312026-05-11

ESGV VANGUARD WORLD FD1.8K shares0.00%2026-03-312026-05-11

RUM RUMBLE INC14.0K shares0.00%2026-03-312026-05-11

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POWW OUTDOOR HOLDING CO12.6K shares0.00%2026-03-312026-05-11

DFAC

DIMENSIONAL ETF TRUST

4.12%

Shares1.1M

Event2026-03-31

Filed2026-05-11

VCRB

VANGUARD MALVERN FDS

3.21%

Shares380.1K

Event2026-03-31

Filed2026-05-11

DFAX

DIMENSIONAL ETF TRUST

-6.33%

Shares728.3K

Event2026-03-31

Filed2026-05-11

DFCF

DIMENSIONAL ETF TRUST

2.16%

Shares454.4K

Event2026-03-31

Filed2026-05-11

SCHF

SCHWAB STRATEGIC TR

-5.76%

Shares624.3K

Event2026-03-31

Filed2026-05-11

DFSB

DIMENSIONAL ETF TRUST

6.31%

Shares184.1K

Event2026-03-31

Filed2026-05-11

DFSU

DIMENSIONAL ETF TRUST

5.30%

Shares194.1K

Event2026-03-31

Filed2026-05-11

DFSI

DIMENSIONAL ETF TRUST

-1.42%

Shares74.7K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

-4.16%

Shares11.8K

Event2026-03-31

Filed2026-05-11

CVBF

CVB FINL CORP

0.00%

Shares117.5K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

6.28%

Shares12.1K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

-1.81%

Shares4.5K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

-0.77%

Shares3.6K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP

1.21%

Shares5.7K

Event2026-03-31

Filed2026-05-11

PARKER-HANNIFIN CORP

5.19%

Shares1.1K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

6.44%

Shares3.2K

Event2026-03-31

Filed2026-05-11