Momentum Wealth Planning
Latest statistics and disclosures from Momentum Wealth Planning's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002087652
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Positions held by Momentum Wealth Planning consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Momentum Wealth Planning
Momentum Wealth Planning holds 42 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 26.7 | $34M | 51k | 668.01 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 14.2 | $18M | 30k | 601.06 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 7.2 | $9.2M | 28k | 326.36 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 5.3 | $6.8M | 280k | 24.40 |
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| Kraneshares Trust Csi Chi Internet (KWEB) | 5.3 | $6.8M | 162k | 42.01 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 4.0 | $5.2M | 66k | 78.09 |
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| Tesla Motors (TSLA) | 3.3 | $4.3M | 9.6k | 444.72 |
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| Meta Platforms Cl A (META) | 3.3 | $4.2M | 5.8k | 734.38 |
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| NVIDIA Corporation (NVDA) | 2.5 | $3.2M | 17k | 186.59 |
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| Nexstar Media Group Common Stock (NXST) | 2.5 | $3.2M | 16k | 197.74 |
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| Goldman Sachs (GS) | 2.4 | $3.0M | 3.8k | 796.35 |
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| Amazon (AMZN) | 2.2 | $2.8M | 13k | 219.57 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $2.6M | 11k | 243.55 |
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| Oracle Corporation (ORCL) | 1.9 | $2.5M | 8.8k | 281.24 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $2.4M | 7.7k | 315.43 |
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| Microsoft Corporation (MSFT) | 1.8 | $2.3M | 4.4k | 517.95 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 1.6 | $2.1M | 23k | 91.75 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 1.5 | $2.0M | 25k | 78.34 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.2 | $1.5M | 24k | 65.00 |
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| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.9 | $1.1M | 861.00 | 1280.00 |
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| Netflix (NFLX) | 0.8 | $1.0M | 851.00 | 1198.92 |
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| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.8 | $1.0M | 821.00 | 1234.29 |
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| MercadoLibre (MELI) | 0.6 | $813k | 348.00 | 2336.94 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $761k | 1.2k | 614.12 |
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| Tesla Call | 0.6 | $752k | 54.00 | 13918.75 |
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| Apple (AAPL) | 0.5 | $692k | 2.7k | 254.63 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.5 | $670k | 3.8k | 178.73 |
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| Uber Technologies (UBER) | 0.5 | $591k | 6.0k | 97.97 |
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| Select Sector Spdr Tr Energy (XLE) | 0.4 | $554k | 6.2k | 89.34 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.4 | $495k | 1.1k | 465.06 |
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| Broadcom (AVGO) | 0.3 | $395k | 1.2k | 329.91 |
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| Alibaba Group Hldg Call | 0.3 | $363k | 48.00 | 7561.44 |
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| Booking Holdings (BKNG) | 0.3 | $340k | 63.00 | 5399.27 |
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| Invesco Qqq Tr Put | 0.3 | $328k | 325.00 | 1010.58 |
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| Wal-Mart Stores (WMT) | 0.2 | $280k | 2.7k | 103.06 |
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| Arista Networks Com Shs (ANET) | 0.2 | $256k | 1.8k | 145.71 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $250k | 1.7k | 148.61 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $243k | 1.0k | 243.10 |
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| Kraneshares Trust Call | 0.2 | $229k | 300.00 | 762.52 |
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| Calamos Etf Tr Russell 2000 Str (CPRO) | 0.2 | $218k | 8.2k | 26.68 |
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| Spdr S&p 500 Etf Tr Put | 0.2 | $217k | 301.00 | 720.30 |
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| Apple Hospitality Reit Com New (APLE) | 0.2 | $201k | 17k | 12.09 |
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Past Filings by Momentum Wealth Planning
SEC 13F filings are viewable for Momentum Wealth Planning going back to 2025
- Momentum Wealth Planning 2025 Q3 filed Nov. 12, 2025