Momentous Wealth Management, Inc. holds a concentrated book of 48 reported positions worth $195.1M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Nvidia Corp. Their largest long position is Dimensional US Core Equity 2 at 26% of the reported non-option book.
Momentous Wealth Management, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
12% mapped to company sectors
+3 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Momentous Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 4 / 48 | $4.4B |
| BlueSpruce Investments, LP | 11 / 48 | $641.5M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 11 / 48 | $454.3M |
| Hoffman, Alan N Investment Management | 7 / 48 | $160.4M |
| Pangea Capital Gestao de Recursos Ltda. | 4 / 48 | $135.2M |
| Mirae Asset Global Investments Co., Ltd. | 32 / 48 | $279.3B |
| Greenbrier Partners Capital Management, LLC | 8 / 48 | $1.2B |
| Prospect Hill Management, LLC | 7 / 48 | $235.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Momentous Wealth Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $50.4M | 1.14M | 25.8% | ▲+4.5% Added · +49K sh | |
| 2 | Vanguard Malvern FDS CORE BD ETF | $31.1M | 403.0K | 15.9% | ▲+6.0% Added · +23K sh | |
| 3 | Dimensional ETF Trust WORLD EX US CORE | $27.6M | 748.4K | 14.1% | ▲+2.8% Added · +20K sh | |
| 4 | Dimensional ETF Trust CORE FIXE IN ETF | $20.6M | 488.9K | 10.6% | ▲+7.6% Added · +34K sh | |
| 5 | Schwab Strategic TR INTL EQTY ETF | $17.8M | 641.2K | 9.1% | ▲+2.7% Added · +17K sh | |
| 6 | Dimensional ETF Trust GLOBAL SUSTAINA | $9.9M | 189.5K | 5.1% | ▲+2.9% Added · +5K sh | |
| 7 | Dimensional ETF Trust US SUSTAINABILTY | $9.1M | 194.3K | 4.6% | ▲+0.1% Added · +256 sh | |
| 8 | Apple Inc COM | $3.5M | 11.9K | 1.8% | ▲+1.3% Added · +151 sh | |
| 9 | Dimensional ETF Trust INTERNATIONAL | $3.4M | 75.0K | 1.7% | ▲+0.4% Added · +291 sh | |
| 10 | Nvidia Corporation COM | $2.1M | 10.4K | 1.1% | ▼−14% Reduced · −2K sh | |
| 11 | Microsoft Corp COM | $1.6M | 4.3K | 0.8% | ▼−4.4% Reduced · −200 sh | |
| 12 | Alphabet Inc CAP STK CL C | $1.3M | 3.8K | 0.7% | ▲+5.8% Added · +208 sh | |
| 13 | Parker-Hannifin Corp COM | $1.0M | 1.0K | 0.5% | ▼−2.4% Reduced · −25 sh | |
| 14 | Alphabet Inc CAP STK CL A | $1.0M | 2.8K | 0.5% | ▼−12% Reduced · −378 sh | |
| 15 | Dimensional ETF Trust EMER MARK SU ETF | $977K | 20.0K | 0.5% | ▼−1.1% Reduced · −227 sh | |
| 16 | Amazon Com Inc COM | $947K | 4.0K | 0.5% | ▼−2.7% Reduced · −109 sh | |
| 17 | Meta Platforms Inc CL A | $906K | 1.6K | 0.5% | ▲+5.2% Added · +79 sh | |
| 18 | Exxon Mobil Corp COM | $785K | 5.7K | 0.4% | ▼−0.1% Reduced · −7 sh | |
| 19 | Berkshire Hathaway Inc Del CL A | $749K | 1 | 0.4% | —Held | |
| 20 | Dimensional ETF Trust INTL CORE EQT MK | $723K | 17.5K | 0.4% | ▲+86% Added · +8K sh | |
| 21 | Berkshire Hathaway Inc Del CL B NEW | $702K | 1.4K | 0.4% | ▼−1.6% Reduced · −23 sh | |
| 22 | Micron Technology Inc COM | $653K | 566 | 0.3% | ▲New New position | |
| 23 | Dimensional ETF Trust US LARG VALU ETF | $637K | 16.1K | 0.3% | ▼−19% Reduced · −4K sh | |
| 24 | Costco Wholesale Corporation COM | $630K | 674 | 0.3% | ▲+0.4% Added · +3 sh | |
| 25 | JPMorgan Chase & Co COM | $564K | 1.7K | 0.3% | ▲+3.9% Added · +65 sh | |
| 26 | Broadcom Inc COM | $502K | 1.3K | 0.3% | ▲+5.2% Added · +66 sh | |
| 27 | Lam Research Corp COM NEW | $473K | 1.1K | 0.2% | ▲+1.4% Added · +15 sh | |
| 28 | General Dynamics Corp COM | $473K | 1.3K | 0.2% | ▲+1.2% Added · +16 sh | |
| 29 | Johnson & Johnson COM | $359K | 1.4K | 0.2% | ▼−2.9% Reduced · −42 sh | |
| 30 | Eli Lilly & Co COM | $349K | 291 | 0.2% | ▲+14% Added · +35 sh | |
| 31 | Visa Inc COM CL A | $323K | 942 | 0.2% | ▲+3.2% Added · +29 sh | |
| 32 | Abbvie Inc COM | $317K | 1.3K | 0.2% | ▲+1.3% Added · +16 sh | |
| 33 | Home Depot Inc COM | $314K | 891 | 0.2% | ▲+0.8% Added · +7 sh | |
| 34 | Tesla Inc COM | $299K | 712 | 0.2% | ▼−19% Reduced · −166 sh | |
| 35 | Advanced Micro Devices Inc COM | $288K | 496 | 0.1% | ▲New New position | |
| 36 | Corning Inc COM | $283K | 1.1K | 0.1% | ▲New New position | |
| 37 | TJX Cos Inc New COM | $276K | 1.8K | 0.1% | ▲+1.0% Added · +18 sh | |
| 38 | Howmet Aerospace Inc COM | $270K | 1.0K | 0.1% | ▲+0.2% Added · +2 sh | |
| 39 | ASML Hldg NV N Y REGISTRY SHS | $265K | 133 | 0.1% | ▲New New position | |
| 40 | Cisco Sys Inc COM | $261K | 2.2K | 0.1% | ▲New New position | |
| 41 | Walmart Inc COM | $248K | 2.2K | 0.1% | ▲+3.6% Added · +76 sh | |
| 42 | Vanguard World FD ESG US STK ETF | $243K | 1.8K | 0.1% | —Held | |
| 43 | Alaska Air Group Inc COM | $241K | 4.6K | 0.1% | ▲New New position | |
| 44 | Taiwan Semiconductor Manufac SPONSORED ADS | $220K | 460 | 0.1% | ▲New New position | |
| 45 | Ge Aerospace COM NEW | $211K | 564 | 0.1% | ▲New New position | |
| 46 | Vanguard World FD INF TECH ETF | $206K | 1.7K | 0.1% | ▲New New position | |
| 47 | Rum Group Inc COM CL A | $88K | 13.9K | <0.1% | ▼−1.0% Reduced · −139 sh | |
| 48 | Outdoor Holding Co COM | $29K | 12.6K | <0.1% | —Held |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.