Momentum Wealth Planning as of March 31, 2026
Portfolio Holdings for Momentum Wealth Planning
Momentum Wealth Planning holds 35 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 29.6 | $33M | 51k | 652.15 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 16.7 | $19M | 32k | 577.18 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 8.7 | $9.7M | 400k | 24.27 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 4.7 | $5.3M | 69k | 77.18 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.5 | $5.0M | 18k | 286.86 | |
| Tesla Motors (TSLA) | 3.4 | $3.9M | 10k | 371.75 | |
| Spdr Series Trust State Street Spd (BIL) | 2.8 | $3.1M | 34k | 91.64 | |
| Micron Technology (MU) | 2.8 | $3.1M | 9.2k | 337.99 | |
| Nexstar Media Group Common Stock (NXST) | 2.6 | $2.9M | 16k | 180.83 | |
| Johnson & Johnson (JNJ) | 2.4 | $2.6M | 11k | 244.44 | |
| Direxion Shares Etf Trust Daily Small Cap (TNA) | 2.3 | $2.6M | 59k | 44.13 | |
| Amazon (AMZN) | 2.3 | $2.6M | 13k | 208.27 | |
| Lam Research Corp Com New (LRCX) | 2.1 | $2.4M | 11k | 213.96 | |
| Reddit Cl A (RDDT) | 1.8 | $2.1M | 15k | 134.65 | |
| NVIDIA Corporation (NVDA) | 1.7 | $1.9M | 11k | 174.41 | |
| Caterpillar (CAT) | 0.9 | $1.0M | 1.4k | 708.44 | |
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.9 | $985k | 827.00 | 1191.56 | |
| Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) | 0.9 | $971k | 841.00 | 1155.00 | |
| Eli Lilly & Co. (LLY) | 0.9 | $960k | 1.0k | 919.77 | |
| Meta Platforms Cl A (META) | 0.8 | $938k | 1.6k | 572.13 | |
| Goldman Sachs (GS) | 0.7 | $840k | 993.00 | 845.99 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $796k | 1.9k | 430.29 | |
| Apple (AAPL) | 0.7 | $777k | 3.1k | 253.81 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.7 | $769k | 6.1k | 125.46 | |
| Listed Fds Tr Swan Hedged Eqty (HEGD) | 0.6 | $721k | 29k | 24.70 | |
| Invesco Qqq Tr Put Put Option | 0.6 | $710k | 387.00 | 1835.41 | |
| Netflix (NFLX) | 0.6 | $705k | 7.3k | 96.15 | |
| State Str Spdr S&p 500 Etf T Put Put Option | 0.5 | $612k | 278.00 | 2201.51 | |
| MercadoLibre (MELI) | 0.5 | $602k | 348.00 | 1729.02 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $288k | 1.0k | 287.56 | |
| Broadcom (AVGO) | 0.3 | $281k | 908.00 | 309.52 | |
| Booking Holdings (BKNG) | 0.2 | $265k | 63.00 | 4210.32 | |
| Rocket Cos Com Cl A (RKT) | 0.2 | $221k | 16k | 14.25 | |
| Arista Networks Com Shs (ANET) | 0.2 | $216k | 1.8k | 122.78 | |
| Apple Hospitality Reit Com New (APLE) | 0.2 | $174k | 15k | 11.59 |
