Reliant Wealth Planning
13F Reported Value
ⓘ$330.8M
Holdings
51
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Reliant Wealth Planning disclosed 51 positions worth $330.8M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 4 new positions and exited 5 and a full exit from $MSFT. The portfolio is most concentrated in Other (92.3% of disclosed assets). All figures are sourced directly from Reliant Wealth Planning’s Form 13F-HR filing with the SEC under CIK 1823393.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
—Quality
$47.5M1,058,336 shVANGUARD INTERMEDIATE-TERM BOND ETF
—Quality
$47.2M611,089 shISHARES TR CORE S&P TTL STK
—Quality
$36.4M255,733 shINNOVATOR DEFINED WEALTH SHLD ETF
—Quality
$33.6M1,005,348 shISHARES TR RUS TOP 200 ETF
—Quality
$33.2M206,913 shFUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
—Quality
$24.4M1,023,165 shCAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT
—Quality
$21.5M643,596 shFOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE
—Quality
$16.5M456,074 sh- —
Quality
$15.7M336,983 sh FUNDSTRAT GRANNY SHOTS US
—Quality
$14.8M592,673 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | — | $47.5M | 1,058,336 |
| VANGUARD INTERMEDIATE-TERM BOND ETF | — | $47.2M | 611,089 |
| ISHARES TR CORE S&P TTL STK | — | $36.4M | 255,733 |
| INNOVATOR DEFINED WEALTH SHLD ETF | — | $33.6M | 1,005,348 |
| ISHARES TR RUS TOP 200 ETF | — | $33.2M | 206,913 |
| FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | — | $24.4M | 1,023,165 |
| CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT | — | $21.5M | 643,596 |
| FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE | — | $16.5M | 456,074 |
| — | $15.7M | 336,983 | |
| FUNDSTRAT GRANNY SHOTS US | — | $14.8M | 592,673 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Reliant Wealth Planning's 51 positions.
Showing top 10 of 51 holdings.
Sector Allocation
Other
$305.5M
Financials
$24.9M
Technology
$391,702
Full Holdings — Reliant Wealth Planning (Q1 2026)
All 51 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $47.5M | 14.3% | +4% | — |
| 2 | — | VANGUARD INTERMEDIATE-TERM BOND ETF | $47.2M | 14.3% | +3% | — |
| 3 | — | ISHARES TR CORE S&P TTL STK | $36.4M | 11.0% | -3% | — |
| 4 | — | INNOVATOR DEFINED WEALTH SHLD ETF | $33.6M | 10.2% | +3% | — |
| 5 | — | ISHARES TR RUS TOP 200 ETF | $33.2M | 10.0% | +4% | — |
| 6 | — | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $24.4M | 7.4% | +4% | — |
| 7 | — | CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT | $21.5M | 6.5% | -1% | — |
| 8 | — | FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE | $16.5M | 5.0% | +3% | — |
| 9 | iShares Gold Trust Micro | $15.7M | 4.8% | +5313% | — | |
| 10 | — | FUNDSTRAT GRANNY SHOTS US | $14.8M | 4.5% | +6% | — |
| 11 | — | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $5.4M | 1.6% | -1% | — |
| 12 | Grayscale Bitcoin Mini Trust ETF | $5.4M | 1.6% | +9% | — | |
| 13 | Grayscale Ethereum Staking Mini ETF | $2.4M | 0.7% | +3% | — | |
