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RWP

Reliant Wealth Planning Portfolio holdings

AUM $364M Turnover 5.56%
1-Year Est. Return 11.96%
This Fund
S&P 500
This Quarter Est. Return
+8.09%
1 Year Est. Return
+11.96%
3 Year Est. Return
+39.38%
5 Year Est. Return
+41.36%
10 Year Est. Return
–
AUM
$364M
AUM Growth
+$32.7M
Cap. Flow
+$9.9M
Cap. Flow %
2.72%
Top 10 Hldgs %
88.63%
Holding
54
New
3
Increased
24
Reduced
7
Closed
–
Avg Time Held
1.6 years
Top 10 Avg Time Held
1.8 years
Top 20 Avg Time Held
2.1 years

Top Buys

Rank Stock Value
1
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$2.11M
2
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.6M
3
IWL icon
iShares Russell Top 200 ETF
IWL
+$1.47M
4
BALT icon
Innovator Defined Wealth Shield ETF
BALT
+$1.08M
5
GRNJ icon
Fundstrat Granny Shots US Small & Mid-Cap ETF
GRNJ
+$832K

Top Sells

Rank Stock Value
1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.05M
2
IBDY icon
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
+$199K
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$117K
4
IBTO icon
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
+$49.6K
5
IBCA icon
iShares iBonds Dec 2035 Term Corporate ETF
IBCA
+$40.1K

Sector Composition

Rank Sector Weight
1 Miscellaneous 99.78%
2 Technology 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
DIVO icon
1
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.98B
$50.5M 13.88%
1,104,334
+45,998
+4% +$2.11M
2025 Q4
2 quarters
BIV icon
2
Vanguard Intermediate-Term Bond ETF
BIV
$28.3B
$48.5M 13.33%
631,866
+20,777
+3% +$1.6M
2023 Q2
12 quarters
ITOT icon
3
iShares Core S&P Total US Stock Market ETF
ITOT
$96.3B
$40.9M 11.26%
249,115
-6,618
-3% -$1.05M
2019 Q4
26 quarters
IWL icon
4
iShares Russell Top 200 ETF
IWL
$2.25B
$39.8M 10.94%
215,106
+8,193
+4% +$1.47M
2024 Q4
6 quarters
BALT icon
5
Innovator Defined Wealth Shield ETF
BALT
$3.11B
$35.5M 9.77%
1,037,015
+31,667
+3% +$1.08M
2025 Q2
4 quarters
GRNY icon
6
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.39B
$28.8M 7.93%
1,043,100
+19,935
+2% +$530K
2024 Q4
6 quarters
CGGO icon
7
Capital Group Global Growth Equity ETF
CGGO
$11.7B
$27.6M 7.6%
653,161
+9,565
+1% +$372K
2023 Q3
11 quarters
GRNJ icon
8
Fundstrat Granny Shots US Small & Mid-Cap ETF
GRNJ
$482M
$19.5M 5.37%
620,518
+27,845
+5% +$832K
2025 Q4
2 quarters
RISR icon
9
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$414M
$16.9M 4.65%
467,373
+11,299
+2% +$410K
2025 Q3
3 quarters
IAUM icon
10
iShares Gold Trust Micro
IAUM
$6.56B
$14.2M 3.9%
354,094
+17,111
+5% +$769K
2025 Q4
2 quarters
VOO icon
11
Vanguard S&P 500 ETF
VOO
$1.04T
$6.12M 1.68%
8,910
-176
-2% -$117K
2019 Q4
26 quarters
BTC icon
12
Grayscale Bitcoin Mini Trust ETF
BTC
$4.33B
$4.83M 1.33%
186,312
+5,469
+3% +$174K
2025 Q1
5 quarters
IBTI icon
13
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$2.19B
$2.13M 0.59%
96,139
+3,861
+4% +$85.6K
2023 Q4
10 quarters
ETH icon
14
Grayscale Ethereum Staking Mini ETF Shares
ETH
$2.01B
$1.99M 0.55%
132,523
+10,653
+9% +$208K
2025 Q3
3 quarters
IBDT icon
15
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.11B
$1.75M 0.48%
69,355
+658
+1% +$16.6K
2023 Q4
10 quarters
IBTH icon
16
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.4B
$1.51M 0.41%
67,387
+691
+1% +$15.5K
2023 Q3
11 quarters
IBTG icon
17
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$1.88B
$1.48M 0.41%
64,822
+332
+0.5% +$7.59K
2023 Q3
11 quarters
IBDS icon
18
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.99B
$1.39M 0.38%
57,204
+640
+1% +$15.5K
2023 Q3
11 quarters
IBDR icon
19
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$2.9B
$1.33M 0.37%
55,008
+314
+0.6% +$7.6K
2023 Q3
11 quarters
IBTP icon
20
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$326M
$1.33M 0.37%
52,382
– –
2025 Q2
4 quarters
IBTJ icon
21
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.5B
$1.33M 0.37%
61,315
+896
+1% +$19.4K
2024 Q1
9 quarters
IBDU icon
22
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.98B
$1.26M 0.35%
54,485
+839
+2% +$19.4K
2024 Q3
7 quarters
IBTM icon
23
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$586M
$925K 0.25%
40,753
– –
2025 Q2
4 quarters
IBDX icon
24
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.76B
$867K 0.24%
34,422
– –
2025 Q2
4 quarters
IBDV icon
25
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.36B
$821K 0.23%
37,677
– –
2024 Q4
6 quarters
1
2 3

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ECA
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AIA
AIMZ Investment Advisors Los Altos, California $363M AUM 29.68% 1-Year Est. Return
RBCM
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SFMG
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WAM
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ECM
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EFH
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Reliant Wealth Planning's Q2 2026 Portfolio in Review

As of Q2 2026, Reliant Wealth Planning held 54 positions worth $364M, up 9.9% from $331M the previous quarter. Its ten largest holdings account for 89% of the portfolio.

Reliant Wealth Planning's Q2 2026 filing shows 3 new, 24 increased and 7 reduced positions. Its largest new stake was iShares Bitcoin Trust: 9,638 shares worth $321K. The largest sale was iShares Core S&P Total US Stock Market ETF, an estimated $1.05M.

By sector, the portfolio is most concentrated in Miscellaneous at 100% of assets, down from 100% a quarter earlier, followed by Technology.

  • Reliant Wealth Planning's largest Q2 2026 buy was iShares Bitcoin Trust: 9,638 shares worth $321K.
  • Reliant Wealth Planning added most to Amplify CWP Enhanced Dividend Income ETF in Q2 2026, an estimated $2.11M increase.
  • Reliant Wealth Planning's biggest Q2 2026 reduction was iShares Core S&P Total US Stock Market ETF, cutting an estimated $1.05M.
  • Reliant Wealth Planning's ten largest holdings make up 89% of its $364M portfolio in Q2 2026.
  • Reliant Wealth Planning opened 3 new positions and closed 0 in Q2 2026.
  • Reliant Wealth Planning's portfolio value rose 9.9% quarter-over-quarter to $364M.

Based on Reliant Wealth Planning's 13F filing for Q2 2026, filed 7 Aug 2026.