StockDriftsStockDriftsTop 30 Momentum Wealth Planning, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 27.83% | 49.7K | $37.2M | -2.01%(-1.02K) | $587.08(+31.76%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 17.81% | 32.3K | $23.8M | -0.20%(-64) | $518.04(+39.14%) | 2026-06-30 | |
| SGOV | ISHARES TR | 6.67% | 88.6K | $8.9M | new | $100.67(-0.16%) | 2026-06-30 | |
| SCHO | SCHWAB STRATEGIC TR | 5.69% | 315.3K | $7.6M | -21.24%(-85.03K) | $24.34(-1.17%) | 2026-06-30 | |
| TNA | DIREXION SHARES ETF TRUST | 4.85% | 86.4K | $6.5M | +45.79%(+27.14K) | $48.83(+52.30%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.4% | 16.6K | $5.9M | -4.88%(-854) | $222.51(+57.51%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 4.2% | 73.2K | $5.6M | +6.73%(+4.62K) | $76.91(-1.78%) | 2026-06-30 | |
| INTC | INTEL CORP | 3.08% | 29.5K | $4.1M | new | $90.41(+7.54%) | 2026-06-30 | |
| TSLA | TESLA INC | 2.88% | 9.2K | $3.9M | -11.66%(-1.21K) | $249.55(+32.97%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.2% | 12.3K | $2.9M | -1.22%(-152) | $206.57(+33.11%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +29.05% |
| Top 20 Holdings Unweighted | — | — | — | — | +31.77% |
Momentum Wealth Planning, LLC reports $136.72M in US-listed equity holdings across 33 positions in its most recent 13F filing. Its largest disclosed positions are SPY (27.8%), QQQ (17.8%) and SGOV (6.7%). The top 20 holdings account for 90.21% of reported assets. Its disclosed equity book has returned +29.05% cumulatively over 4 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Momentum Wealth Planning, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2087652). View Momentum Wealth Planning, LLC’s 13F filings on SEC