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Livermore
Livermore
ZHEN

Momentous Wealth Management, Inc.

SEC CIK
0002055574
Latest filing
Aug 11, 2026

The latest 13F from Momentous Wealth Management, Inc. covers Q2 2026 (filed Aug 11, 2026): 48 long positions worth $195.1M. The top 10 holdings make up 89.9% of the portfolio, and the largest is Dimensional U.S. Core Equity 2 ETF at 25.8%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
9
Est. +$2.63M
Added
24
Est. +$7.53M
Reduced
12
Est. −$847.5K
Sold out
2
Est. −$2.53M

Top 5 holdings

Share of this quarter's portfolio value

  1. Dimensional U.S. Core Equity 2 ETF25434V708
    25.8%$50.4M
  2. Vanguard Malvern FDS922020748
    15.9%$31.1M
  3. Dimensional World Ex U.S. Core Equity 2 ETF25434V880
    14.1%$27.6M
  4. Dimensional ETF Trust25434V872
    10.6%$20.6M
  5. Schwab International Equity ETF808524805
    9.1%$17.8M

Share of portfolio

Top 5 holdings and the other 43 positions, by share of portfolio value

  1. Dimensional U.S. Core Equity 2 ETF25.8%
  2. Vanguard Malvern FDS15.9%
  3. Dimensional World Ex U.S. Core Equity 2 ETF14.1%
  4. Dimensional ETF Trust10.6%
  5. Schwab International Equity ETF9.1%
  6. Other 43 positions24.4%

Biggest buys

New and added positions, by estimated amount bought

  1. Dimensional U.S. Core Equity 2 ETF25434V708
    +$2.17MAdded
  2. Vanguard Malvern FDS922020748
    +$1.77MAdded
  3. Dimensional ETF Trust25434V872
    +$1.46MAdded
  4. Dimensional World Ex U.S. Core Equity 2 ETF25434V880
    +$741.7KAdded
  5. MUMicron Technology Inc
    +$653.3KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Dimensional U.S. Core Equity 2 ETF25434V708
    +1.69 pp24.2% → 25.8%
  2. MUMicron Technology Inc
    +0.33 pp0.0% → 0.3%History
  3. Schwab International Equity ETF808524805
    +0.27 pp8.8% → 9.1%
  4. Dimensional ETF Trust25434V203
    +0.16 pp0.2% → 0.4%
  5. AMDAdvanced Micro Devices Inc
    +0.15 pp0.0% → 0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. CVBFCVB Financial Corp
    −$2.28MSold outHistory
  2. NVDANVIDIA Corp
    −$336.6KReducedHistory
  3. NFLXNetflix Inc
    −$247.6KSold outHistory
  4. Dimensional ETF Trust25434V666
    −$145.9KReduced
  5. GOOGLAlphabet Inc.
    −$135.1KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. CVBFCVB Financial Corp
    −1.30 pp1.3% → 0.0%History
  2. XOMExxonMobil Holdings Corp
    −0.16 pp0.6% → 0.4%History
  3. NFLXNetflix Inc
    −0.14 pp0.1% → 0.0%History
  4. NVDANVIDIA Corp
    −0.14 pp1.2% → 1.1%History
  5. MSFTMicrosoft Corp
    −0.13 pp1.0% → 0.8%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$195.1M
+$20.1M (+11.5%) vs. prior quarter
Positions
48
+7 vs. prior quarter
Top 10 concentration
89.9%
Top 10 as share of value
Turnover
1.8%
Q2 2026, one quarter
Average holding period
6.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.

13F filings by quarter

7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $195.1M (Q2 2026)

Q4 2024: $120.6MQ1 2025: $141.3MQ2 2025: $154.8MQ3 2025: $157.7MQ4 2025: $176.4MQ1 2026: $175.0MQ2 2026: $195.1M
Q4 2024Q2 2026
13F filings of Momentous Wealth Management, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 11, 202648$195.1MDimensional U.S. Core Equity 2 ETFVanguard Malvern FDSDimensional World Ex U.S. Core Equity 2 ETFvs. Q1 2026SEC
Q1 2026May 11, 202641$175.0MDimensional U.S. Core Equity 2 ETFVanguard Malvern FDSDimensional World Ex U.S. Core Equity 2 ETFvs. Q4 2025SEC
Q4 2025Feb 17, 202646$176.4MDimensional U.S. Core Equity 2 ETFVanguard Malvern FDSDimensional World Ex U.S. Core Equity 2 ETFvs. Q3 2025SEC
Q3 2025Nov 13, 202540$157.7MDimensional U.S. Core Equity 2 ETFVanguard Malvern FDSDimensional World Ex U.S. Core Equity 2 ETFvs. Q2 2025SEC
Q2 2025Aug 13, 202546$154.8MDimensional U.S. Core Equity 2 ETFVanguard Malvern FDSDimensional World Ex U.S. Core Equity 2 ETFvs. Q1 2025SEC
Q1 2025May 8, 202549$141.3MDimensional U.S. Core Equity 2 ETFVanguard Malvern FDSDimensional World Ex U.S. Core Equity 2 ETFvs. Q4 2024SEC
Q4 2024Feb 12, 202539$120.6MDimensional U.S. Core Equity 2 ETFVanguard Malvern FDSDimensional World Ex U.S. Core Equity 2 ETF–SEC