Momentum Wealth Planning, LLC has filed its 13F-HR report for the third quarter of 2026, detailing its holdings as of September 30. The report indicates that the firm manages a total portfolio value of approximately $143.1 million. This filing is significant as it provides insights into the company’s investment strategies and asset allocations in the financial services sector.

The report shows that Momentum Wealth Planning holds a diverse range of investments, including significant positions in popular exchange-traded funds (ETFs) and well-known stocks. For instance, the firm has invested heavily in the State Street SPDR S&P 500 ETF Trust, with a reported value of over $38.4 million, and the Invesco QQQ Trust, valued at approximately $23.6 million. These investments reflect a strategy focused on large-cap equities, particularly in technology and consumer sectors.

According to the filing, the company’s holdings include 46 different securities, showcasing a broad investment approach that may appeal to a range of clients. This diversification is crucial in managing risk and optimizing returns in the current market environment.

Momentum Wealth Planning, LLC is based in Estero, Florida, and operates within the financial services industry. The firm is registered under the Central Index Key (CIK) number 0002087652 and has been active in filing various reports with the SEC, including previous 13F-HR filings that show a consistent investment strategy.

The latest filing, accession number 0001765380-26-000510, highlights the firm’s commitment to transparency and regulatory compliance. The Chief Compliance Officer, Michelle McCarthy, signed off on the document, which was submitted on November 13, 2026.

With the total value of holdings reported at $143,128,681, the firm’s investment choices may influence other players in the wealth management space. Competitors will likely analyze these positions to gauge market trends and client preferences.

Looking ahead, it remains to be seen how Momentum Wealth Planning will adjust its portfolio in response to market conditions and client needs. The filing does not specify what actions the firm may take next, but ongoing monitoring of its investments will be essential for stakeholders.