13F Filings History of Momentum Wealth Planning, LLC

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$126,841,313
Signature - Title
Michelle McCarthy - Compliance Consultant
Location
Estero, FL
Summary
This page shows a list of all the recent 13F filings made by Momentum Wealth Planning, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Momentum Wealth Planning, LLC reported 44 stock holdings with total value $126,841,313 as of Q4 2025. Top holdings included SPY, QQQ, VTV, SCHO, and GOOG.

Notify me when Momentum Wealth Planning, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 44 $126,841,313 +$23,814,232 -$23,576,561 +$237,671 SPY, QQQ, VTV, SCHO, GOOG 13F-HR 28 Jan 2026, 09:53
Q3 2025 42 $128,509,194 +$21,316,009 -$20,334,008 +$982,001 SPY, QQQ, SMH, SCHO, KWEB 13F-HR 12 Nov 2025, 09:23
Q2 2025 39 $117,448,234 $0 $0 $0 SPY, QQQ, SCHO, BIV, AVGO 13F-HR 24 Sep 2025, 13:47