Momentum Wealth Planning, LLCETFConcentrated trader

CIK: 0002087652 | ESTERO, FL

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	39	$136.7M	2026-08-05	SEC ↗
Q1 2026	13F-HR	36	$112.5M	2026-05-07	SEC ↗
Q4 2025	13F-HR	44	$128.2M	2026-01-28	SEC ↗
Q3 2025	13F-HR	44	$128.5M	2025-11-12	SEC ↗
Q2 2025	13F-HR	39	$117.4M	2025-09-24	SEC ↗