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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.9 Billion 27.14% of portfolio
51,437
Q2 2025 New
$0
$16.1 Billion 13.75% of portfolio
29,241
Q2 2025 New
$0
$6.58 Billion 5.6% of portfolio
269,821
Q2 2025 New
$0
$5.28 Billion 4.49% of portfolio
68,223
Q2 2025 New
$0
$3.78 Billion 3.21% of portfolio
109,971
Q2 2025 New
$0
$1.97 Billion 1.67% of portfolio
27,043
Q2 2025 New
$0
$1.43 Billion 1.21% of portfolio
15,540
Q2 2025 New
$0
$888 Million 0.76% of portfolio
1,558
Q2 2025 New
$0
$514 Million 0.44% of portfolio
1,164
Q2 2025 New
$0
$331 Million 0.28% of portfolio
3,905
Q2 2025 New
$0
$329 Million 0.28% of portfolio
2,905
Q2 2025 New
$0
$211 Million 0.18% of portfolio
878
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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