Momentum Wealth Planning, LLC
CIK
2087652
Location
ESTERO, FL
Portfolio Value
Micro
$8,692,196
Diversification
Moderately concentrated
Filing Date
Global Rank
#5,739
/ 8,232
▲ 96
Top Industry
Semiconductors
18.0%
3Y Alpha vs SPY
-0.7%
Period ended 2 months ago
Filed May 7, 2026 · 38d
4 quarters · since Jun 2025
Clone Performance
Aug 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+15.4%
SPY
+16.0%
Annualised alpha
-0.7%
Max drawdown
−12.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
25 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
40.3%
+2.1 pts
Top 5
75.1%
+1.9 pts
Top 10
89.2%
+0.5 pts
HHI
2,241
Moderately concentrated+197
Portfolio Trend
4 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 64.0% | $52,585,412 |
| Technology | 10.6% | $8,692,196 |
| Consumer Cyclical | 9.8% | $8,088,460 |
| Communication Services | 8.4% | $6,920,969 |
| Healthcare | 4.4% | $3,604,835 |
| Financial Services | 1.3% | $1,060,943 |
| Industrials | 1.2% | $1,012,389 |
| Real Estate | 0.2% | $172,926 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RDDT | Reddit, Inc. | +10,278 | 15,338 | $2,065,261 | |
| RKT | Rocket Companies, Inc. | +2,700 | 15,500 | $220,875 | |
| BABA | Alibaba Group Holding Ltd | +868 | 6,130 | $769,069 | |
| META | Meta Platforms, Inc. | +703 | 1,639 | $937,721 | |
| QQQ | Invesco Qqq Trust, Series 1 | +572 | 32,372 | $18,684,470 | |
| TSLA | Tesla, Inc. | +269 | 10,364 | $3,852,817 | |
| GLD | Spdr Gold Trust | +50 | 1,850 | $796,036 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −13,382 | 3,061 | $776,851 | |
| AVGO | Broadcom Inc. | −7,446 | 908 | $281,035 | |
| NVDA | Nvidia Corp | −5,736 | 11,172 | $1,948,396 | |
| GS | Goldman Sachs Group Inc | −2,319 | 993 | $840,068 | |
| AMZN | Amazon Com Inc | −547 | 12,482 | $2,599,626 | |
| SPY | Spdr S&P 500 ETF Trust | −147 | 50,904 | $33,104,906 | |
| APLE | Apple Hospitality REIT, Inc. | −27 | 15,024 | $172,926 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| JPM | Jpmorgan Chase & Co | 6,565 | $2,115,374 | |
| ORCL | Oracle Corp | 7,912 | $1,542,127 | |
| SHOP | Shopify Inc. | 5,898 | $949,400 | |
| UBER | Uber Technologies, Inc | 6,288 | $513,792 | |
| IBIT | iShares Bitcoin Trust ETF | 7,761 | $385,333 | |
| GEV | GE Vernova Inc. | 563 | $367,959 | |
| ALAB | Astera Labs, Inc. | 2,098 | $349,023 | |
| MSFT | Microsoft Corp | 476 | $230,203 | |
| No positions match the current search. | ||||
6 positions ·
$8,692,196 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MU |
Micron Technology Inc
Technology
|
NEW | 9,151 | $3,091,573 | 35.57% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 11,131 | $2,378,249 | 27.36% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 11,172 | $1,948,396 | 22.42% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 3,061 | $776,851 | 8.94% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 908 | $281,035 | 3.23% | |
| ANET |
Arista Networks, Inc.
Technology
|
Held | 1,760 | $216,092 | 2.49% |