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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, DIVO, ITOT, IWL, BALT, and represent 61.62% of Reliant Wealth Planning's stock portfolio.
Added to shares of these 10 stocks: DIVO (+$45M), GRNJ (+$14M), BALT, ETH, IBDV, IBTK, BIV, GRNI, IBIT, IAUM.
Started 6 new stock positions in GRNI, DIVO, GRNJ, OUNZ, IBIT, IAUM.
Reduced shares in these 10 stocks: SCHD (-$45M), IBTF, AAPL, IBDQ, ITOT, GRNY, IWL, CGGO, BTC, VOO.
Sold out of its positions in AAPL, IBDQ, IBTF, SCHD.
Reliant Wealth Planning was a net buyer of stock by $12M.
Reliant Wealth Planning has $320M in assets under management (AUM), dropping by 3.70%.
Central Index Key (CIK): 0001823393

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Portfolio Holdings for Reliant Wealth Planning

Reliant Wealth Planning holds 52 positions in its portfolio as reported in the December 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)	14.4	$46M		593k	77.88	View chart
Amplify Cwp Enhanced Dividend Income Etf Cwp Enhanced Div (DIVO)	14.2	$45M	NEW	1.0M	44.50	View chart
Ishares Tr Core S&p Ttl Stk Core S&p Ttl Stk (ITOT)	12.2	$39M		263k	148.69	View chart
Ishares Tr Rus Top 200 Etf Rus Top 200 Etf (IWL)	10.6	$34M		199k	170.63	View chart
Innovator Defined Wealth Shld Etf Defined Wlt Shld (BALT)	10.2	$33M	+2%	977k	33.51	View chart
Fundstrat Granny Shots Us Large Cap Etf Fundstrat Granny (GRNY)	7.6	$24M		980k	24.76	View chart
Capital Group Global Growth Shs Creation Unit Shs Creation Uni (CGGO)	7.1	$23M		653k	34.65	View chart
Foliobeyond Alternative Income And Interest Rate Foliobeyond Alte (RISR)	5.0	$16M		441k	36.11	View chart
Fundstrat Granny Shots Us Fundstrat Granny (GRNJ)	4.5	$14M	NEW	558k	25.55	View chart
Grayscale Bitcoin Mini Tr Etf Shs New (BTC)	2.0	$6.4M	-2%	165k	38.73	View chart
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)	1.8	$5.7M	-2%	9.1k	627.13	View chart
Microsoft Corporation (MSFT)	1.1	$3.4M		7.1k	483.62	View chart
Grayscale Ethereum Mini Tr Etf Shs New (ETH)	1.0	$3.3M	+15%	119k	28.06	View chart
Ishares Tr Ibonds 28 Trm Ts Ibonds 28 Trm Ts (IBTI)	0.6	$2.0M		92k	22.36	View chart
Ishares Tr Ibds Dec28 Etf Ibds Dec28 Etf (IBDT)	0.5	$1.7M		68k	25.45	View chart
Ishares Tr Ibonds 26 Trm Ts Ibonds 26 Trm Ts (IBTG)	0.5	$1.5M	+3%	66k	22.88	View chart
Ishares Tr Ibonds 27 Trm Ts Ibonds 27 Trm Ts (IBTH)	0.5	$1.5M	+8%	66k	22.47	View chart
Ishares Tr Ibonds Dec2026 Ibonds Dec2026 (IBDR)	0.4	$1.4M		56k	24.23	View chart
Ishares Tr Ibonds 27 Etf Ibonds 27 Etf (IBDS)	0.4	$1.4M	-2%	56k	24.28	View chart
Ishares Tr Ibonds Dec 2034 Ibonds Dec 2034 (IBTP)	0.4	$1.4M	-3%	52k	25.81	View chart
Ishares Tr Ibonds 29 Trm Ts Ibonds 29 Trm Ts (IBTJ)	0.4	$1.2M	+26%	56k	21.95	View chart
Ishares Tr Ibonds Dec 29 Ibonds Dec 29 (IBDU)	0.4	$1.2M	+28%	49k	23.41	View chart
