13F Insight
DOSSIER · 13F-HR · Q1 2026

Momentous Wealth Management, Inc.

$175M in tracked AUM across 41 positions as of Q1 2026.

MW
CIK 0002055574 · last filed Mar 31, 2026
Total AUM
$175M
as of Q1 2026
Holdings
41
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Momentous Wealth Management, Inc.
Portfolio Overview

Momentous Wealth Management, Inc. manages a concentrated portfolio with a total value of $107.65 million as of the report date September 30, 2025. The firm employs a highly structured "core-satellite" investment strategy, characterized by a heavy reliance on quantitative funds for the portfolio's foundation, supplemented by select individual equities. The portfolio grew by 4.8% over the quarter,...

The portfolio consists of 25 total holdings, indicating a preference for a focused list of assets rather than broad fragmentation. A striking feature of this portfolio is the dominant weight of Dimensional ETF Trust products, which make up the vast majority of the assets. This suggests the firm outsources the majority of its asset allocation and security selection rules to Dimensional Fund Advisors (DFA), a firm known for its academic approach to investing, focusing on factors such as size, value, and profitability.

Key Holdings

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$42M1.1M24.2%02
VCRB
VANGUARD MALVERN FDS
$29M380K16.8%03
DFAX
DIMENSIONAL ETF TRUST
$25M728K14.1%04
DFCF
DIMENSIONAL ETF TRUST
$19M454K11.0%05
SCHF
SCHWAB STRATEGIC TR
$15M624K8.8%06
DFSB
DIMENSIONAL ETF TRUST
$10M184K5.4%07
DFSU
DIMENSIONAL ETF TRUST
$8M194K4.6%08
DFSI
DIMENSIONAL ETF TRUST
$3M75K1.8%09
AAPL
APPLE INC
$3M12K1.7%10
CVBF
CVB FINL CORP
$2M117K1.3%

Filing history

2026Q1Mar 31
$175M▼ 0.8%
41 positionsView →2025Q4Dec 31
$176M▲ 63.8%
46 positionsView →2025Q3Sep 30
$108M▲ 4.8%
25 positionsView →2025Q2Jun 30
$103M▲ 13.1%
28 positionsLocked2025Q1Mar 31
$91M▼ 24.7%
28 positionsLocked2024Q4Dec 31
$121M—
39 positionsLocked