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MWM

Momentous Wealth Management Portfolio holdings

AUM $195M
1-Year Est. Return 17.51%
This Fund
S&P 500
This Quarter Est. Return
+9.6%
1 Year Est. Return
+17.51%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$195M
AUM Growth
+$20.1M
Cap. Flow
+$6.08M
Cap. Flow %
3.12%
Top 10 Hldgs %
89.87%
Holding
50
New
9
Increased
24
Reduced
12
Closed
2

Top Buys

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.1M
2
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.77M
3
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.46M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$740K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$454K

Top Sells

Rank Stock Value
1
CVBF icon
CVB Financial
CVBF
+$2.28M
2
NVDA icon
NVIDIA
NVDA
+$346K
3
NFLX icon
Netflix
NFLX
+$248K
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$141K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$136K

Sector Composition

Rank Sector Weight
1 Miscellaneous 88.46%
2 Technology 5.17%
3 Communication Services 1.71%
4 Financials 1.2%
5 Industrials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAC icon
1
Dimensional US Core Equity 2 ETF
DFAC
$48.8B
$50.4M 25.84%
1,136,713
+49,021
+5% +$2.1M
VCRB icon
2
Vanguard Core Bond ETF
VCRB
$7.61B
$31.1M 15.95%
402,952
+22,877
+6% +$1.77M
DFAX icon
3
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.5B
$27.6M 14.13%
748,420
+20,133
+3% +$740K
DFCF icon
4
Dimensional Core Fixed Income ETF
DFCF
$11.3B
$20.6M 10.57%
488,859
+34,491
+8% +$1.46M
SCHF icon
5
Schwab International Equity ETF
SCHF
$68.9B
$17.8M 9.1%
641,177
+16,831
+3% +$454K
DFSB icon
6
Dimensional Global Sustainability Fixed Income ETF
DFSB
$746M
$9.87M 5.06%
189,457
+5,312
+3% +$276K
DFSU
7
Dimensional US Sustainability Core 1 ETF
DFSU
$2.34B
$9.06M 4.64%
194,319
+256
+0.1% +$11.6K
AAPL icon
8
Apple
AAPL
$4.88T
$3.45M 1.77%
11,934
+151
+1% +$43.2K
DFSI
9
Dimensional International Sustainability Core 1 ETF
DFSI
$1.18B
$3.38M 1.73%
74,975
+291
+0.4% +$13.1K
NVDA icon
10
NVIDIA
NVDA
$5.13T
$2.08M 1.07%
10,388
-1,682
-14% -$346K
MSFT icon
11
Microsoft
MSFT
$3.77T
$1.6M 0.82%
4,298
-200
-4% -$80.9K
GOOG icon
12
Alphabet (Google) Class C
GOOG
$4.21T
$1.35M 0.69%
3,807
+208
+6% +$74.3K
PH icon
13
Parker-Hannifin
PH
$117B
$1.01M 0.52%
1,029
-25
-2% -$22.9K
GOOGL icon
14
Alphabet (Google) Class A
GOOGL
$4.25T
$1M 0.51%
2,811
-378
-12% -$136K
DFSE
15
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$643M
$977K 0.5%
19,979
-227
-1% -$10.9K
AMZN icon
16
Amazon
AMZN
$2.75T
$947K 0.49%
3,972
-109
-3% -$27.4K
META icon
17
Meta Platforms (Facebook)
META
$1.7T
$906K 0.46%
1,609
+79
+5% +$48.3K
XOM icon
18
ExxonMobil
XOM
$678B
$785K 0.4%
5,742
-7
-0.1% -$1.05K
BRK.A icon
19
Berkshire Hathaway Class A
BRK.A
$1.1T
$749K 0.38%
1
– –
DFAI
20
Dimensional International Core Equity Market ETF
DFAI
$18.1B
$723K 0.37%
17,530
+8,097
+86% +$333K
BRK.B icon
21
Berkshire Hathaway Class B
BRK.B
$1.1T
$702K 0.36%
1,402
-23
-2% -$11.1K
MU icon
22
Micron Technology
MU
$1.05T
$653K 0.33%
+566
New +$424K
DFLV icon
23
Dimensional US Large Cap Value ETF
DFLV
$7.08B
$637K 0.33%
16,118
-3,689
-19% -$141K
COST icon
24
Costco
COST
$408B
$630K 0.32%
674
+3
+0.4% +$2.99K
JPM icon
25
JPMorgan Chase
JPM
$931B
$564K 0.29%
1,722
+65
+4% +$20.2K
1
2

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Momentous Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Momentous Wealth Management held 50 positions worth $195M, up 12% from $175M the previous quarter. Its ten largest holdings account for 90% of the portfolio.

Momentous Wealth Management deployed $6.08M of net new capital in Q2 2026, opening 9 new positions and adding to 24 existing holdings. Its largest new stake was Micron Technology: 566 shares worth $653K.

By sector, the portfolio is most concentrated in Miscellaneous at 88% of assets, up from 88% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was NVIDIA, an estimated $346K trimmed.

  • Momentous Wealth Management's largest Q2 2026 buy was Micron Technology: 566 shares worth $653K.
  • Momentous Wealth Management added most to Dimensional US Core Equity 2 ETF in Q2 2026, an estimated $2.1M increase.
  • Momentous Wealth Management's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $346K.
  • Momentous Wealth Management fully exited CVB Financial in Q2 2026, selling an estimated $2.28M.
  • Momentous Wealth Management's ten largest holdings make up 90% of its $195M portfolio in Q2 2026.
  • Momentous Wealth Management opened 9 new positions and closed 2 in Q2 2026.
  • Momentous Wealth Management's portfolio value rose 12% quarter-over-quarter to $195M.

Based on Momentous Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.