Momentum Wealth Planning, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Momentum Wealth Planning, LLC held in its portfolio 40 assets valued at $128,191,877 (i.e. $128.19M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($34.91M), INVESCO QQQ TR ($20.22M), and VANGUARD INDEX FDS ($6.65M).
The chart below shows the top 10 valuable assets, and the table below shows the top 40 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Momentum Wealth Planning, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 51051 | 34914063 | TR UNIT |
| INVESCO QQQ TR | 31800 | 20223874 | UNIT SER 1 |
| VANGUARD INDEX FDS | 34840 | 6654092 | VALUE ETF |
| SCHWAB STRATEGIC TR | 265055 | 6459390 | SHT TM US TRES |
| ALPHABET INC | 20529 | 6442000 | CAP STK CL C |
| VANGUARD BD INDEX FDS | 68017 | 5297164 | INTERMED TERM |
| TESLA INC | 10095 | 4539923 | COM |
| APPLE INC | 16443 | 4470194 | COM |
| NEXSTAR MEDIA GROUP INC | 16179 | 3285146 | COMMON STOCK |
| SPDR SERIES TRUST | 37983 | 3202332 | STATE STREET SPD |
| NVIDIA CORPORATION | 16908 | 3153342 | COM |
| AMAZON COM INC | 13029 | 3007354 | COM |
| GOLDMAN SACHS GROUP INC | 3312 | 2911248 | COM |
| BROADCOM INC | 8354 | 2891319 | COM |
| LISTED FDS TR | 33961 | 2240068 | ROUNDHILL MAGNIF |
| JPMORGAN CHASE & CO. | 6565 | 2115374 | COM |
| KRANESHARES TRUST | 60575 | 2062579 | CSI CHI INTERNET |
| ORACLE CORP | 7912 | 1542128 | COM |
| REDDIT INC | 5060 | 1389351 | CL A |
| SHOPIFY INC | 5898 | 1170106 | CL A SUB VTG SHS |
| BANK AMERICA CORP | 841 | 1068175 | 7.25%CNV PFD L |
| WELLS FARGO CO NEW | 841 | 1019292 | PERP PFD CNV A |
| VANGUARD INDEX FDS | 1239 | 777014 | S&P 500 ETF SHS |
| ALIBABA GROUP HLDG LTD | 5262 | 771304 | SPONSORED ADS |
| SPDR GOLD TR | 1800 | 713358 | GOLD SHS |
| MERCADOLIBRE INC | 348 | 700962 | COM |
| NETFLIX INC | 7330 | 687261 | COM |
| META PLATFORMS INC | 936 | 617844 | CL A |
| UBER TECHNOLOGIES INC | 6288 | 513792 | COM |
| ISHARES BITCOIN TRUST ETF | 7761 | 385334 | SHS BEN INT |
| GE VERNOVA INC | 563 | 367960 | COM |
| SELECT SECTOR SPDR TR | 8010 | 358127 | STATE STREET ENE |
| TESLA INC | 27 | 352816 | CALL |
| ASTERA LABS INC | 2098 | 349023 | COM |
| BOOKING HOLDINGS INC | 63 | 337386 | COM |
| ALPHABET INC | 1000 | 313000 | CAP STK CL A |
| ROCKET COS INC | 12800 | 247808 | COM CL A |
| ARISTA NETWORKS INC | 1760 | 230613 | COM SHS |
| MICROSOFT CORP | 476 | 230203 | COM |
| APPLE HOSPITALITY REIT INC | 15051 | 179558 | COM NEW |
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