SEC Form 13F

Momentum Wealth Planning, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-06
Reported value$136,718,348
Positions38

Largest disclosed positions

IssuerTickerClassReported valueReported amount
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$37,208,32549,699
INVESCO QQQ TRQQQUNIT SER 1$23,817,89432,308
ISHARES TRSGOV0-3 MTH TREASURY$8,921,07388,617
ROUNDHILL ETF TRUSTDRAMMEMORY ETF$7,820,715105,900
SCHWAB STRATEGIC TRSCHOSHT TM US TRES$7,611,390315,302
DIREXION SHARES ETF TRUSTTNADAILY SMALL CAP$6,490,85686,418
ALPHABET INCGOOGCAP STK CL C$5,879,94616,642
VANGUARD BD INDEX FDSBIVINTERMED TERM$5,617,58573,241
INTEL CORPINTCCOM$4,113,36029,459
TESLA INCTSLACOM$3,851,0149,156

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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