# EDGAR Filing Document

**Accession Number:** 0002055889
**File Stem:** 0002055889-25-000004
**Filing Date:** 2025-7
**Character Count:** 15313
**Document Hash:** 553f41d5e3aa8dd128bf166f0866291c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002055889-25-000004.hdr.sgml**: 20250731

**ACCESSION NUMBER**: 0002055889-25-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250731

**DATE AS OF CHANGE**: 20250731

**EFFECTIVENESS DATE**: 20250731

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Moment Partners, LLC
- **CENTRAL INDEX KEY:** 0002055889

**ORGANIZATION NAME:**
- **EIN:** 994147724

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24937
- **FILM NUMBER:** 251170424

**BUSINESS ADDRESS:**
- **STREET 1:** 535 MISSION STREET
- **STREET 2:** SUITE 2310
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94105
- **BUSINESS PHONE:** 415-523-6868

**MAIL ADDRESS:**
- **STREET 1:** 535 MISSION STREET
- **STREET 2:** SUITE 2310
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94105

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Moment Partners LLC<br>**Address:** 535 Mission Street<br>Suite 2310<br>San Francisco, CA 94105

**Form 13F File Number:** 028-24937

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jason Cohen<br>**Title:** Chief Compliance Officer<br>**Phone:** 415-523-6990

**Signature, Place, and Date of Signing:**

Jason Cohen  San Francisco, CA  07-31-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 2

