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MWM

Momentous Wealth Management Portfolio holdings

AUM $175M
1-Year Est. Return 14.91%
This Fund
S&P 500
This Quarter Est. Return
+5.58%
1 Year Est. Return
+14.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$158M
AUM Growth
+$2.95M
Cap. Flow
-$5.12M
Cap. Flow %
-3.25%
Top 10 Hldgs %
89.97%
Holding
47
New
1
Increased
8
Reduced
27
Closed
7

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$621K
2
VCRB icon
Vanguard Core Bond ETF
VCRB
+$211K
3
DFSB icon
Dimensional Global Sustainability Fixed Income ETF
DFSB
+$119K
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$117K
5
TEF
Telefonica
TEF
+$53.2K

Top Sells

Rank Stock Value
1
CVBF icon
CVB Financial
CVBF
+$2.32M
2
XOM icon
ExxonMobil
XOM
+$374K
3
NVDA icon
NVIDIA
NVDA
+$352K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$351K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$304K

Sector Composition

Rank Sector Weight
1 Technology 4.75%
2 Communication Services 2.03%
3 Financials 1.23%
4 Consumer Discretionary 0.96%
5 Industrials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAC icon
1
Dimensional US Core Equity 2 ETF
DFAC
$47.7B
$32.4M 20.57%
840,885
+673
+0.1% +$25.1K
VCRB icon
2
Vanguard Core Bond ETF
VCRB
$7.19B
$25.9M 16.44%
330,596
+2,717
+0.8% +$211K
DFAX icon
3
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.9B
$23.3M 14.77%
742,395
-6,295
-0.8% -$191K
DFCF icon
4
Dimensional Core Fixed Income ETF
DFCF
$10.8B
$17.2M 10.94%
403,308
+2,753
+0.7% +$117K
SCHF icon
5
Schwab International Equity ETF
SCHF
$67B
$14.6M 9.25%
626,873
-13,450
-2% -$304K
DFSB icon
6
Dimensional Global Sustainability Fixed Income ETF
DFSB
$718M
$8.51M 5.4%
159,833
+2,267
+1% +$119K
DFSU
7
Dimensional US Sustainability Core 1 ETF
DFSU
$2.26B
$7.19M 4.56%
169,212
+1,113
+0.7% +$45.5K
DFLV icon
8
Dimensional US Large Cap Value ETF
DFLV
$6.82B
$6.63M 4.2%
201,388
-2,283
-1% -$73K
DFSI
9
Dimensional International Sustainability Core 1 ETF
DFSI
$1.15B
$3.12M 1.98%
76,265
-1,094
-1% -$43.8K
AAPL icon
10
Apple
AAPL
$4.9T
$2.95M 1.87%
11,600
-929
-7% -$210K
MSFT icon
11
Microsoft
MSFT
$3.35T
$2.23M 1.41%
4,299
-474
-10% -$242K
NVDA icon
12
NVIDIA
NVDA
$4.72T
$1.68M 1.07%
9,008
-2,022
-18% -$352K
META icon
13
Meta Platforms (Facebook)
META
$1.37T
$1.35M 0.85%
1,833
+834
+83% +$621K
DFSE
14
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$597M
$873K 0.55%
21,255
-381
-2% -$15.1K
GOOG icon
15
Alphabet (Google) Class C
GOOG
$4.08T
$836K 0.53%
3,434
-138
-4% -$29K
PH icon
16
Parker-Hannifin
PH
$121B
$765K 0.49%
1,009
-7
-0.7% -$5.17K
BRK.A icon
17
Berkshire Hathaway Class A
BRK.A
$1.1T
$754K 0.48%
1
– –
AMZN icon
18
Amazon
AMZN
$2.53T
$734K 0.47%
3,343
-297
-8% -$67.2K
COST icon
19
Costco
COST
$423B
$608K 0.39%
657
-42
-6% -$40.3K
GOOGL icon
20
Alphabet (Google) Class A
GOOGL
$4.08T
$571K 0.36%
2,349
-642
-21% -$134K
GD icon
21
General Dynamics
GD
$103B
$464K 0.29%
1,361
-3
-0.2% -$946
JPM icon
22
JPMorgan Chase
JPM
$933B
$413K 0.26%
1,308
-448
-26% -$133K
V icon
23
Visa
V
$673B
$400K 0.25%
1,171
-27
-2% -$9.35K
AVGO icon
24
Broadcom
AVGO
$1.85T
$397K 0.25%
1,202
-31
-3% -$9.51K
BRK.B icon
25
Berkshire Hathaway Class B
BRK.B
$1.1T
$371K 0.23%
737
-725
-50% -$351K
1
2

Similar funds

BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return
AWMM
Aegis Wealth Management (Maryland) Bethesda, Maryland $175M AUM 17.7% 1-Year Est. Return
CC
Converium Capital Montreal $175M AUM
BW
Basepoint Wealth Cedar Rapids, Iowa $175M AUM 43.04% 1-Year Est. Return
DWA
Delos Wealth Advisors Dallas, Texas $175M AUM 19.35% 1-Year Est. Return
GI
GS Investments Minneapolis, Minnesota $175M AUM 19.38% 1-Year Est. Return
PFA
Providence Financial Advisors Overland Park, Kansas $175M AUM

Momentous Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Momentous Wealth Management held 47 positions worth $158M, up 1.9% from $155M the previous quarter. Its ten largest holdings account for 90% of the portfolio.

Momentous Wealth Management withdrew a net $5.12M in Q3 2025, closing 7 positions and reducing 27 holdings. Its most notable exit was CVB Financial, an estimated $2.32M position sold in full.

By sector, the portfolio is most concentrated in Technology at 4.7% of assets, down from 4.9% a quarter earlier, followed by Communication Services and Financials.

Against the trend, Momentous Wealth Management opened a new position in Telefonica worth $50.9K.

  • Momentous Wealth Management's largest Q3 2025 buy was Telefonica: 10,014 shares worth $50.9K.
  • Momentous Wealth Management added most to Meta Platforms (Facebook) in Q3 2025, an estimated $621K increase.
  • Momentous Wealth Management's biggest Q3 2025 reduction was ExxonMobil, cutting an estimated $374K.
  • Momentous Wealth Management fully exited CVB Financial in Q3 2025, selling an estimated $2.32M.
  • Momentous Wealth Management's ten largest holdings make up 90% of its $158M portfolio in Q3 2025.
  • Momentous Wealth Management opened 1 new position and closed 7 in Q3 2025.
  • Momentous Wealth Management's portfolio value rose 1.9% quarter-over-quarter to $158M.

Based on Momentous Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.