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Reliant Wealth Planning

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
Cap. Flow
+$9.9M
Cap. Flow %
2.72%
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
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$2.11M
2
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.6M
3
IWL icon
iShares Russell Top 200 ETF
IWL
+$1.47M
4
BALT icon
Innovator Defined Wealth Shield ETF
BALT
+$1.08M
5
GRNJ icon
Fundstrat Granny Shots US Small & Mid-Cap ETF
GRNJ
+$832K

Top Sells

Rank Stock Value
1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.05M
2
IBDY icon
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
+$199K
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$117K
4
IBTO icon
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
+$49.6K
5
IBCA icon
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
IQDY icon
51
Northern Trust International Quality Dividend Dynamic ETF
IQDY
$105M
$263K 0.07%
6,165
– –
2025 Q3
3 quarters
JEPI icon
52
JPMorgan Equity Premium Income ETF
JEPI
$46.2B
$262K 0.07%
4,633
– –
2024 Q2
8 quarters
IBHK icon
53
iShares iBonds 2031 Term High Yield and Income ETF
IBHK
$122M
$259K 0.07%
10,067
– –
2025 Q3
3 quarters
GLD icon
54
SPDR Gold Trust
GLD
$135B
$221K 0.06%
600
– –
2026 Q1
1 quarter
1 2
3

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EFH
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Greenlea Lane Capital Management
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UFAC
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HNH
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WMA
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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.