Reliant Wealth Planning

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1823393
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13F Reported Value

$363.6M

Holdings

54

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

Reliant Wealth Planning disclosed 54 positions worth $363.6M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 3 new positions and exited 0. The portfolio is most concentrated in Other (93.6% 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 — Q2 2026

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Top Holdings

AI Quality Scored
  • AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF - CWP ENHANCED DIV

    Quality

    $50.5M1,104,334 sh
  • VANGUARD INTERMEDIATE-TERM BOND ETF - INTERMED TERM

    Quality

    $48.5M631,866 sh
  • ISHARES TR CORE S&P TTL STK - CORE S&P TTL STK

    Quality

    $40.9M249,115 sh
  • ISHARES TR RUS TOP 200 ETF - RUS TOP 200 ETF

    Quality

    $39.8M215,106 sh
  • INNOVATOR DEFINED WEALTH SHLD ETF - DEFINED WLT SHLD

    Quality

    $35.5M1,037,015 sh
  • FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF - FUNDSTRAT GRANNY

    Quality

    $28.8M1,043,100 sh
  • CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT - SHS CREATION UNI

    Quality

    $27.6M653,161 sh
  • FUNDSTRAT GRANNY SHOTS US - FUNDSTRAT GRANNY

    Quality

    $19.5M620,518 sh
  • FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE - FOLIOBEYOND ALTE

    Quality

    $16.9M467,373 sh
  • $14.2M354,094 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of Reliant Wealth Planning's 54 positions.

Showing top 10 of 54 holdings.

Sector Allocation

Other

$340.2M

Financials

$22.6M

Technology

$802,626

Full Holdings — Reliant Wealth Planning (Q2 2026)

All 54 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

TickerCompanyValue
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF - CWP ENHANCED DIV$50.5M
VANGUARD INTERMEDIATE-TERM BOND ETF - INTERMED TERM$48.5M
ISHARES TR CORE S&P TTL STK - CORE S&P TTL STK$40.9M
ISHARES TR RUS TOP 200 ETF - RUS TOP 200 ETF$39.8M
INNOVATOR DEFINED WEALTH SHLD ETF - DEFINED WLT SHLD$35.5M
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF - FUNDSTRAT GRANNY$28.8M
CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT - SHS CREATION UNI$27.6M
FUNDSTRAT GRANNY SHOTS US - FUNDSTRAT GRANNY$19.5M
FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE - FOLIOBEYOND ALTE$16.9M
IAUM$IAUMiShares Gold Trust Micro$14.2M
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW - S&P 500 ETF SHS$6.1M
BTC$BTCGrayscale Bitcoin Mini Trust ETF$4.8M
ISHARES IBONDS DEC 2028 TERM TREASURY ETF - IBONDS 28 TRM TS$2.1M
ETH$ETHGrayscale Ethereum Staking Mini ETF$2.0M
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF - IBDS DEC28 ETF$1.8M
ISHARES IBONDS DEC 2027 TERM TREASURY ETF - IBONDS 27 TRM TS$1.5M
ISHARES IBONDS DEC 2026 TERM TREASURY ETF - IBONDS 26 TRM TS$1.5M
ISHARES TR IBONDS 27 ETF - IBONDS 27 ETF$1.4M
ISHARES TR IBONDS DEC2026 - IBONDS DEC2026$1.3M
ISHARES IBONDS DEC 2034 TERM TREASURY ETF - IBONDS DEC 2034$1.3M
ISHARES IBONDS DEC 2029 TERM TREASURY ETF - IBONDS 29 TRM TS$1.3M
ISHARES TR IBONDS DEC 29 - IBONDS DEC 29$1.3M
ISHARES IBONDS DEC 2032 TERM TREASURY ETF - IBONDS DEC 2032$924,889
ISHARES IBONDS DEC 2032 TERM CORPORATE ETF - IBONDS DEC 2032$867,090
ISHARES IBONDS DEC 2030 TERM CORPORATE ETF - IBONDS DEC 2030$821,358
ISHARES IBONDS DEC 2030 TERM TREASURY ETF - IBOND DEC 2030$820,640
SHARES IBONDS DEC 2033 TERM CORPORATE ETF - IBONDS DEC 2033$753,916
SCHWAB U.S. BROAD MARKET ETF - US BRD MKT ETF$695,126
ISHARES IBONDS DEC 2033 TERM TREASURY ETF - IBONDS DEC 2033$689,898
ISHARES TR RUS 1000 GRW ETF - RUS 1000 GRW ETF$669,027
AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF - CWP INTL ENHANCE$631,176
FUNDSTRAT GRANNY SHOTS US - FUNDSTRAT GRANNY$586,558
NVDA$NVDANVIDIA CORP$528,437
ISHARES TR IBONDS DEC 2034 - IBONDS DEC 2034$496,252
IAU$IAUISHARES GOLD TRUST$468,010
FIRST EAGLE OVERSEAS EQUITY ETF - FIRST EAGLE OVER$456,623
INNOVATOR EQUITY DEFINED PROTECTION ETF 1 YR JULY - EQUITY DEFINED P$430,549
STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF - STRATEGAS MACRO$422,932
ISHARES IBONDS DEC 2035 TERM CORPORATE ETF - IBONDS DEC 2035$347,783
ISHARES IBONDS DEC 2035 TERM TREASURY ETF - IBONDS DEC 2035$346,624
ISHARES IBONDS DEC 2031 TERM TREASURY ETF - IBONDS DEC 2031$341,170
IBIT$IBITiShares Bitcoin Trust ETF$320,849
ISHARES TR CORE S&P500 ETF - CORE S&P500 ETF$304,049
OUNZ$OUNZVanEck Merk Gold ETF$302,198
VANGUARD ESG U.S. STOCK ETF - ESG US STK ETF$282,067
ISHARES IBONDS DEC 2031 TERM CORPORATE ETF - IBONDS DEC 2031$281,277
AMD$AMDADVANCED MICRO DEVICES INC$274,189
ETHA$ETHAiShares Ethereum Trust ETF$271,092
ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF - IBONDS 28 TR HI$267,101
ISHARES TR CORE S&P MCP ETF - CORE S&P MCP ETF$263,561
FLEXSHARES INTERNATIONAL QUALITY DIV DYNAMIC INDEX FUND - INT QLTDVDYNAM$263,415
JPMORGAN EQUITY PREMIUM INCOME ETF - EQUITY PREMIUM$261,671
ISHARES TR IBONDS 2031 TERM - IBONDS 2031 TERM$259,426
GLD$GLDSPDR GOLD TRUST$221,028

New Positions (3)

STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF - STRATEGAS MACRO$422,932
IBIT$IBIT iShares Bitcoin Trust ETF$320,849
AMD$AMD ADVANCED MICRO DEVICES INC$274,189

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