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Super Investors Momentous Wealth Management, Inc.
MW

Momentous Wealth Management, Inc.

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Portfolio value
$206M
Positions
50
Quarter ended
September 30, 2026
Filed
October 21, 2026

Reported portfolio value by quarter (8 quarters reported)

$206M $121M
Q4 24 Q2 25 Q4 25 Q2 26 Q3 26

$121M in Q4 2024 → $206M now. Hover for any quarter.

Holdings

As reported for the quarter ended September 30, 2026. Activity is the change in share count since the prior quarter's filing.

Holding % of portfolio Activity Shares Value
DE Dimensional ETF Trust 25.0% Added 2.1% 1,160,902 $51.6M
VM Vanguard Malvern Fds 15.7% Added 9.3% 440,445 $32.4M
DE Dimensional ETF Trust 13.7% Added 2.2% 765,052 $28.3M
DE Dimensional ETF Trust 10.5% Added 10% 539,179 $21.6M
SS Schwab Strategic Tr 8.6% Added 0.6% 645,157 $17.7M
DE Dimensional ETF Trust 5.2% Added 14% 216,808 $10.7M
DE Dimensional ETF Trust 4.6% Added 3.8% 201,713 $9.51M
Apple Inc 1.9% Trimmed 3.8% 11,481 $3.82M
DE Dimensional ETF Trust 1.8% Added 6.8% 80,036 $3.62M
Nvidia Corporation 1.3% Added 13% 11,742 $2.68M
CF Cvb Finl Corp 1.2% New 118,456 $2.56M
Microsoft Corp 1.2% Added 10% 4,729 $2.43M
Alphabet Inc 0.6% Trimmed 0.7% 3,779 $1.29M
Amazon Com Inc 0.5% Added 13% 4,486 $1.12M
Alphabet Inc 0.5% Added 8.4% 3,046 $1.05M
Meta Platforms Inc 0.5% Trimmed 11% 1,424 $1.03M
Parker-hannifin Corp 0.5% Added 1.8% 1,048 $1M
DE Dimensional ETF Trust 0.5% Added 3.4% 20,649 $998K
Exxonmobil Holdings Corp 0.5% New 5,721 $931K
BH Berkshire Hathaway Inc Del 0.4% Unchanged 1 $747K
Broadcom Inc 0.3% Added 51% 2,006 $704K
BH Berkshire Hathaway Inc Del 0.3% Added 0.5% 1,409 $702K
DE Dimensional ETF Trust 0.3% Trimmed 4.0% 16,836 $698K
Costco Wholesale Corporation 0.3% Added 7.1% 722 $657K
Micron Technology Inc 0.3% Added 4.1% 589 $627K
Jpmorgan Chase & Co 0.3% Added 5.1% 1,809 $598K
DE Dimensional ETF Trust 0.3% Trimmed 13% 13,983 $562K
Abbvie Inc 0.3% Added 63% 2,057 $538K
Lam Research Corp 0.2% Added 21% 1,324 $435K
VM Vanguard Malvern Fds 0.2% New 5,847 $433K
General Dynamics Corp 0.2% Trimmed 3.0% 1,294 $429K
Advanced Micro Devices Inc 0.2% Added 31% 651 $398K
Visa Inc 0.2% Added 14% 1,077 $387K
Johnson & Johnson 0.2% Trimmed 0.3% 1,410 $373K
EL Eli Lilly & Co 0.2% Added 8.6% 316 $366K
SS Schwab Strategic Tr 0.1% New 12,173 $296K
Home Depot Inc 0.1% Added 5.7% 942 $268K
Tesla Inc 0.1% Added 5.6% 752 $267K
Walmart Inc 0.1% Added 6.2% 2,328 $242K
TC Tjx Cos Inc New 0.1% Trimmed 0.2% 1,816 $240K
AH Asml Hldg Nv 0.1% Trimmed 1.5% 131 $237K
Mastercard Incorporated 0.1% New 427 $235K
VW Vanguard World Fd 0.1% Trimmed 5.8% 1,734 $235K
CS Cisco Sys Inc 0.1% Trimmed 2.7% 2,162 $233K
Salesforce Inc 0.1% New 991 $228K
AD Automatic Data Processing In 0.1% New 871 $225K
DE Dimensional ETF Trust 0.1% New 4,091 $212K
TS Taiwan Semiconductor Manufac 0.1% Trimmed 0.2% 459 $209K
Rum Group Inc 0.1% Added 1.0% 14,008 $106K
Outdoor Holding Co 0.0% Unchanged 12,600 $28.4K

Timeline of changes

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 7 quarters.

Q3 2026

quarter ended September 30, 2026 · filed October 21, 2026

Company Action Shares changed Value of change % of portfolio
VM Vanguard Malvern Fds Added +37,493 +$2.76M 15.7%
CF Cvb Finl Corp New +118,456 +$2.56M 1.2%
DE Dimensional ETF Trust Added +50,320 +$2.02M 10.5%
DE Dimensional ETF Trust Added +27,351 +$1.36M 5.2%
DE Dimensional ETF Trust Added +24,189 +$1.08M 25.0%
Exxonmobil Holdings Corp New +5,721 +$931K 0.5%
Exxon Mobil Corp Exited −5,742 −$785K —
DE Dimensional ETF Trust Added +16,632 +$616K 13.7%
VM Vanguard Malvern Fds New +5,847 +$433K 0.2%
DE Dimensional ETF Trust Added +7,394 +$349K 4.6%

Showing the 10 largest of 54 changes.

