Momentous Wealth Management, Inc. Portfolio Holdings

Momentous Wealth Management, Inc.

  • $155 Billion
  • Q2 2025

Momentous Wealth Management, Inc. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $155 Billion distributed in 46 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 $30.1B, Vanguard Malvern Fds with a value of $25.4B, Dimensional ETF Tr with a value of $22B, Dimensional ETF Tr Core Fxd In with a value of $16.9B, and Schwab Strategic Tr Intl Eqty with a value of $14.2B.

Examining the 13F form we can see an increase of $13.5B in the current position value, from $141B to 155B.

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 $155 Billion
ETFs: $62.2 Billion
Technology: $7.44 Billion
Financial Services: $4.99 Billion
Communication Services: $2.22 Billion
Consumer Cyclical: $1.67 Billion
Industrials: $1.62 Billion
Consumer Defensive: $947 Million
Energy: $676 Million
Other: $537 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$8.26 Billion 5.34% of portfolio
-
Q2 2025 Added 7.88%
-
$6.6 Billion 4.26% of portfolio
-
Q2 2025 Added 12.53%
-
$3.05 Billion 1.97% of portfolio
-
Q2 2025 Added 9.53%
$3.69T
$2.57 Billion 1.66% of portfolio
12,529
Q2 2025 Reduced 2.84%
$3.95T
$2.37 Billion 1.53% of portfolio
4,773
Q2 2025 Added 2.42%
$2.75B
$2.32 Billion 1.5% of portfolio
117,467
Q2 2025 Reduced 0.02%
$456B
$1.74 Billion 1.13% of portfolio
11,030
Q2 2025 Reduced 6.33%
-
$823 Million 0.53% of portfolio
-
Q2 2025 Added 7.88%
$2.26T
$799 Million 0.52% of portfolio
3,640
Q2 2025 Reduced 3.4%
$1.78T
$737 Million 0.48% of portfolio
999
Q2 2025 Reduced 11.04%
$423B
$729 Million 0.47% of portfolio
1
Q1 2025 New
$621B
$710 Million 0.46% of portfolio
1,462
Q2 2025 Reduced 4.76%
$96.6B
$710 Million 0.46% of portfolio
1,016
Q2 2025 Reduced 74.79%
$439B
$692 Million 0.45% of portfolio
699
Q2 2025 Reduced 14.55%
$442B
$676 Million 0.44% of portfolio
6,272
Q2 2025 Reduced 2.8%
$1.24T
$634 Million 0.41% of portfolio
3,572
Q2 2025 Reduced 2.64%
$859B
$509 Million 0.33% of portfolio
1,756
Q2 2025 Reduced 1.57%
$551B
$425 Million 0.27% of portfolio
1,198
Q2 2025 Added 2.31%
$86.2B
$398 Million 0.26% of portfolio
1,364
Q2 2025 Added 0.15%
$127B
$340 Million 0.22% of portfolio
1,233
Q2 2025 Reduced 6.94%
$405B
$343 Million 0.22% of portfolio
935
Q2 2025 Reduced 2.71%
$545B
$323 Million 0.21% of portfolio
241
Q2 2025 Reduced 16.61%
$1.08T
$304 Million 0.2% of portfolio
957
Q2 2025 Reduced 15.46%
$232B
$290 Million 0.19% of portfolio
1,064
Q2 2025 Reduced 0.19%
$124B
$271 Million 0.18% of portfolio
880
Q2 2025 Reduced 0.23%
$281B
$255 Million 0.16% of portfolio
2,606
Q2 2025 Reduced 1.51%
$351B
$247 Million 0.16% of portfolio
1,331
Q2 2025 Reduced 0.52%
$7.1B
$229 Million 0.15% of portfolio
4,635
Q2 2025 New
$452B
$217 Million 0.14% of portfolio
1,419
Q2 2025 Reduced 6.83%
$155B
$224 Million 0.14% of portfolio
1,810
Q2 2025 Added 0.84%
$548B
$208 Million 0.13% of portfolio
370
Q2 2025 Reduced 5.85%
$2.21B
$126 Million 0.08% of portfolio
14,006
Q1 2025 Added 1.0%
$276M
$73.6 Million 0.05% of portfolio
28,655
Q2 2025 Reduced 12.25%
$158B
$84 Million 0.05% of portfolio
10,125
Q2 2025 Reduced 23.98%
$146M
$16.1 Million 0.01% of portfolio
12,600
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $155 Billion
  • Prior Value $141 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
Track This Portfolio

Track Momentous Wealth Management, Inc. Portfolio

Follow Momentous Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Momentous Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Momentous Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email