Momentum Wealth Planning, LLC

Business address
18722 IVywood Place, Estero, FL, 33928
Top securities (13F)
SPY, QQQ, SMH, SCHO, KWEB, BIV, TSLA, META, NVDA, NXST, GS, AMZN, GOOG, ORCL, JPM, MSFT, BIL, SPLG, IBIT, and BACPRL
State of incorporation
FL
Fiscal year end
31 December
Momentum Wealth Planning, LLC has filed 2 SEC EDGAR filings since 24 Sep 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 12 Nov 2025 30 Sep 2025 028-25781
13F-HR Open Document Open Filing 24 Sep 2025 30 Jun 2025 028-25781