Momentous Wealth Management, Inc.: 13F holdings
CIK 20555742026Q2
| Positions | 48 |
|---|
| Reported value | $195.1m |
|---|
| Filed | 2026-08-11 |
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Change since last quarter
| Positions | 48 (+7 vs prior quarter) |
|---|
| Reported value | $195.1m (+11.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 1,136,713 | $50.4m | 25.8% |
| VCRB VANGUARD MALVERN FDS | 402,952 | $31.1m | 15.9% |
| DFAX DIMENSIONAL ETF TRUST | 748,420 | $27.6m | 14.1% |
| DFCF DIMENSIONAL ETF TRUST | 488,859 | $20.6m | 10.6% |
| SCHF SCHWAB STRATEGIC TR | 641,177 | $17.8m | 9.1% |
| DFSB DIMENSIONAL ETF TRUST | 189,457 | $9.9m | 5.1% |
| DFSU DIMENSIONAL ETF TRUST | 194,319 | $9.1m | 4.6% |
| AAPL APPLE INC | 11,934 | $3.5m | 1.8% |
| DFSI DIMENSIONAL ETF TRUST | 74,975 | $3.4m | 1.7% |
| NVDA NVIDIA CORPORATION | 10,388 | $2.1m | 1.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2055574")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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