Momentous Wealth Management
VANCOUVER, WAfiles as Momentous Wealth Management, Inc.
$195m in 48 US stocks at the end of 30 June 2026. The top 10 are 89.9% of the money. It changed about 4.0% of the portfolio this quarter.
Value
$195m
Stocks
48
Top 10 share
89.9%
Turnover
4.0%
What changed this quarter
New
Bought for the first time this quarter.
- Micron TechnologyMU0.3% of the fund
- Advanced Micro DevicesAMD0.1% of the fund
- CorningGLW0.1% of the fund
- ASML Holding NVASML0.1% of the fund
- Cisco SystemsCSCO0.1% of the fund
- Alaska Air GroupALK0.1% of the fund
- Taiwan Semiconductor ManufacturingTSM0.1% of the fund
- General ElectricGE0.1% of the fund
- Vanguard World FDVGT0.1% of the fund
Added
Bought more of a stock they already held.
- Dimensional ETF TrustDFAC25.8% of the fund+5%
- Vanguard Malvern FDSVCRB15.9% of the fund+6%
- Dimensional ETF TrustDFAX14.1% of the fund+3%
- Dimensional ETF TrustDFCF10.6% of the fund+8%
- Schwab Strategic TRSCHF9.1% of the fund+3%
- Dimensional ETF TrustDFSB5.1% of the fund+3%
- AlphabetGOOG0.7% of the fund+6%
- Meta PlatformsMETA0.5% of the fund+5%
- Dimensional ETF TrustDFAI0.4% of the fund+86%
- JPMorgan ChaseJPM0.3% of the fund+4%
- BroadcomAVGO0.3% of the fund+5%
- Eli LillyLLY0.2% of the fund+14%
- VisaV0.2% of the fund+3%
- WalmartWMT0.1% of the fund+4%
Cut
Sold some of their stake.
- NvidiaNVDA1.1% of the fund-14%
- MicrosoftMSFT0.8% of the fund-4%
- Parker-HannifinPH0.5% of the fund-2%
- AlphabetGOOGL0.5% of the fund-12%
- Amazon.comAMZN0.5% of the fund-3%
- Dimensional ETF TrustDFLV0.3% of the fund-19%
- Johnson & JohnsonJNJ0.2% of the fund-3%
- TeslaTSLA0.2% of the fund-19%
Sold out
Sold their entire stake.
- CVB FinancialCVBF-100%
- NetflixNFLX-100%
Holdings
- Dimensional ETF TrustDFAC
- Share
- 25.8%
- Value
- $50m
- Shares
- 1,136,713
+5%
- Vanguard Malvern FDSVCRB
- Share
- 15.9%
- Value
- $31m
- Shares
- 402,952
+6%
- Dimensional ETF TrustDFAX
- Share
- 14.1%
- Value
- $28m
- Shares
- 748,420
+3%
- Dimensional ETF TrustDFCF
- Share
- 10.6%
- Value
- $21m
- Shares
- 488,859
+8%
- Schwab Strategic TRSCHF
- Share
- 9.1%
- Value
- $18m
- Shares
- 641,177
+3%
- Dimensional ETF TrustDFSB
- Share
- 5.1%
- Value
- $10m
- Shares
- 189,457
+3%
- Dimensional ETF TrustDFSU
- Share
- 4.6%
- Value
- $9m
- Shares
- 194,319
Held
- Dimensional ETF TrustDFSI
- Share
- 1.7%
- Value
- $3m
- Shares
- 74,975
Held
- Dimensional ETF TrustDFSE
- Share
- 0.5%
- Value
- $976,572
- Shares
- 19,979
Held
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.4%
- Value
- $748,850
- Shares
- 1
Held
- Dimensional ETF TrustDFAI
- Share
- 0.4%
- Value
- $723,133
- Shares
- 17,530
+86%
- Dimensional ETF TrustDFLV
- Share
- 0.3%
- Value
- $637,298
- Shares
- 16,118
-19%
- Vanguard World FDESGV
- Share
- 0.1%
- Value
- $243,302
- Shares
- 1,840
Held
- Vanguard World FDVGT
- Share
- 0.1%
- Value
- $205,574
- Shares
- 1,720
