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RWP

Reliant Wealth Planning Portfolio holdings

AUM $364M
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
+$9.89M
Cap. Flow %
2.72%
Top 10 Hldgs %
88.63%
Holding
54
New
3
Increased
24
Reduced
7
Closed
–

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
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
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
DIVO icon
1
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.97B
$50.5M 13.88%
1,104,334
+45,998
+4% +$2.11M
BIV icon
2
Vanguard Intermediate-Term Bond ETF
BIV
$28.6B
$48.5M 13.33%
631,866
+20,777
+3% +$1.6M
ITOT icon
3
iShares Core S&P Total US Stock Market ETF
ITOT
$97.6B
$40.9M 11.26%
249,115
-6,618
-3% -$1.05M
IWL icon
4
iShares Russell Top 200 ETF
IWL
$2.22B
$39.8M 10.94%
215,106
+8,193
+4% +$1.47M
BALT icon
5
Innovator Defined Wealth Shield ETF
BALT
$2.86B
$35.5M 9.77%
1,037,015
+31,667
+3% +$1.08M
GRNY
6
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.52B
$28.8M 7.93%
1,043,100
+19,935
+2% +$530K
CGGO icon
7
Capital Group Global Growth Equity ETF
CGGO
$11.9B
$27.6M 7.6%
653,161
+9,565
+1% +$372K
GRNJ
8
Fundstrat Granny Shots US Small & Mid-Cap ETF
GRNJ
$525M
$19.5M 5.37%
620,518
+27,845
+5% +$832K
RISR icon
9
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$327M
$16.9M 4.65%
467,373
+11,299
+2% +$410K
IAUM icon
10
iShares Gold Trust Micro
IAUM
$7.01B
$14.2M 3.9%
354,094
+17,111
+5% +$769K
VOO icon
11
Vanguard S&P 500 ETF
VOO
$1.03T
$6.12M 1.68%
8,910
-176
-2% -$117K
BTC
12
Grayscale Bitcoin Mini Trust ETF
BTC
$4.22B
$4.83M 1.33%
186,312
+5,469
+3% +$174K
IBTI icon
13
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$2.01B
$2.13M 0.59%
96,139
+3,861
+4% +$85.6K
ETH
14
Grayscale Ethereum Staking Mini ETF Shares
ETH
$2.06B
$1.99M 0.55%
132,523
+10,653
+9% +$208K
IBDT icon
15
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.06B
$1.75M 0.48%
69,355
+658
+1% +$16.6K
IBTH icon
16
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.36B
$1.51M 0.41%
67,387
+691
+1% +$15.5K
IBTG icon
17
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.02B
$1.48M 0.41%
64,822
+332
+0.5% +$7.59K
IBDS icon
18
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.9B
$1.39M 0.38%
57,204
+640
+1% +$15.5K
IBDR icon
19
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.29B
$1.33M 0.37%
55,008
+314
+0.6% +$7.6K
IBTP
20
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$290M
$1.33M 0.37%
52,382
– –
IBTJ icon
21
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.39B
$1.33M 0.37%
61,315
+896
+1% +$19.4K
IBDU icon
22
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.95B
$1.26M 0.35%
54,485
+839
+2% +$19.4K
IBTM icon
23
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$559M
$925K 0.25%
40,753
– –
IBDX icon
24
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.75B
$867K 0.24%
34,422
– –
IBDV icon
25
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.29B
$821K 0.23%
37,677
– –
1
2 3

Similar funds

TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
AIA
AIMZ Investment Advisors Los Altos, California $363M AUM 29.68% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $363M AUM 65.91% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
SFMG
Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 1-Year Est. Return

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.