Momentum Wealth Planning, LLC Portfolio Holdings

Momentum Wealth Planning, LLC

  • $117 Billion
  • Q2 2025

Momentum Wealth Planning, LLC has filed its 13F form on September 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $117 Billion distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $31.9B, Invesco Qqq Trust, Series 1 with a value of $16.1B, Schwab Short Term Us Treasury with a value of $6.58B, Vanguard Bd Index Fd Inc Inter with a value of $5.28B, and Broadcom Inc. with a value of $4.82B.

Examining the 13F form we can see an increase of $117B in the current position value.

Momentum Wealth Planning, LLC is based out at Estero, FL

Below you can find more details about Momentum Wealth Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $117 Billion
ETFs: $69.3 Billion
Communication Services: $11.6 Billion
Technology: $9.49 Billion
Financial Services: $8.49 Billion
Consumer Cyclical: $7.86 Billion
Consumer Defensive: $3.53 Billion
Basic Materials: $3.46 Billion
Utilities: $246 Million
Other: $231 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$133B
$4.82 Billion 4.1% of portfolio
17,488
Q2 2025 New
$1.75T
$4.58 Billion 3.9% of portfolio
6,206
Q2 2025 New
$274B
$4.44 Billion 3.78% of portfolio
6,272
Q2 2025 New
$280B
$3.53 Billion 3.01% of portfolio
36,151
Q2 2025 New
$53.1B
$3.46 Billion 2.95% of portfolio
79,800
Q2 2025 New
$1.4T
$3.11 Billion 2.65% of portfolio
9,802
Q2 2025 New
$2.26T
$2.84 Billion 2.42% of portfolio
12,962
Q2 2025 New
$453B
$2.82 Billion 2.4% of portfolio
17,822
Q2 2025 New
$7.69B
$2.8 Billion 2.38% of portfolio
16,179
Q2 2025 New
$537B
$2.47 Billion 2.11% of portfolio
1,848
Q2 2025 New
$926B
$1.77 Billion 1.5% of portfolio
6,096
Q2 2025 New
$1.49T
$1.77 Billion 1.5% of portfolio
9,961
Q2 2025 New
$644B
$1.36 Billion 1.16% of portfolio
2,800
Q2 2025 New
$2.79B
$927 Million 0.79% of portfolio
65,354
Q2 2025 New
$126B
$910 Million 0.77% of portfolio
348
Q2 2025 New
$4.09T
$634 Million 0.54% of portfolio
3,090
Q2 2025 New
$177B
$436 Million 0.37% of portfolio
3,783
Q2 2025 New
$476B
$421 Million 0.36% of portfolio
3,617
Q2 2025 New
$217B
$365 Million 0.31% of portfolio
63
Q2 2025 New
$106B
$246 Million 0.21% of portfolio
761
Q2 2025 New
$3.84T
$237 Million 0.2% of portfolio
477
Q2 2025 New
$2.75B
$231 Million 0.2% of portfolio
19,651
Q2 2025 New
$1.11B
$211 Million 0.18% of portfolio
3,750
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $117 Billion
  • Filing
  • Period Q2 2025
  • Filing Date September 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 39 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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