Momentum Wealth Planning, LLC
SEC Form 13F institutional filer · CIK 0002087652
13F-HR · 22 reported holdings · 2026-03-31
Reported long-US-equity value
$0.08B
Top-10 concentration
90.1%
Momentum Wealth Planning, LLC — $83.6M AUM allocation strategy
Momentum Wealth Planning, LLC files SEC Form 13F and reports $83.6M of long US equity value across 22 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 12.6%, followed by Communication Services 8.4% and Consumer Discretionary 7.8%.
The top 10 holdings account for 90% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Momentum Wealth Planning, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$83.6M
total across 22 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
90% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$CRM +10.3K sh · +$676K+$META +703 sh · +$320K+$QQQ +572 sh · −$1.54M
Biggest trims (shares)
−$AAPL −13.4K sh · −$3.69M−$AVGO −7.45K sh · −$2.61M−$NVDA −5.74K sh · −$1.2M
Exited to nil (held last quarter, gone now)
$JPM ($2.12M last qtr)$SPYM ($1.93M last qtr)$ORCL ($1.54M last qtr)$VOO ($777K last qtr)$UBER ($514K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services7.5%—
- Semiconductors6.4%—
- Automobile Manufacturers4.6%—
- Pharmaceuticals4.3%—
- Broadline Retail3.1%—
- Semiconductor Materials & Equipment2.9%—
- Application Software2.5%—
- Diversified Banks2.4%—
- Other holdings66.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOGL | Alphabet Inc | 17.5K | $5.02M | -3.03K | 6.0% |
| $TSLA | Tesla Inc | 10.4K | $3.85M | +269 | 4.6% |
| $MU | Micron Technology Inc | 9.15K | $3.09M | — | 3.7% |
| $JNJ | Johnson & Johnson | 10.8K | $2.64M | — | 3.2% |
| $AMZN | Amazon.com Inc | 12.5K | $2.6M | -547 | 3.1% |
| $LRCX | Lam Research Corporation | 11.1K | $2.38M | — | 2.8% |
| $CRM | Salesforce Inc | 15.3K | $2.07M | +10.3K | 2.5% |
| $NVDA | NVIDIA Corporation | 11.2K | $1.95M | -5.74K | 2.3% |
…and 14 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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