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Linde Carroll

Momentous Wealth Management, Inc.

Assets Managed
$175.003M
Holdings
41
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
-0.77%(2Q avg: 5.53%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Momentous Wealth Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 41 positions.

Assets under management

The assets under management (AUM) of Momentous Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 175.003M in assets, with a quarterly growth rate of -0.77% and a 2-quarter average growth rate of 5.53%. The portfolio is managed by Linde Carroll, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 4.12%
24.16%
$42.268M
1.088M shares@ $38.86 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
Increased 3.22%
16.81%
$29.41M
380,075 shares@ $77.39 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Decreased -6.33%
14.14%
$24.74M
728,287 shares@ $33.97 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 2.16%
10.97%
$19.183M
454,368 shares@ $42.22 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -5.75%
8.83%
$15.453M
624,346 shares@ $24.75 avg price
DFSB
Dim Glb Sustain Fix Inc Etf
Recent Activity
Increased 6.31%
5.45%
$9.528M
184,145 shares@ $51.75 avg price
DFSU
Dimensional Us Sus Core1 Etf
Recent Activity
Increased 5.3%
4.56%
$7.974M
194,063 shares@ $41.1 avg price
DFSI
Dimensional Int Sus Cor1 Etf
Recent Activity
Decreased -1.41%
1.81%
$3.167M
74,684 shares@ $42.41 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.16%
1.71%
$2.99M
11,783 shares@ $253.79 avg price
CVBF
Cvb Financial Corp
Recent Activity
Increased 0.01%
1.31%
$2.277M
117,455 shares@ $19.39 avg price

1-10 of 41