Momentum Wealth Planning, LLC — 13F Holdings & Portfolio

CIK 2087652 · latest 13F-HR filed 2026-05-07

Momentum Wealth Planning, LLC manages $112.5M in 13F-reported U.S. long-equity assets across 36 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SPY (29.39%), QQQ (16.60%), SCHO (8.63%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 15, added to 5, and trimmed 16.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$112.5M

Long-equity book

Holdings

36

Distinct positions

Period

2026-03-31

Filed 2026-05-07

Q/Q Activity

+7 / −15 / ↑5 / ↓16

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SCHWAB STRATEGIC TR$3.3M +50.4%
  • SPDR SERIES TRUST$1.9M +146.8%
  • REDDIT INC$675.9K +48.6%
  • META PLATFORMS INC$319.9K +51.8%
  • SPDR GOLD TR$82.7K +11.6%
Show all 5

Top Trims

  • APPLE INC-$3.7M -82.6%
  • BROADCOM INC-$2.6M -90.3%
  • GOLDMAN SACHS GROUP INC-$2.1M -71.1%
  • STATE STR SPDR S&P 500 ETF T-$1.8M -5.3%
  • INVESCO QQQ TR-$1.5M -7.6%
Show all 16

New Positions

  • MICRON TECHNOLOGY INC$3.1M
  • JOHNSON & JOHNSON$2.6M
  • DIREXION SHARES ETF TRUST$2.6M
  • LAM RESEARCH CORP$2.4M
  • CATERPILLAR INC$1.0M
Show all 7

Exited Positions

  • VANGUARD INDEX FDS$6.7M
  • LISTED FDS TR$2.2M
  • JPMORGAN CHASE & CO.$2.1M
  • KRANESHARES TRUST$2.1M
  • SPDR SERIES TRUST$1.9M
Show all 15
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $33.1M 29.39% 50,720 SH
2 INVESCO QQQ TR QQQ 46090E103 $18.7M 16.60% 32,372 SH
3 SCHWAB STRATEGIC TR SCHO 808524862 $9.7M 8.63% 400,329 SH
4 VANGUARD BD INDEX FDS BIV 921937819 $5.3M 4.71% 68,621 SH
5 ALPHABET INC GOOG 02079K107 $5.0M 4.46% 17,496 SH
6 TESLA INC TSLA 88160R101 $3.9M 3.42% 10,364 SH
7 SPDR SERIES TRUST BIL 78468R663 $3.1M 2.79% 34,249 SH
8 MICRON TECHNOLOGY INC MU 595112103 $3.1M 2.75% 9,151 SH
9 NEXSTAR MEDIA GROUP INC NXST 65336K103 $2.9M 2.60% 16,179 SH
10 JOHNSON & JOHNSON JNJ 478160104 $2.6M 2.35% 10,819 SH
11 DIREXION SHARES ETF TRUST TNA 25459W847 $2.6M 2.32% 59,277 SH
12 AMAZON COM INC AMZN 023135106 $2.6M 2.31% 12,482 SH
13 LAM RESEARCH CORP LRCX 512807306 $2.4M 2.12% 11,131 SH
14 REDDIT INC RDDT 75734B100 $2.1M 1.84% 15,338 SH
15 NVIDIA CORPORATION NVDA 67066G104 $1.9M 1.73% 11,172 SH
16 CATERPILLAR INC CAT 149123101 $1.0M 0.90% 1,429 SH
17 BANK AMERICA CORP BACPL 060505682 $985.4K 0.88% 827 SH
18 WELLS FARGO & CO WFCPL 949746804 $971.4K 0.86% 841 SH
19 ELI LILLY & CO LLY 532457108 $960.2K 0.85% 1,044 SH
20 META PLATFORMS INC META 30303M102 $937.7K 0.83% 1,639 SH
21 GOLDMAN SACHS GROUP INC GS 38141G104 $840.1K 0.75% 993 SH
22 SPDR GOLD TR GLD 78463V107 $796.0K 0.71% 1,850 SH
23 APPLE INC AAPL 037833100 $776.9K 0.69% 3,061 SH
24 ALIBABA GROUP HLDG LTD BABA 01609W102 $769.1K 0.68% 6,130 SH
25 LISTED FDS TR HEGD 53656F599 $721.4K 0.64% 29,207 SH
26 INVESCO QQQ TR Put QQQ 46090E953 $710.3K 0.63% 387 SH
27 NETFLIX INC. NFLX 64110L106 $704.8K 0.63% 7,330 SH
28 STATE STR SPDR S&P 500 ETF T Put SPY 78462F103 $635.8K 0.56% 184 SH
29 STATE STR SPDR S&P 500 ETF T Put XCNY 78462F953 $612.0K 0.54% 278 SH
30 MERCADOLIBRE INC MELI 58733R102 $601.7K 0.53% 348 SH
31 ALPHABET INC GOOGL 02079K305 $287.6K 0.26% 1,000 SH
32 BROADCOM INC AVGO 11135F101 $281.0K 0.25% 908 SH
33 BOOKING HOLDINGS INC BKNG 09857L108 $265.2K 0.24% 63 SH
34 ROCKET COS INC RKT 77311W101 $220.9K 0.20% 15,500 SH
35 ARISTA NETWORKS INC ANET 040413205 $216.1K 0.19% 1,760 SH
36 APPLE HOSPITALITY REIT INC APLE 03784Y200 $174.1K 0.15% 15,024 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-07 $112.5M 36 0001765380-26-000179
2025-12-31 2026-01-28 $128.2M 44 0001765380-26-000044