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RWP

Reliant Wealth Planning Portfolio holdings

AUM $331M
1-Year Est. Return 10.94%
This Fund
S&P 500
This Quarter Est. Return
+7.12%
1 Year Est. Return
+10.94%
3 Year Est. Return
+35.1%
5 Year Est. Return
+39.86%
10 Year Est. Return
–
AUM
$256M
AUM Growth
+$36.9M
Cap. Flow
+$22M
Cap. Flow %
8.6%
Top 10 Hldgs %
89.32%
Holding
42
New
13
Increased
20
Reduced
3
Closed
–

Top Buys

Rank Stock Value
1
IWL icon
iShares Russell Top 200 ETF
IWL
+$2.54M
2
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$2.05M
3
BSMP
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
+$2.04M
4
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$1.93M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.83M

Top Sells

Rank Stock Value
1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.17M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$158K
3
IBHH icon
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
+$3.14K

Sector Composition

Rank Sector Weight
1 Technology 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIV icon
1
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$52.6M 20.53%
679,989
+5,223
+0.8% +$398K
SCHD icon
2
Schwab US Dividend Equity ETF
SCHD
$103B
$43.7M 17.07%
1,650,384
+70,061
+4% +$1.83M
ITOT icon
3
iShares Core S&P Total US Stock Market ETF
ITOT
$93.5B
$38.1M 14.88%
282,286
-9,363
-3% -$1.17M
IWL icon
4
iShares Russell Top 200 ETF
IWL
$2.16B
$31.3M 12.23%
204,525
+18,010
+10% +$2.54M
GRNY
5
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.3B
$23.1M 9.02%
1,018,585
+96,772
+10% +$1.93M
CGGO icon
6
Capital Group Global Growth Equity ETF
CGGO
$11.3B
$21.5M 8.39%
672,450
+34,823
+5% +$1.03M
BTC
7
Grayscale Bitcoin Mini Trust ETF
BTC
$3.44B
$8.06M 3.15%
168,775
+16,870
+11% +$737K
VOO icon
8
Vanguard S&P 500 ETF
VOO
$968B
$6.26M 2.44%
11,022
-301
-3% -$158K
IBMN
9
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$2.05M 0.8%
+76,769
New +$2.05M
BSMP
10
DELISTED
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
$2.05M 0.8%
+83,356
New +$2.04M
IBTI icon
11
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.88B
$2.03M 0.79%
90,992
+10,754
+13% +$239K
IBDT icon
12
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.05B
$1.72M 0.67%
67,567
+9,609
+17% +$242K
IBTF
13
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.46M 0.57%
62,576
+621
+1% +$14.5K
IBTP
14
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$279M
$1.4M 0.55%
+54,310
New +$1.38M
IBDS icon
15
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.83B
$1.35M 0.53%
55,604
+5,362
+11% +$129K
IBTH icon
16
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.25B
$1.33M 0.52%
59,077
+5,792
+11% +$130K
IBTG icon
17
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.24B
$1.32M 0.52%
57,728
+2,412
+4% +$55.2K
IBDR icon
18
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.43B
$1.2M 0.47%
49,540
+2,282
+5% +$55.1K
IBTM icon
19
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$554M
$1.2M 0.47%
+51,936
New +$1.18M
BALT icon
20
Innovator Defined Wealth Shield ETF
BALT
$2.72B
$1.17M 0.46%
+36,443
New +$1.15M
IBTO icon
21
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$476M
$1.16M 0.45%
+47,167
New +$1.14M
IBDY icon
22
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.09B
$1.15M 0.45%
+44,507
New +$1.13M
IBDX icon
23
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.7B
$1.13M 0.44%
+44,557
New +$1.11M
IBDQ
24
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$1.1M 0.43%
43,581
+577
+1% +$14.5K
IBTJ icon
25
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.31B
$972K 0.38%
44,324
+4,639
+12% +$101K
1
2

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HLAM
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PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
APWM
Argonautica Private Wealth Management Wellesley, Massachusetts $331M AUM 35.75% 1-Year Est. Return
PCM
Payne Capital Management New York $331M AUM 19.65% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
GSCM
Greenfield Seitz Capital Management Dallas, Texas $332M AUM 38% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

Reliant Wealth Planning's Q2 2025 Portfolio in Review

As of Q2 2025, Reliant Wealth Planning held 42 positions worth $256M, up 17% from $219M the previous quarter. Its ten largest holdings account for 89% of the portfolio.

Reliant Wealth Planning deployed $22M of net new capital in Q2 2025, opening 13 new positions and adding to 20 existing holdings. Its largest new stake was iShares iBonds Dec 2025 Term Muni Bond ETF: 76,769 shares worth $2.05M.

By sector, the portfolio is most concentrated in Technology at 0.26% of assets, up from 0.11% a quarter earlier.

On the sell side, the largest reduction was iShares Core S&P Total US Stock Market ETF, an estimated $1.17M trimmed.

  • Reliant Wealth Planning's largest Q2 2025 buy was iShares iBonds Dec 2025 Term Muni Bond ETF: 76,769 shares worth $2.05M.
  • Reliant Wealth Planning added most to iShares Russell Top 200 ETF in Q2 2025, an estimated $2.54M increase.
  • Reliant Wealth Planning's biggest Q2 2025 reduction was iShares Core S&P Total US Stock Market ETF, cutting an estimated $1.17M.
  • Reliant Wealth Planning's ten largest holdings make up 89% of its $256M portfolio in Q2 2025.
  • Reliant Wealth Planning opened 13 new positions and closed 0 in Q2 2025.
  • Reliant Wealth Planning's portfolio value rose 17% quarter-over-quarter to $256M.

Based on Reliant Wealth Planning's 13F filing for Q2 2025, filed 12 Aug 2025.