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The Analysis of Momentum Wealth Planning, LLC's Holdings & P&L

Currently, Momentum Wealth Planning, LLC holds 33 types of securities in its portfolio with a total value $133.7M. In the most recent quarter, they have increased their positions in SGOV (+88.6K shares, valued at $8.9M), N/A (+105.9K shares, valued at $7.8M), INTC (+29.5K shares, valued at $4.1M); decreased their positions in BIL (-26.4K shares, valued at $2.4M), SCHO (-85.0K shares, valued at $2.1M), RDDT (-8.5K shares, valued at $1.5M); initiated new positions in SGOV (+88.6K shares, valued at $8.9M), N/A (+105.9K shares, valued at $7.8M), INTC (+29.5K shares, valued at $4.1M).

1M P&L

+1.8M+2.24%

3M P&L

-1.4M-1.68%

HY P&L

+7.6M+10.41%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A56.6M

65.2%

2Internet Content & Information7.4M

8.6%

3Semiconductors6.3M

7.2%

Top Industries by Stock Count

1N/A10 stocks

38.5%

2Internet Content & Information3 stocks

11.5%

3Semiconductors2 stocks

7.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T49.7K shares-2.01%2026-06-302026-08-05

QQQ INVESCO QQQ TR32.3K shares-0.20%2026-06-302026-08-05

SGOV ISHARES TR88.6K sharesnew addition2026-06-302026-08-05

ROUNDHILL ETF TRUST ROUNDHILL ETF TRUST105.9K sharesnew addition2026-06-302026-08-05

SCHO SCHWAB STRATEGIC TR315.3K shares-21.24%2026-06-302026-08-05

TNA DIREXION SHARES ETF TRUST86.4K shares45.79%2026-06-302026-08-05

GOOG ALPHABET INC16.6K shares-4.88%2026-06-302026-08-05

BIV VANGUARD BD INDEX FDS73.2K shares6.73%2026-06-302026-08-05

Sponsored

INTC INTEL CORP29.5K sharesnew addition2026-06-302026-08-05

TSLA TESLA INC9.2K shares-11.66%2026-06-302026-08-05

AMZN AMAZON COM INC12.3K shares-1.22%2026-06-302026-08-05

NXST NEXSTAR MEDIA GROUP INC16.2K shares0.00%2026-06-302026-08-05

AAPL APPLE INC7.8K shares153.48%2026-06-302026-08-05

NVDA NVIDIA CORPORATION10.8K shares-3.57%2026-06-302026-08-05

LLY ELI LILLY & CO1.6K shares50.38%2026-06-302026-08-05

RDDT REDDIT INC6.9K shares-55.15%2026-06-302026-08-05

Sponsored

BAC-PL BANK OF AMER CORP826 shares-0.12%2026-06-302026-08-05

WFC-PL WELLS FARGO & CO841 shares0.00%2026-06-302026-08-05

GS GOLDMAN SACHS GROUP INC873 shares-12.08%2026-06-302026-08-05

HEGD LISTED FDS TR29.1K shares-0.34%2026-06-302026-08-05

MELI MERCADOLIBRE INC442 shares27.01%2026-06-302026-08-05

BIL SPDR SERIES TRUST7.9K shares-76.97%2026-06-302026-08-05

GLD SPDR GOLD TR1.9K shares0.00%2026-06-302026-08-05

NETFLIX INC. NETFLIX INC.7.3K shares-0.14%2026-06-302026-08-05

Sponsored

META PLATFORMS INC META PLATFORMS INC835 shares-49.05%2026-06-302026-08-05

GOOGL ALPHABET INC1.0K shares0.00%2026-06-302026-08-05

WULF TERAWULF INC13.4K sharesnew addition2026-06-302026-08-05

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD3.3K shares-46.46%2026-06-302026-08-05

