§ 13F · FUND PROFILE
Momentum Wealth Planning, LLC.
AUM · $137M (13F)Positions · 39Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$22M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 50K | $37M | 27.2% | −2% |
| 2 | QQQ | INVESCO QQQ TR | 32K | $24M | 17.4% | ±0% |
| 3 | SGOV | ISHARES TR | 89K | $9M | 6.5% | NEW |
| 4 | DRAM | ROUNDHILL ETF TRUST | 106K | $8M | 5.7% | NEW |
| 5 | SCHO | SCHWAB STRATEGIC TR | 315K | $8M | 5.6% | −21% |
| 6 | TNA | DIREXION SHARES ETF TRUST | 86K | $6M | 4.7% | +46% |
| 7 | GOOG | ALPHABET INC | 17K | $6M | 4.3% | −5% |
| 8 | BIV | VANGUARD BD INDEX FDS | 73K | $6M | 4.1% | +7% |
| 9 | INTC | INTEL CORP | 29K | $4M | 3.0% | NEW |
| 10 | TSLA | TESLA INC | 9K | $4M | 2.8% | −12% |
§ 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 $137 million in assets. The fund runs a portfolio of 39 positions.
Read the full dossier →