Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Momentum Wealth Planning, LLC (CIK 2087652) reported $112.5M across 32 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($33.7M, 29.96%), QQQ ($18.7M, 16.60%), SCHO ($9.7M, 8.63%), BIV ($5.3M, 4.71%), GOOG ($5.0M, 4.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $33.7M | 29.96% | 50,904 | Trimmed |
| 2 | QQQ | INVESCO QQQ TR | $18.7M | 16.60% | 32,372 | Added |
| 3 | SCHO | SCHWAB STRATEGIC TR | $9.7M | 8.63% | 400,329 | Added |
| 4 | BIV | VANGUARD BD INDEX FDS | $5.3M | 4.71% | 68,621 | Added |
| 5 | GOOG | ALPHABET INC | $5.0M | 4.46% | 17,496 | Trimmed |
| 6 | TSLA | TESLA INC | $3.9M | 3.42% | 10,364 | Added |
| 7 | BIL | SPDR SERIES TRUST | $3.1M | 2.79% | 34,249 | Added |
| 8 | MU | MICRON TECHNOLOGY INC | $3.1M | 2.75% | 9,151 | New |
| 9 | NXST | NEXSTAR MEDIA GROUP INC | $2.9M | 2.60% | 16,179 | Hold |
| 10 | JNJ | JOHNSON & JOHNSON | $2.6M | 2.35% | 10,819 | New |
| 11 | TNA | DIREXION SHARES ETF TRUST | $2.6M | 2.32% | 59,277 | New |
| 12 | AMZN | AMAZON COM INC | $2.6M | 2.31% | 12,482 | Trimmed |
| 13 | LRCX | LAM RESEARCH CORP | $2.4M | 2.12% | 11,131 | New |
| 14 | RDDT | REDDIT INC | $2.1M | 1.84% | 15,338 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $1.9M | 1.73% | 11,172 | Trimmed |
| 16 | CAT | CATERPILLAR INC | $1.0M | 0.90% | 1,429 | New |
| 17 | BAC-PL | BANK AMERICA CORP | $985,420 | 0.88% | 827 | Trimmed |
| 18 | WFC/PRL | WELLS FARGO & CO | $971,355 | 0.86% | 841 | Hold |
| 19 | LLY | ELI LILLY & CO | $960,240 | 0.85% | 1,044 | New |
| 20 | META | META PLATFORMS INC | $937,721 | 0.83% | 1,639 | Added |
| 21 | GS | GOLDMAN SACHS GROUP INC | $840,068 | 0.75% | 993 | Trimmed |
| 22 | GLD | SPDR GOLD TR | $796,037 | 0.71% | 1,850 | Added |
| 23 | AAPL | APPLE INC | $776,905 | 0.69% | 3,061 | Trimmed |
| 24 | BABA | ALIBABA GROUP HLDG LTD | $769,070 | 0.68% | 6,130 | Added |
| 25 | HEGD | LISTED FDS TR | $721,413 | 0.64% | 29,207 | New |
Source: SEC Form 13F filings · as of 2026-03-31