| 14 | — | ISHARES IBONDS DEC 2028 TERM TREASURY ETF | $2.1M | 0.6% | +1% | — |
| 15 | — | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $1.7M | 0.5% | +1% | — |
| 16 | — | ISHARES IBONDS DEC 2027 TERM TREASURY ETF | $1.5M | 0.5% | +1% | — |
| 17 | — | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $1.5M | 0.5% | -3% | — |
| 18 | — | ISHARES TR IBONDS 27 ETF | $1.4M | 0.4% | +1% | — |
| 19 | — | ISHARES IBONDS DEC 2034 TERM TREASURY ETF | $1.3M | 0.4% | +0% | — |
| 20 | — | ISHARES TR IBONDS DEC2026 | $1.3M | 0.4% | -3% | — |
| 21 | — | ISHARES IBONDS DEC 2029 TERM TREASURY ETF | $1.3M | 0.4% | +8% | — |
| 22 | — | ISHARES TR IBONDS DEC 29 | $1.2M | 0.4% | +9% | — |
| 23 | — | SHARES IBONDS DEC 2033 TERM CORPORATE ETF | $956,709 | 0.3% | +0% | — |
| 24 | — | ISHARES IBONDS DEC 2032 TERM TREASURY ETF | $934,483 | 0.3% | +0% | — |
| 25 | — | ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | $869,844 | 0.3% | +0% | — |
| 26 | — | ISHARES IBONDS DEC 2030 TERM TREASURY ETF | $828,201 | 0.3% | +13% | — |
| 27 | — | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $824,750 | 0.3% | +13% | — |
| 28 | — | ISHARES IBONDS DEC 2033 TERM TREASURY ETF | $747,377 | 0.2% | +0% | — |
| 29 | — | SCHWAB U.S. BROAD MARKET ETF | $602,475 | 0.2% | -12% | — |
| 30 | — | ISHARES TR RUS 1000 GRW ETF | $574,361 | 0.2% | +0% | — |
| 31 | ISHARES GOLD TRUST | $546,416 | 0.2% | +0% | — | |
| 32 | — | FUNDSTRAT GRANNY SHOTS US | $534,524 | 0.2% | +89% | — |
| 33 | — | ISHARES TR IBONDS DEC 2034 | $496,443 | 0.1% | +0% | — |
| 34 | — | INNOVATOR EQUITY DEFINED PROTECTION ETF 1 YR JULY | $417,617 | 0.1% | +0% | — |
| 35 | NVIDIA CORP | $391,702 | 0.1% | -24% | 90.2 | |
| 36 | — | ISHARES IBONDS DEC 2035 TERM TREASURY ETF | $389,853 | 0.1% | +0% | — |
| 37 | — | ISHARES IBONDS DEC 2035 TERM CORPORATE ETF | $388,369 | 0.1% | +0% | — |
| 38 | — | AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF | $373,983 | 0.1% | NEW | — |
| 39 | — | ISHARES IBONDS DEC 2031 TERM TREASURY ETF | $344,701 | 0.1% | +0% | — |
| 40 | VanEck Merk Gold ETF | $287,960 | 0.1% | +0% | — | |
| 41 | — | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | $282,492 | 0.1% | +0% | — |
| 42 | — | ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF | $266,760 | 0.1% | +0% | — |
| 43 | — | ISHARES TR CORE S&P500 ETF | $265,203 | 0.1% | -2% | — |
| 44 | — | FIRST EAGLE OVERSEAS EQUITY ETF | $263,300 | 0.1% | NEW | — |
| 45 | — | JPMORGAN EQUITY PREMIUM INCOME ETF | $262,598 | 0.1% | -33% | — |
| 46 | SPDR GOLD TRUST | $258,174 | 0.1% | NEW | — | |
| 47 | — | ISHARES TR IBONDS 2031 TERM | $256,205 | 0.1% | +0% | — |
| 48 | iShares Ethereum Trust ETF | $240,284 | 0.1% | NEW | — | |
| 49 | — | VANGUARD ESG U.S. STOCK ETF | $239,472 | 0.1% | +0% | — |
| 50 | — | FLEXSHARES INTERNATIONAL QUALITY DIV DYNAMIC INDEX FUND | $233,739 | 0.1% | +0% | — |
| 51 | — | ISHARES TR CORE S&P MCP ETF | $230,818 | 0.1% | -3% | — |
New Positions (4)
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