Momentum Wealth Planning, LLC
CIK: 0002087652SEC EDGAR →
Portfolio Value
$128.2M
Holdings
41
As of
Q4 2025
New Positions
6
Closed Positions
7
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 51,051 | $34.9M | 27.24% |
| 2 | INVESCO QQQ TR | 31,800 | $20.2M | 15.78% |
| 3 | VANGUARD INDEX FDS | 34,840 | $6.7M | 5.19% |
| 4 | SCHWAB STRATEGIC TR | 265,055 | $6.5M | 5.04% |
| 5 | ALPHABET INC | 20,529 | $6.4M | 5.03% |
| 6 | VANGUARD BD INDEX FDS | 68,017 | $5.3M | 4.13% |
| 7 | TESLA INC | 10,095 | $4.5M | 3.54% |
| 8 | APPLE INC | 16,443 | $4.5M | 3.49% |
| 9 | NEXSTAR MEDIA GROUP INC | 16,179 | $3.3M | 2.56% |
| 10 | NVIDIA CORPORATION | 16,908 | $3.2M | 2.46% |
Quarterly Changes
New Positions (7)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 14 | $67.6M | 52.8% |
| Unknown | 5 | $23.7M | 18.5% |
| Technology | 9 | $14.5M | 11.4% |
| Communication Services | 6 | $12.7M | 9.9% |
| Consumer Cyclical | 5 | $9.0M | 7.0% |
| Utilities | 1 | $367K | 0.3% |
| Real Estate | 1 | $179K | 0.1% |