2026 Q1 Portfolio Activity
In 2026 Q1, Momentous Wealth Management, Inc. maintained a portfolio of 48 distinct positions. The most significant new addition was DIMENSIONAL ETF TRUST, now representing 0.21% of the total fund value. They heavily accumulated shares in DIMENSIONAL ETF TRUST, increasing the position by 6.3%.
Position History
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Total Positions
48
Quarter
2026 Q1
Top Holding
DFAC (24.2%)
Top 10 Concentration
89.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-48 of 48
Momentous Wealth Management, Inc. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAC
DIMENSIONAL ETF...
|
ETF | 24.15% | 23.45% |
#1
Prev: #1
|
6.5 |
—
|
43,004 | 4.1% |
P
S
|
1,087,692 | $42,267,703 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VCRB
VANGUARD MALVER...
|
ETF | 16.81% | 16.26% |
#2
Prev: #2
|
6.0 |
—
|
11,821 | 3.2% |
P
S
|
380,075 | $29,410,206 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 14.14% | 14.43% |
#3
Prev: #3
|
5.5 |
—
|
-49,231 | -6.3% |
P
S
|
728,287 | $24,739,905 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 10.96% | 10.73% |
#4
Prev: #4
|
5.0 |
—
|
9,594 | 2.2% |
P
S
|
454,368 | $19,183,404 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 8.83% | 9.03% |
#5
Prev: #5
|
4.5 |
—
|
-38,148 | -5.8% |
P
S
|
624,346 | $15,452,553 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DFSB
DIMENSIONAL ETF...
|
ETF | 5.44% | 5.09% |
#6
Prev: #6
|
4.2 |
—
|
10,929 | 6.3% |
P
S
|
184,145 | $9,528,204 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DFSU
DIMENSIONAL ETF...
|
ETF | 4.56% | 4.54% |
#7
Prev: #7
|
3.8 |
—
|
9,767 | 5.3% |
P
S
|
194,063 | $7,974,056 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DFSI
DIMENSIONAL ETF...
|
Bond/Debt | 1.81% | 1.84% |
#8
1
Prev: #9
|
1.2 |
—
|
-1,075 | -1.4% |
P
S
|
74,684 | $3,166,607 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AAPL
APPLE INC
|
Technology | 1.71% | 1.90% |
#9
1
Prev: #8
|
1.2 |
—
|
-512 | -4.2% |
P
S
|
11,783 | $2,990,341 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CVBF
CVB FINL CORP
|
Financial Services | 1.30% | 1.24% |
#10
1
Prev: #11
|
1.0 |
—
|
4 | 0.0% |
P
S
|
117,455 | $2,277,452 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.20% | 1.20% |
#11
1
Prev: #12
|
2.5 |
—
|
713 | 6.3% |
P
S
|
12,070 | $2,105,071 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.95% | 1.26% |
#12
2
Prev: #10
|
0.9 |
—
|
-83 | -1.8% |
P
S
|
4,498 | $1,664,951 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.59% | 0.65% |
#13
Prev: #13
|
0.7 |
—
|
-28 | -0.8% |
P
S
|
3,599 | $1,032,409 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.56% | 0.39% |
#14
7
Prev: #21
|
0.7 |
—
|
69 | 1.2% |
P
S
|
5,749 | $975,375 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 0.54% | 0.50% |
#15
2
Prev: #17
|
2.2 |
—
|
52 | 5.2% |
P
S
|
1,054 | $943,583 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.52% | 0.53% |
#16
1
Prev: #15
|
2.2 |
—
|
193 | 6.4% |
P
S
|
3,189 | $917,060 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.50% | 0.58% |
#17
3
Prev: #14
|
0.7 |
—
|
-29 | -1.9% |
P
S
|
1,530 | $875,359 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DFSE
DIMENSIONAL ETF...
|
ETF | 0.49% | 0.50% |
#18
Prev: #18
|
0.7 |
—
|
-851 | -4.0% |
P
S
|
20,206 | $856,117 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.49% | 0.51% |
#19
3
Prev: #16
|
2.2 |
—
|
219 | 5.7% |
P
S
|
4,081 | $849,995 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.41% | 0.43% |
#20
Prev: #20
|
1.2 |
—
|
no change | no change |
P
S
|
1 | $718,140 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DFLV
DIMENSIONAL ETF...
