Q1 2026 · 13F-HR
Momentum Wealth Planning, LLCholdings as filed
Filed 2026-05-07 · accession 0001765380-26-000179
$0
Reported value
0
Positions
2026-03-31
Period end
The Brief · Momentum Wealth Planning, LLC · Q1 2026
AI · grounded in 13F
Momentum Wealth Planning, LLC reported no active positions for the period ending March 31, 2026. The fund added no new holdings and reduced no existing positions relative to the prior quarter. Total assets under management remain at $0.
Holdings as filed
No holdings rows on file.
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.