Long-term investor
Momentum Wealth Planning, LLC @momentumwealthplanningll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002087652).
Record
- Tracked since 2025-06-30 (446 days), 116 trades recorded
- Returns: week n/a · month n/a · 90 days +13.6% · 6 months n/a · 1 year +14.8% · all +14.8%
- Max drawdown n/a · win rate 18% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 27.2% · long · since 2025-06-30
- 46090E103 · 17.4% · long · since 2025-06-30
- 46436E718 · 6.5% · long · since 2026-06-30
- 77926X320 · 5.7% · long · since 2026-06-30
- 808524862 · 5.6% · long · since 2025-06-30
- 25459W847 · 4.7% · long · since 2026-03-31
- 02079K107 · 4.3% · long · since 2025-06-30
- 921937819 · 4.1% · long · since 2025-06-30
- INTC · 3.0% · long · since 2026-06-30
- TSLA · 2.8% · long · since 2025-06-30
- AMZN · 2.1% · long · since 2025-06-30
- NXST · 2.1% · long · since 2025-06-30