Momentum Wealth Planning, LLC

Q3 2026 13F Holdings

Location
Estero, FL
Holdings as of
9/30/2026
Value
$143M
Value excl. options
$140M
Num holdings
45
Date filed
11/13/2026
Form type
13F-HR
Prev filing
8/5/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type