Momentum Wealth Planning, LLC Portfolio Holdings

Momentum Wealth Planning, LLC

  • $128 Billion
  • Q4 2025

Momentum Wealth Planning, LLC has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $128 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 $34.9B, Invesco Qqq Trust, Series 1 with a value of $20.2B, Vanguard Value ETF with a value of $6.65B, Schwab Short Term Us Treasury with a value of $6.46B, and Alphabet Inc. with a value of $6.44B.

Examining the 13F form we can see an decrease of $317M in the current position value, from $129B to 128B.

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 $128 Billion
ETFs: $80.7 Billion
Technology: $14 Billion
Communication Services: $11.3 Billion
Consumer Cyclical: $9.36 Billion
Financial Services: $5.27 Billion
Real Estate: $180 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$34.9 Billion 27.24% of portfolio
51,051
Q4 2025 Reduced 0.75%
$0
$20.2 Billion 15.78% of portfolio
31,800
Q4 2025 Added 4.62%
$0
$6.65 Billion 5.19% of portfolio
34,840
Q4 2025 New
$0
$6.46 Billion 5.04% of portfolio
265,055
Q4 2025 Reduced 5.26%
$1.74T
$6.44 Billion 5.03% of portfolio
20,529
Q4 2025 Added 95.24%
$0
$5.3 Billion 4.13% of portfolio
68,017
Q4 2025 Added 2.94%
$1.29T
$4.54 Billion 3.54% of portfolio
10,095
Q4 2025 Added 4.99%
$4.3T
$4.47 Billion 3.49% of portfolio
16,443
Q4 2025 Added 504.74%
$7.07B
$3.29 Billion 2.56% of portfolio
16,179
Q2 2025 New
$465B
$3.15 Billion 2.46% of portfolio
16,908
Q4 2025 Reduced 1.95%
$2.39T
$3.01 Billion 2.35% of portfolio
13,029
Q4 2025 Added 2.74%
$265B
$2.91 Billion 2.27% of portfolio
3,312
Q4 2025 Reduced 12.96%
$139B
$2.89 Billion 2.26% of portfolio
8,354
Q4 2025 Added 597.91%
Listed Fds Tr
-
$2.24 Billion 1.75% of portfolio
-
Q4 2025 New
$881B
$2.12 Billion 1.65% of portfolio
6,565
Q4 2025 Reduced 14.22%
$0
$2.06 Billion 1.61% of portfolio
60,575
Q4 2025 Reduced 62.63%
$593B
$1.54 Billion 1.2% of portfolio
7,912
Q4 2025 Reduced 10.08%
Reddit Inc
-
$1.39 Billion 1.08% of portfolio
-
Q4 2025 New
$0
$1.27 Billion 0.99% of portfolio
13,919
Q4 2025 Reduced 39.31%
$174B
$1.17 Billion 0.91% of portfolio
5,898
Q4 2025 Added 251.28%
Bank America Corp
-
$1.07 Billion 0.83% of portfolio
-
Q4 2025 Reduced 2.32%
Wells Fargo CO New
-
$1.02 Billion 0.8% of portfolio
-
Q4 2025 Added 2.44%
$0
$777 Million 0.61% of portfolio
1,239
Q3 2025 Reduced 20.47%
$418B
$771 Million 0.6% of portfolio
5,262
Q4 2025 Added 40.28%
$130B
$713 Million 0.56% of portfolio
1,800
Q4 2025 New
$103B
$701 Million 0.55% of portfolio
348
Q2 2025 New
$49.1B
$687 Million 0.54% of portfolio
7,330
Q4 2025 Added 761.34%
$1.37T
$618 Million 0.48% of portfolio
936
Q4 2025 Reduced 83.76%
$181B
$514 Million 0.4% of portfolio
6,288
Q4 2025 Added 4.24%
Ishares Bitcoin Trust ETF
-
$385 Million 0.3% of portfolio
-
Q4 2025 Reduced 67.04%
Ge Vernova Inc
-
$368 Million 0.29% of portfolio
-
Q4 2025 New
$0
$358 Million 0.28% of portfolio
8,010
Q4 2025 Added 29.09%
Tesla Inc
-
$353 Million 0.28% of portfolio
-
Q4 2025 Reduced 50.0%
Astera Labs Inc
-
$349 Million 0.27% of portfolio
-
Q4 2025 New
$191B
$337 Million 0.26% of portfolio
63
Q2 2025 New
$1.65T
$313 Million 0.24% of portfolio
1,000
Q3 2025 New
$2.27B
$248 Million 0.19% of portfolio
12,800
Q4 2025 New
Arista Networks Inc
-
$231 Million 0.18% of portfolio
-
Q3 2025 New
$3.78T
$230 Million 0.18% of portfolio
476
Q4 2025 Reduced 89.08%
$2.69B
$180 Million 0.14% of portfolio
15,051
Q4 2025 Reduced 9.61%

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $128 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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