Momentous Wealth Management, Inc. Portfolio Holdings

Momentous Wealth Management, Inc.

  • $158 Billion
  • Q3 2025

Momentous Wealth Management, Inc. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $158 Billion distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $32.4B, Vanguard Malvern Fds with a value of $25.9B, Dimensional ETF Tr with a value of $23.3B, Dimensional ETF Tr Core Fxd In with a value of $17.2B, and Schwab Strategic Tr Intl Eqty with a value of $14.6B.

Examining the 13F form we can see an increase of $2.95B in the current position value, from $155B to 158B.

Momentous Wealth Management, Inc. is based out at Vancouver, WA

Below you can find more details about Momentous Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $158 Billion
ETFs: $65.1 Billion
Technology: $7.59 Billion
Communication Services: $3.09 Billion
Financial Services: $1.94 Billion
Consumer Cyclical: $1.52 Billion
Industrials: $1.48 Billion
Consumer Defensive: $857 Million
Energy: $328 Million
Other: $313 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.4 Billion 20.57% of portfolio
840,885
Q3 2025 Added 0.08%
Vanguard Malvern Fds
-
$25.9 Billion 16.44% of portfolio
-
Q3 2025 Added 0.83%
$0
$23.3 Billion 14.77% of portfolio
742,395
Q3 2025 Reduced 0.84%
$0
$17.2 Billion 10.94% of portfolio
403,308
Q3 2025 Added 0.69%
$0
$14.6 Billion 9.25% of portfolio
626,873
Q3 2025 Reduced 2.1%
-
$8.51 Billion 5.4% of portfolio
-
Q3 2025 Added 1.44%
-
$7.19 Billion 4.56% of portfolio
-
Q3 2025 Added 0.66%
Dimensional ETF Trust
-
$6.63 Billion 4.2% of portfolio
-
Q3 2025 Reduced 1.12%
-
$3.12 Billion 1.98% of portfolio
-
Q3 2025 Reduced 1.41%
$4.3T
$2.95 Billion 1.87% of portfolio
11,600
Q3 2025 Reduced 7.41%
$3.78T
$2.23 Billion 1.41% of portfolio
4,299
Q3 2025 Reduced 9.93%
$465B
$1.68 Billion 1.07% of portfolio
9,008
Q3 2025 Reduced 18.33%
$1.37T
$1.35 Billion 0.85% of portfolio
1,833
Q3 2025 Added 83.48%
-
$873 Million 0.55% of portfolio
-
Q3 2025 Reduced 1.76%
$1.74T
$836 Million 0.53% of portfolio
3,434
Q3 2025 Reduced 3.86%
$107B
$765 Million 0.49% of portfolio
1,009
Q3 2025 Reduced 0.69%
$2.39T
$734 Million 0.47% of portfolio
3,343
Q3 2025 Reduced 8.16%
$404B
$608 Million 0.39% of portfolio
657
Q3 2025 Reduced 6.01%
$1.65T
$571 Million 0.36% of portfolio
2,349
Q3 2025 Reduced 21.46%
$94.5B
$464 Million 0.29% of portfolio
1,361
Q3 2025 Reduced 0.22%
$881B
$413 Million 0.26% of portfolio
1,308
Q3 2025 Reduced 25.51%
$533B
$400 Million 0.25% of portfolio
1,171
Q3 2025 Reduced 2.25%
$139B
$397 Million 0.25% of portfolio
1,202
Q3 2025 Reduced 2.51%
$662B
$371 Million 0.23% of portfolio
737
Q3 2025 Reduced 49.59%
$490B
$328 Million 0.21% of portfolio
2,909
Q3 2025 Reduced 53.62%
$1.29T
$314 Million 0.2% of portfolio
705
Q3 2025 Reduced 26.33%
$414B
$313 Million 0.2% of portfolio
1,351
Q3 2025 Added 1.5%
$49.1B
$290 Million 0.18% of portfolio
242
Q3 2025 Added 0.41%
$0
$278 Million 0.18% of portfolio
943
Q1 2025 Reduced 25.57%
$0
$269 Million 0.17% of portfolio
2,274
Q2 2025 Reduced 19.56%
$170B
$261 Million 0.17% of portfolio
1,803
Q3 2025 Reduced 0.39%
$279B
$249 Million 0.16% of portfolio
2,412
Q3 2025 Reduced 7.44%
$0
$234 Million 0.15% of portfolio
5,124
Q3 2025 Reduced 2.44%
$5.29B
$230 Million 0.15% of portfolio
4,614
Q3 2025 Reduced 0.45%
$237B
$228 Million 0.14% of portfolio
960
Q3 2025 Reduced 9.77%
$367B
$212 Million 0.13% of portfolio
523
Q3 2025 Reduced 44.06%
$1.58B
$100 Million 0.06% of portfolio
13,867
Q3 2025 Reduced 0.99%
$24.8B
$50.9 Million 0.03% of portfolio
10,014
Q3 2025 New
$209M
$18.6 Million 0.01% of portfolio
12,600
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $158 Billion
  • Prior Value $155 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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