Momentum Wealth Planning, LLC

Q3 2025 13F Holdings

Location
Estero, FL
Holdings as of
9/30/2025
Value ($000)
$128,509
Num holdings
42
Date filed
11/12/2025
Form type
13F-HR
Prev filing
9/24/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type