Momentum Wealth Planning, LLC
All 13F Filings
- Location
- Estero, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 136,718
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 38 | 136,718 | 13F-HR | Momentum Wealth Planning, LLC |
| Q1 2026 | 5/7/2026 | 36 | 112,538 | 13F-HR | Momentum Wealth Planning, LLC |
| Q4 2025 | 1/28/2026 | 41 | 128,192 | 13F-HR | Momentum Wealth Planning, LLC |
| Q3 2025 | 11/12/2025 | 42 | 128,509 | 13F-HR | Momentum Wealth Planning, LLC |
| Q2 2025 | 9/24/2025 | 39 | 117,448 | 13F-HR | Momentum Wealth Planning, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
3.013 K
(2.2% of total reported value)
· QoQ Δ:
+1.055 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 34.81 K | 26.0% | 0 | 2.444 K | -2.444 K |
| ETFs | 98.89 K | 74.0% | 25.57 K | 0 | 25.57 K |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
136,718
Holdings
38
QoQ value change ($000)
24,180
(21.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.