# EDGAR Filing Document

**Accession Number:** 0002055574
**File Stem:** 0002055574-25-000006
**Filing Date:** 2025-11
**Character Count:** 7644
**Document Hash:** a2ee2ce16501a7661a7f92ae8031633c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002055574-25-000006.hdr.sgml**: 20251113

**ACCESSION NUMBER**: 0002055574-25-000006

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251113

**DATE AS OF CHANGE**: 20251113

**EFFECTIVENESS DATE**: 20251113

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Momentous Wealth Management, Inc.
- **CENTRAL INDEX KEY:** 0002055574

**ORGANIZATION NAME:**
- **EIN:** 201915676
- **STATE OF INCORPORATION:** WA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24932
- **FILM NUMBER:** 251479826

**BUSINESS ADDRESS:**
- **STREET 1:** 300 E. 17TH STREET
- **CITY:** VANCOUVER
- **STATE:** WA
- **ZIP:** 98663
- **BUSINESS PHONE:** 360-597-4570

**MAIL ADDRESS:**
- **STREET 1:** 300 E. 17TH STREET
- **CITY:** VANCOUVER
- **STATE:** WA
- **ZIP:** 98663

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Momentous Wealth Management Inc.<br>**Address:** 300 E. 17TH STREET<br>VANCOUVER, WA 98663

**Form 13F File Number:** 028-24932

**CRD Number (if applicable):** 000288429

**SEC File Number (if applicable):** 801-110752

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Linde Carroll<br>**Title:** Chief Compliance Officer<br>**Phone:** 360-597-4570

**Signature, Place, and Date of Signing:**

Linde Carroll  Vancouver, WA  11-13-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 40

**Form 13F Information Table Value Total:** $157706967

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 312853 | 1351 | SH |  | SOLE |  | 0 | 0 | 1351 |
| ALASKA AIR GROUP INC | COM | 011659109 |  | 229685 | 4614 | SH |  | SOLE |  | 0 | 0 | 4614 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 836351 | 3434 | SH |  | SOLE |  | 0 | 0 | 3434 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 571042 | 2349 | SH |  | SOLE |  | 0 | 0 | 2349 |
| AMAZON COM INC | COM | 023135106 |  | 734023 | 3343 | SH |  | SOLE |  | 0 | 0 | 3343 |
| APPLE INC | COM | 037833100 |  | 2953762 | 11600 | SH |  | SOLE |  | 0 | 0 | 11600 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 754200 | 1 | SH |  | SOLE |  | 0 | 0 | 1 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 370519 | 737 | SH |  | SOLE |  | 0 | 0 | 737 |
| BROADCOM INC | COM | 11135F101 |  | 396552 | 1202 | SH |  | SOLE |  | 0 | 0 | 1202 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 607931 | 657 | SH |  | SOLE |  | 0 | 0 | 657 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 32432946 | 840885 | SH |  | SOLE |  | 0 | 0 | 840885 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 23296352 | 742395 | SH |  | SOLE |  | 0 | 0 | 742395 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 17245441 | 403308 | SH |  | SOLE |  | 0 | 0 | 403308 |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 |  | 8514322 | 159833 | SH |  | SOLE |  | 0 | 0 | 159833 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 |  | 7186883 | 169212 | SH |  | SOLE |  | 0 | 0 | 169212 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 |  | 6625665 | 201388 | SH |  | SOLE |  | 0 | 0 | 201388 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 |  | 3123048 | 76265 | SH |  | SOLE |  | 0 | 0 | 76265 |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | 25434V682 |  | 873383 | 21255 | SH |  | SOLE |  | 0 | 0 | 21255 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 234457 | 5124 | SH |  | SOLE |  | 0 | 0 | 5124 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 327990 | 2909 | SH |  | SOLE |  | 0 | 0 | 2909 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 464101 | 1361 | SH |  | SOLE |  | 0 | 0 | 1361 |
| HOME DEPOT INC | COM | 437076102 |  | 211914 | 523 | SH |  | SOLE |  | 0 | 0 | 523 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 412582 | 1308 | SH |  | SOLE |  | 0 | 0 | 1308 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1346119 | 1833 | SH |  | SOLE |  | 0 | 0 | 1833 |
| MICROSOFT CORP | COM | 594918104 |  | 2226564 | 4299 | SH |  | SOLE |  | 0 | 0 | 4299 |
| NETFLIX INC | COM | 64110L106 |  | 290139 | 242 | SH |  | SOLE |  | 0 | 0 | 242 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1680713 | 9008 | SH |  | SOLE |  | 0 | 0 | 9008 |
| OUTDOOR HOLDING CO | COM | 00175J107 |  | 18648 | 12600 | SH |  | SOLE |  | 0 | 0 | 12600 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 764973 | 1009 | SH |  | SOLE |  | 0 | 0 | 1009 |
| RUMBLE INC | COM CL A | 78137L105 |  | 100397 | 13867 | SH |  | SOLE |  | 0 | 0 | 13867 |
| SALESFORCE INC | COM | 79466L302 |  | 227520 | 960 | SH |  | SOLE |  | 0 | 0 | 960 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 14593601 | 626873 | SH |  | SOLE |  | 0 | 0 | 626873 |
| TELEFONICA S A | SPONSORED ADR | 879382208 |  | 50871 | 10014 | SH |  | SOLE |  | 0 | 0 | 10014 |
| TESLA INC | COM | 88160R101 |  | 313528 | 705 | SH |  | SOLE |  | 0 | 0 | 705 |
| TJX COS INC NEW | COM | 872540109 |  | 260640 | 1803 | SH |  | SOLE |  | 0 | 0 | 1803 |
| VANGUARD MALVERN FDS | CORE BD ETF | 922020748 |  | 25921995 | 330596 | SH |  | SOLE |  | 0 | 0 | 330596 |
| VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | 92206C599 |  | 277543 | 943 | SH |  | SOLE |  | 0 | 0 | 943 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 269377 | 2274 | SH |  | SOLE |  | 0 | 0 | 2274 |
| VISA INC | COM CL A | 92826C839 |  | 399756 | 1171 | SH |  | SOLE |  | 0 | 0 | 1171 |
| WALMART INC | COM | 931142103 |  | 248581 | 2412 | SH |  | SOLE |  | 0 | 0 | 2412 |

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