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Disclosery

13F-HR filed by Momentum Wealth Planning, LLC

Momentum Wealth Planning, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-09-24, with 39 holding rows worth $117,448,234.

Accession
0001765380-25-000428
Filer
CIK 2087652
Filed
2025-09-24
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 39 entries on the cover page, a total value of $117,448,234 stated on the cover page (in dollars after the unit check, H1), rows summing to $117,448,234 with VALUE read as dollars as filed, 13F file number 028-25781. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPY78462F103SHS51,437$31,872,559dollars as filed
INVESCO QQQ TR46090E103COM29,241$16,146,903dollars as filed
Schwab Short Term US Treasury ETF808524862SHS269,821$6,578,236dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS68,223$5,276,367dollars as filed
Broadcom Inc.11135F101COM17,488$4,820,567dollars as filed
META PLATFORMS INC CL A30303M102COM6,206$4,580,587dollars as filed
Goldman Sachs Group,Inc.38141G104COM6,272$4,439,008dollars as filed
KRANESHARES TRUST CSI CHI INTERNET500767306CSI CHI INTERNET109,971$3,775,304dollars as filed
Walmart Inc.931142103COM36,151$3,534,845dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock79,800$3,459,330dollars as filed
Tesla Motors, Inc88160R101COM9,802$3,113,703dollars as filed
Amazon.com, Inc023135106COM12,962$2,843,733dollars as filed
NVIDIA Corp67066G104COM17,822$2,815,877dollars as filed
NEXSTAR MEDIA GROUP INC COMMON STOCK65336K103Stock16,179$2,798,158dollars as filed
Netflix, Inc64110L106COM1,848$2,474,712dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS27,043$1,965,756dollars as filed
JPMorgan Chase & Co46625H100COM6,096$1,767,291dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM9,961$1,766,982dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS15,540$1,425,484dollars as filed
Berkshire Hathaway Inc084670702COM2,800$1,360,156dollars as filed
IShares Bitcoin Trust Registered46438F101SHS19,200$1,175,232dollars as filed
BANK OF AMER CORP0605056827.25%CNV PFD L872$1,057,736dollars as filed
WELLS FARGO & CO949746804PERP PFD CNV A823$966,309dollars as filed
ROCKET COS INC77311W101COM CL A65,354$926,720dollars as filed
MERCADOLIBREINC58733R102STOK348$909,543dollars as filed
Vanguard S&P 500 ETF922908363COM1,558$887,709dollars as filed
Apple Inc037833100COM3,090$633,975dollars as filed
Uber Technologies90353T100COM5,829$543,846dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 11,164$514,313dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS3,783$436,369dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS3,617$420,796dollars as filed
Booking Holdings Inc.09857L108COM63$364,722dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS3,905$331,183dollars as filed
ISHARES TR46432F388MSCI USA VALUE2,905$328,875dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock761$245,620dollars as filed
Microsoft Corp594918104COM477$237,265dollars as filed
APPLE HOSPITALITY REIT INC COM NEW03784Y200REIT19,651$230,899dollars as filed
iShares MSCI USA Momentum Factor ETF46432F396SHS878$211,001dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK3,750$210,563dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001765380-25-000428this filing2025-09-24acceptance time not in the bulk data set