Momentum Wealth Planning, LLC — 13F holdings

Momentum Wealth Planning, LLC reported 39 holdings worth $137M in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

1. SPY SPDR S&P 500 ETF TR — $37.2M (27.2%)
2. QQQ Invesco Qqq Tr — $23.8M (17.4%)
3. SGOV ISHARES TR — $8.92M (6.5%)
4. DRAM ROUNDHILL ETF TRUST — $7.82M (5.7%)
5. SCHO SCHWAB STRATEGIC TR — $7.61M (5.6%)
6. TNA DIREXION SHS ETF TR — $6.49M (4.7%)
7. GOOG ALPHABET INC — $5.88M (4.3%)
8. BIV VANGUARD BD INDEX FDS — $5.62M (4.1%)
9. INTC Intel Corp — $4.11M (3.0%)
10. TSLA TESLA INC — $3.85M (2.8%)