Momentum Wealth Planning, LLC
35 holdingsFiling period: 2026-03-31Current AUM: $131.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 50.9K | $33.7M | $38.7M | 29.53% | -147 | 2026-03-31 |
| 2 | QQQ | INVESCO QQQ TR | 32.4K | $18.7M | $22.3M | 16.98% | +572 | 2026-03-31 |
| 3 | SCHO | SCHWAB STRATEGIC TR | 400.3K | $9.7M | $9.6M | 7.36% | +135.3K | 2026-03-31 |
| 4 | BIV | VANGUARD BD INDEX FDS | 68.6K | $5.3M | $5.2M | 3.95% | +604 | 2026-03-31 |
| 5 | GOOG | ALPHABET INC | 17.5K | $5.0M | $6.2M | 4.76% | -3,033 | 2026-03-31 |
| 6 | TSLA | TESLA INC | 10.4K | $3.9M | $3.2M | 2.46% | +269 | 2026-03-31 |
| 7 | BIL | SPDR SERIES TRUST | 34.2K | $3.1M | $3.1M | 2.39% | +20.3K | 2026-03-31 |
| 8 | MU | MICRON TECHNOLOGY INC | 9.2K | $3.1M | $7.5M | 5.74% | -- | 2026-03-31 |
| 9 | NXST | NEXSTAR MEDIA GROUP INC | 16.2K | $2.9M | $3.1M | 2.35% | -- | 2026-03-31 |
| 10 | JNJ | JOHNSON & JOHNSON | 10.8K | $2.6M | $2.8M | 2.11% | -- | 2026-03-31 |
| 11 | TNA | DIREXION SHARES ETF TRUST | 59.3K | $2.6M | $4.0M | 3.05% | -- | 2026-03-31 |
| 12 | AMZN | AMAZON COM INC | 12.5K | $2.6M | $3.4M | 2.58% | -547 | 2026-03-31 |
| 13 | LRCX | LAM RESEARCH CORP | 11.1K | $2.4M | $3.3M | 2.49% | -- | 2026-03-31 |
| 14 | RDDT | REDDIT INC | 15.3K | $2.1M | $2.2M | 1.65% | +10.3K | 2026-03-31 |
| 15 | NVDA | NVIDIA CORPORATION | 11.2K | $1.9M | $2.2M | 1.71% | -5,736 | 2026-03-31 |
| 16 | CAT | CATERPILLAR INC | 1.4K | $1.0M | $1.2M | 0.89% | -- | 2026-03-31 |
| 17 | BAC | BANK AMERICA CORP | 827 | $985K | $1.3M | 0.95% | -14 | 2026-03-31 |
| 18 | WFC | WELLS FARGO & CO | 841 | $971K | $1.1M | 0.80% | -- | 2026-03-31 |
| 19 | LLY | ELI LILLY & CO | 1.0K | $960K | $1.2M | 0.91% | -- | 2026-03-31 |
| 20 | META | META PLATFORMS INC | 1.6K | $937K | $912K | 0.70% | +703 | 2026-03-31 |
| 21 | GS | GOLDMAN SACHS GROUP INC | 993 | $840K | $1.0M | 0.77% | -2,319 | 2026-03-31 |
| 22 | GLD | SPDR GOLD TR | 1.9K | $796K | $687K | 0.52% | +50 | 2026-03-31 |
| 23 | AAPL | APPLE INC | 3.1K | $776K | $945K | 0.72% | -13,382 | 2026-03-31 |
| 24 | BABA | ALIBABA GROUP HLDG LTD | 6.1K | $769K | $749K | 0.57% | +868 | 2026-03-31 |
| 25 | HEGD | LISTED FDS TR | 29.2K | $721K | $777K | 0.59% | -- | 2026-03-31 |
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