Titelia

Holdings of Momentum Wealth Planning, LLC

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Net assets
-
Positions
31 in 1 countries
Top ten
80.5 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1State Street SPDR S&P 500 ETF Trust 50,72033.1M $
2Invesco QQQ Trust Series 1 32,37218.7M $
3Schwab Short-Term U.S. Treasury ETF 400,3299.7M $
4Vanguard Bond Index Funds 68,6215.3M $
5Alphabet Inc 17,4965M $
6Tesla Inc 10,3643.9M $
7SPDR Series Trust 34,2493.1M $
8Micron Technology Inc 9,1513.1M $
9Nexstar Media Group Inc 16,1792.9M $
10Johnson & Johnson 10,8192.6M $
11Direxion Shares ETF Trust 59,2772.6M $
12Amazon.com Inc 12,4822.6M $
13Lam Research Corp 11,1312.4M $
14Reddit Inc 15,3382.1M $
15NVIDIA Corp 11,1721.9M $
16Caterpillar Inc 1,4291M $
17Eli Lilly & Co 1,044960.2K $
18Meta Platforms Inc 1,639937.7K $
19Goldman Sachs Group Inc/The 993840.1K $
20SPDR Gold Shares 1,850796K $
21Apple Inc 3,061776.9K $
22Alibaba Group Holding Ltd 6,130769.1K $
23Swan Hedged Equity US Large Cap ETF 29,207721.4K $
24Netflix Inc 7,330704.8K $
25MercadoLibre Inc 348601.7K $
26Alphabet Inc 1,000287.6K $
27Broadcom Inc 908281K $
28Booking Holdings Inc 63265.3K $
29Rocket Cos Inc 15,500220.9K $
30Arista Networks Inc 1,760216.1K $
31Apple Hospitality REIT Inc 15,024174.1K $

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Sector breakdown

  • Technology 8.0 %
  • Consumer discretionary 7.4 %
  • Communication 6.4 %
  • Health care 3.3 %
  • Industrials 0.9 %
  • Financials 0.8 %
  • Unattributed 73.1 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 100.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States31108.6M $100.00 %
Cite this page

Titelia. "Holdings of Momentum Wealth Planning, LLC". https://titelia.com/en/funds/US13F2087652