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MOMENTOUS WEALTH MANAGEMENT, INC.
MOMENTOUS WEALTH MANAGEMENT, INC.
Latest filing: 2026-06-30
MOMENTOUS WEALTH MANAGEMENT, INC. runs MOMENTOUS WEALTH MANAGEMENT, INC. and currently holds 48 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $195.13M. Their top holdings are DFAC, VCRB, DFAX, DFCF, SCHF. The top five represent 75.6% of reported portfolio weight. MOMENTOUS WEALTH MANAGEMENT, INC. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, MOMENTOUS WEALTH MANAGEMENT, INC. initiated 8 new positions. They added to 24 existing positions. They trimmed 12 positions. Their current best-performing preview position is LRCX with returns of +102.81%.
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48 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAC DIMENSIONAL ETF TRUST | 25.84% | $36.01 | $45.61 | +26.66% | Added +4.51% |
 VCRB VANGUARD MALVERN FDS | 15.95% | $76.48 | $75.94 | -0.71% | Added +6.02% |
 DFAX DIMENSIONAL ETF TRUST | 14.13% | $25.85 | $38.13 | +47.50% | Added +2.76% |
 DFCF DIMENSIONAL ETF TRUST | 10.57% | $41.64 | $41.48 | -0.38% | Added +7.59% |
 SCHF SCHWAB STRATEGIC TR | 9.10% | $19.06 | $28.46 | +49.29% | Added +2.70% |
DF DFSU DIMENSIONAL ETF TRUST | 4.64% | $38.61 | $48.23 | +24.92% | Added +0.13% |
 AAPL APPLE INC | 1.77% | $249.66 | $309.35 | +23.91% | Added +1.28% |
 DFSI DIMENSIONAL ETF TRUST | 1.73% | $33.65 | $47.37 | +40.76% | Added +0.39% |
 NVDA NVIDIA CORPORATION | 1.07% | $141.44 | $214.76 | +51.84% | Trimmed -13.94% |
 MSFT MICROSOFT CORP | 0.82% | $422.82 | $483.24 | +14.29% | Trimmed -4.45% |
Showing 1-10 of 48