**Form 13F Information Table Entry Total:** 119

**Form 13F Information Table Value Total:** $532894579

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

| No.   | Name                                | Form 13F File Number   |
|:---|:---|:---|
|  | WELLS FARGO  COMPANY/MN             | 028-00165              |
|  | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 028-04558              |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 100650773 | 162905 | SH |  | SOLE |  | 162905 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 92756242 | 510379 | SH |  | SOLE |  | 510379 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 48648995 | 88190 | SH |  | SOLE |  | 88190 | 0 | 0 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 46806499 | 184838 | SH |  | SOLE |  | 184838 | 0 | 0 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 34120812 | 375036 | SH |  | SOLE |  | 375036 | 0 | 0 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 33592409 | 252936 | SH |  | SOLE |  | 252936 | 0 | 0 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 23468448 | 283230 | SH |  | SOLE |  | 283230 | 0 | 0 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 20584563 | 204750 | SH |  | SOLE |  | 204750 | 0 | 0 |
| JANUS DETROIT STR TR | HENDERSON MTG | 47103U852 |  | 19231902 | 426901 | SH |  | SOLE |  | 426901 | 0 | 0 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 14568220 | 79686 | SH |  | SOLE |  | 79686 | 0 | 0 |
| SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 |  | 9137817 | 272121 | SH |  | SOLE |  | 272121 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 33734H106 |  | 6228879 | 139349 | SH |  | SOLE |  | 139349 | 0 | 0 |
| ISHARES TR | ESG MSCI KLD 400 | 464288570 |  | 4435391 | 38183 | SH |  | SOLE |  | 38183 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 |  | 3947062 | 65927 | SH |  | SOLE |  | 65927 | 0 | 0 |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 |  | 3724034 | 40598 | SH |  | SOLE |  | 40598 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 3453433 | 16832 | SH |  | SOLE |  | 16832 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 3422268 | 6880 | SH |  | SOLE |  | 6880 | 0 | 0 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 3192945 | 23599 | SH |  | SOLE |  | 23599 | 0 | 0 |
| FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | 33739H101 |  | 3097903 | 125574 | SH |  | SOLE |  | 125574 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 2257583 | 7787 | SH |  | SOLE |  | 7787 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1474533 | 9653 | SH |  | SOLE |  | 9653 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 81369Y100 |  | 1458632 | 16611 | SH |  | SOLE |  | 16611 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 |  | 1369672 | 15070 | SH |  | SOLE |  | 15070 | 0 | 0 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 1319436 | 9367 | SH |  | SOLE |  | 9367 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 1277196 | 4004 | SH |  | SOLE |  | 4004 | 0 | 0 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 1253584 | 8335 | SH |  | SOLE |  | 8335 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 1217758 | 17552 | SH |  | SOLE |  | 17552 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1211964 | 1642 | SH |  | SOLE |  | 1642 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 1140308 | 7964 | SH |  | SOLE |  | 7964 | 0 | 0 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 1129566 | 1703 | SH |  | SOLE |  | 1703 | 0 | 0 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 1105040 | 17613 | SH |  | SOLE |  | 17613 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 1081949 | 5829 | SH |  | SOLE |  | 5829 | 0 | 0 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 1074466 | 3484 | SH |  | SOLE |  | 3484 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 1073413 | 1377 | SH |  | SOLE |  | 1377 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1039052 | 5896 | SH |  | SOLE |  | 5896 | 0 | 0 |
| ISHARES TR | ESG OPTIMIZED | 464288802 |  | 1008043 | 7953 | SH |  | SOLE |  | 7953 | 0 | 0 |
| PAYCHEX INC | COM | 704326107 |  | 990977 | 6813 | SH |  | SOLE |  | 6813 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 926289 | 9473 | SH |  | SOLE |  | 9473 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 878574 | 1415 | SH |  | SOLE |  | 1415 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 870435 | 650 | SH |  | SOLE |  | 650 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 867029 | 3952 | SH |  | SOLE |  | 3952 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 810963 | 5133 | SH |  | SOLE |  | 5133 | 0 | 0 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 790706 | 3198 | SH |  | SOLE |  | 3198 | 0 | 0 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 702072 | 13406 | SH |  | SOLE |  | 13406 | 0 | 0 |
| ABBOTT LABS | COM | 002824100 |  | 691747 | 5086 | SH |  | SOLE |  | 5086 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 683250 | 1760 | SH |  | SOLE |  | 1760 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 666437 | 5047 | SH |  | SOLE |  | 5047 | 0 | 0 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 661649 | 1168 | SH |  | SOLE |  | 1168 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 635436 | 2864 | SH |  | SOLE |  | 2864 | 0 | 0 |
| AFLAC INC | COM | 001055102 |  | 625825 | 5934 | SH |  | SOLE |  | 5934 | 0 | 0 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 618903 | 2122 | SH |  | SOLE |  | 2122 | 0 | 0 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 617398 | 2461 | SH |  | SOLE |  | 2461 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 613060 | 3456 | SH |  | SOLE |  | 3456 | 0 | 0 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 612370 | 4750 | SH |  | SOLE |  | 4750 | 0 | 0 |
| PHILLIPS 66 | COM | 718546104 |  | 591448 | 4958 | SH |  | SOLE |  | 4958 | 0 | 0 |
