Reliant Wealth Planning
Sector Allocation
- Other93.6%$340.2M
- Financials6.2%$22.6M
- Technology0.2%$802,626
AUM History
13fpro.ai/research/fund/reliant-wealth-planning-1823393
Conviction and streaks
Stable · top 10 = 88.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- AMPLIFY$50.5M
- VANGUARD$48.5M
- ISHARES$40.9M
- ISHARES$39.8M
- INNOVATOR$35.5M
- FUNDSTRAT$28.8M
- CAPITAL$27.6M
- FUNDSTRAT$19.5M
- FOLIOBEYOND$16.9M
IAUM
$14.2M- VANGUARD$6.1M
BTC
$4.8M- ISHARES$2.1M
ETH
$2.0M- ISHARES$1.8M
- ISHARES$1.5M
- ISHARES$1.5M
- ISHARES$1.4M
- ISHARES$1.3M
- ISHARES$1.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/reliant-wealth-planning-1823393
Reliant Wealth Planning 13F holdings — Q2 2026
$363.6M portfolio (+9.9% QoQ) · 54 holdings · Q2 2026 13F · top 10 are 89% of the stock portfolio
- 1
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF - CWP ENHANCED DIV
$50.5M
13.9% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD INTERMEDIATE-TERM BOND ETF - INTERMED TERM
$48.5M
13.3% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR CORE S&P TTL STK - CORE S&P TTL STK
$40.9M
11.3% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR RUS TOP 200 ETF - RUS TOP 200 ETF
$39.8M
10.9% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
INNOVATOR DEFINED WEALTH SHLD ETF - DEFINED WLT SHLD
$35.5M
9.8% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF - FUNDSTRAT GRANNY
$28.8M
7.9% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT - SHS CREATION UNI
$27.6M
7.6% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
FUNDSTRAT GRANNY SHOTS US - FUNDSTRAT GRANNY
$19.5M
5.4% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE - FOLIOBEYOND ALTE
$16.9M
4.7% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $14.2M
3.9% of stocks
+5%This quarter-7.6%Since filed3 qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF - CWP ENHANCED DIV | $50.5M | 13.9% | +4% | — | — | — | — | |
| 2 | VANGUARD INTERMEDIATE-TERM BOND ETF - INTERMED TERM | $48.5M | 13.3% | +3% | — | — | — | — | |
| 3 | ISHARES TR CORE S&P TTL STK - CORE S&P TTL STK | $40.9M | 11.3% | -3% | — | — | — | — | |
| 4 | ISHARES TR RUS TOP 200 ETF - RUS TOP 200 ETF | $39.8M | 10.9% | +4% | — | — | — | — | |
| 5 | INNOVATOR DEFINED WEALTH SHLD ETF - DEFINED WLT SHLD | $35.5M | 9.8% | +3% | — | — | — | — | |
| 6 | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF - FUNDSTRAT GRANNY | $28.8M | 7.9% | +2% | — | — | — | — | |
| 7 | CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT - SHS CREATION UNI | $27.6M | 7.6% | +1% | — | — | — | — | |
| 8 | FUNDSTRAT GRANNY SHOTS US - FUNDSTRAT GRANNY | $19.5M | 5.4% | +5% | — | — | — | — | |
| 9 | FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE - FOLIOBEYOND ALTE | $16.9M | 4.7% | +2% | — | — | — | — | |
| 10 | $14.2M | 3.9% | +5% | -7.6% | 3 qtrsAdded 3 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial |
All holdings — Reliant Wealth Planning (Q2 2026)
54 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW - S&P 500 ETF SHSetf/fund | — | $6.1M | 1.7% | 8,910 | -2% | — | — | 13F |
| 12 | Grayscale Bitcoin Mini Trust ETFetf/fund | Financials | $4.8M | 1.3% | 186K | +3% | 6 qtrsAdded 2 qtrs in a row | — | 13F | |
