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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 DIVO, BIV, ITOT, BALT, IWL, and represent 59.82% of Reliant Wealth Planning's stock portfolio.
Added to shares of these 10 stocks: IAUM (+$15M), DIVO, BIV, IWL, GRNY, BALT, GRNJ, RISR, BTC, IDVO.
Started 4 new stock positions in ETHA, GLD, IDVO, FEOE.
Reduced shares in these 10 stocks: MSFT, ITOT, CGGO, QYLD, IBIT, IWM, IBHI, JEPI, NVDA, SCHB.
Sold out of its positions in QYLD, IWM, IBHI, IBIT, MSFT.
Reliant Wealth Planning was a net buyer of stock by $19M.
Reliant Wealth Planning has $331M in assets under management (AUM), dropping by 3.39%.
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 51 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Amplify Cwp Enhanced Dividend Income Etf Cwp Enhanced Div (DIVO)	14.3	$48M	+3%	1.1M	44.85	View chart
Vanguard Intermediate-term Bond Etf Intermed Term (BIV)	14.3	$47M	+3%	611k	77.18	View chart
Ishares Tr Core S&p Ttl Stk Core S&p Ttl Stk (ITOT)	11.0	$36M	-2%	256k	142.43	View chart
Innovator Defined Wealth Shld Etf Defined Wlt Shld (BALT)	10.2	$34M	+2%	1.0M	33.47	View chart
Ishares Tr Rus Top 200 Etf Rus Top 200 Etf (IWL)	10.0	$33M	+3%	207k	160.48	View chart
Fundstrat Granny Shots Us Large Cap Etf Fundstrat Granny (GRNY)	7.4	$24M	+4%	1.0M	23.87	View chart
Capital Group Global Growth Shs Creation Unit Shs Creation Uni (CGGO)	6.5	$22M		644k	33.37	View chart
Foliobeyond Alternative Income And Interest Rate Foliobeyond Alte (RISR)	5.0	$17M	+3%	456k	36.22	View chart
Ishares Gold Tr Shares Represent Shares Represent (IAUM)	4.8	$16M	+5313%	337k	46.70	View chart
Fundstrat Granny Shots Us Fundstrat Granny (GRNJ)	4.5	$15M	+6%	593k	25.01	View chart
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)	1.6	$5.4M		9.1k	597.55	View chart
Grayscale Bitcoin Mini Tr Etf Shs New (BTC)	1.6	$5.4M	+9%	181k	29.99	View chart
Grayscale Ethereum Staking Mini Etf Shs New (ETH)	0.7	$2.4M	+2%	122k	19.86	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Ibonds 28 Trm Ts (IBTI)	0.6	$2.1M		92k	22.28	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Ibds Dec28 Etf (IBDT)	0.5	$1.7M		69k	25.33	View chart
Ishares Ibonds Dec 2027 Term Treasury Etf Ibonds 27 Trm Ts (IBTH)	0.5	$1.5M		67k	22.43	View chart
Ishares Ibonds Dec 2026 Term Treasury Etf Ibonds 26 Trm Ts (IBTG)	0.4	$1.5M	-2%	65k	22.91	View chart
Ishares Tr Ibonds 27 Etf Ibonds 27 Etf (IBDS)	0.4	$1.4M		57k	24.24	View chart
Ishares Ibonds Dec 2034 Term Treasury Etf Ibonds Dec 2034 (IBTP)	0.4	$1.3M		52k	25.63	View chart
Ishares Tr Ibonds Dec2026 Ibonds Dec2026 (IBDR)	0.4	$1.3M	-3%	55k	24.24	View chart
Ishares Ibonds Dec 2029 Term Treasury Etf Ibonds 29 Trm Ts (IBTJ)	0.4	$1.3M	+8%	60k	21.84	View chart
Ishares Tr Ibonds Dec 29 Ibonds Dec 29 (IBDU)	0.4	$1.2M	+8%	54k	23.26	View chart
Shares Ibonds Dec 2033 Term Corporate Etf Ibonds Dec 2033 (IBDY)	0.3	$957k		37k	25.85	View chart
