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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
DIVO icon
1
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.86B
$47.5M 14.35%
1,058,336
+40,616
+4% +$1.86M
BIV icon
2
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$47.2M 14.26%
611,089
+18,429
+3% +$1.43M
ITOT icon
3
iShares Core S&P Total US Stock Market ETF
ITOT
$98.5B
$36.4M 11.01%
255,733
-6,753
-3% -$1M
BALT icon
4
Innovator Defined Wealth Shield ETF
BALT
$2.8B
$33.6M 10.17%
1,005,348
+28,171
+3% +$948K
IWL icon
5
iShares Russell Top 200 ETF
IWL
$2.29B
$33.2M 10.04%
206,913
+7,770
+4% +$1.31M
GRNY
6
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.47B
$24.4M 7.38%
1,023,165
+43,518
+4% +$1.08M
CGGO icon
7
Capital Group Global Growth Equity ETF
CGGO
$12.1B
$21.5M 6.49%
643,596
-9,655
-1% -$344K
RISR icon
8
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$316M
$16.5M 4.99%
456,074
+14,657
+3% +$527K
IAUM icon
9
iShares Gold Trust Micro
IAUM
$6.94B
$15.7M 4.76%
336,983
+330,758
+5,313% +$16.1M
GRNJ
10
Fundstrat Granny Shots US Small & Mid-Cap ETF
GRNJ
$568M
$14.8M 4.48%
592,673
+34,779
+6% +$937K
VOO icon
11
Vanguard S&P 500 ETF
VOO
$1.04T
$5.43M 1.64%
9,086
-59
-0.6% -$36.9K
BTC
12
Grayscale Bitcoin Mini Trust ETF
BTC
$3.32B
$5.42M 1.64%
180,843
+15,410
+9% +$521K
ETH
13
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.7B
$2.42M 0.73%
121,870
+3,180
+3% +$72.1K
IBTI icon
14
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.93B
$2.06M 0.62%
92,278
+670
+0.7% +$15K
IBDT icon
15
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.08B
$1.74M 0.53%
68,697
+588
+0.9% +$15K
IBTH icon
16
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.28B
$1.5M 0.45%
66,696
+489
+0.7% +$11K
IBTG icon
17
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.22B
$1.48M 0.45%
64,490
-1,661
-3% -$38K
IBDS icon
18
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.87B
$1.37M 0.41%
56,564
+452
+0.8% +$11K
IBTP
19
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$291M
$1.34M 0.41%
52,382
– –
IBDR icon
20
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.38B
$1.33M 0.4%
54,694
-1,738
-3% -$42.1K
IBTJ icon
21
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.35B
$1.32M 0.4%
60,419
+4,544
+8% +$99.7K
IBDU icon
22
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.07B
$1.25M 0.38%
53,646
+4,239
+9% +$99.2K
IBDY icon
23
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.09B
$957K 0.29%
37,010
– –
IBTM icon
24
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$561M
$934K 0.28%
40,753
– –
IBDX icon
25
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.74B
$870K 0.26%
34,422
– –
1
2 3

Similar funds

ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
MS
Millington Securities Red Bank, New Jersey $362M AUM
A6
Anchor @ 65 Singapore $362M AUM 20.02% 1-Year Est. Return
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.