Momentum Wealth Planning, LLC Top Holdings and 13F Report (2025) About Momentum Wealth Planning, LLCInvestment ActivityMomentum Wealth Planning, LLC has $117.45 million in total holdings as of June 30, 2025.Momentum Wealth Planning, LLC owns shares of 39 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Largest Holdings SPDR S&P 500 ETF Trust $31,872,559Invesco QQQ $16,146,903Schwab Short-Term U.S. Treasury ETF $6,578,236Vanguard Intermediate-Term Bond ETF $5,276,367Broadcom $4,820,567 Sector AllocationMap of 500 Largest Holdings ofMomentum Wealth Planning, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$31,872,55951,43727.1%FinanceQQQInvesco QQQ$16,146,90329,24113.7%FinanceSCHOSchwab Short-Term U.S. Treasury ETF$6,578,236269,8215.6%ETFBIVVanguard Intermediate-Term Bond ETF$5,276,36768,2234.5%ETFAVGOBroadcom$4,820,56717,4884.1%Computer and TechnologyMETAMeta Platforms$4,580,5876,2063.9%Computer and TechnologyGSThe Goldman Sachs Group$4,439,0086,2723.8%FinanceKWEBKraneShares CSI China Internet ETF$3,775,304109,9713.2%ManufacturingWMTWalmart$3,534,84536,1513.0%Retail/WholesaleFCXFreeport-McMoRan$3,459,33079,8002.9%Basic MaterialsTSLATesla$3,113,7039,8022.7%Auto/Tires/TrucksAMZNAmazon.com$2,843,73312,9622.4%Retail/WholesaleNVDANVIDIA$2,815,87717,8222.4%Computer and TechnologyNXSTNexstar Media Group$2,798,15816,1792.4%Consumer DiscretionaryNFLXNetflix$2,474,7121,8482.1%Consumer DiscretionarySPLGSPDR Portfolio S&P 500 ETF$1,965,75627,0431.7%ETFJPMJPMorgan Chase & Co.$1,767,2916,0961.5%FinanceGOOGAlphabet$1,766,9829,9611.5%Computer and TechnologyBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,425,48415,5401.2%ETFBRK.BBerkshire Hathaway$1,360,1562,8001.2%FinanceISHARES BITCOIN TRUST ETF$1,175,23219,2001.0%SHS BEN INTBANK AMERICA CORP$1,057,7368720.9%7.25%CNV PFD LWFC.PLWells Fargo & Co. Pfd. Series L$966,3098230.8%FinanceRKTRocket Companies$926,72065,3540.8%FinanceMELIMercadoLibre$909,5433480.8%Retail/WholesaleVOOVanguard S&P 500 ETF$887,7091,5580.8%ETFAAPLApple$633,9753,0900.5%Computer and TechnologyUBERUber Technologies$543,8465,8290.5%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$514,3131,1640.4%FinanceSHOPIFY INC$436,3693,7830.4%CL A SUB VTG SHSBABAAlibaba Group$420,7963,6170.4%Retail/WholesaleBKNGBooking$364,722630.3%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$331,1833,9050.3%ETFVLUEiShares MSCI USA Value Factor ETF$328,8752,9050.3%ETFCEGConstellation Energy$245,6207610.2%EnergyMSFTMicrosoft$237,2654770.2%Computer and TechnologyAPLEApple Hospitality REIT$230,89919,6510.2%FinanceMTUMiShares MSCI USA Momentum Factor ETF$211,0018780.2%ETFCMGChipotle Mexican Grill$210,5633,7500.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
