Momentum Wealth Planning, LLC

Q1 2026 13F-HR Holdings

Location
Estero, FL
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
36
Total value ($000)
$112,538
Net value change ($000)
-15,654 (-12.2%)
New positions
7
Sold out positions
14
Turnover %
30.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHO 3,257 50.4%
MU 3,093 NEW
JNJ 2,645 NEW
TNA 2,616 NEW
LRCX 2,382 NEW
BIL 1,867 146.8%
CAT 1,012 NEW
LLY 960 NEW
HEGD 721 NEW
RDDT 676 48.7%
Top Reduces (Value $000, Stocks/ETFs)
VTV -6,654 -100.0%
AAPL -3,693 -82.6%
AVGO -2,610 -90.3%
MAGS -2,240 -100.0%
JPM -2,115 -100.0%
GS -2,071 -71.1%
KWEB -2,063 -100.0%
SPYM -1,930 -100.0%
SPY -1,837 -5.3%
ORCL -1,542 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,958 (1.7% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type