Momentum Wealth Planning, LLC
13F Portfolio Filings
Most recent 13F
Q3 2025
Location
Estero, FL
CIK
0002087652
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q3 2025
42
128,509
SPY, QQQ, SMH, SCHO
13F-HR
11/12/2025
000176538025000471
Q2 2025
39
117,448
SPY, QQQ, SCHO, BIV
13F-HR
9/24/2025
000176538025000428