Momentum Wealth Planning, LLC Portfolio Holdings

Momentum Wealth Planning, LLC

  • $129 Billion
  • Q3 2025

Momentum Wealth Planning, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $129 Billion distributed in 44 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 $34.4B, Invesco Qqq Trust, Series 1 with a value of $18.3B, Vaneck ETF Tr Semiconductor Et with a value of $9.21B, Schwab Short Term Us Treasury with a value of $6.83B, and Kraneshares Tr Csi China Inter with a value of $6.81B.

Examining the 13F form we can see an increase of $11.1B in the current position value, from $117B to 129B.

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 $129 Billion
ETFs: $86.5 Billion
Communication Services: $11.3 Billion
Technology: $9.88 Billion
Consumer Cyclical: $8.88 Billion
Financial Services: $5.44 Billion
Consumer Defensive: $280 Million
Real Estate: $201 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$34.4 Billion 26.74% of portfolio
51,436
Q3 2025 Reduced -0.0%
$0
$18.3 Billion 14.22% of portfolio
30,397
Q3 2025 Added 3.95%
$0
$9.21 Billion 7.16% of portfolio
28,210
Q3 2025 New
$0
$6.83 Billion 5.31% of portfolio
279,758
Q3 2025 Added 3.68%
$0
$6.81 Billion 5.3% of portfolio
162,100
Q3 2025 Added 47.4%
$0
$5.16 Billion 4.02% of portfolio
66,076
Q3 2025 Reduced 3.15%
$1.28T
$4.28 Billion 3.33% of portfolio
9,615
Q3 2025 Reduced 1.91%
$1.37T
$4.23 Billion 3.29% of portfolio
5,763
Q3 2025 Reduced 7.14%
$474B
$3.22 Billion 2.5% of portfolio
17,244
Q3 2025 Reduced 3.24%
$7.07B
$3.2 Billion 2.49% of portfolio
16,179
Q2 2025 New
$270B
$3.03 Billion 2.36% of portfolio
3,805
Q3 2025 Reduced 39.33%
$2.39T
$2.78 Billion 2.17% of portfolio
12,681
Q3 2025 Reduced 2.17%
$1.69T
$2.56 Billion 1.99% of portfolio
10,515
Q3 2025 Added 5.56%
$601B
$2.47 Billion 1.93% of portfolio
8,799
Q3 2025 New
$891B
$2.41 Billion 1.88% of portfolio
7,653
Q3 2025 Added 25.54%
$3.8T
$2.26 Billion 1.76% of portfolio
4,360
Q3 2025 Added 814.05%
$0
$1.96 Billion 1.52% of portfolio
24,966
Q3 2025 Reduced 7.68%
Ishares Bitcoin Trust ETF
-
$1.53 Billion 1.19% of portfolio
-
Q3 2025 Added 22.66%
Bank America Corp
-
$1.1 Billion 0.86% of portfolio
-
Q3 2025 Reduced 1.26%
Wells Fargo CO New
-
$1.01 Billion 0.79% of portfolio
-
Q3 2025 Reduced 0.24%
$495B
$1.02 Billion 0.79% of portfolio
851
Q3 2025 Reduced 53.95%
Tesla Inc
-
$805 Million 0.63% of portfolio
-
Q3 2025 New
$103B
$813 Million 0.63% of portfolio
348
Q2 2025 New
$0
$761 Million 0.59% of portfolio
1,239
Q3 2025 Reduced 20.47%
$4.38T
$692 Million 0.54% of portfolio
2,719
Q3 2025 Reduced 12.01%
$407B
$670 Million 0.52% of portfolio
3,751
Q3 2025 Added 3.7%
$181B
$591 Million 0.46% of portfolio
6,032
Q3 2025 Added 3.48%
$0
$554 Million 0.43% of portfolio
6,205
Q3 2025 Added 58.9%
$0
$495 Million 0.39% of portfolio
1,064
Q3 2025 Reduced 8.59%
$139B
$395 Million 0.31% of portfolio
1,197
Q3 2025 Reduced 93.16%
Alibaba Group Hldg LTD
-
$363 Million 0.28% of portfolio
-
Q3 2025 New
Invesco Qqq Tr
-
$328 Million 0.26% of portfolio
-
Q3 2025 New
$200B
$340 Million 0.26% of portfolio
63
Q2 2025 New
$278B
$280 Million 0.22% of portfolio
2,716
Q3 2025 Reduced 92.49%
Arista Networks Inc
-
$256 Million 0.2% of portfolio
-
Q3 2025 New
$174B
$250 Million 0.19% of portfolio
1,679
Q3 2025 Reduced 55.62%
$1.65T
$243 Million 0.19% of portfolio
1,000
Q3 2025 New
Kraneshares Trust
-
$229 Million 0.18% of portfolio
-
Q3 2025 New
Calamos ETF Tr
-
$218 Million 0.17% of portfolio
-
Q3 2025 New
Spdr S&P 500 ETF Tr
-
$217 Million 0.17% of portfolio
-
Q3 2025 New
$2.69B
$201 Million 0.16% of portfolio
16,651
Q3 2025 Reduced 15.27%

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $129 Billion
  • Prior Value $117 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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