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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 $136,718,348
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 49,699 $37,208,325 27.22%
2.
Invesco Qqq Tr
 32,308 $23,817,894 17.42%
3.
Ishares Tr
 88,617 $8,921,073 6.53%
4.
Roundhill Etf Trust - MEMORY ETF
 105,900 $7,820,715 5.72%
5.
Schwab Strategic Trust
 SCHD 315,302 $7,611,390 5.57%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.