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Dimensional ETF TrustDFAC | 25.8% | $50m | 1,136,713 | +5% |
| Vanguard Malvern FDSVCRB | 15.9% | $31m | 402,952 | +6% |
| Dimensional ETF TrustDFAX | 14.1% | $28m | 748,420 | +3% |
| Dimensional ETF TrustDFCF | 10.6% | $21m | 488,859 | +8% |
| Schwab Strategic TRSCHF | 9.1% | $18m | 641,177 | +3% |
| Dimensional ETF TrustDFSB | 5.1% | $10m | 189,457 | +3% |
| Dimensional ETF TrustDFSU | 4.6% | $9m | 194,319 | Held |
| AppleAAPL | 1.8% | $3m | 11,934 | Held |
| Dimensional ETF TrustDFSI | 1.7% | $3m | 74,975 | Held |
| NvidiaNVDA | 1.1% | $2m | 10,388 | -14% |
| MicrosoftMSFT | 0.8% | $2m | 4,298 | -4% |
| AlphabetGOOG | 0.7% | $1m | 3,807 | +6% |
| Parker-HannifinPH | 0.5% | $1m | 1,029 | -2% |
| AlphabetGOOGL | 0.5% | $1m | 2,811 | -12% |
| Dimensional ETF TrustDFSE | 0.5% | $976,572 | 19,979 | Held |
| Amazon.comAMZN | 0.5% | $946,686 | 3,972 | -3% |
| Meta PlatformsMETA | 0.5% | $906,334 | 1,609 | +5% |
| ExxonMobil HoldingsXOM | 0.4% | $785,046 | 5,742 | Held |
| Berkshire Hathaway INC DELBRK-A | 0.4% | $748,850 | 1 | Held |
| Dimensional ETF TrustDFAI | 0.4% | $723,133 | 17,530 | +86% |
| Berkshire HathawayBRK-B | 0.4% | $701,547 | 1,402 | Held |
| Micron TechnologyMU | 0.3% | $653,328 | 566 | New |
| Dimensional ETF TrustDFLV | 0.3% | $637,298 | 16,118 | -19% |
| Costco WholesaleCOST | 0.3% | $630,297 | 674 | Held |
| JPMorgan ChaseJPM | 0.3% | $563,662 | 1,722 | +4% |
| BroadcomAVGO | 0.3% | $502,030 | 1,329 | +5% |
| Lam ResearchLRCX | 0.2% | $473,196 | 1,092 | Held |
| General DynamicsGD | 0.2% | $472,556 | 1,334 | Held |
| Johnson & JohnsonJNJ | 0.2% | $359,114 | 1,414 | -3% |
| Eli LillyLLY | 0.2% | $349,375 | 291 | +14% |
| VisaV | 0.2% | $323,191 | 942 | +3% |
| AbbVieABBV | 0.2% | $317,113 | 1,260 | Held |
| Home DepotHD | 0.2% | $314,238 | 891 | Held |
| TeslaTSLA | 0.2% | $299,467 | 712 | -19% |
| Advanced Micro DevicesAMD | 0.1% | $288,131 | 496 | New |
| CorningGLW | 0.1% | $283,016 | 1,108 | New |
| TJX CompaniesTJX | 0.1% | $275,766 | 1,820 | Held |
| Howmet AerospaceHWM | 0.1% | $269,935 | 1,004 | Held |
| ASML Holding NVASML | 0.1% | $264,596 | 133 | New |
| Cisco SystemsCSCO | 0.1% | $261,124 | 2,223 | New |
| WalmartWMT | 0.1% | $248,379 | 2,193 | +4% |
| Vanguard World FDESGV | 0.1% | $243,302 | 1,840 | Held |
| Alaska Air GroupALK | 0.1% | $241,164 | 4,620 | New |
| Taiwan Semiconductor ManufacturingTSM | 0.1% | $219,682 | 460 | New |
| General ElectricGE | 0.1% | $210,814 | 564 | New |
| Vanguard World FDVGT | 0.1% | $205,574 | 1,720 | New |
| RUM GroupRUM | <0.1% | $87,917 | 13,867 | Held |
| Outdoor HoldingPOWW | <0.1% | $28,728 | 12,600 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 26.1% since 30 June 2025.
Where the money is
Technology5.1%
Media & telecom1.7%
Industrials1.3%
Retail & consumer0.9%
Financial services0.8%
Health care0.5%
Everyday goods0.5%
Energy0.4%
Other88.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.