DOSSIER · 13F-HR · Q2 2026
Moment Partners, LLC
$555M in tracked AUM across 101 positions as of Q2 2026.
MP
CIK 0002055889 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of Moment Partners, LLC SEC 13F Filing
Portfolio Overview
Moment Partners, LLC manages a portfolio with a total value of approximately $368.28 million as of September 30, 2025, representing a growth of 6.2% from the previous quarter's $346.92 million. The portfolio consists of 56 holdings, indicating a focused yet diversified strategy. The firm employs a "core and satellite" approach, utilizing ETFs to establish broad market exposure while allocating smal...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.