CIK: 0001823393
Total reported value
$330.8M
Reporting period: 2026-03-31 · Number of holdings: 51
Reliant Wealth Planning disclosed 51 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $330.8M and a quarterly turnover rate of 10.6%.
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Reliant Wealth Planning's disclosed holdings carry a Herfindahl concentration index of 0.091 — mathematically equivalent to about 11 equally-sized positions, well below its 51 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.92), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 3.8 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add IAUM
+5313.4% $15.5M
Trim ITOT
-2.6% -$2.6M
Trim CGGO
-1.5% -$1.2M
Trim IWL
+3.9% -$774.7K
Trim BTC
+9.3% -$983.7K
Trim ETH
+2.7% -$910.1K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 14.35% | +0.20% | +3.99% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-Other | 14.26% | -0.16% | +3.11% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 11.01% | -1.19% | -2.57% | |
| 4 | BALT | Inn Defined Wealth Shield | ETF-Other | 10.17% | -0.06% | +2.88% | |
| 5 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 10.04% | -0.58% | +3.90% | |
| 6 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 7.38% | -0.20% | +4.44% | |
| 7 | CGGO | Cap Group Global Growth | ETF-Other | 6.49% | -0.58% | -1.48% | |
| 8 | RISR | Foliobe Altr In&in H Etf-usd | ETF-Other | 4.99% | +0.01% | +3.32% | |
| 9 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 4.76% | +4.68% | +5313.38% | |
| 10 | GRNJ | Fundstr Gran Sh US Sm & Mid | ETF-Other | 4.48% | +0.03% | +6.23% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.64% | -0.15% | -0.65% | |
| 12 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 1.64% | -0.36% | +9.31% | |
| 13 | ETH | Grayscale Ethereum Staking M | ETF-Other | 0.73% | -0.31% | +2.68% | |
| 14 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.62% | -0.02% | +0.73% | |
| 15 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.53% | -0.01% | +0.86% | |
| 16 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.45% | -0.01% | +0.74% | |
| 17 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.45% | -0.02% | -2.51% | |
| 18 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.41% | -0.02% | +0.81% | |
| 19 | IBTP | Ishares Ibonds Dec 2034 ETF | ETF-Other | 0.41% | -0.01% | — | |
| 20 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.40% | -0.03% | -3.08% | |
| 21 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.40% | +0.02% | +8.13% | |
| 22 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.38% | +0.02% | +8.58% | |
| 23 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 0.29% | -0.01% | — | |
| 24 | IBTM | Ishares Ibnds Dec 2032 Tt | ETF-Other | 0.28% | -0.01% | — | |
| 25 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.26% | -0.01% | — | |
| 26 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-Other | 0.25% | +0.02% | +12.84% | |
| 27 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.25% | +0.02% | +12.92% | |
| 28 | IBTO | Ishares Ibonds Dec 2033 Tres | ETF-Other | 0.23% | -0.01% | — | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.18% | -0.04% | -11.72% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.17% | -0.03% | — | |
| 31 | IAU | Ishares Gold Trust | ETF-Commodities | 0.17% | +0.01% | — | |
| 32 | GRNI | Fundstr Gran Sh US L/c & INC | ETF-Other | 0.16% | +0.07% | +89.17% | |
| 33 | IBDZ | Isharesibondsdec2034tmcorp | ETF-Other | 0.15% | -0.01% | — | |
| 34 | ZJUL | Innovator Edp ETF 1 Yr July | ETF-Other | 0.13% | — | — | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | -0.05% | -23.63% | |
| 36 | IBTQ | Ishares Ibonds Dec 2035 Tt | ETF-Other | 0.12% | — | — | |
| 37 | IBCA | Ishares Ibonds Dec 2035 Tc | ETF-Other | 0.12% | — | — | |
| 38 | IDVO | Amplify Cwp Intl Enh Dvd INC | ETF-Other | 0.11% | +0.11% | NEW | |
| 39 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-Other | 0.10% | — | — | |
| 40 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.09% | +0.01% | — | |
| 41 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.09% | — | — | |
| 42 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-Other | 0.08% | — | — | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.08% | -0.01% | -1.93% | |
| 44 | FEOE | First Eagle Overseas Eq ETF | ETF-Other | 0.08% | +0.08% | NEW | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.08% | -0.04% | -33.45% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.08% | +0.08% | NEW | |
| 47 | IBHK | Isharesibond2031highyldinc | ETF-Other | 0.08% | — | — | |
| 48 | ETHA | Ishares Ethereum Trust ETF | ETF-Other | 0.07% | +0.07% | NEW | |
| 49 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.07% | -0.01% | — | |
| 50 | IQDY | Flexshares Int Qual Dvd Dyn | ETF-Other | 0.07% | — | — |
Performance for Q3 2026
+1%
Performance Last 4 Quarters
+11.4%
Based on 81% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 51 | $330.8M | 11 | |
| 2025-12-31 | 52 | $320.0M | 38 | |
| 2025-09-30 | 50 | $308.6M | 36 | |
| 2025-06-30 | 42 | $256.2M | 0 | |
| 2025-03-31 | 29 | $219.2M | 100 | |
| 2024-12-31 | 28 | $213.2M | 0 | |
| 2024-09-30 | 26 | $230.9M | 0 | |
| 2024-06-30 | 24 | $216.7M | 0 | |
| 2024-03-31 | 21 | $209.0M | 0 | |
| 2023-12-31 | 18 | $206.0M | 0 | |
| 2023-09-30 | 19 | $188.5M | 0 | |
| 2023-06-30 | 10 | $165.7M | 0 | |
| 2023-03-31 | 13 | $161.3M | 0 | |
| 2022-12-31 | 12 | $164.8M | 0 | |
| 2022-09-30 | 15 | $235.5M | 0 | |
| 2022-06-30 | 15 | $238.3M | 0 | |
| 2022-03-31 | 5 | $202.3M | 0 | |
| 2021-12-31 | 5 | $205.6M | 0 | |
| 2021-09-30 | 5 | $188.7M | 0 | |
| 2021-06-30 | 5 | $187.1M | 96 | |
| 2021-03-31 | 5 | $172.5M | 10 | |
| 2020-12-31 | 6 | $167.7M | 9 | |
| 2020-09-30 | 6 | $153.2M | 20 | |
| 2020-06-30 | 9 | $161.1M | 74 | |
| 2020-03-31 | 8 | $191.7M | 100 | |
| 2019-12-31 | 8 | $199.6M | 0 |
Reliant Wealth Planning's most significant position changes for 2026-03-31: Sold out: Microsoft CORP (MSFT); New buy: Amplify Cwp Intl Enh Dvd INC (IDVO); Sold out: Global X Nasd 100 Cov Call (QYLD); Sold out: Ishares Bitcoin Trust ETF (IBIT); New buy: First Eagle Overseas Eq ETF (FEOE).
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-12 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-18 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-12 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-28 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-28 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-24 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-11 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-14 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-08 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-01 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-07 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-19 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-07 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-28 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-02 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-10 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-09 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-10 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-14 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-17 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2021-02-17 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-09-03 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-09-03 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-09-03 | 13F-HR | View on EDGAR |
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