Momentum Wealth Planning, LLC: 13F holdings
CIK 20876522026Q2
| Positions | 38 |
|---|---|
| Reported value | $136.7m |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 49,699 | $37.2m | 27.2% |
| QQQ INVESCO QQQ TR | 32,308 | $23.8m | 17.4% |
| SGOV ISHARES TR | 88,617 | $8.9m | 6.5% |
| ROUNDHILL ETF TRUST | 105,900 | $7.8m | 5.7% |
| SCHO SCHWAB STRATEGIC TR | 315,302 | $7.6m | 5.6% |
| TNA DIREXION SHARES ETF TRUST | 86,418 | $6.5m | 4.7% |
| GOOG ALPHABET INC | 16,642 | $5.9m | 4.3% |
| BIV VANGUARD BD INDEX FDS | 73,241 | $5.6m | 4.1% |
| INTC INTEL CORP | 29,459 | $4.1m | 3.0% |
| TSLA TESLA INC | 9,156 | $3.9m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2087652")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.