Momentous Wealth Management, Inc. Portfolio Holdings

Momentous Wealth Management, Inc.

  • $121 Billion
  • Q4 2024

Momentous Wealth Management, Inc. has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $121 Billion distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $25.4B, Vanguard Malvern Fds with a value of $18.8B, Dimensional ETF Tr with a value of $15.2B, Dimensional ETF Tr Core Fxd In with a value of $12.6B, and Schwab Strategic Tr Intl Eqty with a value of $11.7B.

Examining the 13F form we can see an increase of $121B in the current position value.

Momentous Wealth Management, Inc. is based out at Vancouver, WA

Below you can find more details about Momentous Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $121 Billion
ETFs: $51.2 Billion
Technology: $6.61 Billion
Industrials: $2.92 Billion
Communication Services: $1.91 Billion
Consumer Cyclical: $1.22 Billion
Financial Services: $1.11 Billion
Consumer Defensive: $862 Million
Energy: $347 Million
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$87.5B
$2.56 Billion 2.12% of portfolio
4,018
Q4 2024 New
$70.6B
$353 Million 0.29% of portfolio
1,341
Q4 2024 New
$95.2B
$278 Million 0.23% of portfolio
1,197
Q4 2024 New
$145B
$215 Million 0.18% of portfolio
1,781
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $121 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 39 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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