Momentum Wealth Planning, LLC 13F Holdings
CIK 0002087652 · ESTERO, FL
As of Sep 30, 2025, Momentum Wealth Planning, LLC reported 42 positions worth
CIK 0002087652 · ESTERO, FL
As of Sep 30, 2025, Momentum Wealth Planning, LLC reported 42 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 51,436 | $34.4M | 26.74% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 30,397 | 8.3M | 14.22% |
| VANECK SEMICONDUCTOR ETF | SMH | — | 28,210 | $9.2M | 7.16% |
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | — | 279,758 | $6.8M | 5.31% |
| KRANESHARES CSI CHINA INTERNET ETF | KWEB | — | 162,100 | $6.8M | 5.30% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 66,076 | $5.2M | 4.02% |
| TESLA INC | TSLA | Consumer Cyclical | 9,615 | $4.3M | 3.33% |
| META PLATFORMS INC | META | Communication Services | 5,763 | $4.2M | 3.29% |
| NVIDIA CORP | NVDA | Technology | 17,244 | $3.2M | 2.50% |
| NEXSTAR MEDIA GROUP INC | NXST | Communication Services | 16,179 | $3.2M | 2.49% |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 3,805 | $3.0M | 2.36% |
| AMAZON.COM INC | AMZN | Equity | 12,681 | $2.8M | 2.17% |
| ALPHABET INC | GOOG | Equity | 10,515 | $2.6M | 1.99% |
| ORACLE CORP | ORCL | Technology | 8,799 | $2.5M | 1.93% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 7,653 | $2.4M | 1.88% |
| MICROSOFT CORP | MSFT | Technology | 4,360 | $2.3M | 1.76% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 22,933 | $2.1M | 1.64% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 24,966 | $2.0M | 1.52% |
| ISHARES BITCOIN TRUST ETF | IBIT | — | 23,550 | .5M | 1.19% |
| BANK OF AMERICA CORP | BAC-PL | Financial Services | 861 | .1M | 0.86% |
| NETFLIX INC | NFLX | Communication Services | 851 | .0M | 0.79% |
| WELLS FARGO & COMPANY | WFC-PL | Financial Services | 821 | .0M | 0.79% |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 348 | $813.3K | 0.63% |
| TESLA INC | — | — | 54 | $805.1K | 0.63% |
| VANGUARD 500 INDEX FUND | VOO | — | 1,239 | $760.9K | 0.59% |