Momentum Wealth Planning, LLC
Net seller this quarter
$137M
25
-$9.47M
68.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPY | $37.2M | 27.22% | Not reported | -2.0% | Q2 2025 |
 QQQ | $23.8M | 17.42% | Not reported | -0.2% | Q2 2025 |
 DRAM | $7.82M | 5.72% | Not reported | New | Q2 2026 |
 GOOG | $5.88M | 4.30% | Not reported | -4.9% | Q2 2025 |
 INTC | $4.11M | 3.01% | 0.00% | New | Q2 2026 |
 TSLA | $3.85M | 2.82% | 0.00% | -11.7% | Q2 2025 |
 AMZN | $2.94M | 2.15% | 0.00% | -1.2% | Q2 2025 |
 NXST | $2.89M | 2.11% | 0.05% | Not reported | Q2 2025 |
 AAPL | $2.25M | 1.64% | 0.00% | +153.5% | Q2 2025 |
 NVDA | $2.16M | 1.58% | 0.00% | -3.6% | Q2 2025 |
 LLY | $1.88M | 1.38% | 0.00% | +50.4% | Q1 2026 |
 RDDT | $1.19M | 0.87% | Not reported | -55.2% | Q4 2025 |
 GS | $883K | 0.65% | 0.00% | -12.1% | Q2 2025 |
 MELI | $750K | 0.55% | 0.00% | +27.0% | Q2 2025 |
| GLD | $682K | 0.50% | 0.00% | Not reported | Q4 2025 |
 NFLX | $523K | 0.38% | 0.00% | -0.1% | Q2 2025 |
 META | $470K | 0.34% | Not reported | -49.1% | Q2 2025 |
| GOOGL | $357K | 0.26% | 0.00% | Not reported | Q3 2025 |
 WULF | $332K | 0.24% | 0.00% | New | Q2 2026 |
 BABA | $319K | 0.23% | 0.00% | -46.5% | Q2 2025 |
 ANET | $299K | 0.22% | 0.00% | Not reported | Q3 2025 |
 BKNG | $281K | 0.21% | 0.00% | Not reported | Q2 2025 |
 AVGO | $252K | 0.18% | 0.00% | -26.5% | Q2 2025 |
 APLE | $220K | 0.16% | 0.01% | -13.3% | Q2 2025 |
 SHOP | $192K | 0.14% | 0.00% | Not reported | Q2 2025 |
| Q1 2026 | |||||
| SPY | $33.1M | 29.39% | Not reported | -0.7% | Q2 2025 |
| QQQ | $18.7M | 16.60% | Not reported | +1.8% | Q2 2025 |
| GOOG | $5.02M | 4.46% | Not reported | -14.8% | Q2 2025 |
| TSLA | $3.85M | 3.42% | 0.00% | +2.7% | Q2 2025 |
 MU | $3.09M | 2.75% | 0.00% | New | Q1 2026 |
| NXST | $2.93M | 2.60% | 0.05% | Not reported | Q2 2025 |
 JNJ | $2.64M | 2.35% | 0.00% | New | Q1 2026 |
| AMZN | $2.6M | 2.31% | 0.00% | -4.2% | Q2 2025 |
 LRCX | $2.38M | 2.12% | 0.00% | New | Q1 2026 |
| RDDT | $2.07M | 1.84% | Not reported | +203.1% | Q4 2025 |
| NVDA | $1.95M | 1.73% | 0.00% | -33.9% | Q2 2025 |
 CAT | $1.01M | 0.90% | 0.00% | New | Q1 2026 |
| LLY | $960K | 0.85% | 0.00% | New | Q1 2026 |
| META | $938K | 0.83% | Not reported | +75.1% | Q2 2025 |
| GS | $840K | 0.75% | 0.00% | -70.0% | Q2 2025 |
| GLD | $796K | 0.71% | 0.00% | +2.8% | Q4 2025 |
| AAPL | $777K | 0.69% | 0.00% | -81.4% | Q2 2025 |
| BABA | $769K | 0.68% | 0.00% | +16.5% | Q2 2025 |
| NFLX | $705K | 0.63% | 0.00% | Not reported | Q2 2025 |
| MELI | $602K | 0.53% | 0.00% | Not reported | Q2 2025 |
| GOOGL | $288K | 0.26% | 0.00% | Not reported | Q3 2025 |
| AVGO | $281K | 0.25% | 0.00% | -89.1% | Q2 2025 |
| BKNG | $265K | 0.24% | 0.00% | Not reported | Q2 2025 |
 RKT | $221K | 0.20% | Not reported | +21.1% | Q2 2025 |
| ANET | $216K | 0.19% | 0.00% | Not reported | Q3 2025 |
| APLE | $174K | 0.15% | 0.01% | -0.2% | Q2 2025 |
| Q4 2025 | |||||
| SPY | $34.9M | 27.24% | Not reported | -0.8% | Q2 2025 |
| QQQ | $20.2M | 15.78% | Not reported | +4.6% | Q2 2025 |
| GOOG | $6.44M | 5.03% | Not reported | +95.2% | Q2 2025 |
| TSLA | $4.54M | 3.54% | 0.00% | +5.0% | Q2 2025 |
| AAPL | $4.47M | 3.49% | 0.00% | +504.7% | Q2 2025 |
| NXST | $3.29M | 2.56% | 0.05% | Not reported | Q2 2025 |
| NVDA | $3.15M | 2.46% | 0.00% | -2.0% | Q2 2025 |
| AMZN | $3.01M | 2.35% | 0.00% | +2.7% | Q2 2025 |
| GS | $2.91M | 2.27% | 0.00% | -13.0% | Q2 2025 |
| AVGO | $2.89M | 2.26% | 0.00% | +597.9% | Q2 2025 |
 JPM | $2.12M | 1.65% | 0.00% | -14.2% | Q2 2025 |
 ORCL | $1.54M | 1.20% | 0.00% | -10.1% | Q3 2025 |
| RDDT | $1.39M | 1.08% | Not reported | New | Q4 2025 |
| SHOP | $1.17M | 0.91% | 0.00% | +251.3% | Q2 2025 |
| BABA | $771K | 0.60% | 0.00% | +40.3% | Q2 2025 |
| GLD | $713K | 0.56% | 0.00% | New | Q4 2025 |
| MELI | $701K | 0.55% | 0.00% | Not reported | Q2 2025 |
| NFLX | $687K | 0.54% | 0.00% | -13.9% | Q2 2025 |
| META | $618K | 0.48% | Not reported | -83.8% | Q2 2025 |
 UBER | $514K | 0.40% | 0.00% | +4.2% | Q2 2025 |
 IBIT | $385K | 0.30% | 0.00% | -67.0% | Q2 2025 |
 GEV | $368K | 0.29% | 0.00% | New | Q4 2025 |
 ALAB | $349K | 0.27% | 0.00% | New | Q4 2025 |
| BKNG | $337K | 0.26% | 0.00% | Not reported | Q2 2025 |
| GOOGL | $313K | 0.24% | 0.00% | Not reported | Q3 2025 |
| RKT | $248K | 0.19% | Not reported | Not reported | Q2 2025 |
| ANET | $231K | 0.18% | 0.00% | Not reported | Q3 2025 |
 MSFT | $230K | 0.18% | 0.00% | -89.1% | Q2 2025 |
| APLE | $180K | 0.14% | 0.01% | -9.6% | Q2 2025 |
| Q3 2025 | |||||
| SPY | $34.4M | 26.74% | Not reported | 0.0% | Q2 2025 |
| QQQ | $18.3M | 14.22% | Not reported | +4.0% | Q2 2025 |
 SMH | $9.21M | 7.16% | Not reported | New | Q3 2025 |
| TSLA | $4.28M | 3.33% | 0.00% | -1.9% | Q2 2025 |
| META | $4.23M | 3.29% | Not reported | -7.1% | Q2 2025 |
| NVDA | $3.22M | 2.50% | 0.00% | -3.2% | Q2 2025 |
| NXST | $3.2M | 2.49% | 0.05% | Not reported | Q2 2025 |
| GS | $3.03M | 2.36% | 0.00% | -39.3% | Q2 2025 |
| AMZN | $2.78M | 2.17% | 0.00% | -2.2% | Q2 2025 |
| GOOG | $2.56M | 1.99% | Not reported | +5.6% | Q2 2025 |
| ORCL | $2.47M | 1.93% | 0.00% | New | Q3 2025 |
| JPM | $2.41M | 1.88% | 0.00% | +25.5% | Q2 2025 |
| MSFT | $2.26M | 1.76% | 0.00% | +814.1% | Q2 2025 |
| IBIT | $1.53M | 1.19% | 0.00% | +22.7% | Q2 2025 |
| NFLX | $1.02M | 0.79% | 0.00% | -54.0% | Q2 2025 |
| MELI | $813K | 0.63% | 0.00% | Not reported | Q2 2025 |
| AAPL | $692K | 0.54% | 0.00% | -12.0% | Q2 2025 |
| BABA | $670K | 0.52% | 0.00% | +3.7% | Q2 2025 |
| UBER | $591K | 0.46% | 0.00% | +3.5% | Q2 2025 |
| DIA | $495K | 0.39% | Not reported | -8.6% | Q2 2025 |
| AVGO | $395K | 0.31% | 0.00% | -93.2% | Q2 2025 |
| BKNG | $340K | 0.26% | 0.00% | Not reported | Q2 2025 |
 WMT | $280K | 0.22% | 0.00% | -92.5% | Q2 2025 |
| ANET | $256K | 0.20% | 0.00% | New | Q3 2025 |
| SHOP | $250K | 0.19% | 0.00% | -55.6% | Q2 2025 |
| GOOGL | $243K | 0.19% | 0.00% | New | Q3 2025 |
| APLE | $201K | 0.16% | 0.01% | -15.3% | Q2 2025 |