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Michelle McCarthy

Momentum Wealth Planning, Llc

Assets Managed
$112.538M
Holdings
35
Last Quarter
2026 - Q1
Filed Date
1mo 25d ago
Growth Rate
-12.21%(2Q avg: -6.22%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Momentum Wealth Planning, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 35 positions.

Assets under management

The assets under management (AUM) of Momentum Wealth Planning, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 112.538M in assets, with a quarterly growth rate of -12.21% and a 2-quarter average growth rate of -6.22%. The portfolio is managed by Michelle McCarthy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.28%
29.96%
$33.713M
50,904 shares@ $662.29 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 1.8%
16.61%
$18.684M
32,372 shares@ $577.19 avg price
SCHO
Schwab Short-term Us Treas
Recent Activity
Increased 51.04%
8.64%
$9.716M
400,329 shares@ $24.28 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 0.89%
4.71%
$5.296M
68,621 shares@ $77.19 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -14.77%
4.46%
$5.019M
17,496 shares@ $286.87 avg price
TSLA
Tesla Inc
Recent Activity
Increased 2.67%
3.43%
$3.853M
10,364 shares@ $371.75 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 146.06%
2.79%
$3.139M
34,249 shares@ $91.64 avg price
MU
Micron Technology Inc
Recent Activity
New Position
2.75%
$3.093M
9,151 shares@ $337.99 avg price
NXST
Nexstar Media Group Inc
Recent Activity
2.6%
$2.926M
16,179 shares@ $180.84 avg price
JNJ
Johnson & Johnson
Recent Activity
New Position
2.35%
$2.645M
10,819 shares@ $244.44 avg price

1-10 of 35