Momentum Wealth Planning, LLC
•CIK: 2087652•Filing: Q4 2025
**Momentum Wealth Planning, LLC** manages $128M across a concentrated portfolio of 41 positions. The strategy exhibits a clear tilt toward major indices and high-growth technology names, evidenced by the top holdings. Significant allocations include SPY at $34.9M and NDQ at $20.2M, representing the core of the current exposure. Further concentration is visible in large-cap tech names such as GOOG ($6.4M) and AAPL ($4.5M).
Total AUM
$128.2M
QoQ Performance
-0.3%
Positions
37
Top 10 Concentration
74.5%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
NDQ
VTV
SCHO
GOOG
SPY27.2%
NDQ15.8%
VTV5.2%
SCHO5.0%
GOOG5.0%
BIV4.1%
TSLA3.5%
AAPL3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other45.5%
ETF27.8%
Technology15.3%
Consumer6.8%
Financial3.9%
Communication0.5%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW7 new positions
↑13 increased
↓15 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025