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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
-1.99%
1 Year Est. Return
+11.96%
3 Year Est. Return
+39.38%
5 Year Est. Return
+41.36%
10 Year Est. Return
–
AUM
$331M
AUM Growth
+$10.8M
Cap. Flow
+$20.4M
Cap. Flow %
6.15%
Top 10 Hldgs %
87.92%
Holding
56
New
4
Increased
19
Reduced
10
Closed
5

Top Buys

Rank Stock Value
1
IAUM icon
iShares Gold Trust Micro
IAUM
+$16.1M
2
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$1.86M
3
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.43M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$1.31M
5
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$1.08M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$3.44M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1M
3
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$344K
4
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$317K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$300K

Sector Composition

Rank Sector Weight
1 Technology 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBTK icon
26
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$1B
$828K 0.25%
41,998
+4,779
+13% +$94.8K
IBDV icon
27
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.31B
$825K 0.25%
37,677
+4,311
+13% +$95.1K
IBTO icon
28
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$465M
$747K 0.23%
30,643
– –
SCHB icon
29
Schwab US Broad Market ETF
SCHB
$45.1B
$602K 0.18%
24,003
-3,186
-12% -$83.6K
IWF icon
30
iShares Russell 1000 Growth ETF
IWF
$129B
$574K 0.17%
5,388
– –
IAU icon
31
iShares Gold Trust
IAU
$65.1B
$546K 0.17%
6,198
– –
GRNI
32
Fundstrat Granny Shots US Large Cap & Income ETF
GRNI
$57.8M
$535K 0.16%
28,059
+13,226
+89% +$265K
IBDZ
33
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$867M
$496K 0.15%
19,050
– –
ZJUL
34
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$187M
$418K 0.13%
14,366
– –
NVDA icon
35
NVIDIA
NVDA
$5.45T
$392K 0.12%
2,246
-695
-24% -$128K
IBTQ
36
iShares iBonds Dec 2035 Term Treasury ETF
IBTQ
$236M
$390K 0.12%
15,407
– –
IBCA
37
iShares iBonds Dec 2035 Term Corporate ETF
IBCA
$378M
$388K 0.12%
15,147
– –
IDVO icon
38
Amplify International Enhanced Dividend Income ETF
IDVO
$1.38B
$374K 0.11%
+9,241
New +$382K
IBTL icon
39
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$657M
$345K 0.1%
16,898
– –
OUNZ icon
40
VanEck Merk Gold Trust
OUNZ
$2.72B
$288K 0.09%
6,392
– –
IBDW icon
41
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.55B
$282K 0.09%
13,497
– –
IBHH icon
42
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$458M
$267K 0.08%
11,366
– –
IVV icon
43
iShares Core S&P 500 ETF
IVV
$909B
$265K 0.08%
406
-8
-2% -$5.46K
FEOE
44
First Eagle Overseas Equity ETF
FEOE
$1.63B
$263K 0.08%
+5,218
New +$270K
JEPI icon
45
JPMorgan Equity Premium Income ETF
JEPI
$46.2B
$263K 0.08%
4,633
-2,329
-33% -$135K
GLD icon
46
SPDR Gold Trust
GLD
$143B
$258K 0.08%
+600
New +$269K
IBHK
47
iShares iBonds 2031 Term High Yield and Income ETF
IBHK
$72.9M
$256K 0.08%
10,067
– –
ETHA
48
iShares Ethereum Trust ETF
ETHA
$5.51B
$240K 0.07%
+15,179
New +$275K
ESGV icon
49
Vanguard ESG US Stock ETF
ESGV
$13.7B
$239K 0.07%
2,133
– –
IQDY icon
50
FlexShares International Quality Dividend Dynamic Index Fund
IQDY
$114M
$234K 0.07%
6,165
– –
1
2
3

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MS
Millington Securities Red Bank, New Jersey $362M AUM
A6
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PI
Pennant Investors Summit, New Jersey $361M AUM 134.26% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return
PWC
PYA Waltman Capital Knoxville, Tennessee $361M AUM 9.49% 1-Year Est. Return
MCM
Monimus Capital Management Woodbridge, New Jersey $361M AUM 21.17% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

Reliant Wealth Planning's Q1 2026 Portfolio in Review

As of Q1 2026, Reliant Wealth Planning held 56 positions worth $331M, up 3.4% from $320M the previous quarter. Its ten largest holdings account for 88% of the portfolio.

Reliant Wealth Planning deployed $20.4M of net new capital in Q1 2026, opening 4 new positions and adding to 19 existing holdings. Its largest new stake was Amplify International Enhanced Dividend Income ETF: 9,241 shares worth $374K.

By sector, the portfolio is most concentrated in Technology at 0.12% of assets, down from 1.2% a quarter earlier.

On the sell side, the largest reduction was iShares Core S&P Total US Stock Market ETF, an estimated $1M trimmed.

  • Reliant Wealth Planning's largest Q1 2026 buy was Amplify International Enhanced Dividend Income ETF: 9,241 shares worth $374K.
  • Reliant Wealth Planning added most to iShares Gold Trust Micro in Q1 2026, an estimated $16.1M increase.
  • Reliant Wealth Planning's biggest Q1 2026 reduction was iShares Core S&P Total US Stock Market ETF, cutting an estimated $1M.
  • Reliant Wealth Planning fully exited Microsoft in Q1 2026, selling an estimated $3.44M.
  • Reliant Wealth Planning's ten largest holdings make up 88% of its $331M portfolio in Q1 2026.
  • Reliant Wealth Planning opened 4 new positions and closed 5 in Q1 2026.
  • Reliant Wealth Planning's portfolio value rose 3.4% quarter-over-quarter to $331M.

Based on Reliant Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.