§ 13F · FUND PROFILE
Momentum Wealth Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $129M (13F)Positions · 44Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$15M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 51K | $33M | 29.4% | ±0% |
| 2 | QQQ | INVESCO QQQ TR | 32K | $19M | 16.6% | +2% |
| 3 | SCHO | SCHWAB STRATEGIC TR | 400K | $10M | 8.6% | +51% |
| 4 | BIV | VANGUARD BD INDEX FDS | 69K | $5M | 4.7% | +1% |
| 5 | GOOG | ALPHABET INC | 17K | $5M | 4.5% | −15% |
| 6 | TSLA | TESLA INC | 10K | $4M | 3.4% | +3% |
| 7 | BIL | SPDR SERIES TRUST | 34K | $3M | 2.8% | +146% |
| 8 | MU | MICRON TECHNOLOGY INC | 9K | $3M | 2.7% | NEW |
| 9 | NXST | NEXSTAR MEDIA GROUP INC | 16K | $3M | 2.6% | ±0% |
| 10 | JNJ | JOHNSON & JOHNSON | 11K | $3M | 2.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MOMENTUM SIGNAL
AC read
Momentum Wealth Planning, LLC is a Other fund managing $129 million in assets. The fund runs a portfolio of 44 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed