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Reliant Wealth Planning Portfolio holdings

AUM $331M
1-Year Est. Return 10.94%
This Fund
S&P 500
This Quarter Est. Return
+7.12%
1 Year Est. Return
+10.94%
3 Year Est. Return
+35.1%
5 Year Est. Return
+39.86%
10 Year Est. Return
–
AUM
$256M
AUM Growth
+$36.9M
Cap. Flow
+$22M
Cap. Flow %
8.6%
Top 10 Hldgs %
89.32%
Holding
42
New
13
Increased
20
Reduced
3
Closed
–

Top Buys

Rank Stock Value
1
IWL icon
iShares Russell Top 200 ETF
IWL
+$2.54M
2
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$2.05M
3
BSMP
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
+$2.04M
4
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$1.93M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.83M

Top Sells

Rank Stock Value
1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.17M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$158K
3
IBHH icon
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
+$3.14K

Sector Composition

Rank Sector Weight
1 Technology 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZFEB
26
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$154M
$960K 0.37%
+39,381
New +$940K
IBDU icon
27
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.02B
$900K 0.35%
38,575
+4,383
+13% +$101K
IBDZ
28
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$867M
$695K 0.27%
+26,603
New +$680K
SCHB icon
29
Schwab US Broad Market ETF
SCHB
$42.8B
$648K 0.25%
27,189
– –
IWF icon
30
iShares Russell 1000 Growth ETF
IWF
$120B
$572K 0.22%
5,388
– –
IAU icon
31
iShares Gold Trust
IAU
$63.4B
$519K 0.2%
8,317
– –
JEPI icon
32
JPMorgan Equity Premium Income ETF
JEPI
$45.6B
$396K 0.15%
6,962
+55
+0.8% +$3.05K
NVDA icon
33
NVIDIA
NVDA
$4.76T
$355K 0.14%
2,246
– –
IBTK icon
34
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$947M
$350K 0.14%
17,629
+5,469
+45% +$107K
IBDV icon
35
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.26B
$346K 0.14%
15,739
+4,960
+46% +$107K
MSFT icon
36
Microsoft
MSFT
$2.89T
$321K 0.13%
+645
New +$280K
QYLD icon
37
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.03B
$300K 0.12%
17,964
+510
+3% +$8.33K
IBTL icon
38
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$638M
$297K 0.12%
+14,470
New +$293K
IVV icon
39
iShares Core S&P 500 ETF
IVV
$869B
$289K 0.11%
466
– –
IBHH icon
40
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$452M
$270K 0.11%
11,366
-135
-1% -$3.14K
IBDW icon
41
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.49B
$234K 0.09%
+11,138
New +$230K
ESGV icon
42
Vanguard ESG US Stock ETF
ESGV
$13B
$234K 0.09%
2,133
– –
1
2

Similar funds

HLAM
Hidden Lake Asset Management New York $331M AUM 122.92% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
APWM
Argonautica Private Wealth Management Wellesley, Massachusetts $331M AUM 35.75% 1-Year Est. Return
PCM
Payne Capital Management New York $331M AUM 19.65% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
GSCM
Greenfield Seitz Capital Management Dallas, Texas $332M AUM 38% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

Reliant Wealth Planning's Q2 2025 Portfolio in Review

As of Q2 2025, Reliant Wealth Planning held 42 positions worth $256M, up 17% from $219M the previous quarter. Its ten largest holdings account for 89% of the portfolio.

Reliant Wealth Planning deployed $22M of net new capital in Q2 2025, opening 13 new positions and adding to 20 existing holdings. Its largest new stake was iShares iBonds Dec 2025 Term Muni Bond ETF: 76,769 shares worth $2.05M.

By sector, the portfolio is most concentrated in Technology at 0.26% of assets, up from 0.11% a quarter earlier.

On the sell side, the largest reduction was iShares Core S&P Total US Stock Market ETF, an estimated $1.17M trimmed.

  • Reliant Wealth Planning's largest Q2 2025 buy was iShares iBonds Dec 2025 Term Muni Bond ETF: 76,769 shares worth $2.05M.
  • Reliant Wealth Planning added most to iShares Russell Top 200 ETF in Q2 2025, an estimated $2.54M increase.
  • Reliant Wealth Planning's biggest Q2 2025 reduction was iShares Core S&P Total US Stock Market ETF, cutting an estimated $1.17M.
  • Reliant Wealth Planning's ten largest holdings make up 89% of its $256M portfolio in Q2 2025.
  • Reliant Wealth Planning opened 13 new positions and closed 0 in Q2 2025.
  • Reliant Wealth Planning's portfolio value rose 17% quarter-over-quarter to $256M.

Based on Reliant Wealth Planning's 13F filing for Q2 2025, filed 12 Aug 2025.