Momentous Wealth Management, Inc. Reduced Holdings in Q3 2025

Momentous Wealth Management, Inc.

  • $158 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-3.36K
- 53.62%
$105.83 - $117.22 $356K - $394K
2.91K $328M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-725
- 49.59%
$459.11 - $506.91 $333K - $368K
737 $371M
MSFT
Microsoft Corp

Technology
-474
- 9.93%
$491.09 - $535.64 $233K - $254K
4.3K $2.23B
HD
Home Depot, Inc.

Consumer Cyclical
-412
- 44.06%
$357.4 - $423.42 $147K - $174K
523 $212M
JPM
Jpmorgan Chase & CO

Financial Services
-448
- 25.51%
$282.78 - $316.06 $127K - $142K
1.31K $413M
COST
Costco Wholesale Corp

Consumer Defensive
-42
- 6.01%
$915.95 - $994.57 $38.5K - $41.8K
657 $608M
AMZN
Amazon Com Inc

Consumer Cyclical
-297
- 8.16%
$211.65 - $238.24 $62.9K - $70.8K
3.34K $734M
CRM
Salesforce, Inc.

Technology
-104
- 9.77%
$231.66 - $273.65 $24.1K - $28.5K
960 $228M
NVDA
Nvidia Corp

Technology
-2.02K
- 18.33%
$153.3 - $186.58 $310K - $377K
9.01K $1.68B
V
Visa Inc.

Financial Services
-27
- 2.25%
$332.09 - $358.86 $8.97K - $9.69K
1.17K $400M
WMT
Walmart Inc.

Consumer Defensive
-194
- 7.44%
$94.4 - $104.27 $18.3K - $20.2K
2.41K $249M
ALK
Alaska Air Group, Inc.

Industrials
-21
- 0.45%
$49.73 - $63.86 $1.04K - $1.34K
4.61K $230M
TSLA
Tesla, Inc.

Consumer Cyclical
-252
- 26.33%
$293.94 - $444.72 $74.1K - $112K
705 $314M
DFAU
Dimensional ETF Tr

ETFs
-128
- 2.44%
$42.42 - $45.96 $5.43K - $5.88K
5.12K $234M
TJX
Tjx Companies Inc

Consumer Cyclical
-7
- 0.39%
$121.35 - $144.54 $849 - $1.01K
1.8K $261M
GOOGL
Alphabet Inc.

Communication Services
-642
- 21.46%
$174.36 - $254.72 $112K - $164K
2.35K $571M
DFSE
Dimensional ETF Tr Dimen Emrgn
-381
- 1.76%
N/A
21.3K $873M
PH
Parker Hannifin Corp

Industrials
-7
- 0.69%
$697.13 - $769.67 $4.88K - $5.39K
1.01K $765M
AVGO
Broadcom Inc.

Technology
-31
- 2.51%
$264.74 - $369.57 $8.21K - $11.5K
1.2K $397M
GD
General Dynamics Corp

Industrials
-3
- 0.22%
$293.92 - $341.0 $882 - $1.02K
1.36K $464M
DFSI
Dimensional ETF Tr Dimen Intl
-1.09K
- 1.41%
N/A
76.3K $3.12B
GOOG
Alphabet Inc.

Communication Services
-138
- 3.86%
$175.16 - $255.24 $24.2K - $35.2K
3.43K $836M
Dimensional ETF Trust
-2.28K
- 1.12%
N/A
201K $6.63B
AAPL
Apple Inc.

Technology
-929
- 7.41%
$202.38 - $256.87 $188K - $239K
11.6K $2.95B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-13.5K
- 2.1%
$21.69 - $23.34 $292K - $314K
627K $14.6B
DFAX
Dimensional ETF Tr
-6.3K
- 0.84%
$29.25 - $31.56 $184K - $199K
742K $23.3B
Activity Summary
Buys All Purchases 9 New Holdings 1 Increased Positions 8 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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