Momentum Wealth Planning, LLC quarter change: Foreign Funds, New
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Momentum Wealth Planning, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2087652): 2026-03-31 (filed 2026-05-07) and 2026-06-30 (filed 2026-08-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Oath Planning, LLC | United States | $0.113B | 69 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | Singapore | $0.113B | 82 |
| Wealth Care LLC | United States | $0.113B | 67 |
| ARGUS INVESTORS' COUNSEL, INC. | United States | $0.112B | 102 |
| TRUSTCO BANK CORP N Y | United States | $0.113B | 135 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | United States | $0.113B | 56 |
| Veradace Capital Management LLC | United States | $0.112B | 27 |
| University of Wisconsin Foundation | United States | $0.113B | 10 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | United States | $0.112B | 38 |
| IFS Group,LLC | United States | $0.112B | 144 |