Momentum Wealth Planning, LLC
Momentum Wealth Planning, LLC reported 38 positions worth $136.7M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: SPY (27.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $37.2M | 27.22% | 49,699 | — | — | |
| ▸ 2 | QQQ | SH | $23.8M | 17.42% | 32,308 | — | — | |
| ▸ 3 | SGOV | SH | $8.9M | 6.53% | 88,617 | — | — | |
| ▸ 4 | DRAM | SH | $7.8M | 5.72% | 105,900 | — | — | |
| ▸ 5 | SCHO | SH | $7.6M | 5.57% | 315,302 | — | — | |
| ▸ 6 | TNA | SH | $6.5M | 4.75% | 86,418 | — | — | |
| ▸ 7 | GOOG | SH | $5.9M | 4.30% | 16,642 | — | — | |
| ▸ 8 | BIV | SH | $5.6M | 4.11% | 73,241 | — | — | |
| ▸ 9 | INTC | SH | $4.1M | 3.01% | 29,459 | — | — | |
| ▸ 10 | TSLA | SH | $3.9M | 2.82% | 9,156 | — | — |
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Frequently Asked Questions
What stocks does Momentum Wealth Planning, LLC hold as of Q2 2026?
Momentum Wealth Planning, LLC reported 38 positions worth $136.7M in its Q2 2026 13F filing. Largest positions: SPY (27.2%), QQQ (17.4%), SGOV (6.5%), DRAM (5.7%) and SCHO (5.6%).
What did Momentum Wealth Planning, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Momentum Wealth Planning, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.