Titelia

Holdings of Momentous Wealth Management, Inc.

35 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 91.3 % of the equity sleeve

Sector breakdown

  • Technology 5.7 %
  • Communication 2.4 %
  • Financials 1.7 %
  • Consumer discretionary 1.4 %
  • Industrials 1.3 %
  • Energy 0.8 %
  • Consumer staples 0.7 %
  • Health care 0.7 %
  • Unattributed 85.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US35128.5M $100.00 %

Positions

RankCompanySharesValueWeight
1Dimensional ETF Trust 1,087,69242.3M $
2Vanguard Core Bond ETF 380,07529.4M $
3Dimensional ETF Trust 454,36819.2M $
4Schwab International Equity ETF 624,34615.5M $
5Apple Inc 11,7833M $
6CVB Financial Corp 117,4552.3M $
7NVIDIA Corp 12,0702.1M $
8Microsoft Corp 4,4981.7M $
9Alphabet Inc 3,5991M $
10Exxon Mobil Corp 5,749975.4K $
11Parker-Hannifin Corp 1,054943.6K $
12Alphabet Inc 3,189917.1K $
13Meta Platforms Inc 1,530875.4K $
14Amazon.com Inc 4,081850K $
15Berkshire Hathaway Inc 1718.1K $
16Dimensional ETF Trust 19,807707.3K $
17Berkshire Hathaway Inc 1,425682.9K $
18Costco Wholesale Corp 671668.4K $
19JPMorgan Chase & Co 1,657487.4K $
20General Dynamics Corp 1,318452.4K $
21Broadcom Inc 1,263390.9K $
22Dimensional ETF Trust 9,433367.5K $
23Johnson & Johnson 1,456355.9K $
24Tesla Inc 878326.4K $
25Home Depot Inc/The 884290.7K $
26TJX Cos Inc/The 1,802287.8K $
27Visa Inc 913275.9K $
28AbbVie Inc 1,244270.6K $
29Walmart Inc 2,117263.1K $
30Netflix Inc 2,575247.6K $
31Eli Lilly & Co 256235.6K $
32Howmet Aerospace Inc 1,002230.9K $
33Lam Research Corp 1,077230.1K $
34Rumble Inc 14,00671.4K $
35Outdoor Holding Co. 12,60025.3K $