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Reliant Wealth Planning

Latest statistics and disclosures from Reliant Wealth Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are BIV, SCHD, ITOT, IWL, BALT, and represent 63.18% of Reliant Wealth Planning's stock portfolio.
Added to shares of these 10 stocks: BALT (+$30M), RISR (+$16M), ETH, MSFT, AAPL, ZJUL, IBCA, IBTQ, SCHD, IJH.
Started 11 new stock positions in IBHK, IBTQ, IBCA, AAPL, ETH, IQDY, ZJUL, IBHI, RISR, IWM. IJH.
Reduced shares in these 10 stocks: BIV (-$7.2M), ITOT, IBMN, BSMP, VOO, ZFEB, GRNY, IWL, IBTO, CGGO.
Sold out of its positions in ZFEB, BSMP, IBMN.
Reliant Wealth Planning was a net buyer of stock by $40M.
Reliant Wealth Planning has $309M in assets under management (AUM), dropping by 20.47%.
Central Index Key (CIK): 0001823393

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Positions held by Reliant Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Reliant Wealth Planning

Reliant Wealth Planning holds 50 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Intermediate-term Bond Etf Intermed Term (BIV)	14.9	$46M	-13%	588k	78.09	View chart
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)	14.7	$45M		1.7M	27.30	View chart
Ishares Tr Core S&p Ttl Stk Core S&p Ttl Stk (ITOT)	12.5	$39M	-5%	266k	145.65	View chart
Ishares Tr Rus Top 200 Etf Rus Top 200 Etf (IWL)	10.9	$34M		202k	166.10	View chart
Innovator Defined Wealth Shld Etf Defined Wlt Shld (BALT)	10.2	$31M	+2526%	957k	32.82	View chart
Fundstrat Granny Shots Us Large Cap Etf Fundstrat Granny (GRNY)	8.1	$25M	-2%	998k	24.99	View chart
Capital Group Global Growth Shs Creation Unit Shs Creation Uni (CGGO)	7.4	$23M		665k	34.17	View chart
Foliobeyond Alternative Income And Interest Rate Foliobeyond Alte (RISR)	5.1	$16M	NEW	438k	35.84	View chart
Grayscale Bitcoin Mini Tr Etf Shs New (BTC)	2.8	$8.6M		170k	50.63	View chart
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)	1.9	$5.7M	-14%	9.4k	612.38	View chart
Grayscale Ethereum Mini Tr Etf Shs New (ETH)	1.3	$4.0M	NEW	103k	39.18	View chart
Microsoft Corporation (MSFT)	1.2	$3.7M	+1002%	7.1k	517.95	View chart
Ishares Tr Ibonds 28 Trm Ts Ibonds 28 Trm Ts (IBTI)	0.7	$2.0M		91k	22.39	View chart
Ishares Tr Ibds Dec28 Etf Ibds Dec28 Etf (IBDT)	0.6	$1.7M		68k	25.52	View chart
Ishares Tr Ibonds 26 Trm Ts Ibonds 26 Trm Ts (IBTG)	0.5	$1.5M	+10%	64k	22.95	View chart
Ishares Tr Ibonds 25 Trm Ts Ibonds 25 Trm Ts (IBTF)	0.5	$1.4M		62k	23.36	View chart
Ishares Tr Ibonds Dec 2034 Ibonds Dec 2034 (IBTP)	0.5	$1.4M		54k	25.91	View chart
Ishares Tr Ibonds 27 Etf Ibonds 27 Etf (IBDS)	0.5	$1.4M	+3%	58k	24.34	View chart
Ishares Tr Ibonds 27 Trm Ts Ibonds 27 Trm Ts (IBTH)	0.4	$1.4M	+3%	61k	22.52	View chart
Apple (AAPL)	0.4	$1.4M	NEW	5.4k	254.63	View chart
Ishares Tr Ibonds Dec2026 Ibonds Dec2026 (IBDR)	0.4	$1.3M	+11%	55k	24.30	View chart
Ishares Tr Ibonds Dec25 Etf Ibonds Dec25 Etf (IBDQ)	0.4	$1.1M		43k	25.19	View chart
Ishares Tr Ibonds Dec 2032 Ibonds Dec 2032 (IBTM)	0.3	$1.0M	-16%	44k	23.13	View chart
Ishares Tr Ibonds 29 Trm Ts Ibonds 29 Trm Ts (IBTJ)	0.3	$973k		44k	21.95	View chart
Ishares Tr Ibonds Dec 2033 Ibonds Dec 2033 (IBDY)	0.3	$971k	-16%	37k	26.23	View chart
Ishares Tr Ibonds Dec 2032 Ibonds Dec 2032 (IBDX)	0.3	$945k	-17%	37k	25.62	View chart
Ishares Tr Ibonds Dec 29 Ibonds Dec 29 (IBDU)	0.3	$905k		39k	23.47	View chart
Ishares Tr Ibonds Dec 2033 Ibonds Dec 2033 (IBTO)	0.3	$775k	-33%	32k	24.65	View chart
Schwab U.s. Broad Market Etf Us Brd Mkt Etf (SCHB)	0.2	$699k		27k	25.71	View chart
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)	0.2	$631k		1.3k	468.41	View chart
NVIDIA Corporation (NVDA)	0.2	$549k	+30%	2.9k	186.58	View chart
Ishares Tr Ibonds Dec 2034 Ibonds Dec 2034 (IBDZ)	0.2	$504k	-28%	19k	26.47	View chart
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)	0.2	$495k	+24%	8.7k	57.10	View chart
Ishares Gold Tr Ishares Ishares New (IAU)	0.1	$451k	-25%	6.2k	72.77	View chart
Innovator Equity Defined Protection Etf 1 Yr July Equity Defined P (ZJUL)	0.1	$413k	NEW	14k	28.73	View chart
Ishares Tr Ibonds Dec 2035 Ibonds Dec 2035 (IBCA)	0.1	$394k	NEW	15k	26.04	View chart
Ishares Tr Ibonds Dec 2035 Ibonds Dec 2035 (IBTQ)	0.1	$393k	NEW	15k	25.53	View chart
Ishares Tr Ibond Dec 2030 Ibond Dec 2030 (IBTK)	0.1	$368k	+5%	19k	19.88	View chart
Ishares Tr Ibonds Dec 2030 Ibonds Dec 2030 (IBDV)	0.1	$367k	+5%	17k	22.15	View chart
Global X Nasdaq 100 Covered Call Etf Nasdaq 100 Cover (QYLD)	0.1	$306k		18k	17.01	View chart
Ishares Tr Ibonds Dec 2031 Ibonds Dec 2031 (IBTL)	0.1	$298k		15k	20.57	View chart
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)	0.1	$281k	-9%	420.00	669.30	View chart
Ishares Tr Ibonds 28 Tr Hi Ibonds 28 Tr Hi (IBHH)	0.1	$271k		11k	23.86	View chart
Vanguard Esg U.s. Stock Etf Esg Us Stk Etf (ESGV)	0.1	$253k		2.1k	118.44	View chart
Ishares Tr Ibonds Dec 2031 Ibonds Dec 2031 (IBDW)	0.1	$236k		11k	21.22	View chart
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)	0.1	$231k	NEW	3.5k	65.26	View chart
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM)	0.1	$225k	NEW	929.00	241.96	View chart
Flexshares International Quality Div Dynamic Index Fund Int Qltdvdynam (IQDY)	0.1	$209k	NEW	6.2k	33.94	View chart
Ishares Tr Ibonds 2031 Term Ibonds 2031 Term (IBHK)	0.1	$201k	NEW	7.7k	26.10	View chart
Ishares Tr Ibonds 29 Tr Hi Ibonds 29 Tr Hi (IBHI)	0.1	$201k	NEW	8.4k	23.85	View chart

