AAPLApple Inc.
What Momentous Wealth Management, Inc. reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 2055574 · Filed Aug 11, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | 1.1M | New | $50.4M | 25.8% |
VANGUARD MALVERN FDSCORE BD ETF | 403K | +6.0% | $31.1M | 15.9% |
DIMENSIONAL ETF TRUSTWORLD EX US CORE | 748.4K | +2.8% | $27.6M | 14.1% |
DIMENSIONAL ETF TRUSTCORE FIXE IN ETF |
| 488.9K |
| New |
| $20.6M |
| 10.6% |
SCHWAB STRATEGIC TRINTL EQTY ETF | 641.2K | +2.7% | $17.8M | 9.1% |
DIMENSIONAL ETF TRUSTGLOBAL SUSTAINA | 189.5K | +2.9% | $9.9M | 5.1% |
DIMENSIONAL ETF TRUSTUS SUSTAINABILTY | 194.3K | +0.1% | $9.1M | 4.6% |
AAPLApple Inc. | 11.9K | +1.3% | $3.5M | 1.8% |
DIMENSIONAL ETF TRUSTINTERNATIONAL | 75K | +0.4% | $3.4M | 1.7% |
NVDANVIDIA Corp | 10.4K | −13.9% | $2.1M | 1.1% |
MSFTMicrosoft Corp | 4.3K | −4.4% | $1.6M | 0.8% |
GOOGAlphabet Inc. | 3.8K | +5.8% | $1.3M | 0.7% |
PHParker-Hannifin Corp | 1K | −2.4% | $1M | 0.5% |
GOOGLAlphabet Inc. | 2.8K | −11.9% | $1M | 0.5% |
DIMENSIONAL ETF TRUSTEMER MARK SU ETF | 20K | New | $976.6K | 0.5% |
AMZNAmazon Com Inc | 4K | −2.7% | $946.7K | 0.5% |
METAMeta Platforms, Inc. | 1.6K | +5.2% | $906.3K | 0.5% |
EXXON MOBIL CORPCOM | 5.7K | −0.1% | $785K | 0.4% |
BERKSHIRE HATHAWAY INC DELCL A | 1 | ±0% | $748.9K | 0.4% |
DIMENSIONAL ETF TRUSTINTL CORE EQT MK | 17.5K | +85.8% | $723.1K | 0.4% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 1.4K | −1.6% | $701.5K | 0.4% |
MUMicron Technology Inc | 566 | New | $653.3K | 0.3% |
DIMENSIONAL ETF TRUSTUS LARG VALU ETF | 16.1K | New | $637.3K | 0.3% |
COSTCostco Wholesale Corp | 674 | +0.4% | $630.3K | 0.3% |
JPMJPMorgan Chase & Co | 1.7K | +3.9% | $563.7K | 0.3% |
AVGOBroadcom Inc. | 1.3K | +5.2% | $502K | 0.3% |
LRCXLAM Research Corp | 1.1K | +1.4% | $473.2K | 0.2% |
GDGeneral Dynamics Corp | 1.3K | +1.2% | $472.6K | 0.2% |
JNJJohnson & Johnson | 1.4K | −2.9% | $359.1K | 0.2% |
LLYELI LILLY & Co | 291 | +13.7% | $349.4K | 0.2% |
VVisa Inc. | 942 | +3.2% | $323.2K | 0.2% |
ABBVAbbVie Inc. | 1.3K | +1.3% | $317.1K | 0.2% |
HDHome Depot, Inc. | 891 | +0.8% | $314.2K | 0.2% |
TSLATesla, Inc. | 712 | −18.9% | $299.5K | 0.2% |
AMDAdvanced Micro Devices Inc | 496 | New | $288.1K | 0.1% |
GLWCorning Inc | 1.1K | New | $283K | 0.1% |
TJXTJX Companies Inc | 1.8K | +1.0% | $275.8K | 0.1% |
HWMHowmet Aerospace Inc. | 1K | +0.2% | $269.9K | 0.1% |
ASMLASML Holding NV | 133 | New | $264.6K | 0.1% |
CSCOCisco Systems, Inc. | 2.2K | New | $261.1K | 0.1% |
WMTWalmart Inc. | 2.2K | +3.6% | $248.4K | 0.1% |
VANGUARD WORLD FDESG US STK ETF | 1.8K | ±0% | $243.3K | 0.1% |
ALKAlaska Air Group, Inc. | 4.6K | New | $241.2K | 0.1% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 460 | New | $219.7K | 0.1% |
GEGeneral Electric Co | 564 | New | $210.8K | 0.1% |
VANGUARD WORLD FDINF TECH ETF | 1.7K | New | $205.6K | 0.1% |
RUMRUM Group Inc. | 13.9K | −1.0% | $87.9K | 0.1% |
POWWOutdoor Holding Co | 12.6K | ±0% | $28.7K | 0.1% |
