Momentous Wealth Management, Inc. Portfolio Holdings

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.