Momentous Wealth Management, Inc. - Portfolio overview

Momentous Wealth Management, Inc. has 46 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 24.01%
2. VCRB - VANGUARD MALVERN FDS, 16.71%
3. DFAX - DIMENSIONAL ETF TRUST, 14.05%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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