Moment Partners, LLC
RIA/Wealth
Moment Partners, LLC is a RIA/Wealth based in San Francisco, CA led by Scott H. Hampton, reporting $1.1B in AUM as of Q3 2025 with 90% ETF concentration, 81% concentrated in top 10 holdings, 19% allocation to SPY, and minimal technology exposure.
MemberScott H. Hampton
- Portfolio Value
- $565.4M
- Positions
- 119
- Top Holding
- SPY at 19.05%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Moment Partners, LLC's portfolio (80.8% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $107.7M | 19.05% | -$820.7K Sold | — 161.7K shares | |
ETF ETF | $95.7M | 16.93% | -$1.1M Sold | — 504.6K shares | |
ETF ETF | $52.1M | 9.21% | -$851.9K Sold | — 86.8K shares | |
ETF ETF | $51.6M | 9.12% | -$504.2K Sold | — 183.0K shares | |
ETF ETF | $35.6M | 6.29% | -$359.2K Sold | — 250.4K shares | |
ETF ETF | $35.5M | 6.28% | -$450.2K Sold | — 370.3K shares | |
ETF ETF | $23.5M | 4.15% | -$10.0K Sold | — 283.1K shares | |
ETF ETF | $20.6M | 3.64% | -$33.6K Sold | — 204.4K shares | |
ETF ETF | $19.4M | 3.43% | -$126.3K Sold | — 424.1K shares | |
ETF ETF | $15.3M | 2.71% | -$164.4K Sold | — 78.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Moment Partners, LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-20.08% | |
-13.71% | |
-9.66% |
Analytics
Portfolio insights and performance metrics for Moment Partners, LLC
GthenA