§ 13F · FUND PROFILE
Momentum Wealth Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $117.4T (13F)Positions · 39Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 51K | $34.9T | 27.2% | −1% |
| 2 | QQQ | INVESCO QQQ TR | 31K | $19.3T | 15.1% | +4% |
| 3 | VTV | VANGUARD INDEX FDS | 35K | $6.7T | 5.2% | NEW |
| 4 | SCHO | SCHWAB STRATEGIC TR | 265K | $6.5T | 5.0% | −5% |
| 5 | GOOG | ALPHABET INC | 21K | $6.4T | 5.0% | +95% |
| 6 | BIV | VANGUARD BD INDEX FDS | 68K | $5.3T | 4.1% | +3% |
| 7 | TSLA | TESLA INC | 10K | $4.5T | 3.5% | +5% |
| 8 | AAPL | APPLE INC | 16K | $4.5T | 3.5% | +505% |
| 9 | NXST | NEXSTAR MEDIA GROUP INC | 16K | $3.3T | 2.6% | ±0% |
| 10 | NVDA | NVIDIA CORPORATION | 17K | $3.2T | 2.5% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MOMENTUM SIGNAL
AC read
Momentum Wealth Planning, LLC is a Other fund managing $117448.2 trillion in assets. The fund runs a portfolio of 39 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
4 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed