Momentum Wealth Planning, LLC reported 39 holdings worth US$137M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
Momentum Wealth Planning, LLC reported 39 holdings worth US$137M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Intel Corporation and Tesla, Inc. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 39
- Value as reported
- US$137M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Alphabet Inc (google) Class C | 17,454 | US$6.24M | 4.6% |
| Intel Corporation | 29,459 | US$4.11M | 3.0% |
| Tesla, Inc. | 9,156 | US$3.85M | 2.8% |
| Amazon.com, Inc. | 12,330 | US$2.94M | 2.1% |
| Nexstar Media Group, Inc. | 16,179 | US$2.89M | 2.1% |
| Apple Inc | 7,759 | US$2.25M | 1.6% |
| Nvidia Corporation | 10,773 | US$2.16M | 1.6% |
| Eli Lilly And Company | 1,570 | US$1.88M | 1.4% |
| Reddit, Inc. | 6,879 | US$1.19M | 0.87% |
| Bank Of America Corporation | 18,186 | US$1.04M | 0.76% |
| Wells Fargo & Company | 11,774 | US$973K | 0.71% |
| Goldman Sachs Group, Inc. (the) | 873 | US$883K | 0.65% |
| Mercadolibre, Inc. | 442 | US$750K | 0.55% |
| Netflix, Inc. | 7,320 | US$523K | 0.38% |
| Meta Platforms, Inc. | 835 | US$470K | 0.34% |
| Terawulf Inc. | 13,450 | US$332K | 0.24% |
| Arista Networks, Inc. | 1,760 | US$299K | 0.22% |
| Booking Holdings Inc. Common Stock | 1,575 | US$281K | 0.21% |
| Broadcom Inc. | 667 | US$252K | 0.18% |
| Apple Hospitality Reit, Inc. | 13,024 | US$220K | 0.16% |
| Shopify Inc. | 1,679 | US$192K | 0.14% |
| Lam Research Corporation | 0 | US$0 | 0.00% |
| Caterpillar, Inc. | 0 | US$0 | 0.00% |
| Rocket Companies, Inc. | 0 | US$0 | 0.00% |
| Micron Technology, Inc. | 0 | US$0 | 0.00% |
| Johnson & Johnson | 0 | US$0 | 0.00% |