Holdings
Momentum Wealth Planning, LLC
As of Jun 30, 2026, Momentum Wealth Planning, LLC reported 21 positions worth US$33.7M. Largest: Alphabet Inc (google) Class C, Intel Corporation and Tesla, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 17,454 | US$6.24M | −1,000 | Jun 30, 2026 |
| Intel Corporation | 29,459 | US$4.11M | new | Jun 30, 2026 |
| Tesla, Inc. | 9,156 | US$3.85M | −1,208 | Jun 30, 2026 |
| Amazon.com, Inc. | 12,330 | US$2.94M | −152 | Jun 30, 2026 |
| Nexstar Media Group, Inc. | 16,179 | US$2.89M | no change | Jun 30, 2026 |
| Apple Inc | 7,759 | US$2.25M | +4,698 | Jun 30, 2026 |
| Nvidia Corporation | 10,773 | US$2.16M | −399 | Jun 30, 2026 |
| Eli Lilly And Company | 1,570 | US$1.88M | +526 | Jun 30, 2026 |
| Reddit, Inc. | 6,879 | US$1.19M | −8,459 | Jun 30, 2026 |
| Bank Of America Corporation | 18,186 | US$1.04M | −2,028 | Jun 30, 2026 |