Momentous Wealth Management, Inc.

Registered adviser

CIK

2055574

Location

VANCOUVER, WA

Portfolio Value

Small $206,400,897

Diversification

Highly concentrated

Filing Date

Global Rank

#6,546 / 8,815 ▼ 97 · as of Jun 2026

Top Industry

Semiconductors 16.9%

Period ended 23 days ago

Filed Oct 21, 2026 · 2d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 288429

Roster of Oct 1, 2026

Regulatory AUM

$409,937,549

Main clients

Individuals and high net worth (89% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$409,937,549	Individuals and high net worth (89%)
Apr 2025 to Mar 2026	$356,038,331	Individuals and high net worth (87%)
Mar 2024 to Mar 2025	$313,583,143	Individuals and high net worth (85%)
May 2023 to Feb 2024	$261,751,112	Individuals and high net worth (84%)
Mar 2023 to Apr 2023	$261,751,112	Individuals and high net worth (84%)
Apr 2022 to Feb 2023	$252,414,942	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 94.8% of the book (60%+)

Turnover

Low turnover

9.1% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.9 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 88.3%; sector active share 76.0% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

50 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

62.0%

−1.2 pts

Top 5

89.8%

−1.4 pts

Top 10

94.6%

−0.3 pts

HHI

4,181

Highly concentrated−157

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	86.7%	$179,010,877	15
Technology	5.9%	$12,227,269	12
Financial Services	2.5%	$5,229,396	6
Communication Services	1.7%	$3,474,279	4
Consumer Cyclical	0.9%	$1,892,766	4
Industrials	0.7%	$1,459,018	3
Healthcare	0.6%	$1,277,010	3
Energy	0.5%	$931,092	1
Consumer Defensive	0.4%	$899,190	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFCF	Dimensional Core Fixed Income ETF	+50,320	539,179	$21,631,861
VCRB	VANGUARD CORE BOND ETF	+37,493	440,445	$32,425,560
DFSB	Dimensional Global Sustainability Fixed Income ETF	+27,351	216,808	$10,742,836
DFAC	Dimensional U.S. Core Equity 2 ETF	+24,189	1,160,902	$51,602,093
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	+16,632	765,052	$28,322,225
DFSU	Dimensional US Sustainability Core 1 ETF	+7,394	201,713	$9,514,802
DFSI	Dimensional International Sustainability Core 1 ETF	+5,061	80,036	$3,615,226
SCHF	Schwab International Equity ETF	+3,980	645,157	$17,722,462
NVDA	Nvidia Corp	+1,354	11,742	$2,681,637
ABBV	AbbVie Inc.	+797	2,057	$538,090
AVGO	Broadcom Inc.	+677	2,006	$704,487
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	+670	20,649	$998,379
AMZN	Amazon Com Inc	+514	4,486	$1,117,686
MSFT	Microsoft Corp	+431	4,729	$2,425,504
GOOGL	Alphabet Inc.	+235	3,046	$1,048,067
LRCX	Lam Research Corp	+232	1,324	$434,947
AMD	Advanced Micro Devices Inc	+155	651	$398,255
RUM	RUM Group Inc.	+141	14,008	$105,900
V	Visa Inc.	+135	1,077	$386,998
WMT	Walmart Inc.	+135	2,328	$241,925
JPM	Jpmorgan Chase & Co	+87	1,809	$598,471
HD	Home Depot, Inc.	+51	942	$267,989
COST	Costco Wholesale Corp	+48	722	$657,265
TSLA	Tesla, Inc.	+40	752	$266,817
LLY	ELI LILLY & Co	+25	316	$365,637
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
DFLV	Dimensional US Large Cap Value ETF	−2,135	13,983	$561,697
DFAI	Dimensional International Core Equity Market ETF	−694	16,836	$697,515
AAPL	Apple Inc.	−453	11,481	$3,823,402
META	Meta Platforms, Inc.	−185	1,424	$1,032,656
ESGV	VANGUARD ESG U.S. STOCK ETF	−106	1,734	$235,009
CSCO	Cisco Systems, Inc.	−61	2,162	$232,696
GD	General Dynamics Corp	−40	1,294	$429,388
GOOG	Alphabet Inc.	−28	3,779	$1,287,656
XOM	ExxonMobil Holdings Corp	−21	5,721	$931,092
JNJ	Johnson & Johnson	−4	1,410	$373,283
TJX	Tjx Companies Inc	−4	1,816	$240,274
ASML	Asml Holding NV	−2	131	$237,328
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1	459	$209,391
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
CVBF	Cvb Financial Corp	118,456	$2,559,834
VPLS	VANGUARD CORE-PLUS BOND ETF	5,847	$432,736
SCCR	Schwab Core Bond ETF	12,173	$296,047
MA	Mastercard Inc	427	$235,477
CRM	Salesforce, Inc.	991	$227,503
ADP	Automatic Data Processing Inc	871	$224,770
DFGP	Dimensional Global Core Plus Fixed Income ETF	4,091	$212,429
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
GLW	Corning Inc	1,108	$283,016
HWM	Howmet Aerospace Inc.	1,004	$269,935
ALK	Alaska Air Group, Inc.	4,620	$241,164
GE	General Electric Co	564	$210,783
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	1,720	$205,574
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

