Momentum Wealth Planning, LLC

Q2 2026 13F Holdings

Location
Estero, FL
Holdings as of
6/30/2026
Value
$137M
Value excl. options
$134M
Num holdings
38
Date filed
8/5/2026
Form type
13F-HR
Prev filing
5/7/2026
Next filing
11/13/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type