Momentous Wealth Management
Momentous Wealth Management reported 50 stocks worth $206M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are Dimensional ETF Trust (25.0%), VCRB (15.7%) and DFAX (13.7%). Compared with Q2 2026, the fund opened new positions in CVBF, XOM and VPLS, added to VCRB, DFAX and DFCF, trimmed AAPL, GOOG and META and sold out of XOM, GLW and HWM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $51.6M | 25.0% | 1.2M | +24K (+2%) | 8 of 8 | |
| 2 |  VCRB Vanguard Malvern Fds | $32.4M | 15.7% | 440K | +37K (+9%) | 8 of 8 | |
| 3 |  DFAX Dimensional ETF Trust | $28.3M | 13.7% | 765K | +17K (+2%) | 8 of 8 | |
| 4 |  DFCF Dimensional Core Fixed | $21.6M | 10.5% | 539K | +50K (+10%) | 8 of 8 | |
| 5 |  SCHF Schwab International | $17.7M | 8.6% | 645K | +3,980 (+1%) | 8 of 8 | |
| 6 |  DFSB Dimensional ETF Trust | $10.7M | 5.2% | 217K | +27K (+14%) | 8 of 8 | |
| 7 |  DFSU Dimensional ETF Trust | $9.5M | 4.6% | 202K | +7,394 (+4%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $3.8M | 1.9% | 11K | −453 (−4%) | 8 of 8 | |
| 9 |  DFSI Dimensional ETF Trust | $3.6M | 1.8% | 80K | +5,061 (+7%) | 8 of 8 | |
| 10 |  NVDA Nvidia Corporation | $2.7M | 1.3% | 12K | +1,354 (+13%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $785K | 5,742 |
 GLW Corning Inc | $283K | 1,108 |
 HWM Howmet Aerospace Inc | $270K | 1,004 |
 ALK Alaska Air Group Inc | $241K | 4,620 |
 GE GE Aerospace | $211K | 564 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Momentous Wealth Management 13F FAQ
What does Momentous Wealth Management own?
Momentous Wealth Management reported 50 stocks worth $206M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are Dimensional ETF Trust (25.0%), VCRB (15.7%) and DFAX (13.7%). The table above lists every position in the filing (the top 10 without an account).
What did Momentous Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 8 new positions, 28 added to, 12 trimmed and 6 sold out. New positions include CVBF, XOM and VPLS. It sold all of XOM, GLW and HWM.
When will Momentous Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Momentous Wealth Management's portfolio worth?
The Q3 2026 filing reports $206M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.