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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
IJH icon
51
iShares Core S&P Mid-Cap ETF
IJH
$128B
$231K 0.07%
3,418
-114
-3% -$7.91K
IBHI icon
52
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$499M
– –
-8,431
Closed -$199K
IBIT icon
53
iShares Bitcoin Trust
IBIT
$46.6B
– –
-6,042
Closed -$300K
IWM icon
54
iShares Russell 2000 ETF
IWM
$82.7B
– –
-929
Closed -$229K
MSFT icon
55
Microsoft
MSFT
$3.7T
– –
-7,110
Closed -$3.44M
QYLD icon
56
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.29B
– –
-17,964
Closed -$317K
1 2
3

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MS
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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.