Ishares Ibonds Dec 2032 Term Treasury Etf Ibonds Dec 2032 (IBTM)	0.3	$935k		41k	22.93	View chart
Ishares Ibonds Dec 2032 Term Corporate Etf Ibonds Dec 2032 (IBDX)	0.3	$870k		34k	25.27	View chart
Ishares Ibonds Dec 2030 Term Treasury Etf Ibond Dec 2030 (IBTK)	0.3	$828k	+12%	42k	19.72	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Ibonds Dec 2030 (IBDV)	0.2	$825k	+12%	38k	21.89	View chart
Ishares Ibonds Dec 2033 Term Treasury Etf Ibonds Dec 2033 (IBTO)	0.2	$747k		31k	24.39	View chart
Schwab U.s. Broad Market Etf Us Brd Mkt Etf (SCHB)	0.2	$603k	-11%	24k	25.10	View chart
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)	0.2	$574k		1.3k	426.40	View chart
Ishares Gold Tr Ishares Ishares New (IAU)	0.2	$546k		6.2k	88.16	View chart
Fundstrat Granny Shots Us Fundstrat Granny (GRNI)	0.2	$535k	+89%	28k	19.05	View chart
Ishares Tr Ibonds Dec 2034 Ibonds Dec 2034 (IBDZ)	0.2	$496k		19k	26.06	View chart
Innovator Equity Defined Protection Etf 1 Yr July Equity Defined P (ZJUL)	0.1	$418k		14k	29.07	View chart
NVIDIA Corporation (NVDA)	0.1	$392k	-23%	2.2k	174.40	View chart
Ishares Ibonds Dec 2035 Term Treasury Etf Ibonds Dec 2035 (IBTQ)	0.1	$390k		15k	25.30	View chart
Ishares Ibonds Dec 2035 Term Corporate Etf Ibonds Dec 2035 (IBCA)	0.1	$388k		15k	25.64	View chart
Amplify Cwp International Enhanced Dividend Income Etf Cwp Intl Enhance (IDVO)	0.1	$374k	NEW	9.2k	40.47	View chart
Ishares Ibonds Dec 2031 Term Treasury Etf Ibonds Dec 2031 (IBTL)	0.1	$345k		17k	20.40	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.1	$288k		6.4k	45.05	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Ibonds Dec 2031 (IBDW)	0.1	$283k		14k	20.93	View chart
Ishares Ibonds 2028 Term High Yield And Income Etf Ibonds 28 Tr Hi (IBHH)	0.1	$267k		11k	23.47	View chart
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)	0.1	$265k		406.00	653.21	View chart
First Eagle Overseas Equity Etf First Eagle Over (FEOE)	0.1	$263k	NEW	5.2k	50.46	View chart
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)	0.1	$263k	-33%	4.6k	56.68	View chart
Spdr Gold Shares Gold Shs (GLD)	0.1	$258k	NEW	600.00	430.29	View chart
Ishares Tr Ibonds 2031 Term Ibonds 2031 Term (IBHK)	0.1	$256k		10k	25.45	View chart
Ishares Ethereum Tr SHS (ETHA)	0.1	$240k	NEW	15k	15.83	View chart
Vanguard Esg U.s. Stock Etf Esg Us Stk Etf (ESGV)	0.1	$240k		2.1k	112.27	View chart
Flexshares International Quality Div Dynamic Index Fund Int Qltdvdynam (IQDY)	0.1	$234k		6.2k	37.91	View chart
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)	0.1	$231k	-3%	3.4k	67.53	View chart

Past Filings by Reliant Wealth Planning

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

Reliant Wealth Planning 2026 Q1 filed May 15, 2026
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

View all past filings

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