| 13 | — | ISHARES IBONDS DEC 2028 TERM TREASURY ETF - IBONDS 28 TRM TSetf/fund | — | $2.1M | 0.6% | 96K | +4% | — | — | 13F |
| 14 | Grayscale Ethereum Staking Mini ETFetf/fund | Financials | $2.0M | 0.6% | 133K | +9% | 4 qtrsAdded 4 qtrs in a row | — | 13F | |
| 15 | — | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF - IBDS DEC28 ETFetf/fund | — | $1.8M | 0.5% | 69K | +1.0% | — | — | 13F |
| 16 | — | ISHARES IBONDS DEC 2027 TERM TREASURY ETF - IBONDS 27 TRM TSetf/fund | — | $1.5M | 0.4% | 67K | +1% | — | — | 13F |
| 17 | — | ISHARES IBONDS DEC 2026 TERM TREASURY ETF - IBONDS 26 TRM TSetf/fund | — | $1.5M | 0.4% | 65K | +0.5% | — | — | 13F |
| 18 | — | ISHARES TR IBONDS 27 ETF - IBONDS 27 ETFetf/fund | — | $1.4M | 0.4% | 57K | +1% | — | — | 13F |
| 19 | — | ISHARES TR IBONDS DEC2026 - IBONDS DEC2026etf/fund | — | $1.3M | 0.4% | 55K | +0.6% | — | — | 13F |
| 20 | — | ISHARES IBONDS DEC 2034 TERM TREASURY ETF - IBONDS DEC 2034etf/fund | — | $1.3M | 0.4% | 52K | — | — | — | 13F |
| 21 | — | ISHARES IBONDS DEC 2029 TERM TREASURY ETF - IBONDS 29 TRM TSetf/fund | — | $1.3M | 0.4% | 61K | +1% | — | — | 13F |
| 22 | — | ISHARES TR IBONDS DEC 29 - IBONDS DEC 29etf/fund | — | $1.3M | 0.3% | 54K | +2% | — | — | 13F |
| 23 | — | ISHARES IBONDS DEC 2032 TERM TREASURY ETF - IBONDS DEC 2032etf/fund | — | $925K | 0.3% | 41K | — | — | — | 13F |
| 24 | — | ISHARES IBONDS DEC 2032 TERM CORPORATE ETF - IBONDS DEC 2032etf/fund | — | $867K | 0.2% | 34K | — | — | — | 13F |
| 25 | — | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF - IBONDS DEC 2030etf/fund | — | $821K | 0.2% | 38K | — | — | — | 13F |
| 26 | — | ISHARES IBONDS DEC 2030 TERM TREASURY ETF - IBOND DEC 2030 | — | $821K | 0.2% | 42K | — | |||
| 27 | — | SHARES IBONDS DEC 2033 TERM CORPORATE ETF - IBONDS DEC 2033 | — | $754K | 0.2% | 29K | -21% | |||
| 28 | — | SCHWAB U.S. BROAD MARKET ETF - US BRD MKT ETF | — | $695K | 0.2% | 24K | — | |||
| 29 | — | ISHARES IBONDS DEC 2033 TERM TREASURY ETF - IBONDS DEC 2033 | — | $690K | 0.2% | 29K | -7% | |||
| 30 | — | ISHARES TR RUS 1000 GRW ETF - RUS 1000 GRW ETF | — | $669K | 0.2% | 5,388 | +300% | |||
| 31 | — | AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF - CWP INTL ENHANCE | — | $631K | 0.2% | 15K | +63% | |||
| 32 | — | FUNDSTRAT GRANNY SHOTS US - FUNDSTRAT GRANNY | — | $587K | 0.2% | 28K | -0.9% | |||
| 33 | $NVDA | NVIDIA CORP | Technology | $528K | 0.1% | 2,641 | +18% | |||
| 34 | — | ISHARES TR IBONDS DEC 2034 - IBONDS DEC 2034 | — | $496K | 0.1% | 19K | — | |||
| 35 | $IAU | ISHARES GOLD TRUST | Financials | $468K | 0.1% | 6,198 | — | |||
| 36 | — | FIRST EAGLE OVERSEAS EQUITY ETF - FIRST EAGLE OVER | — | $457K | 0.1% | 8,551 | +64% | |||
| 37 | — | INNOVATOR EQUITY DEFINED PROTECTION ETF 1 YR JULY - EQUITY DEFINED P | — | $431K | 0.1% | 14K | — | |||
| 38 | — | STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF - STRATEGAS MACRO | — | $423K | 0.1% | 8,860 | New | |||
| 39 | — | ISHARES IBONDS DEC 2035 TERM CORPORATE ETF - IBONDS DEC 2035 | — | $348K | 0.1% | 14K | -10% | |||
| 40 | — | ISHARES IBONDS DEC 2035 TERM TREASURY ETF - IBONDS DEC 2035 | — | $347K | 0.1% | 14K | -10% | |||
| 41 | — | ISHARES IBONDS DEC 2031 TERM TREASURY ETF - IBONDS DEC 2031 | — | $341K | 0.1% | 17K | — | |||