Q2 2026

quarter ended June 30, 2026 · filed August 11, 2026

Company Action Shares changed Value of change % of portfolio
CF Cvb Finl Corp Exited −117,455 −$2.28M —
DE Dimensional ETF Trust Added +49,021 +$2.17M 25.8%
VM Vanguard Malvern Fds Added +22,877 +$1.77M 15.9%
DE Dimensional ETF Trust Added +34,491 +$1.46M 10.6%
DE Dimensional ETF Trust Added +20,133 +$742K 14.1%
Micron Technology Inc New +566 +$653K 0.3%
SS Schwab Strategic Tr Added +16,831 +$466K 9.1%
Nvidia Corporation Trimmed −1,682 −$337K 1.1%
DE Dimensional ETF Trust Added +8,097 +$334K 0.4%
Advanced Micro Devices Inc New +496 +$288K 0.1%

Showing the 10 largest of 47 changes.

Q1 2026

quarter ended March 31, 2026 · filed May 11, 2026

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Trimmed −49,231 −$1.67M 14.1%
DE Dimensional ETF Trust Added +43,004 +$1.67M 24.2%
SS Schwab Strategic Tr Trimmed −38,148 −$944K 8.8%
VM Vanguard Malvern Fds Added +11,821 +$915K 16.8%
DE Dimensional ETF Trust Added +10,929 +$565K 5.4%
PT Proshares Tr Exited −8,485 −$446K —
DE Dimensional ETF Trust Added +9,594 +$405K 11.0%
DE Dimensional ETF Trust Added +9,767 +$401K 4.6%
DE Dimensional ETF Trust New +9,433 +$368K 0.2%
SG SPDR Gold Tr Exited −791 −$313K —

Showing the 10 largest of 44 changes.

Q4 2025

quarter ended December 31, 2025 · filed February 17, 2026

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +203,803 +$8.07M 23.4%
DE Dimensional ETF Trust Trimmed −176,269 −$6.03M 0.5%
VM Vanguard Malvern Fds Added +37,658 +$2.93M 16.3%
CF Cvb Finl Corp New +117,451 +$2.18M 1.2%
DE Dimensional ETF Trust Added +41,466 +$1.76M 10.7%
DE Dimensional ETF Trust Added +35,123 +$1.15M 14.4%
SS Schwab Strategic Tr Added +35,621 +$856K 9.0%
DE Dimensional ETF Trust Added +13,383 +$693K 5.1%
DE Dimensional ETF Trust Added +15,084 +$655K 4.5%
PT Proshares Tr New +8,485 +$446K 0.3%

Showing the 10 largest of 46 changes.

Q3 2025

quarter ended September 30, 2025 · filed November 13, 2025

Company Action Shares changed Value of change % of portfolio
CF Cvb Finl Corp Exited −117,467 −$2.32M —
Meta Platforms Inc Added +834 +$612K 0.9%
Exxon Mobil Corp Trimmed −3,363 −$379K 0.2%
Nvidia Corporation Trimmed −2,022 −$377K 1.1%
BH Berkshire Hathaway Inc Del Trimmed −725 −$364K 0.2%
SS Schwab Strategic Tr Trimmed −13,450 −$313K 9.3%
AD Automatic Data Processing In Exited −880 −$271K —
SG SPDR Gold Tr Exited −832 −$254K —
Microsoft Corp Trimmed −474 −$245K 1.4%
Apple Inc Trimmed −929 −$237K 1.9%

Showing the 10 largest of 43 changes.

Q2 2025

quarter ended June 30, 2025 · filed August 13, 2025

Company Action Shares changed Value of change % of portfolio
Parker-hannifin Corp Trimmed −3,014 −$2.11M 0.5%
VM Vanguard Malvern Fds Added +26,021 +$2.02M 16.4%
DE Dimensional ETF Trust Added +31,282 +$1.32M 10.9%
DE Dimensional ETF Trust Added +33,488 +$1.2M 19.5%
DE Dimensional ETF Trust Added +18,719 +$735K 4.3%
DE Dimensional ETF Trust Added +24,831 +$729K 14.2%
DE Dimensional ETF Trust Added +11,513 +$604K 5.3%
DE Dimensional ETF Trust Added +12,092 +$375K 4.1%
DE Dimensional ETF Trust Added +6,731 +$265K 2.0%
VB Vanguard Bd Index Fds Exited −3,301 −$242K —

Showing the 10 largest of 45 changes.

Q1 2025

quarter ended March 31, 2025 · filed May 08, 2025

Company Action Shares changed Value of change % of portfolio
VM Vanguard Malvern Fds Added +54,307 +$4.2M 16.5%
DE Dimensional ETF Trust Added +111,560 +$2.92M 13.4%
DE Dimensional ETF Trust Added +63,515 +$2.67M 11.0%
DE Dimensional ETF Trust Added +72,094 +$2.38M 18.8%
CF Cvb Finl Corp New +117,495 +$2.17M 1.5%
BH Berkshire Hathaway Inc Del New +1 +$798K 0.6%
BH Berkshire Hathaway Inc Del Added +964 +$513K 0.6%
DE Dimensional ETF Trust Added +16,674 +$510K 4.1%
DE Dimensional ETF Trust Added +8,898 +$458K 5.3%
Exxon Mobil Corp Added +3,227 +$384K 0.5%

Showing the 10 largest of 50 changes.

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