Ishares Tr Ibonds Dec 2033 Ibonds Dec 2033 (IBDY)	0.3	$967k		37k	26.14	View chart
Ishares Tr Ibonds Dec 2032 Ibonds Dec 2032 (IBTM)	0.3	$940k	-6%	41k	23.07	View chart
Ishares Tr Ibonds Dec 2032 Ibonds Dec 2032 (IBDX)	0.3	$879k	-6%	34k	25.53	View chart
Ishares Tr Ibonds Dec 2033 Ibonds Dec 2033 (IBTO)	0.2	$752k	-2%	31k	24.55	View chart
Ishares Tr Ibond Dec 2030 Ibond Dec 2030 (IBTK)	0.2	$739k	+100%	37k	19.84	View chart
Ishares Tr Ibonds Dec 2030 Ibonds Dec 2030 (IBDV)	0.2	$736k	+101%	33k	22.07	View chart
Schwab U.s. Broad Market Etf Us Brd Mkt Etf (SCHB)	0.2	$713k		27k	26.23	View chart
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)	0.2	$638k		1.3k	473.30	View chart
NVIDIA Corporation (NVDA)	0.2	$549k		2.9k	186.50	View chart
Ishares Gold Tr Ishares Ishares New (IAU)	0.2	$503k		6.2k	81.17	View chart
Ishares Tr Ibonds Dec 2034 Ibonds Dec 2034 (IBDZ)	0.2	$502k		19k	26.37	View chart
Innovator Equity Defined Protection Etf 1 Yr July Equity Defined P (ZJUL)	0.1	$418k		14k	29.06	View chart
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)	0.1	$399k	-19%	7.0k	57.24	View chart
Ishares Tr Ibonds Dec 2035 Ibonds Dec 2035 (IBCA)	0.1	$393k		15k	25.94	View chart
Ishares Tr Ibonds Dec 2035 Ibonds Dec 2035 (IBTQ)	0.1	$393k		15k	25.48	View chart
Ishares Tr Ibonds Dec 2031 Ibonds Dec 2031 (IBTL)	0.1	$347k	+16%	17k	20.52	View chart
Global X Nasdaq 100 Covered Call Etf Nasdaq 100 Cover (QYLD)	0.1	$317k		18k	17.67	View chart
Fundstrat Granny Shots Us Fundstrat Granny (GRNI)	0.1	$301k	NEW	15k	20.28	View chart
Ishares Bitcoin Trust Etf Shs Ben Int Shs Ben Int (IBIT)	0.1	$300k	NEW	6.0k	49.65	View chart
Ishares Tr Ibonds Dec 2031 Ibonds Dec 2031 (IBDW)	0.1	$286k	+21%	14k	21.15	View chart
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)	0.1	$284k		414.00	684.94	View chart
Ishares Tr Ibonds 28 Tr Hi Ibonds 28 Tr Hi (IBHH)	0.1	$269k		11k	23.68	View chart
Ishares Gold Tr Shares Represent Shares Represent (IAUM)	0.1	$268k	NEW	6.2k	42.99	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.1	$265k	NEW	6.4k	41.48	View chart
Ishares Tr Ibonds 2031 Term Ibonds 2031 Term (IBHK)	0.1	$260k	+30%	10k	25.85	View chart
Vanguard Esg U.s. Stock Etf Esg Us Stk Etf (ESGV)	0.1	$258k		2.1k	120.96	View chart
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)	0.1	$233k		3.5k	66.00	View chart
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM)	0.1	$229k		929.00	246.16	View chart
Flexshares International Quality Div Dynamic Index Fund Int Qltdvdynam (IQDY)	0.1	$226k		6.2k	36.64	View chart
Ishares Tr Ibonds 29 Tr Hi Ibonds 29 Tr Hi (IBHI)	0.1	$199k		8.4k	23.63	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 Q4 filed Feb. 12, 2026
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

View all past filings

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