13F Filings History of Momentous Wealth Management, Inc.

Latest 13F report: Q4 2025 - 17 Feb 2026
Value $: $176,372,260
Signature - Title: Linde Carroll - Chief Compliance Officer
Location: Vancouver, WA
Summary: This page shows a list of all the recent 13F filings made by Momentous Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Momentous Wealth Management, Inc. reported 46 stock holdings with total value $176,372,260 as of Q4 2025. Top holdings included DFAC, VCRB, DFAX, DFCF, and SCHF.

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Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Filing Time
Q4 2025	46	$176,372,260	+$22,630,645	-$6,656,006	+$15,974,639	DFAC, VCRB, DFAX, DFCF, SCHF	13F-HR	17 Feb 2026, 17:16
Q3 2025	40	$157,706,967	+$1,193,925	-$6,474,646	-$5,280,721	DFAC, VCRB, DFAX, DFCF, SCHF	13F-HR	13 Nov 2025, 17:22
Q2 2025	46	$154,757,013	+$7,606,637	-$3,752,623	+$3,854,014	DFAC, VCRB, DFAX, DFCF, SCHF	13F-HR	13 Aug 2025, 13:57
Q1 2025	49	$141,267,828	+$21,411,012	-$524,456	+$20,886,556	DFAC, VCRB, DFAX, DFCF, SCHF	13F-HR	08 May 2025, 13:14
Q4 2024	39	$120,613,594	$0	$0	$0	DFAC, VCRB, DFAX, DFCF, SCHF	13F-HR	11 Feb 2025, 20:00