Momentum Wealth Planning
Momentum Wealth Planning reported 33 stocks worth $134M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are SPY (27.8%), QQQ (17.8%) and SGOV (6.7%). Compared with Q1 2026, the fund opened new positions in SGOV, DRAM and INTC, added to TNA, BIV and AAPL, trimmed SPY, QQQ and SCHO and sold out of MU, JNJ and LRCX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 5 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $37.2M | 27.8% | 50K | −1,021 (−2%) | 5 of 5 | |
| 2 |  QQQ Invesco Qqq TR | $23.8M | 17.8% | 32K | −64 (−0%) | 5 of 5 | |
| 3 |  SGOV Ishares TR | $8.9M | 6.7% | 89K | New position | 1 of 5 | |
| 4 |  DRAM Roundhill ETF Trust | $7.8M | 5.8% | 106K | New position | 1 of 5 | |
| 5 |  SCHO Schwab Short-Term US Treasury ETF | $7.6M | 5.7% | 315K | −85K (−21%) | 5 of 5 | |
| 6 |  TNA Direxion Shs ETF TR | $6.5M | 4.8% | 86K | +27K (+46%) | 2 of 5 | |
| 7 |  GOOG Alphabet Inc | $5.9M | 4.4% | 17K | −854 (−5%) | 5 of 5 | |
| 8 |  BIV Vanguard Intermediate | $5.6M | 4.2% | 73K | +4,620 (+7%) | 5 of 5 | |
| 9 |  INTC Intel Corp | $4.1M | 3.1% | 29K | New position | 1 of 5 | |
| 10 |  TSLA Tesla Inc | $3.9M | 2.9% | 9,156 | −1,208 (−12%) | 5 of 5 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Options
valued at the underlying shares
Reported value
last 5 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 5, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Momentum Wealth Planning 13F FAQ
What does Momentum Wealth Planning own?
Momentum Wealth Planning reported 33 stocks worth $134M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are SPY (27.8%), QQQ (17.8%) and SGOV (6.7%). The table above lists every position in the filing (the top 10 without an account).
What did Momentum Wealth Planning buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 6 added to, 17 trimmed and 5 sold out. New positions include SGOV, DRAM and INTC. It sold all of MU, JNJ and LRCX.
When will Momentum Wealth Planning file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Momentum Wealth Planning's portfolio worth?
The Q2 2026 filing reports $134M in US stocks ($137M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.