Momentum Wealth Planning, LLC - Portfolio overview

Momentum Wealth Planning, LLC has 47 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 23.56%
2. QQQ - INVESCO QQQ TR, 13.31%
3. SCHO - SCHWAB STRATEGIC TR, 6.92%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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