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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
+0.22%
1 Year Est. Return
+11.96%
3 Year Est. Return
+39.38%
5 Year Est. Return
+41.36%
10 Year Est. Return
–
AUM
$320M
AUM Growth
+$11.4M
(+3.7%)
Cap. Flow
+$12.8M
Cap. Flow
% of AUM
4.01%
Top 10 Holdings %
Top 10 Hldgs %
87.71%
Holding
56
New
6
Increased
16
Reduced
13
Closed
4
Avg Time Held
1.2
years
Top 10 Avg Time Held
1.4
years
Top 20 Avg Time Held
1.6
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
+$45.8M |
| 2 |
Fundstrat Granny Shots US Small & Mid-Cap ETF
GRNJ
|
+$14.4M |
| 3 |
Innovator Defined Wealth Shield ETF
BALT
|
+$656K |
| 4 |
Grayscale Ethereum Staking Mini ETF Shares
ETH
|
+$525K |
| 5 |
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
|
+$372K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
+$45.4M |
| 2 |
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
|
+$1.45M |
| 3 |
Apple
AAPL
|
+$1.37M |
| 4 |
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
+$1.08M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$458K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 98.75% |
| 2 | Technology | 1.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$481M
| $752K | 0.24% |
30,643
-809
| -3% | -$20K |
2025 Q2
2 quarters
|
|
27
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$1.12B
| $739K | 0.23% |
37,219
+18,681
| +101% | +$372K |
2024 Q4
4 quarters
|
|
|
28
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.34B
| $736K | 0.23% |
33,366
+16,809
| +102% | +$372K |
2024 Q4
4 quarters
|
|
29
Schwab US Broad Market ETF
SCHB
$44.3B
| $713K | 0.22% |
27,189
| – | – |
2022 Q2
14 quarters
|
|
30
iShares Russell 1000 Growth ETF
IWF
$124B
| $638K | 0.2% |
5,388
| – | – |
2022 Q2
14 quarters
|
|
31
NVIDIA
NVDA
$5.18T
| $548K | 0.17% |
2,941
| – | – |
2024 Q1
7 quarters
|
|
32
iShares Gold Trust
IAU
$61.7B
| $503K | 0.16% |
6,198
| – | – |
2024 Q3
5 quarters
|
|
33
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$866M
| $502K | 0.16% |
19,050
| – | – |
2025 Q2
2 quarters
|
|
34
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$195M
| $418K | 0.13% |
14,366
| – | – |
2025 Q3
1 quarter
|
|
35
JPMorgan Equity Premium Income ETF
JEPI
$45.7B
| $399K | 0.12% |
6,962
-1,704
| -20% | -$97.3K |
2024 Q2
6 quarters
|
|
36
iShares iBonds Dec 2035 Term Corporate ETF
IBCA
$404M
| $393K | 0.12% |
15,147
| – | – |
2025 Q3
1 quarter
|
|
37
iShares iBonds Dec 2035 Term Treasury ETF
IBTQ
$256M
| $393K | 0.12% |
15,407
| – | – |
2025 Q3
1 quarter
|
|
38
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$760M
| $347K | 0.11% |
16,898
+2,428
| +17% | +$50K |
2025 Q2
2 quarters
|
|
39
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.34B
| $317K | 0.1% |
17,964
| – | – |
2024 Q2
6 quarters
|
|
40
Fundstrat Granny Shots US Large Cap & Income ETF
GRNI
$55.5M
| $301K | 0.09% |
+14,833
| New | +$303K |
2025 Q4
0 quarters
|
|
41
iShares Bitcoin Trust
IBIT
$65.4B
| $300K | 0.09% |
+6,042
| New | +$343K |
2025 Q4
0 quarters
|
|
42
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.64B
| $285K | 0.09% |
13,497
+2,359
| +21% | +$50K |
2025 Q2
2 quarters
|
|
43
iShares Core S&P 500 ETF
IVV
$879B
| $284K | 0.09% |
414
-6
| -1% | -$4.07K |
2024 Q3
5 quarters
|
|
44
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$470M
| $269K | 0.08% |
11,366
| – | – |
2024 Q2
6 quarters
|
|
45
iShares Gold Trust Micro
IAUM
$6.58B
| $268K | 0.08% |
+6,225
| New | +$258K |
2025 Q4
0 quarters
|
|
46
VanEck Merk Gold Trust
OUNZ
$2.69B
| $265K | 0.08% |
+6,392
| New | +$255K |
2025 Q4
0 quarters
|
|
47
iShares iBonds 2031 Term High Yield and Income ETF
IBHK
$91.5M
| $260K | 0.08% |
10,067
+2,363
| +31% | +$61.1K |
2025 Q3
1 quarter
|
|
48
Vanguard ESG US Stock ETF
ESGV
$13.3B
| $258K | 0.08% |
2,133
| – | – |
2023 Q4
8 quarters
|
|
49
iShares Core S&P Mid-Cap ETF
IJH
$121B
| $233K | 0.07% |
3,532
| – | – |
2025 Q3
1 quarter
|
|
50
iShares Russell 2000 ETF
IWM
$76.1B
| $229K | 0.07% |
929
| – | – |
2025 Q3
1 quarter
|
|
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Reliant Wealth Planning's Q4 2025 Portfolio in Review
As of Q4 2025, Reliant Wealth Planning held 56 positions worth $320M, up 3.7% from $309M the previous quarter. Its ten largest holdings account for 88% of the portfolio.
Reliant Wealth Planning deployed $12.8M of net new capital in Q4 2025, opening 6 new positions and adding to 16 existing holdings. Its largest new stake was Amplify CWP Enhanced Dividend Income ETF: 1,017,720 shares worth $45.3M.
By sector, the portfolio is most concentrated in Miscellaneous at 99% of assets, up from 98% a quarter earlier, followed by Technology.
On the sell side, the largest reduction was iShares Core S&P Total US Stock Market ETF, an estimated $458K trimmed.
- Reliant Wealth Planning's largest Q4 2025 buy was Amplify CWP Enhanced Dividend Income ETF: 1,017,720 shares worth $45.3M.
- Reliant Wealth Planning added most to Innovator Defined Wealth Shield ETF in Q4 2025, an estimated $656K increase.
- Reliant Wealth Planning's biggest Q4 2025 reduction was iShares Core S&P Total US Stock Market ETF, cutting an estimated $458K.
- Reliant Wealth Planning fully exited Schwab US Dividend Equity ETF in Q4 2025, selling an estimated $45.4M.
- Reliant Wealth Planning's ten largest holdings make up 88% of its $320M portfolio in Q4 2025.
- Reliant Wealth Planning opened 6 new positions and closed 4 in Q4 2025.
- Reliant Wealth Planning's portfolio value rose 3.7% quarter-over-quarter to $320M.
Based on Reliant Wealth Planning's 13F filing for Q4 2025, filed 12 Feb 2026.