Moment Partners, LLC

Est. AUM

$560.5M

13F long equity, this entity only

Positions

113

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR S&P 500 ETF Trust	ETF	$108.6M	166462	19.37%	SOLE
2	Invesco S&P 500 Equal Weight ETF	ETF	$100.0M	521313	17.85%	SOLE
3	Invesco QQQ ETF	ETF	$50.7M	87855	9.05%	SOLE
4	Technology Select Sector SPDR Fund	ETF	$48.1M	362184	8.59%	SOLE
5	iShares Select Dividend ETF	ETF	$39.2M	258828	6.99%	SOLE
6	iShares S&P Mid-Cap 400 Growth ETF	ETF	$38.4M	381923	6.86%	SOLE
7	iShares 1-3 Year Treasury Bond ETF	ETF	$23.8M	288044	4.24%	SOLE
8	PIMCO Enhanced Short Maturity Active ETF	ETF	$21.9M	217830	3.91%	SOLE
9	Janus Henderson Mortgage-Backed Securities ETF	ETF	$20.6M	454702	3.68%	SOLE
10	SPDR Portfolio Intermediate Term Corporate Bond ETF	ETF	$10.7M	318949	1.91%	SOLE
11	iShares MSCI USA Quality Factor ETF	ETF	$10.6M	55469	1.90%	SOLE
12	Apple Inc	Common Stock	$4.8M	18895	0.86%	SOLE
13	First Trust Value Line Dividend Index Fund	ETF	$4.6M	96987	0.81%	SOLE
14	iShares MSCI KLD 400 Social ETF	ETF	$4.5M	36917	0.80%	SOLE
15	iShares MSCI USA ESG Select ETF	ETF	$3.5M	24857	0.63%	SOLE
16	SPDR Bloomberg 1-3 Month T-Bill ETF	ETF	$3.0M	32306	0.53%	SOLE
17	First Trust Enhanced Short Maturity ETF	ETF	$2.9M	47809	0.51%	SOLE
18	First Trust Global Tactical Commodity Strategy Fund	ETF	$2.4M	84602	0.43%	SOLE
19	Microsoft Corp	Common Stock	$2.4M	6513	0.43%	SOLE
20	Alphabet Inc Voting	Common Stock	$2.4M	8231	0.42%	SOLE
21	Johnson & Johnson	Common Stock	$2.3M	9380	0.41%	SOLE
22	JPMorgan Chase & Co	Common Stock	$2.2M	7367	0.39%	SOLE
23	Morgan Stanley & Co	Common Stock	$1.8M	11160	0.33%	SOLE
24	Chevron Corporation	Common Stock	$1.6M	7678	0.28%	SOLE
25	Alphabet Inc Non Voting	Common Stock	$1.4M	4996	0.26%	SOLE
26	Eli Lilly & Co	Common Stock	$1.3M	1392	0.23%	SOLE
27	Caterpillar Inc	Common Stock	$1.3M	1806	0.23%	SOLE
28	iShares Core S&P U.S. Growth ETF	ETF	$1.3M	8122	0.22%	SOLE
29	Cisco Systems Inc	Common Stock	$1.2M	15596	0.22%	SOLE
30	American Express Company	Common Stock	$1.2M	4000	0.22%	SOLE
31	First Trust Rising Dividend Achievers ETF	ETF	$1.2M	17591	0.21%	SOLE
32	Vanguard Information Technology ETF	ETF	$1.2M	1691	0.21%	SOLE
33	Materials Select Sector SPDR Fund	ETF	$1.1M	22349	0.20%	SOLE
34	Abbvie Inc	Common Stock	$1.1M	5096	0.20%	SOLE
35	SPDR S&P Mid-Cap 400 ETF	ETF	$1.1M	1728	0.19%	SOLE
36	iShares MSCI USA ESG Select ETF	ETF	$1.0M	7765	0.18%	SOLE
37	WalMart Inc	Common Stock	$1.0M	8191	0.18%	SOLE
38	Meta Platforms Inc	Common Stock	$971K	1698	0.17%	SOLE
39	First Trust Capital Strength ETF	ETF	$928K	10001	0.17%	SOLE
40	Nvidia Corp	Common Stock	$922K	5284	0.16%	SOLE
41	Amazon Com Inc	Common Stock	$861K	4133	0.15%	SOLE
42	iShares Core S&P 500 ETF	ETF	$800K	1225	0.14%	SOLE
43	L3harris Technologies	Common Stock	$775K	2246	0.14%	SOLE
44	Phillips 66	Common Stock	$774K	4247	0.14%	SOLE
45	iShares Gold Trust	ETF	$725K	8225	0.13%	SOLE
46	Pepsico Incorporated	Common Stock	$722K	4649	0.13%	SOLE
47	Goldman Sachs Group Inc	Common Stock	$719K	850	0.13%	SOLE
48	Visa Inc Class A	Common Stock	$718K	2374	0.13%	SOLE
49	Exxon Mobil Corp	Common Stock	$707K	4169	0.13%	SOLE
50	Mckesson Corporation	Common Stock	$693K	800	0.12%	SOLE

1–50 of 113

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.