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Moment Partners, LLC
Moment Partners, LLC is a San Francisco-based SEC-registered investment adviser founded in 2024, specializing in wealth management and customized financial planning services for individuals, families, and small businesses. The firm focuses on legacy building, wealth preservation, and growth, and serves more than 400 clients. With a team of 4 advisors and a total staff of approximately 10, Moment Partners combines traditional values with modern technology to provide integrated, personalized wealth solutions.
Investment Strategy
Moment Partners employs a holistic, goals-based investment approach, blending traditional wealth management principles with innovative strategies and technology. The firm creates personalized investment plans tailored to each client's objectives and risk profiles, leveraging both in-depth market research and advanced portfolio construction tools. Services include financial planning, tax strategies, asset protection, estate planning, and offering access to private investments and curated opportunities to optimize diversification, manage risk, and drive sustainable, multi-generational growth. Portfolios are managed on both discretionary and non-discretionary bases, with a strong focus on alignment with clients' long-term goals and legacies.
Latest 13F Filing Activity
Moment Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 113 equity positions with a total 13F market value of $533M. The fund increased holdings in SPDR S&P 500 Etf TR, Select Sector SPDR TR, Invesco QQQ TR among other positions. Moment Partners, LLC reduced exposure to Ishares TR, First TR Exchange Traded FD, Ishares TR among others.
Top Holdings
Equity Positions (113)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 18.89% | $100.7M | 162,905 | $588.48 | $617.85 | +$16.4M |
R RSP | INVESCO EXCHANGE TRADED FD T | 17.41% | $92.8M | 510,379 | $175.23 | $181.74 | +$2.0M |
Q QQQ | INVESCO QQQ TR | 9.13% | $48.6M | 88,190 | $511.23 | $551.64 | +$6.0M |
X XLK | SELECT SECTOR SPDR TR | 8.78% | $46.8M | 184,838 | $232.52 | $253.23 | +$7.8M |
I IJK | ISHARES TR | 6.40% | $34.1M | 375,036 | $90.93 | $90.98 | +$2.0M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
J Jason Cohen | Managing Partner | CA , United States | |
 | Senior Associate | San Francisco, CA , United States |
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