ANET ARISTA NETWORKS INC1.8K shares0.00%2026-06-302026-08-05

BKNG BOOKING HOLDINGS INC1.6K shares2400.00%2026-06-302026-08-05

BROADCOM INC BROADCOM INC667 shares-26.54%2026-06-302026-08-05

APPLE HOSPITALITY REIT INC APPLE HOSPITALITY REIT INC13.0K shares-13.31%2026-06-302026-08-05

Sponsored

SHOP SHOPIFY INC1.7K sharesnew addition2026-06-302026-08-05

STATE STR SPDR S&P 500 ETF T

-2.01%

Shares49.7K

Event2026-06-30

Filed2026-08-05

QQQ

INVESCO QQQ TR

-0.20%

Shares32.3K

Event2026-06-30

Filed2026-08-05

SGOV

ISHARES TR

New

Shares88.6K

Event2026-06-30

Filed2026-08-05

ROUNDHILL ETF TRUST

New

Shares105.9K

Event2026-06-30

Filed2026-08-05

SCHO

SCHWAB STRATEGIC TR

-21.24%

Shares315.3K

Event2026-06-30

Filed2026-08-05

TNA

DIREXION SHARES ETF TRUST

45.79%

Shares86.4K

Event2026-06-30

Filed2026-08-05

GOOG

ALPHABET INC

-4.88%

Shares16.6K

Event2026-06-30

Filed2026-08-05

BIV

VANGUARD BD INDEX FDS

6.73%

Shares73.2K

Event2026-06-30

Filed2026-08-05

INTC

INTEL CORP

New

Shares29.5K

Event2026-06-30

Filed2026-08-05

TSLA

TESLA INC

-11.66%

Shares9.2K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON COM INC

-1.22%

Shares12.3K

Event2026-06-30

Filed2026-08-05

NXST

NEXSTAR MEDIA GROUP INC

0.00%

Shares16.2K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

153.48%

Shares7.8K

Event2026-06-30

Filed2026-08-05

NVDA

NVIDIA CORPORATION

-3.57%

Shares10.8K

Event2026-06-30

Filed2026-08-05

LLY

ELI LILLY & CO

50.38%

Shares1.6K

Event2026-06-30

Filed2026-08-05

RDDT

REDDIT INC

-55.15%

Shares6.9K

Event2026-06-30

Filed2026-08-05

BAC-PL

BANK OF AMER CORP

-0.12%

Shares826

Event2026-06-30

Filed2026-08-05

WFC-PL

WELLS FARGO & CO

0.00%

Shares841

Event2026-06-30

Filed2026-08-05

GOLDMAN SACHS GROUP INC

-12.08%

Shares873

Event2026-06-30

Filed2026-08-05

HEGD

LISTED FDS TR

-0.34%

Shares29.1K

Event2026-06-30

Filed2026-08-05

MELI

MERCADOLIBRE INC

27.01%

Shares442

Event2026-06-30

Filed2026-08-05

BIL

SPDR SERIES TRUST

-76.97%

Shares7.9K

Event2026-06-30

Filed2026-08-05

GLD

SPDR GOLD TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-05

NETFLIX INC.

-0.14%

Shares7.3K

Event2026-06-30

Filed2026-08-05

META PLATFORMS INC

-49.05%

Shares835

Event2026-06-30

Filed2026-08-05

GOOGL

ALPHABET INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-05

WULF

TERAWULF INC

New

Shares13.4K

Event2026-06-30

Filed2026-08-05

ALIBABA GROUP HLDG LTD

-46.46%

Shares3.3K

Event2026-06-30

Filed2026-08-05

ANET

ARISTA NETWORKS INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-05

BKNG

BOOKING HOLDINGS INC

2400.00%

Shares1.6K

Event2026-06-30

Filed2026-08-05

BROADCOM INC

-26.54%

Shares667

Event2026-06-30

Filed2026-08-05

APPLE HOSPITALITY REIT INC

-13.31%

Shares13.0K

Event2026-06-30

Filed2026-08-05

SHOP

SHOPIFY INC

New

Shares1.7K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

SPDR SERIES TRUST Call CallSPDR SERIES TRUST90 sharesnew addition2026-06-302026-08-05

ROCKET COS INC Call CallROCKET COS INC395 sharesnew addition2026-06-302026-08-05

SPDR SERIES TRUST Call

SPDR SERIES TRUST

New

Shares90

Event2026-06-30

Filed2026-08-05

ROCKET COS INC Call

ROCKET COS INC

New

Shares395

Event2026-06-30

Filed2026-08-05

Put Option Holdings

STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T450 shares61.87%2026-06-302026-08-05

INVESCO QQQ TR Put PutINVESCO QQQ TR421 shares8.79%2026-06-302026-08-05

ROUNDHILL ETF TRUST Put PutROUNDHILL ETF TRUST499 sharesnew addition2026-06-302026-08-05

STATE STR SPDR S&P 500 ETF T Put

STATE STR SPDR S&P 500 ETF T

61.87%

Shares450

Event2026-06-30

Filed2026-08-05

INVESCO QQQ TR Put

INVESCO QQQ TR

8.79%

Shares421

Event2026-06-30

Filed2026-08-05

ROUNDHILL ETF TRUST Put

ROUNDHILL ETF TRUST

New

Shares499

Event2026-06-30

Filed2026-08-05