|
ETF | 0.40% | 0.49% |
#21
2
Prev: #19
|
0.2 |
—
|
-5,312 | -21.1% |
P
S
|
19,807 | $707,313 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.39% | 0.38% |
#22
Prev: #22
|
2.2 |
—
|
104 | 7.9% |
P
S
|
1,425 | $682,860 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.38% | 0.33% |
#23
Prev: #23
|
0.7 |
—
|
-5 | -0.7% |
P
S
|
671 | $668,381 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.28% | 0.32% |
#24
Prev: #24
|
0.6 |
—
|
-110 | -6.2% |
P
S
|
1,657 | $487,423 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GD
GENERAL DYNAMIC...
|
Industrials | 0.26% | 0.26% |
#25
Prev: #25
|
0.6 |
—
|
-38 | -2.8% |
P
S
|
1,318 | $452,364 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.22% | 0.24% |
#26
1
Prev: #27
|
0.6 |
—
|
39 | 3.2% |
P
S
|
1,263 | $390,911 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 0.21% | — |
#27
Prev: #—
|
3.6 |
—
|
9,433 | — |
NEW
|
9,433 | $367,516 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.20% | 0.15% |
#28
8
Prev: #36
|
2.1 |
—
|
140 | 10.6% |
P
S
|
1,456 | $355,905 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.19% | 0.21% |
#29
Prev: #29
|
2.1 |
—
|
71 | 8.8% |
P
S
|
878 | $326,397 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.17% | 0.18% |
#30
Prev: #30
|
0.6 |
—
|
-46 | -4.9% |
P
S
|
884 | $290,739 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.16% | 0.16% |
#31
3
Prev: #34
|
0.6 |
—
|
2 | 0.1% |
P
S
|
1,802 | $287,817 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
V
VISA INC
|
Financial Services | 0.16% | 0.23% |
#32
4
Prev: #28
|
0.1 |
—
|
-255 | -21.8% |
P
S
|
913 | $275,945 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.15% | 0.17% |
#33
1
Prev: #32
|
0.6 |
—
|
-87 | -6.5% |
P
S
|
1,244 | $270,598 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.15% | 0.16% |
#34
1
Prev: #35
|
0.6 |
—
|
-343 | -13.9% |
P
S
|
2,117 | $263,101 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.14% | 0.13% |
#35
3
Prev: #38
|
0.6 |
—
|
95 | 3.8% |
P
S
|
2,575 | $247,586 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.13% | 0.15% |
#36
1
Prev: #37
|
0.6 |
—
|
6 | 2.4% |
P
S
|
256 | $235,641 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
HWM
HOWMET AEROSPAC...
|
Industrials | 0.13% | 0.12% |
#37
7
Prev: #44
|
0.6 |
—
|
9 | 0.9% |
P
S
|
1,002 | $230,921 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.13% | — |
#38
Prev: #—
|
3.6 |
—
|
1,077 | — |
NEW
|
1,077 | $230,112 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ESGV
VANGUARD WORLD ...
|
ETF | 0.12% | 0.13% |
#39
2
Prev: #41
|
1.0 |
—
|
no change | no change |
P
S
|
1,840 | $206,560 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
RUM
RUMBLE INC
|
Communication Services | 0.04% | 0.05% |
#40
5
Prev: #45
|
1.0 |
—
|
no change | no change |
P
S
|
14,006 | $71,431 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
POWW
OUTDOOR HOLDING...
|
Industrials | 0.01% | 0.01% |
#41
5
Prev: #46
|
1.0 |
—
|
no change | no change |
P
S
|
12,600 | $25,326 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
QLD
PROSHARES TR
|
ETF | 0.00% | 0.12% |
Sold All 😨
(Was: #43) |
0.0 |
—
|
-3,043 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 0.00% | 0.12% |
Sold All 😨
(Was: #42) |
0.0 |
—
|
-4,698 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.00% | 0.13% |
Sold All 😨
(Was: #40) |
0.0 |
—
|
-876 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ALK
ALASKA AIR GROU...
|
Industrials | 0.00% | 0.13% |
Sold All 😨
(Was: #39) |
0.0 |
—
|
-4,607 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.00% | 0.16% |
Sold All 😨
(Was: #33) |
0.0 |
—
|
-1,091 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.00% | 0.18% |
Sold All 😨
(Was: #31) |
0.0 |
—
|
-791 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
USD
PROSHARES TR
|
ETF | 0.00% | 0.25% |
Sold All 😨
(Was: #26) |
0.0 |
—
|
-8,485 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 |
Showing 1-48 of 48 holdings