SEC 13F Intelligence

Momentum Wealth Planning, LLC / TSLA

Momentum Wealth Planning, LLC’s Tesla Inc Position

Does Momentum Wealth Planning, LLC own Tesla Inc (TSLA)? Yes — 10.4K shares worth $4M (+3.42% of its 13F portfolio) as of Q1 2026, up from 10.1K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
10.4K
% of Portfolio
+3.42%
Quarters Held
3
currently held

Position History TSLA

Reported value by quarter
Q3 ’25: $4MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.4K$4M+3.42%
Q4 202510.1K$5M+3.54%
Q3 20259.6K$4M+3.33%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Momentum Wealth Planning, LLC’s full portfolio or all institutional holders of TSLA.