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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 2025-12-31, filed 2026-01-28, with 41 holding rows worth $128,191,877.

Accession
0001765380-26-000044
Filer
CIK 2087652
Filed
2026-01-28
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 44 entries on the cover page, a total value of $128,191,877 stated on the cover page (in dollars after the unit check, H1), rows summing to $128,191,877 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
SPY78462F103SHS51,051$34,914,063dollars as filed
INVESCO QQQ TR46090E103COM31,800$20,223,874dollars as filed
Vanguard Value ETF922908744SHS34,840$6,654,092dollars as filed
Schwab Short Term US Treasury ETF808524862SHS265,055$6,459,390dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM20,529$6,442,000dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS68,017$5,297,164dollars as filed
Tesla Motors, Inc88160R101COM10,095$4,539,923dollars as filed
Apple Inc037833100COM16,443$4,470,194dollars as filed
NEXSTAR MEDIA GROUP INC COMMON STOCK65336K103Stock16,179$3,285,146dollars as filed
NVIDIA Corp67066G104COM16,908$3,153,342dollars as filed
Amazon.com, Inc023135106COM13,029$3,007,354dollars as filed
Goldman Sachs Group,Inc.38141G104COM3,312$2,911,248dollars as filed
Broadcom Inc.11135F101COM8,354$2,891,319dollars as filed
LISTED FDS TR53656G498ROUN MA SEVE ETF33,961$2,240,068dollars as filed
JPMorgan Chase & Co46625H100COM6,565$2,115,374dollars as filed
KRANESHARES TRUST CSI CHI INTERNET500767306CSI CHI INTERNET60,575$2,062,579dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS24,064$1,930,414dollars as filed
Oracle Corporation68389X105COM7,912$1,542,128dollars as filed
REDDIT INC CL A75734B100Stock5,060$1,389,351dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS13,919$1,271,918dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS5,898$1,170,106dollars as filed
BANK OF AMER CORP0605056827.25%CNV PFD L841$1,068,175dollars as filed
WELLS FARGO & CO949746804PERP PFD CNV A841$1,019,292dollars as filed
Vanguard S&P 500 ETF922908363COM1,239$777,014dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS5,262$771,304dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,800$713,358dollars as filed
MERCADOLIBREINC58733R102STOK348$700,962dollars as filed
Netflix, Inc64110L106COM7,330$687,261dollars as filed
META PLATFORMS INC CL A30303M102COM936$617,844dollars as filed
Uber Technologies90353T100COM6,288$513,792dollars as filed
IShares Bitcoin Trust Registered46438F101SHS7,761$385,334dollars as filed
GE Vernova Inc.36828A101COM563$367,960dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS8,010$358,127dollars as filed
TESLA INC88160R901CALL27$352,816dollars as filed
ASTERA LABS INC COM04626A103COM2,098$349,023dollars as filed
Booking Holdings Inc.09857L108COM63$337,386dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,000$313,000dollars as filed
ROCKET COS INC77311W101COM CL A12,800$247,808dollars as filed
ARISTA NETWORKS INC040413205COM1,760$230,613dollars as filed
Microsoft Corp594918104COM476$230,203dollars as filed
APPLE HOSPITALITY REIT INC COM NEW03784Y200REIT15,051$179,558dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001765380-26-000044this filing2026-01-28acceptance time not in the bulk data set