13F HOLDINGS REPORT
Momentum Wealth Planning, LLC
Quarter ended Q4 2025 · Filed January 28, 2026 · Accession 0001765380-26-000044
Total Value
$128.2M
Positions
44
Other Managers
0
Confidential Omitted
No
Holdings (44)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 51,051 | $34.9M | 27.24% |
| 2 | INVESCO QQQ TR | IVZ | 31,487 | $19.3M | 15.09% |
| 3 | VANGUARD INDEX FDS | 922908744 | 34,840 | $6.7M | 5.19% |
| 4 | SCHWAB STRATEGIC TR | 808524862 | 265,055 | $6.5M | 5.04% |
| 5 | ALPHABET INC | GOOG | 20,529 | $6.4M | 5.03% |
| 6 | VANGUARD BD INDEX FDS | 921937819 | 68,017 | $5.3M | 4.13% |
| 7 | TESLA INC | TSLA | 10,095 | $4.5M | 3.54% |
| 8 | APPLE INC | AAPL | 16,443 | $4.5M | 3.49% |
| 9 | NEXSTAR MEDIA GROUP INC | NXST | 16,179 | $3.3M | 2.56% |
| 10 | NVIDIA CORPORATION | NVDA | 16,908 | $3.2M | 2.46% |
| 11 | AMAZON COM INC | AMZN | 13,029 | $3.0M | 2.35% |
| 12 | GOLDMAN SACHS GROUP INC | GSCE | 3,312 | $2.9M | 2.27% |
| 13 | BROADCOM INC | AVGO | 8,354 | $2.9M | 2.26% |
| 14 | LISTED FDS TR | 53656G498 | 33,961 | $2.2M | 1.75% |
| 15 | JPMORGAN CHASE & CO. | VYLD | 6,565 | $2.1M | 1.65% |
| 16 | KRANESHARES TRUST | 500767306 | 60,575 | $2.1M | 1.61% |
| 17 | SPDR SERIES TRUST | 78464A854 | 24,064 | $1.9M | 1.51% |
| 18 | ORACLE CORP | ORCL-PD | 7,912 | $1.5M | 1.20% |
| 19 | SPDR SERIES TRUST | 78468R663 | 13,919 | $1.3M | 0.99% |
| 20 | REDDIT INC | RDDT | 5,020 | $1.2M | 0.90% |
| 21 | BANK AMERICA CORP | 060505682 | 841 | $1.1M | 0.83% |
| 22 | WELLS FARGO CO NEW | 949746804 | 841 | $1.0M | 0.80% |
| 23 | SHOPIFY INC | SHOP | 5,815 | $936,041 | 0.73% |
| 24 | INVESCO QQQ TR | IVZ | 313 | $881,095 | 0.69% |
| 25 | VANGUARD INDEX FDS | 922908363 | 1,239 | $777,014 | 0.61% |
| 26 | ALIBABA GROUP HLDG LTD | BBAAY | 5,262 | $771,304 | 0.60% |
| 27 | SPDR GOLD TR | GLD | 1,800 | $713,358 | 0.56% |
| 28 | MERCADOLIBRE INC | MELI | 348 | $700,962 | 0.55% |
| 29 | NETFLIX INC | NFLX | 7,330 | $687,261 | 0.54% |
| 30 | META PLATFORMS INC | META | 936 | $617,844 | 0.48% |
| 31 | UBER TECHNOLOGIES INC | UBER | 6,288 | $513,792 | 0.40% |
| 32 | ISHARES BITCOIN TRUST ETF | IBIT | 7,761 | $385,334 | 0.30% |
| 33 | GE VERNOVA INC | GEV | 563 | $367,960 | 0.29% |
| 34 | SELECT SECTOR SPDR TR | 81369Y506 | 8,010 | $358,127 | 0.28% |
| 35 | TESLA INC | TSLA | 27 | $352,816 | 0.28% |
| 36 | ASTERA LABS INC | ALAB | 2,098 | $349,023 | 0.27% |
| 37 | BOOKING HOLDINGS INC | BKNG | 63 | $337,386 | 0.26% |
| 38 | ALPHABET INC | GOOG | 1,000 | $313,000 | 0.24% |
| 39 | ROCKET COS INC | 77311W101 | 12,800 | $247,808 | 0.19% |
| 40 | REDDIT INC | RDDT | 40 | $235,404 | 0.18% |
| 41 | SHOPIFY INC | SHOP | 83 | $234,065 | 0.18% |
| 42 | ARISTA NETWORKS INC | ANET | 1,760 | $230,613 | 0.18% |
| 43 | MICROSOFT CORP | MSFT | 476 | $230,203 | 0.18% |
| 44 | APPLE HOSPITALITY REIT INC | APLE | 15,051 | $179,558 | 0.14% |