Past Filings by Reliant Wealth Planning

SEC 13F filings are viewable for Reliant Wealth Planning going back to 2020

Reliant Wealth Planning 2025 Q3 filed Nov. 18, 2025
Reliant Wealth Planning 2025 Q2 filed Aug. 12, 2025
Reliant Wealth Planning 2025 Q1 filed April 28, 2025
Reliant Wealth Planning 2024 Q4 filed Jan. 28, 2025
Reliant Wealth Planning 2024 Q3 filed Oct. 24, 2024
Reliant Wealth Planning 2024 Q2 filed July 11, 2024
Reliant Wealth Planning 2024 Q1 filed May 14, 2024
Reliant Wealth Planning 2023 Q4 filed Feb. 8, 2024
Reliant Wealth Planning 2023 Q3 filed Nov. 1, 2023
Reliant Wealth Planning 2023 Q2 filed July 7, 2023
Reliant Wealth Planning 2023 Q1 filed April 19, 2023
Reliant Wealth Planning 2022 Q4 filed Feb. 7, 2023
Reliant Wealth Planning 2022 Q3 filed Oct. 28, 2022
Reliant Wealth Planning 2022 Q2 filed Aug. 2, 2022
Reliant Wealth Planning 2022 Q1 filed May 10, 2022
Reliant Wealth Planning 2021 Q4 filed Feb. 14, 2022

View all past filings

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