StockDriftsStockDriftsTop 41 Momentous Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 24.15% | 1.09M | $42.3M | +4.12%(+43.00K) | $35.45(+24.81%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 16.81% | 380.1K | $29.4M | +3.21%(+11.82K) | $77.44(-0.75%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 14.14% | 728.3K | $24.7M | -6.33%(-49.23K) | $26.22(+39.95%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 10.96% | 454.4K | $19.2M | +2.16%(+9.59K) | $42.19(+0.00%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 8.83% | 624.3K | $15.5M | -5.76%(-38.15K) | $19.75(+39.08%) | 2026-03-31 | |
| DFSB | DIMENSIONAL ETF TRUST | 5.44% | 184.1K | $9.5M | +6.31%(+10.93K) | $52.04(+0.09%) | 2026-03-31 | |
| DFSU | DIMENSIONAL ETF TRUST | 4.56% | 194.1K | $8.0M | +5.30%(+9.77K) | $38.20(+22.87%) | 2026-03-31 | |
| DFSI | DIMENSIONAL ETF TRUST | 1.81% | 74.7K | $3.2M | -1.42%(-1.07K) | $34.52(+31.50%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.71% | 11.8K | $3.0M | -4.16%(-512) | $234.09(+31.84%) | 2026-03-31 | |
| CVBF | CVB FINL CORP | 1.3% | 117.5K | $2.3M | +0.00%(+4) | $19.93(+14.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +13.08% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.84% |
Momentous Wealth Management, Inc. reports $175.00M in US-listed equity holdings across 41 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (24.1%), VCRB (16.8%) and DFAX (14.1%). The top 20 holdings account for 95.96% of reported assets. Its disclosed equity book has returned +13.08% cumulatively over 5 quarters. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Momentous Wealth Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055574). View Momentous Wealth Management, Inc.’s 13F filings on SEC