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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
(+9.9%)
Cap. Flow
+$9.9M
Cap. Flow % of AUM
Cap. Flow %
2.72%
Top 10 Holdings %
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 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
+$2.11M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$1.6M |
| 3 |
iShares Russell Top 200 ETF
IWL
|
+$1.47M |
| 4 |
Innovator Defined Wealth Shield ETF
BALT
|
+$1.08M |
| 5 |
Fundstrat Granny Shots US Small & Mid-Cap ETF
GRNJ
|
+$832K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1.05M |
| 2 |
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
|
+$199K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$117K |
| 4 |
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
|
+$49.6K |
| 5 |
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 | |
|---|---|---|---|---|---|---|---|
26
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$1.21B
| $821K | 0.23% |
41,998
| – | – |
2024 Q4
6 quarters
|
|
|
27
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.19B
| $754K | 0.21% |
29,284
-7,726
| -21% | -$199K |
2025 Q2
4 quarters
|
|
28
Schwab US Broad Market ETF
SCHB
$44.9B
| $695K | 0.19% |
24,003
| – | – |
2022 Q2
16 quarters
|
|
|
29
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$515M
| $690K | 0.19% |
28,589
-2,054
| -7% | -$49.6K |
2025 Q2
4 quarters
|
|
30
iShares Russell 1000 Growth ETF
IWF
$125B
| $669K | 0.18% |
5,388
| – | – |
2022 Q2
16 quarters
|
|
31
Amplify International Enhanced Dividend Income ETF
IDVO
$1.4B
| $631K | 0.17% |
15,028
+5,787
| +63% | +$245K |
2026 Q1
1 quarter
|
|
32
Fundstrat Granny Shots US Large Cap & Income ETF
GRNI
$56M
| $587K | 0.16% |
27,799
-260
| -0.9% | -$5.39K |
2025 Q4
2 quarters
|
|
33
NVIDIA
NVDA
$5.26T
| $528K | 0.15% |
2,641
+395
| +18% | +$81.2K |
2024 Q1
9 quarters
|
|
34
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$889M
| $496K | 0.14% |
19,050
| – | – |
2025 Q2
4 quarters
|
|
35
iShares Gold Trust
IAU
$60.2B
| $468K | 0.13% |
6,198
| – | – |
2024 Q3
7 quarters
|
|
36
First Eagle Overseas Equity ETF
FEOE
$2B
| $457K | 0.13% |
8,551
+3,333
| +64% | +$177K |
2026 Q1
1 quarter
|
|
37
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$195M
| $431K | 0.12% |
14,366
| – | – |
2025 Q3
3 quarters
|
|
38
Strategas Macro Thematic Opportunities ETF
SAMT
$789M
| $423K | 0.12% |
+8,860
| New | +$391K |
2026 Q2
0 quarters
|
|
|
39
iShares iBonds Dec 2035 Term Corporate ETF
IBCA
$408M
| $348K | 0.1% |
13,580
-1,567
| -10% | -$40.1K |
2025 Q3
3 quarters
|
|
40
iShares iBonds Dec 2035 Term Treasury ETF
IBTQ
$258M
| $347K | 0.1% |
13,818
-1,589
| -10% | -$39.9K |
2025 Q3
3 quarters
|
|
41
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$768M
| $341K | 0.09% |
16,898
| – | – |
2025 Q2
4 quarters
|
|
42
iShares Bitcoin Trust
IBIT
$65.7B
| $321K | 0.09% |
+9,638
| New | +$392K |
2026 Q2
0 quarters
|
|
43
iShares Core S&P 500 ETF
IVV
$885B
| $304K | 0.08% |
406
| – | – |
2024 Q3
7 quarters
|
|
44
VanEck Merk Gold Trust
OUNZ
$2.62B
| $302K | 0.08% |
7,831
+1,439
| +23% | +$62.4K |
2025 Q4
2 quarters
|
|
45
Vanguard ESG US Stock ETF
ESGV
$13.4B
| $282K | 0.08% |
2,133
| – | – |
2023 Q4
10 quarters
|
|
46
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.7B
| $281K | 0.08% |
13,497
| – | – |
2025 Q2
4 quarters
|
|
47
Advanced Micro Devices
AMD
$915B
| $274K | 0.08% |
+472
| New | +$194K |
2026 Q2
0 quarters
|
|
48
iShares Ethereum Trust ETF
ETHA
$7.73B
| $271K | 0.07% |
7,600
+2,540
| +50% | +$118K |
2026 Q1
1 quarter
|
|
49
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$478M
| $267K | 0.07% |
11,366
| – | – |
2024 Q2
8 quarters
|
|
50
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $264K | 0.07% |
3,418
| – | – |
2025 Q3
3 quarters
|
|
Similar funds
AIA
SFMG
EFH
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.