Momentous Wealth Management, Inc. filed its Form 13F-HR on October 21, 2026, disclosing its equity securities holdings as of the close of business on September 30, 2026. The report lists 49 distinct positions held by the firm.
The filing reveals that the firm's largest equity holding is Apple Inc., for which it holds 11,481 shares. Amazon.com Inc. is the second-largest position, with 4,486 shares. The firm also holds significant positions in NVIDIA Corporation (11,742 shares), Alphabet Inc. Class A (3,046 shares), and Microsoft Corporation (4,729 shares).
In addition to individual equities, the portfolio includes various exchange-traded funds (ETFs). The largest ETF holding is the Dimensional ETF Trust US Core Equity 2 ETF, with 1,160,902 shares. The Dimensional ETF Trust World Ex US Core ETF follows with 765,052 shares, and the Dimensional ETF Trust International holds 800,36 shares. Other notable ETF positions include the Schwab Strategic Trust International Equityy ETF (645,157 shares) and the Vanguard Malvern Funds Core Bond ETF (440,445 shares).
The filing indicates that all positions are held in a Sole voting capacity with no shared investment power.
