Momentum Wealth Planning, LLC Top Holdings and 13F Report (2026)

About Momentum Wealth Planning, LLC

Investment Activity

Momentum Wealth Planning, LLC has $112.54 million in total holdings as of March 31, 2026.
Momentum Wealth Planning, LLC owns shares of 35 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
Approximately 19.84% of the portfolio was purchased this quarter.
About 27.38% of the portfolio was sold this quarter.
This quarter, Momentum Wealth Planning, LLC has purchased 41 new stocks and bought additional shares in 10 stocks.
Momentum Wealth Planning, LLC sold shares of 9 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $33,712,930
Invesco QQQ: $18,684,471
Schwab Short-Term U.S. Treasury ETF: $9,715,985
Vanguard Intermediate-Term Bond ETF: $5,296,169
Alphabet: $5,018,982

Largest New Holdings this Quarter

595112103 - Micron Technology: $3,092,946 Holding
478160104 - Johnson & Johnson: $2,644,596 Holding
25459W847 - Direxion Daily Small Cap Bull 3X Shares: $2,615,894 Holding
512807306 - LAM RESEARCH CORP: $2,381,616 Holding
149123101 - Caterpillar: $1,012,363 Holding

Largest Purchases this Quarter

Schwab Short-Term U.S. Treasury ETF: 135,274 shares (about $3.28M)
Micron Technology: 9,151 shares (about $3.09M)
Johnson & Johnson: 10,819 shares (about $2.64M)
Direxion Daily Small Cap Bull 3X Shares: 59,277 shares (about $2.62M)
LAM RESEARCH CORP: 11,131 shares (about $2.38M)