50 tracked positions · $206,400,897 total · filing declares 50 positions · $206,401,057 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	1,160,902	+24,189	$51,602,093	+2.3%	25.00%
VCRB	VANGUARD CORE BOND ETF	Added	440,445	+37,493	$32,425,560	+4.2%	15.71%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Added	765,052	+16,632	$28,322,225	+2.7%	13.72%
DFCF	Dimensional Core Fixed Income ETF	Added	539,179	+50,320	$21,631,861	+4.8%	10.48%
SCHF	Schwab International Equity ETF	Added	645,157	+3,980	$17,722,462	−0.2%	8.59%
DFSB	Dimensional Global Sustainability Fixed Income ETF	Added	216,808	+27,351	$10,742,836	+8.8%	5.20%
DFSU	Dimensional US Sustainability Core 1 ETF	Added	201,713	+7,394	$9,514,802	+5.0%	4.61%
AAPL	Apple Inc. Technology	Reduced	11,481	-453	$3,823,402	+10.7%	1.85%
DFSI	Dimensional International Sustainability Core 1 ETF	Added	80,036	+5,061	$3,615,226	+6.9%	1.75%
NVDA	Nvidia Corp Technology	Added	11,742	+1,354	$2,681,637	+29.0%	1.30%
CVBF	Cvb Financial Corp Financial Services	NEW	118,456	NEW	$2,559,834	NEW	1.24%
MSFT	Microsoft Corp Technology	Added	4,729	+431	$2,425,504	+51.3%	1.18%
GOOG	Alphabet Inc. Communication Services	Reduced	3,779	-28	$1,287,656	−4.3%	0.62%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,486	+514	$1,117,686	+18.1%	0.54%
GOOGL	Alphabet Inc. Communication Services	Added	3,046	+235	$1,048,067	+4.3%	0.51%
META	Meta Platforms, Inc. Communication Services	Reduced	1,424	-185	$1,032,656	+13.9%	0.50%
PH	Parker-Hannifin Corp Industrials	Added	1,048	+19	$1,001,280	−0.5%	0.49%
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	Added	20,649	+670	$998,379	+2.2%	0.48%
XOM	ExxonMobil Holdings Corp Energy	Reduced	5,721	-21	$931,092	+18.6%	0.45%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	1	0	$747,005	−0.2%	0.36%
AVGO	Broadcom Inc. Technology	Added	2,006	+677	$704,487	+40.3%	0.34%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,409	+7	$701,611	+0.0%	0.34%
DFAI	Dimensional International Core Equity Market ETF	Reduced	16,836	-694	$697,515	−3.5%	0.34%
COST	Costco Wholesale Corp Consumer Defensive	Added	722	+48	$657,265	+4.2%	0.32%
MU	Micron Technology Inc Technology	Added	589	+23	$627,349	−4.0%	0.30%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,809	+87	$598,471	+6.2%	0.29%
DFLV	Dimensional US Large Cap Value ETF	Reduced	13,983	-2,135	$561,697	−11.9%	0.27%
ABBV	AbbVie Inc. Healthcare	Added	2,057	+797	$538,090	+69.7%	0.26%
LRCX	Lam Research Corp Technology	Added	1,324	+232	$434,947	−8.1%	0.21%
VPLS	VANGUARD CORE-PLUS BOND ETF	NEW	5,847	NEW	$432,736	NEW	0.21%
GD	General Dynamics Corp Industrials	Reduced	1,294	-40	$429,388	−9.1%	0.21%
AMD	Advanced Micro Devices Inc Technology	Added	651	+155	$398,255	+38.2%	0.19%
V	Visa Inc. Financial Services	Added	1,077	+135	$386,998	+19.7%	0.19%
JNJ	Johnson & Johnson Healthcare	Reduced	1,410	-4	$373,283	+3.9%	0.18%
LLY	ELI LILLY & Co Healthcare	Added	316	+25	$365,637	+4.8%	0.18%
SCCR	Schwab Core Bond ETF	NEW	12,173	NEW	$296,047	NEW	0.14%
HD	Home Depot, Inc. Consumer Cyclical	Added	942	+51	$267,989	−14.7%	0.13%
TSLA	Tesla, Inc. Consumer Cyclical	Added	752	+40	$266,817	−10.9%	0.13%
WMT	Walmart Inc. Consumer Defensive	Added	2,328	+135	$241,925	−2.6%	0.12%
TJX	Tjx Companies Inc Consumer Cyclical	Reduced	1,816	-4	$240,274	−12.9%	0.12%
ASML	Asml Holding NV Technology	Reduced	131	-2	$237,328	−10.3%	0.11%
MA	Mastercard Inc Financial Services	NEW	427	NEW	$235,477	NEW	0.11%
ESGV	VANGUARD ESG U.S. STOCK ETF	Reduced	1,734	-106	$235,009	−3.4%	0.11%
CSCO	Cisco Systems, Inc. Technology	Reduced	2,162	-61	$232,696	−10.9%	0.11%
CRM	Salesforce, Inc. Technology	NEW	991	NEW	$227,503	NEW	0.11%
ADP	Automatic Data Processing Inc Technology	NEW	871	NEW	$224,770	NEW	0.11%
DFGP	Dimensional Global Core Plus Fixed Income ETF	NEW	4,091	NEW	$212,429	NEW	0.10%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	459	-1	$209,391	−4.7%	0.10%
RUM	RUM Group Inc. Communication Services	Added	14,008	+141	$105,900	+20.5%	0.05%
POWW	Outdoor Holding Co Industrials	Held	12,600	0	$28,350	−1.3%	0.01%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.