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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
-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
(+3.4%)
Cap. Flow
+$20.4M
Cap. Flow
% of AUM
6.15%
Top 10 Holdings %
Top 10 Hldgs %
87.92%
Holding
56
New
4
Increased
19
Reduced
10
Closed
5
Avg Time Held
1.4
years
Top 10 Avg Time Held
1.5
years
Top 20 Avg Time Held
1.8
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Gold Trust Micro
IAUM
|
+$16.1M |
| 2 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
+$1.86M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$1.43M |
| 4 |
iShares Russell Top 200 ETF
IWL
|
+$1.31M |
| 5 |
FundStrat Granny Shots US Large Cap ETF
GRNY
|
+$1.08M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$3.44M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1M |
| 3 |
Capital Group Global Growth Equity ETF
CGGO
|
+$344K |
| 4 |
Global X NASDAQ-100 Covered Call ETF
QYLD
|
+$317K |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$300K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 99.88% |
| 2 | Technology | 0.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$1.12B
| $828K | 0.25% |
41,998
+4,779
| +13% | +$94.8K |
2024 Q4
5 quarters
|
|
27
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.35B
| $825K | 0.25% |
37,677
+4,311
| +13% | +$95.1K |
2024 Q4
5 quarters
|
|
28
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$482M
| $747K | 0.23% |
30,643
| – | – |
2025 Q2
3 quarters
|
|
29
Schwab US Broad Market ETF
SCHB
$44.4B
| $602K | 0.18% |
24,003
-3,186
| -12% | -$83.6K |
2022 Q2
15 quarters
|
|
30
iShares Russell 1000 Growth ETF
IWF
$124B
| $574K | 0.17% |
5,388
| – | – |
2022 Q2
15 quarters
|
|
31
iShares Gold Trust
IAU
$61.8B
| $546K | 0.17% |
6,198
| – | – |
2024 Q3
6 quarters
|
|
32
Fundstrat Granny Shots US Large Cap & Income ETF
GRNI
$55.5M
| $535K | 0.16% |
28,059
+13,226
| +89% | +$265K |
2025 Q4
1 quarter
|
|
33
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$866M
| $496K | 0.15% |
19,050
| – | – |
2025 Q2
3 quarters
|
|
34
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$195M
| $418K | 0.13% |
14,366
| – | – |
2025 Q3
2 quarters
|
|
35
NVIDIA
NVDA
$5.17T
| $392K | 0.12% |
2,246
-695
| -24% | -$128K |
2024 Q1
8 quarters
|
|
36
iShares iBonds Dec 2035 Term Treasury ETF
IBTQ
$256M
| $390K | 0.12% |
15,407
| – | – |
2025 Q3
2 quarters
|
|
37
iShares iBonds Dec 2035 Term Corporate ETF
IBCA
$405M
| $388K | 0.12% |
15,147
| – | – |
2025 Q3
2 quarters
|
|
38
Amplify International Enhanced Dividend Income ETF
IDVO
$1.42B
| $374K | 0.11% |
+9,241
| New | +$382K |
2026 Q1
0 quarters
|
|
39
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$761M
| $345K | 0.1% |
16,898
| – | – |
2025 Q2
3 quarters
|
|
40
VanEck Merk Gold Trust
OUNZ
$2.69B
| $288K | 0.09% |
6,392
| – | – |
2025 Q4
1 quarter
|
|
41
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.65B
| $282K | 0.09% |
13,497
| – | – |
2025 Q2
3 quarters
|
|
42
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$470M
| $267K | 0.08% |
11,366
| – | – |
2024 Q2
7 quarters
|
|
43
iShares Core S&P 500 ETF
IVV
$880B
| $265K | 0.08% |
406
-8
| -2% | -$5.46K |
2024 Q3
6 quarters
|
|
44
First Eagle Overseas Equity ETF
FEOE
$2.01B
| $263K | 0.08% |
+5,218
| New | +$270K |
2026 Q1
0 quarters
|
|
45
JPMorgan Equity Premium Income ETF
JEPI
$45.8B
| $263K | 0.08% |
4,633
-2,329
| -33% | -$135K |
2024 Q2
7 quarters
|
|
46
SPDR Gold Trust
GLD
$141B
| $258K | 0.08% |
+600
| New | +$269K |
2026 Q1
0 quarters
|
|
47
iShares iBonds 2031 Term High Yield and Income ETF
IBHK
$91.5M
| $256K | 0.08% |
10,067
| – | – |
2025 Q3
2 quarters
|
|
48
iShares Ethereum Trust ETF
ETHA
$8.52B
| $240K | 0.07% |
+5,060
| New | +$275K |
2026 Q1
0 quarters
|
|
49
Vanguard ESG US Stock ETF
ESGV
$13.3B
| $239K | 0.07% |
2,133
| – | – |
2023 Q4
9 quarters
|
|
50
Northern Trust International Quality Dividend Dynamic ETF
IQDY
$106M
| $234K | 0.07% |
6,165
| – | – |
2025 Q3
2 quarters
|
|
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ECM
EFH
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 Miscellaneous at 100% of assets, up from 99% 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 $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.