Largest Sales this Quarter

Apple: 13,382 shares (about $3.40M)
Broadcom: 7,446 shares (about $2.30M)
The Goldman Sachs Group: 2,319 shares (about $1.96M)
NVIDIA: 5,736 shares (about $1.00M)
Alphabet: 3,033 shares (about $870.06K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$33,712,930	$97,356 ▼	-0.3%	50,904	30.0%	Finance
QQQ Invesco QQQ	$18,684,471	$330,147 ▲	1.8%	32,372	16.6%	Finance
SCHO Schwab Short-Term U.S. Treasury ETF	$9,715,985	$3,283,100 ▲	51.0%	400,329	8.6%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$5,296,169	$46,617 ▲	0.9%	68,621	4.7%	ETF
GOOG Alphabet	$5,018,982	$870,060 ▼	-14.8%	17,496	4.5%	Computer and Technology
TSLA Tesla	$3,852,817	$100,001 ▲	2.7%	10,364	3.4%	Auto/Tires/Trucks
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$3,138,578	$1,863,041 ▲	146.1%	34,249	2.8%	ETF
MU Micron Technology	$3,092,946	$3,092,946 ▲	New Holding	9,151	2.7%	Computer and Technology
NXST Nexstar Media Group	$2,925,649		0.0%	16,179	2.6%	Consumer Discretionary
JNJ Johnson & Johnson	$2,644,596	$2,644,596 ▲	New Holding	10,819	2.3%	Medical
TNA Direxion Daily Small Cap Bull 3X Shares	$2,615,894	$2,615,894 ▲	New Holding	59,277	2.3%	ETF
AMZN Amazon.com	$2,599,626	$113,924 ▼	-4.2%	12,482	2.3%	Retail/Wholesale
LAM RESEARCH CORP	$2,381,616	$2,381,616 ▲	New Holding	11,131	2.1%	COM NEW
REDDIT INC	$2,065,262	$1,383,933 ▲	203.1%	15,338	1.8%	CL A
NVDA NVIDIA	$1,948,511	$1,000,417 ▼	-33.9%	11,172	1.7%	Computer and Technology
CAT Caterpillar	$1,012,363	$1,012,363 ▲	New Holding	1,429	0.9%	Industrials
BANK AMERICA CORP	$985,420	$16,682 ▼	-1.7%	827	0.9%	7.25%CNV PFD L
WFC.PL Wells Fargo & Co. Pfd. Series L	$971,355		0.0%	841	0.9%	Finance
LLY Eli Lilly and Company	$960,240	$960,240 ▲	New Holding	1,044	0.9%	Medical
META Meta Platforms	$937,721	$402,207 ▲	75.1%	1,639	0.8%	Computer and Technology
GS The Goldman Sachs Group	$840,068	$1,961,851 ▼	-70.0%	993	0.7%	Finance
GLD SPDR Gold Shares	$796,037	$21,515 ▲	2.8%	1,850	0.7%	Finance
AAPL Apple	$776,905	$3,396,453 ▼	-81.4%	3,061	0.7%	Computer and Technology
BABA Alibaba Group	$769,070	$108,899 ▲	16.5%	6,130	0.7%	Retail/Wholesale
HEGD Swan Hedged Equity US Large Cap ETF	$721,413	$721,413 ▲	New Holding	29,207	0.6%	ETF
INVESCO QQQ TR	$710,305	$710,305 ▲	New Holding	387	0.6%	PUT
NFLX Netflix	$704,780		0.0%	7,330	0.6%	Consumer Discretionary
STATE STR SPDR S&P 500 ETF T	$612,020	$612,020 ▲	New Holding	278	0.5%	PUT
MELI MercadoLibre	$601,699		0.0%	348	0.5%	Retail/Wholesale
GOOGL Alphabet	$287,560		0.0%	1,000	0.3%	Computer and Technology
AVGO Broadcom	$281,040	$2,304,652 ▼	-89.1%	908	0.2%	Computer and Technology
BKNG Booking	$265,250		0.0%	63	0.2%	Retail/Wholesale
RKT Rocket Companies	$220,875	$38,475 ▲	21.1%	15,500	0.2%	Finance
ARISTA NETWORKS INC	$216,093		0.0%	1,760	0.2%	COM SHS
APLE Apple Hospitality REIT	$174,128	$313 ▼	-0.2%	15,024	0.2%	Finance
VTV Vanguard Value ETF	$0	$6,654,092 ▼	-100.0%	0	0.0%	ETF
LISTED FDS TR	$0	$2,240,068 ▼	-100.0%	0	0.0%	ROUNDHILL MAGNIF
JPM JPMorgan Chase & Co.	$0	$2,115,374 ▼	-100.0%	0	0.0%	Finance
KWEB KraneShares CSI China Internet ETF	$0	$2,062,579 ▼	-100.0%	0	0.0%	Manufacturing
SPLG SPDR Portfolio S&P 500 ETF	$0	$1,930,414 ▼	-100.0%	0	0.0%	ETF
ORCL Oracle	$0	$1,542,128 ▼	-100.0%	0	0.0%	Computer and Technology
SHOPIFY INC	$0	$1,170,106 ▼	-100.0%	0	0.0%	CL A SUB VTG SHS
VOO Vanguard S&P 500 ETF	$0	$777,014 ▼	-100.0%	0	0.0%	ETF
UBER Uber Technologies	$0	$513,792 ▼	-100.0%	0	0.0%	Computer and Technology
ISHARES BITCOIN TRUST ETF	$0	$385,334 ▼	-100.0%	0	0.0%	SHS BEN INT
GE VERNOVA INC	$0	$367,960 ▼	-100.0%	0	0.0%	COM
XLE Energy Select Sector SPDR Fund	$0	$358,127 ▼	-100.0%	0	0.0%	ETF
TESLA INC	$0	$352,816 ▼	-100.0%	0	0.0%	CALL
ASTERA LABS INC	$0	$349,023 ▼	-100.0%	0	0.0%	COM
MSFT Microsoft	$0	$230,203 ▼	-100.0%	0	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Momentum Wealth Planning, LLC Top Holdings and 13F Report (2026)

About Momentum Wealth Planning, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Momentum Wealth Planning, LLC Top Holdings and 13F Report (2026)

About Momentum Wealth Planning, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMomentum Wealth Planning, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools