Momentous Wealth Management, Inc. quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Momentous Wealth Management, Inc. opened 5 positions, added to 7, reduced 0, sold out of 4 and left 1 unchanged. The largest increase in value was DFAC (+$50,424,597); the largest decrease was DFAC (-$42,267,703).
- DFAC: Country of operation —; Class US COR EQU 2 ETF; Shares 2026-03-31 0; Shares 2026-06-30 1,136,713.
- DFCF: Country of operation —; Class CORE FIXE IN ETF; Shares 2026-03-31 0; Shares 2026-06-30 488,859.
- DFSE: Country of operation —; Class EMER MARK SU ETF; Shares 2026-03-31 0; Shares 2026-06-30 19,979.
- DFLV: Country of operation —; Class US LARG VALU ETF; Shares 2026-03-31 0; Shares 2026-06-30 16,118.
Two Form 13F-HR filings compared (SEC CIK 2055574): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| BAIN CAPITAL VENTURE INVESTORS, LLC | United States | $0.175B | 4 |
| Braeburn Wealth Management LLC | United States | $0.175B | 85 |
| William Mack & Associates, Inc. | United States | $0.175B | 73 |
| Humankind Investments LLC | United States | $0.175B | 20 |
| LOWERY THOMAS, LLC | United States | $0.175B | 55 |
| CenturyLink Investment Management Co | United States | $0.175B | 3 |
| Aegis Wealth Management LLC | United States | $0.175B | 118 |
| Converium Capital Inc. | Canada | $0.175B | 36 |
| Basepoint Wealth LLC | United States | $0.175B | 643 |
| LifeGoal Investments, LLC | United States | $0.175B | 112 |