Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Momentum Wealth Planning, Llc > Profile

Instuitional Investor - Momentum Wealth Planning, Llc

Fund Profile
Filing Period:
Fund Name: Momentum Wealth Planning, Llc
Portfolio Value $128,191,877
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 51,051 $34,914,063 27.24%
2.
Invesco Qqq Tr
 31,800 $20,223,874 15.78%
3.
Vanguard Index Fds - VALUE ETF
 34,840 $6,654,092 5.19%
4.
Schwab Strategic Trust
 FNDF 265,055 $6,459,390 5.04%
5.
Alphabet Inc.
 GOOGL 20,529 $6,442,000 5.03%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.