| MCKESSON CORP | COM | 58155Q103 |  | 586224 | 800 | SH |  | SOLE |  | 800 | 0 | 0 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 578549 | 3339 | SH |  | SOLE |  | 3339 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 570447 | 806 | SH |  | SOLE |  | 806 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 542174 | 1527 | SH |  | SOLE |  | 1527 | 0 | 0 |
| ANALOG DEVICES INC | COM | 032654105 |  | 536581 | 2254 | SH |  | SOLE |  | 2254 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 527822 | 2446 | SH |  | SOLE |  | 2446 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 524800 | 3294 | SH |  | SOLE |  | 3294 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 509363 | 1200 | SH |  | SOLE |  | 1200 | 0 | 0 |
| ECHOSTAR CORP | CL A | 278768106 |  | 505580 | 18252 | SH |  | SOLE |  | 18252 | 0 | 0 |
| BROWN  BROWN INC | COM | 115236101 |  | 498472 | 4496 | SH |  | SOLE |  | 4496 | 0 | 0 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 483308 | 3579 | SH |  | OTR | 1 | 0 | 3579 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 482678 | 1101 | SH |  | SOLE |  | 1101 | 0 | 0 |
| EMERSON ELEC CO | COM | 291011104 |  | 482277 | 3617 | SH |  | SOLE |  | 3617 | 0 | 0 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 477611 | 5088 | SH |  | SOLE |  | 5088 | 0 | 0 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 462084 | 1546 | SH |  | SOLE |  | 1546 | 0 | 0 |
| LINDE PLC | SHS | G54950103 |  | 450891 | 961 | SH |  | SOLE |  | 961 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 450281 | 4177 | SH |  | SOLE |  | 4177 | 0 | 0 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 422169 | 4644 | SH |  | SOLE |  | 4644 | 0 | 0 |
| CINTAS CORP | COM | 172908105 |  | 417442 | 1873 | SH |  | SOLE |  | 1873 | 0 | 0 |
| ISHARES TR | US HLTHCARE ETF | 464287762 |  | 416540 | 7375 | SH |  | SOLE |  | 7375 | 0 | 0 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 407760 | 1593 | SH |  | SOLE |  | 1593 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 401208 | 1373 | SH |  | SOLE |  | 1373 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 390219 | 1431 | SH |  | SOLE |  | 1431 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 384244 | 791 | SH |  | SOLE |  | 791 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 379472 | 1035 | SH |  | SOLE |  | 1035 | 0 | 0 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 |  | 368720 | 4000 | SH |  | SOLE |  | 4000 | 0 | 0 |
| ZOETIS INC | CL A | 98978V103 |  | 367119 | 2354 | SH |  | SOLE |  | 2354 | 0 | 0 |
| WEC ENERGY GROUP INC | COM | 92939U106 |  | 360999 | 3464 | SH |  | SOLE |  | 3464 | 0 | 0 |
| TRACTOR SUPPLY CO | COM | 892356106 |  | 353576 | 6700 | SH |  | SOLE |  | 6700 | 0 | 0 |
| CENCORA INC | COM | 03073E105 |  | 349625 | 1166 | SH |  | SOLE |  | 1166 | 0 | 0 |
| CHUBB LIMITED | COM | H1467J104 |  | 348533 | 1203 | SH |  | SOLE |  | 1203 | 0 | 0 |
| CMS ENERGY CORP | COM | 125896100 |  | 347346 | 5014 | SH |  | SOLE |  | 5014 | 0 | 0 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 334241 | 1185 | SH |  | SOLE |  | 1185 | 0 | 0 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 327411 | 3756 | SH |  | SOLE |  | 3756 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 326371 | 1268 | SH |  | SOLE |  | 1268 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 322644 | 1153 | SH |  | SOLE |  | 1153 | 0 | 0 |
| GLOBAL X FDS | AUTONMOUS EV ETF | 37954Y624 |  | 320958 | 13775 | SH |  | SOLE |  | 13775 | 0 | 0 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 316429 | 453 | SH |  | SOLE |  | 453 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 295135 | 946 | SH |  | SOLE |  | 946 | 0 | 0 |
| SPDR SERIES TRUST | S 400 MDCP GRW | 78464A821 |  | 286671 | 3300 | SH |  | SOLE |  | 3300 | 0 | 0 |
| FACTSET RESH SYS INC | COM | 303075105 |  | 284029 | 635 | SH |  | SOLE |  | 635 | 0 | 0 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 282276 | 2778 | SH |  | SOLE |  | 2778 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 260526 | 1649 | SH |  | OTR | 2 | 0 | 1649 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 258283 | 923 | SH |  | OTR | 1 | 0 | 923 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 257235 | 4125 | SH |  | SOLE |  | 4125 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 252365 | 2544 | SH |  | OTR | 1 | 0 | 2544 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 249700 | 502 | SH |  | OTR | 2 | 0 | 502 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 239667 | 386 | SH |  | OTR | 1 | 0 | 386 | 0 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 |  | 237010 | 880 | SH |  | SOLE |  | 880 | 0 | 0 |
| SPDR SERIES TRUST | S HOMEBUILD | 78464A888 |  | 235188 | 2386 | SH |  | SOLE |  | 2386 | 0 | 0 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 |  | 230100 | 1040 | SH |  | SOLE |  | 1040 | 0 | 0 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 230019 | 522 | SH |  | SOLE |  | 522 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 |  | 229158 | 4652 | SH |  | SOLE |  | 4652 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 221515 | 1210 | SH |  | SOLE |  | 1210 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 |  | 215694 | 1442 | SH |  | SOLE |  | 1442 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 214462 | 4633 | SH |  | SOLE |  | 4633 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 213730 | 3749 | SH |  | OTR | 1 | 0 | 3749 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 213653 | 2699 | SH |  | SOLE |  | 2699 | 0 | 0 |
| TARGET CORP | COM | 87612E106 |  | 213023 | 2159 | SH |  | SOLE |  | 2159 | 0 | 0 |
| FIDELITY COVINGTON TRUST | MSCI COMMNTN SVC | 316092873 |  | 209207 | 3228 | SH |  | SOLE |  | 3228 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 205959 | 1528 | SH |  | SOLE |  | 1528 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 205375 | 1001 | SH |  | OTR | 2 | 0 | 1001 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 205359 | 745 | SH |  | SOLE |  | 745 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 201714 | 635 | SH |  | SOLE |  | 635 | 0 | 0 |

---