account_balance
Investment manager · 13F filer · SEC CIK 2087652
Momentum Wealth Planning, LLC
Reported value$140Mas of Sep 30, 2026
Positions42 16 new, 7 sold out
Top 10 weight76.1%SPY alone is 27%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
27.4%
QQQInvesco QQQ Tr
16.8%
DRAMRoundhill ETF Trust
7.1%Added +57%
VGSHVanguard Scottsdale FDS
4.7%New
SGOViShares Tr
4.4%Trimmed −31%
SCHRSchwab Strategic Tr
3.9%New
GOOGAlphabet Inc.
3.6%Trimmed −11%
NVDANVIDIA Corp
3.0%Added +72%
ACYNFirst Tr Exchange-Traded Fd
2.6%New
MSFTMicrosoft Corp
2.6%
AMZNAmazon.com Inc
2.6%
AAPL2.2%SPYSPDR S&P 500 ETF Trust
27.4%
QQQInvesco QQQ Tr
16.8%
DRAMRoundhill ETF Trust
7.1%
VGSH4.7%
SGOV4.4%
SCHR3.9%
GOOG3.6%NVDAACYN2.6%
MSFT2.6%AMZN2.6%AAPL2.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 27.4% Held
QQQ Invesco QQQ Tr 16.8% Held
DRAM Roundhill ETF Trust 7.1% Added +57%
VGSH Vanguard Scottsdale FDS 4.7% New
SGOV iShares Tr 4.4% Trimmed −31%
SCHR Schwab Strategic Tr 3.9% New
GOOG Alphabet Inc. 3.6% Trimmed −11%NVDA NVIDIA Corp 3.0% Added +72%ACYN First Tr Exchange-Traded Fd 2.6% New
MSFT Microsoft Corp 2.6% NewAMZN Amazon.com Inc 2.6% Added +17%AAPL Apple Inc. 2.2% Added +20%What changed
Biggest moves since Jun 30, 2026
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