Momentum Wealth Planning, LLC Top Holdings and 13F Report (2026) About Momentum Wealth Planning, LLCInvestment ActivityMomentum Wealth Planning, LLC has $136.72 million in total holdings as of June 30, 2026.Momentum Wealth Planning, LLC owns shares of 38 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 20.16% of the portfolio was purchased this quarter.About 13.27% of the portfolio was sold this quarter.This quarter, Momentum Wealth Planning, LLC has purchased 35 new stocks and bought additional shares in 8 stocks.Momentum Wealth Planning, LLC sold shares of 17 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $37,208,325Invesco QQQ $23,817,894iShares 0-3 Month Treasury Bond ETF $8,921,073ROUNDHILL ETF TRUST $7,820,715Schwab Short-Term U.S. Treasury ETF $7,611,390 Largest New Holdings this Quarter 46436E718 - iShares 0-3 Month Treasury Bond ETF $8,921,073 Holding77926X320 - ROUNDHILL ETF TRUST $7,820,715 Holding458140100 - Intel $4,113,360 Holding78464A900 - SPDR SERIES TRUST $382,275 Holding88080T104 - TeraWulf $332,215 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 88,617 shares (about $8.92M)ROUNDHILL ETF TRUST 105,900 shares (about $7.82M)Intel 29,459 shares (about $4.11M)Direxion Daily Small Cap Bull 3X Shares 27,141 shares (about $2.04M)Apple 4,698 shares (about $1.36M) Largest Sales this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 26,360 shares (about $2.42M)Schwab Short-Term U.S. Treasury ETF 85,027 shares (about $2.05M)REDDIT INC 8,459 shares (about $1.47M)SPDR S&P 500 ETF Trust 1,205 shares (about $902.15K)Tesla 1,208 shares (about $508.08K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMomentum Wealth Planning, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$37,208,325$902,152 â–¼-2.4%49,69927.2%ETFQQQInvesco QQQ$23,817,894$47,182 â–¼-0.2%32,30817.4%ETFSGOViShares 0-3 Month Treasury Bond ETF$8,921,073$8,921,073 â–²New Holding88,6176.5%ETFROUNDHILL ETF TRUST$7,820,715$7,820,715 â–²New Holding105,9005.7%MEMORY ETFSCHOSchwab Short-Term U.S. Treasury ETF$7,611,390$2,052,552 â–¼-21.2%315,3025.6%ETFTNADirexion Daily Small Cap Bull 3X Shares$6,490,856$2,038,561 â–²45.8%86,4184.7%ETFGOOGAlphabet$5,879,946$301,735 â–¼-4.9%16,6424.3%Communication ServicesBIVVanguard Intermediate-Term Bond ETF$5,617,585$354,354 â–²6.7%73,2414.1%ETFINTCIntel$4,113,360$4,113,360 â–²New Holding29,4593.0%TechnologyTSLATesla$3,851,014$508,085 â–¼-11.7%9,1562.8%Consumer DiscretionaryAMZNAmazon.com$2,938,732$36,228 â–¼-1.2%12,3302.1%Consumer DiscretionaryNXSTNexstar Media Group$2,889,4080.0%16,1792.1%Communication ServicesAAPLApple$2,245,222$1,359,460 â–²153.5%7,7591.6%TechnologyNVDANVIDIA$2,155,642$79,839 â–¼-3.6%10,7731.6%TechnologyLLYEli Lilly and Company$1,883,105$630,900 â–²50.4%1,5701.4%HealthcareREDDIT INC$1,194,057$1,468,313 â–¼-55.2%6,8790.9%CL ASTATE STR SPDR S&P 500 ETF T$1,074,588$410,731 â–²61.9%4500.8%PUTINVESCO QQQ TR$1,061,930$85,762 â–²8.8%4210.8%PUTBANK OF AMER CORP$1,036,217$1,255 â–¼-0.1%8260.8%7.25%CNV PFD LWELLS FARGO & CO$973,0370.0%8410.7%PERP PFD CNV AGSThe Goldman Sachs Group$882,926$121,364 â–¼-12.1%8730.6%FinanceHEGDSwan Hedged Equity US Large Cap ETF$775,993$2,666 â–¼-0.3%29,1070.6%ETFMELIMercadoLibre$750,246$159,555 â–²27.0%4420.5%Consumer DiscretionaryBILSPDR Bloomberg 1-3 Month T-Bill ETF$722,948$2,415,631 â–¼-77.0%7,8890.5%ETFGLDSPDR Gold Shares$681,5030.0%1,8500.5%ETFNFLXNetflix$522,648$714 â–¼-0.1%7,3200.4%Communication ServicesMETAMeta Platforms$470,347$452,885 â–¼-49.1%8350.3%Communication ServicesSPDR SERIES TRUST$382,275$382,275 â–²New Holding900.3%CALLGOOGLAlphabet$357,3700.0%1,0000.3%Communication ServicesWULFTeraWulf$332,215$332,215 â–²New Holding13,4500.2%TechnologyBABAAlibaba Group$318,557$276,432 â–¼-46.5%3,2820.2%Consumer DiscretionaryARISTA NETWORKS INC$298,9890.0%1,7600.2%COM SHSROUNDHILL ETF TRUST$291,427$291,427 â–²New Holding4990.2%PUTBKNGBooking$280,728$269,499 â–²2,400.0%1,5750.2%Consumer DiscretionaryAVGOBroadcom$251,959$91,038 â–¼-26.5%6670.2%TechnologyAPLEApple Hospitality REIT$219,975$33,780 â–¼-13.3%13,0240.2%Real EstateROCKET COS INC$202,438$202,438 â–²New Holding3950.1%CALLSHOPIFY INC$191,708$191,708 â–²New Holding1,6790.1%CL A SUB VTG SHSMUMicron Technology$0$3,092,946 â–¼-100.0%00.0%TechnologyJNJJohnson & Johnson$0$2,644,596 â–¼-100.0%00.0%HealthcareLAM RESEARCH CORP$0$2,381,616 â–¼-100.0%00.0%COM NEWCATCaterpillar$0$1,012,363 â–¼-100.0%00.0%IndustrialsRKTRocket Companies$0$220,875 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
