Arkolith/Funds/Momentum Wealth Planning, LLC

Momentum Wealth Planning, LLC

CIK 2087652Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 5, 2026·~36-day 13F lag·13F-HR
Active Filer

Momentum Wealth Planning, LLC holds a concentrated book of 33 stocks worth $133.7M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Ishares 0-3 Month Treasury B and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 28% of the equity book. They also disclosed $2.4M in put options (a bearish bet) and $585K in call options (bullish), shown separately below and excluded from the equity book.

Opened
5
bought for the first time
Added to
6
already held, bought more
Trimmed
17
sold some, still holds it
Sold out
5
exited the position entirely

Concentration

Top-heavy: concentrated book

Top 5 holdings
64%
Top 10 holdings
83%
Top 20 holdings
96%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

24% mapped to company sectors

ETF / fund or unclassified
76%
Information Technology
13%
Consumer Discretionary
5%
Communication Services
3%
Financials
1%
Health Care
1%
Industrials
1%
Real Estate
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Momentum Wealth Planning, LLC

Manager / fundShared namesTheir $ in those
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC38 / 33$8.9B
NewEdge Advisors, LLC38 / 33$6.0B
Integrated Wealth Concepts LLC38 / 33$2.2B
JPMORGAN CHASE & CO37 / 33$386.9B
OSAIC HOLDINGS, INC.37 / 33$10.7B
Kestra Advisory Services, LLC37 / 33$5.1B
CWM, LLC37 / 33$4.6B
Steward Partners Investment Advisory, LLC37 / 33$4.2B

Ranked by how many of Momentum Wealth Planning, LLC's top 33 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

33 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$37.2M49.7K
27.8%
−2.0%
Reduced · −1K sh
2Invesco QQQ TR
UNIT SER 1
$23.8M32.3K
17.8%
−0.2%
Reduced · −64 sh
3Ishares TR
0-3 MTH TREASURY
$8.9M88.6K
6.7%
New
New position
4Roundhill ETF Trust
MEMORY ETF
$7.8M105.9K
5.8%
New
New position
5Schwab Strategic TR
SHT TM US TRES
$7.6M315.3K
5.7%
−21%
Reduced · −85K sh
6Direxion Shares ETF Trust
DAILY SMALL CAP
$6.5M86.4K
4.9%
+46%
Added · +27K sh
7Alphabet Inc
CAP STK CL C
$5.9M16.6K
4.4%
−4.9%
Reduced · −854 sh
8Vanguard BD Index FDS
INTERMED TERM
$5.6M73.2K
4.2%
+6.7%
Added · +5K sh
9Intel Corp
COM
$4.1M29.5K
3.1%
New
New position
10Tesla Inc
COM
$3.9M9.2K
2.9%
−12%
Reduced · −1K sh
11Amazon Com Inc
COM
$2.9M12.3K
2.2%
−1.2%
Reduced · −152 sh
12Nexstar Media Group Inc
COMMON STOCK
$2.9M16.2K
2.2%
Held
13Apple Inc
COM
$2.2M7.8K
1.7%
+153%
Added · +5K sh
14Nvidia Corporation
COM
$2.2M10.8K
1.6%
−3.6%
Reduced · −399 sh
15Eli Lilly & Co
COM
$1.9M1.6K
1.4%
+50%
Added · +526 sh
16Reddit Inc
CL A
$1.2M6.9K
0.9%
−55%
Reduced · −8K sh
17Bank Of Amer Corp
7.25%CNV PFD L
$1.0M826
0.8%
−0.1%
Reduced · −1 sh
18Wells Fargo & Co
PERP PFD CNV A
$973K841
0.7%
Held
19Goldman Sachs Group Inc
COM
$883K873
0.7%
−12%
Reduced · −120 sh
20Listed FDS TR
SWAN HEDGED EQTY
$776K29.1K
0.6%
−0.3%
Reduced · −100 sh
21Mercadolibre Inc
COM
$750K442
0.6%
+27%
Added · +94 sh
22SPDR Series Trust
ST STR BLO 1 ETF
$723K7.9K
0.5%
−77%
Reduced · −26K sh
23SPDR Gold TR
GOLD SHS
$682K1.9K
0.5%
Held
24Netflix Inc.
COM
$523K7.3K
0.4%
−0.1%
Reduced · −10 sh
25Meta Platforms Inc
CL A
$470K835
0.4%
−49%
Reduced · −804 sh
26Alphabet Inc
CAP STK CL A
$357K1.0K
0.3%
Held
27Terawulf Inc
COM
$332K13.4K
0.2%
New
New position
28Alibaba Group Hldg Ltd
SPONSORED ADS
$319K3.3K
0.2%
−46%
Reduced · −3K sh
29Arista Networks Inc
COM SHS
$299K1.8K
0.2%
Held
30Booking Holdings Inc
COM
$281K1.6K
0.2%
25×
Added · +2K sh
31Broadcom Inc
COM
$252K667
0.2%
−27%
Reduced · −241 sh
32Apple Hospitality REIT Inc
COM NEW
$220K13.0K
0.2%
−13%
Reduced · −2K sh
33Shopify Inc
CL A SUB VTG SHS
$192K1.7K
0.1%
New
New position
Showing all 33 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$2.4M
Call notional (bullish)$585K
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishSTATE STR SPDR S&P 500 ETF T$1.1M450
PUT · bearishINVESCO QQQ TR$1.1M421
CALL · bullishSPDR SERIES TRUST$382K90
PUT · bearishROUNDHILL ETF TRUST$291K499
CALL · bullishROCKET COS INC$202K395

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 5, 202639$136.7M13F-HR
Q1 2026Mar 31, 2026May 7, 202636$112.5M13F-HR
Q4 2025Dec 31, 2025Jan 28, 202644$128.2M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202544$128.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.