| 42 | $IBIT | iShares Bitcoin Trust ETF | Financials | $321K | 0.1% | 9,638 | New | |||
| 43 | — | ISHARES TR CORE S&P500 ETF - CORE S&P500 ETF | — | $304K | 0.1% | 406 | — | |||
| 44 | $OUNZ | VanEck Merk Gold ETF | Financials | $302K | 0.1% | 7,831 | +23% | |||
| 45 | — | VANGUARD ESG U.S. STOCK ETF - ESG US STK ETF | — | $282K | 0.1% | 2,133 | — | |||
| 46 | — | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF - IBONDS DEC 2031 | — | $281K | 0.1% | 13K | — | |||
| 47 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $274K | 0.1% | 472 | New | |||
| 48 | $ETHA | iShares Ethereum Trust ETF | Financials | $271K | 0.1% | 23K | +50% | |||
| 49 | — | ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF - IBONDS 28 TR HI | — | $267K | 0.1% | 11K | — | |||
| 50 | — | ISHARES TR CORE S&P MCP ETF - CORE S&P MCP ETF | — | $264K | 0.1% | 3,418 | — | |||
| 51 | — | FLEXSHARES INTERNATIONAL QUALITY DIV DYNAMIC INDEX FUND - INT QLTDVDYNAM | — | $263K | 0.1% | 6,165 | — | |||
| 52 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - EQUITY PREMIUM | — | $262K | 0.1% | 4,633 | — | |||
| 53 | — | ISHARES TR IBONDS 2031 TERM - IBONDS 2031 TERM | — | $259K | 0.1% | 10K | — | |||
| 54 | $GLD | SPDR GOLD TRUST | Financials | $221K | 0.1% | 600 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 3 new, 25 added to, 7 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
Added to (25)
- AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF - CWP ENHANCED DIV+4%
now $50.5M
- VANGUARD INTERMEDIATE-TERM BOND ETF - INTERMED TERM+3%
now $48.5M
- ISHARES TR RUS TOP 200 ETF - RUS TOP 200 ETF+4%
now $39.8M
- INNOVATOR DEFINED WEALTH SHLD ETF - DEFINED WLT SHLD+3%
now $35.5M
- FUNDSTRAT GRANNY SHOTS US - FUNDSTRAT GRANNY+5%
now $19.5M
now $14.2M · held 3 qtrs, 3 adds in a row
+19 more in the Excel export
Trimmed (7)
- ISHARES TR CORE S&P TTL STK - CORE S&P TTL STK-3%
now $40.9M
- SHARES IBONDS DEC 2033 TERM CORPORATE ETF - IBONDS DEC 2033-21%
now $754K
- VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW - S&P 500 ETF SHS-2%
now $6.1M
- ISHARES IBONDS DEC 2033 TERM TREASURY ETF - IBONDS DEC 2033-7%
now $690K
- ISHARES IBONDS DEC 2035 TERM CORPORATE ETF - IBONDS DEC 2035-10%
now $348K
- ISHARES IBONDS DEC 2035 TERM TREASURY ETF - IBONDS DEC 2035-10%
now $347K
+1 more in the Excel export
Sold out (0)
No positions sold out this quarter.
Holdings by quarter
Every 13F Reliant Wealth Planning has filed, 26 earlier quarters. Pick one to see what it held then.
Is it too late to follow Reliant Wealth Planning?
Q2 2026 13F filed with the SEC on Aug 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Reliant Wealth Planning's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 3 of the 20 are scored)
Top 10 since filing
+2.1%
Value-weighted move of the 10 largest stock positions
Turnover
0%
Last quarter; 25% over the last 4
Top 10 weight
89%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
34%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 3 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2023 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
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AI-Powered Hedge Fund Analysis: Reliant Wealth Planning
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