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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
IBTK icon
26
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$1.02B
$821K 0.23%
41,998
– –
IBDY icon
27
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.16B
$754K 0.21%
29,284
-7,726
-21% -$199K
SCHB icon
28
Schwab US Broad Market ETF
SCHB
$44.7B
$695K 0.19%
24,003
– –
IBTO icon
29
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$460M
$690K 0.19%
28,589
-2,054
-7% -$49.6K
IWF icon
30
iShares Russell 1000 Growth ETF
IWF
$126B
$669K 0.18%
5,388
– –
IDVO icon
31
Amplify International Enhanced Dividend Income ETF
IDVO
$1.43B
$631K 0.17%
15,028
+5,787
+63% +$245K
GRNI
32
Fundstrat Granny Shots US Large Cap & Income ETF
GRNI
$57.2M
$587K 0.16%
27,799
-260
-0.9% -$5.39K
NVDA icon
33
NVIDIA
NVDA
$5.56T
$528K 0.15%
2,641
+395
+18% +$81.2K
IBDZ
34
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$870M
$496K 0.14%
19,050
– –
IAU icon
35
iShares Gold Trust
IAU
$65.5B
$468K 0.13%
6,198
– –
FEOE
36
First Eagle Overseas Equity ETF
FEOE
$1.9B
$457K 0.13%
8,551
+3,333
+64% +$177K
ZJUL
37
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$194M
$431K 0.12%
14,366
– –
SAMT icon
38
Strategas Macro Thematic Opportunities ETF
SAMT
$868M
$423K 0.12%
+8,860
New +$391K
IBCA
39
iShares iBonds Dec 2035 Term Corporate ETF
IBCA
$411M
$348K 0.1%
13,580
-1,567
-10% -$40.1K
IBTQ
40
iShares iBonds Dec 2035 Term Treasury ETF
IBTQ
$243M
$347K 0.1%
13,818
-1,589
-10% -$39.9K
IBTL icon
41
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$698M
$341K 0.09%
16,898
– –
IBIT icon
42
iShares Bitcoin Trust
IBIT
$61.6B
$321K 0.09%
+9,638
New +$392K
IVV icon
43
iShares Core S&P 500 ETF
IVV
$888B
$304K 0.08%
406
– –
OUNZ icon
44
VanEck Merk Gold Trust
OUNZ
$2.74B
$302K 0.08%
7,831
+1,439
+23% +$62.4K
ESGV icon
45
Vanguard ESG US Stock ETF
ESGV
$13.6B
$282K 0.08%
2,133
– –
IBDW icon
46
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.54B
$281K 0.08%
13,497
– –
AMD icon
47
Advanced Micro Devices
AMD
$771B
$274K 0.08%
+472
New +$194K
ETHA
48
iShares Ethereum Trust ETF
ETHA
$8.29B
$271K 0.07%
22,800
+7,621
+50% +$118K
IBHH icon
49
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$453M
$267K 0.07%
11,366
– –
IJH icon
50
iShares Core S&P Mid-Cap ETF
IJH
$126B
$264K 0.07%
3,418
– –
1
2
3

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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.