Momentous Wealth Management, Inc. Portfolio Holdings

Momentous Wealth Management, Inc.

  • $141 Billion
  • Q1 2025

Momentous Wealth Management, Inc. has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $141 Billion distributed in 49 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 $26.6B, Vanguard Malvern Fds with a value of $23.4B, Dimensional ETF Tr with a value of $19B, Dimensional ETF Tr Core Fxd In with a value of $15.5B, and Schwab Strategic Tr Intl Eqty with a value of $12.8B.

Examining the 13F form we can see an increase of $20.7B in the current position value, from $121B to 141B.

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 $141 Billion
ETFs: $56.1 Billion
Technology: $6.5 Billion
Financial Services: $4.94 Billion
Industrials: $3.11 Billion
Communication Services: $2 Billion
Consumer Cyclical: $1.58 Billion
Consumer Defensive: $1.22 Billion
Healthcare: $840 Million
Other: $767 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.6 Billion 18.84% of portfolio
806,724
Q1 2025 Added 9.81%
Vanguard Malvern Fds
-
$23.4 Billion 16.55% of portfolio
-
Q1 2025 Added 21.94%
$0
$19 Billion 13.42% of portfolio
723,859
Q1 2025 Added 18.22%
$0
$15.5 Billion 10.99% of portfolio
369,273
Q1 2025 Added 20.77%
$0
$12.8 Billion 9.04% of portfolio
645,396
Q1 2025 Added 2.25%
-
$7.52 Billion 5.32% of portfolio
-
Q1 2025 Added 6.49%
Dimensional ETF Trust
-
$5.86 Billion 4.15% of portfolio
-
Q1 2025 Added 9.53%
-
$5.35 Billion 3.79% of portfolio
-
Q1 2025 Added 2.78%
$3.23T
$2.86 Billion 2.03% of portfolio
12,895
Q1 2025 Added 10.26%
-
$2.46 Billion 1.74% of portfolio
-
Q1 2025 Added 10.78%
$85.4B
$2.45 Billion 1.73% of portfolio
4,030
Q1 2025 Added 0.3%
$2.62B
$2.17 Billion 1.54% of portfolio
117,495
Q1 2025 New
$3.43T
$1.75 Billion 1.24% of portfolio
4,660
Q1 2025 Added 11.01%
$337B
$1.28 Billion 0.9% of portfolio
11,776
Q1 2025 Added 38.51%
$656B
$818 Million 0.58% of portfolio
1,535
Q1 2025 Added 168.83%
$454B
$798 Million 0.57% of portfolio
1
Q1 2025 New
$426B
$767 Million 0.54% of portfolio
6,453
Q1 2025 Added 100.03%
$2.09T
$717 Million 0.51% of portfolio
3,768
Q1 2025 Added 10.43%
-
$675 Million 0.48% of portfolio
-
Q1 2025 Added 16.8%
$1.46T
$647 Million 0.46% of portfolio
1,123
Q1 2025 Added 6.65%
$1.05T
$573 Million 0.41% of portfolio
3,669
Q1 2025 Reduced 1.32%
$1.03T
$463 Million 0.33% of portfolio
2,993
Q1 2025 Added 64.9%
$774B
$438 Million 0.31% of portfolio
1,784
Q1 2025 Added 49.54%
$597B
$410 Million 0.29% of portfolio
1,171
Q1 2025 Added 3.17%
$76.5B
$371 Million 0.26% of portfolio
1,362
Q1 2025 Added 1.57%
$377B
$352 Million 0.25% of portfolio
961
Q1 2025 New
$1.09T
$293 Million 0.21% of portfolio
1,132
Q1 2025 Added 77.15%
$329B
$280 Million 0.2% of portfolio
1,338
Q1 2025 New
$0
$277 Million 0.2% of portfolio
2,827
Q1 2025 Reduced 5.39%
$265B
$286 Million 0.2% of portfolio
1,066
Q1 2025 Added 13.77%
$135B
$269 Million 0.19% of portfolio
882
Q1 2025 New
$537B
$270 Million 0.19% of portfolio
289
Q1 2025 Added 5.09%
$406B
$253 Million 0.18% of portfolio
1,523
Q1 2025 New
$105B
$240 Million 0.17% of portfolio
832
Q1 2025 New
$0
$242 Million 0.17% of portfolio
3,301
Q1 2025 Reduced 18.69%
$268B
$232 Million 0.16% of portfolio
2,646
Q1 2025 Added 8.93%
$701B
$225 Million 0.16% of portfolio
272
Q1 2025 New
$0
$233 Million 0.16% of portfolio
943
Q1 2025 Reduced 25.57%
$98B
$222 Million 0.16% of portfolio
1,325
Q1 2025 Added 10.69%
$403B
$212 Million 0.15% of portfolio
1,241
Q1 2025 New
$559B
$215 Million 0.15% of portfolio
393
Q1 2025 Added 0.77%
$0
$209 Million 0.15% of portfolio
5,442
Q1 2025 Reduced 11.31%
$147B
$219 Million 0.15% of portfolio
1,795
Q1 2025 Added 0.79%
$2.52B
$99 Million 0.07% of portfolio
14,006
Q1 2025 Added 1.0%
$246M
$82 Million 0.06% of portfolio
32,655
Q1 2025 New
$134B
$89.2 Million 0.06% of portfolio
13,318
Q1 2025 New
$30.7B
$49.7 Million 0.04% of portfolio
10,671
Q1 2025 New
$170M
$17.4 Million 0.01% of portfolio
12,600
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $141 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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