Reliant Wealth Planning

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1823393
Institutional-grade research for retail investors

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.

Sector Allocation

OtherFinancialsTechnology

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored
  • AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF

    Quality

    $47.5M1,058,336 sh
  • VANGUARD INTERMEDIATE-TERM BOND ETF

    Quality

    $47.2M611,089 sh
  • ISHARES TR CORE S&P TTL STK

    Quality

    $36.4M255,733 sh
  • INNOVATOR DEFINED WEALTH SHLD ETF

    Quality

    $33.6M1,005,348 sh
  • ISHARES TR RUS TOP 200 ETF

    Quality

    $33.2M206,913 sh
  • FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF

    Quality

    $24.4M1,023,165 sh
  • CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT

    Quality

    $21.5M643,596 sh
  • FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE

    Quality

    $16.5M456,074 sh
  • $15.7M336,983 sh
  • FUNDSTRAT GRANNY SHOTS US

    Quality

    $14.8M592,673 sh

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.

#TickerCompanyValueWeightQoQQuality
1AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF$47.5M14.3%+4%
2VANGUARD INTERMEDIATE-TERM BOND ETF$47.2M14.3%+3%
3ISHARES TR CORE S&P TTL STK$36.4M11.0%-3%
4INNOVATOR DEFINED WEALTH SHLD ETF$33.6M10.2%+3%
5ISHARES TR RUS TOP 200 ETF$33.2M10.0%+4%
6FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF$24.4M7.4%+4%
7CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT$21.5M6.5%-1%
8FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE$16.5M5.0%+3%
9IAUM$IAUMiShares Gold Trust Micro$15.7M4.8%+5313%
10FUNDSTRAT GRANNY SHOTS US$14.8M4.5%+6%
11VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW$5.4M1.6%-1%
12BTC$BTCGrayscale Bitcoin Mini Trust ETF$5.4M1.6%+9%
13ETH$ETHGrayscale Ethereum Staking Mini ETF$2.4M0.7%+3%
14ISHARES IBONDS DEC 2028 TERM TREASURY ETF$2.1M0.6%+1%
15ISHARES IBONDS DEC 2028 TERM CORPORATE ETF$1.7M0.5%+1%
16ISHARES IBONDS DEC 2027 TERM TREASURY ETF$1.5M0.5%+1%
17ISHARES IBONDS DEC 2026 TERM TREASURY ETF$1.5M0.5%-3%
18ISHARES TR IBONDS 27 ETF$1.4M0.4%+1%
19ISHARES IBONDS DEC 2034 TERM TREASURY ETF$1.3M0.4%+0%
20ISHARES TR IBONDS DEC2026$1.3M0.4%-3%
21ISHARES IBONDS DEC 2029 TERM TREASURY ETF$1.3M0.4%+8%
22ISHARES TR IBONDS DEC 29$1.2M0.4%+9%
23SHARES IBONDS DEC 2033 TERM CORPORATE ETF$956,7090.3%+0%
24ISHARES IBONDS DEC 2032 TERM TREASURY ETF$934,4830.3%+0%
25ISHARES IBONDS DEC 2032 TERM CORPORATE ETF$869,8440.3%+0%
26ISHARES IBONDS DEC 2030 TERM TREASURY ETF$828,2010.3%+13%
27ISHARES IBONDS DEC 2030 TERM CORPORATE ETF$824,7500.3%+13%
28ISHARES IBONDS DEC 2033 TERM TREASURY ETF$747,3770.2%+0%
29SCHWAB U.S. BROAD MARKET ETF$602,4750.2%-12%
30ISHARES TR RUS 1000 GRW ETF$574,3610.2%+0%
31IAU$IAUISHARES GOLD TRUST$546,4160.2%+0%
32FUNDSTRAT GRANNY SHOTS US$534,5240.2%+89%
33ISHARES TR IBONDS DEC 2034$496,4430.1%+0%
34INNOVATOR EQUITY DEFINED PROTECTION ETF 1 YR JULY$417,6170.1%+0%
35NVDA$NVDANVIDIA CORP$391,7020.1%-24%90.2
36ISHARES IBONDS DEC 2035 TERM TREASURY ETF$389,8530.1%+0%
37ISHARES IBONDS DEC 2035 TERM CORPORATE ETF$388,3690.1%+0%
38AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF$373,9830.1%NEW
39ISHARES IBONDS DEC 2031 TERM TREASURY ETF$344,7010.1%+0%
40OUNZ$OUNZVanEck Merk Gold ETF$287,9600.1%+0%
41ISHARES IBONDS DEC 2031 TERM CORPORATE ETF$282,4920.1%+0%
42ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF$266,7600.1%+0%
43ISHARES TR CORE S&P500 ETF$265,2030.1%-2%
44FIRST EAGLE OVERSEAS EQUITY ETF$263,3000.1%NEW
45JPMORGAN EQUITY PREMIUM INCOME ETF$262,5980.1%-33%
46GLD$GLDSPDR GOLD TRUST$258,1740.1%NEW
47ISHARES TR IBONDS 2031 TERM$256,2050.1%+0%
48ETHA$ETHAiShares Ethereum Trust ETF$240,2840.1%NEW
49VANGUARD ESG U.S. STOCK ETF$239,4720.1%+0%
50FLEXSHARES INTERNATIONAL QUALITY DIV DYNAMIC INDEX FUND$233,7390.1%+0%
51ISHARES TR CORE S&P MCP ETF$230,8180.1%-3%

New Positions (4)

AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF$373,983
FIRST EAGLE OVERSEAS EQUITY ETF$263,300
GLD$GLD SPDR GOLD TRUST$258,174
ETHA$ETHA iShares Ethereum Trust ETF$240,284

Exited Positions (5)

MSFT$MSFT MICROSOFT CORP
GLOBAL X NASDAQ 100 COVERED CALL ETF
IBIT$IBIT iShares Bitcoin Trust ETF
ISHARES TR RUSSELL 2000 ETF
ISHARES TR IBONDS 29 TR HI

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