13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001823393
Total reported value
$363.6M
$363.6M
52 檔
54.2%
At the close of Q4 2025, Reliant Wealth Planning disclosed equity holdings valued at approximately $363.6M, spread across 52 reported holdings.
In Q4 2025, Reliant Wealth Planning displayed an active expansion posture, initiating 6 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 14.42% | -0.93% | +0.75% | |
| 2 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 14.15% | -0.47% | — | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 12.20% | +0.25% | -1.17% | |
| 4 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 10.62% | +0.90% | -1.23% | |
| 5 | BALT | Inn Defined Wealth Shield | ETF-Other | 10.23% | -0.40% | +2.07% | |
| 6 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 7.58% | +0.55% | -1.81% | |
| 7 | CGGO | Cap Group Global Growth | ETF-Other | 7.07% | +1.11% | -1.78% | |
| 8 | RISR | Foliobe Altr In&in H Etf-usd | ETF-Other | 4.98% | -0.34% | +0.69% | |
| 9 | GRNJ | Fundstr Gran Sh US Sm & Mid | ETF-Other | 4.45% | +0.89% | — | |
| 10 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 2.00% | -0.31% | -2.49% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.79% | +0.04% | -2.40% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.07% | — | — | |
| 13 | ETH | Grayscale Ethereum Staking M | ETF-Other | 1.04% | -0.18% | +15.70% | |
| 14 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.64% | -0.03% | +0.68% | |
| 15 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.54% | -0.05% | +0.80% | |
| 16 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.47% | -0.04% | +3.42% | |
| 17 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.46% | -0.04% | +8.39% | |
| 18 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.43% | -0.03% | +1.80% | |
| 19 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.43% | -0.03% | -2.35% | |
| 20 | IBTP | Ishares Ibonds Dec 2034 ETF | ETF-Other | 0.42% | -0.04% | -3.55% | |
| 21 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.38% | -0.03% | +26.06% | |
| 22 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.36% | -0.03% | +28.08% | |
| 23 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 0.30% | -0.08% | — | |
| 24 | IBTM | Ishares Ibnds Dec 2032 Tt | ETF-Other | 0.29% | -0.03% | -6.26% | |
| 25 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.27% | -0.02% | -6.70% | |
| 26 | IBTO | Ishares Ibonds Dec 2033 Tres | ETF-Other | 0.24% | -0.04% | -2.57% | |
| 27 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-Other | 0.23% | -0.02% | +100.77% | |
| 28 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.23% | -0.02% | +101.52% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.22% | +0.01% | — | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.20% | +0.01% | — | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.17% | +0.03% | — | |
| 32 | IAU | Ishares Gold Trust | ETF-Commodities | 0.16% | -0.04% | — | |
| 33 | IBDZ | Isharesibondsdec2034tmcorp | ETF-Other | 0.16% | -0.01% | — | |
| 34 | ZJUL | Innovator Edp ETF 1 Yr July | ETF-Other | 0.13% | -0.01% | — | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.12% | -0.01% | -19.66% | |
| 36 | IBCA | Ishares Ibonds Dec 2035 Tc | ETF-Other | 0.12% | -0.02% | — | |
| 37 | IBTQ | Ishares Ibonds Dec 2035 Tt | ETF-Other | 0.12% | -0.02% | — | |
| 38 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-Other | 0.11% | -0.01% | +16.78% | |
| 39 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.10% | — | — | |
| 40 | GRNI | Fundstr Gran Sh US L/c & Inc | ETF-Other | 0.09% | — | — | |
| 41 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.09% | +0.09% | NEW | |
| 42 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.09% | -0.01% | +21.18% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | — | -1.43% | |
| 44 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-Other | 0.08% | -0.01% | — | |
| 45 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.08% | -0.86% | — | |
| 46 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.08% | -0.01% | — | |
| 47 | IBHK | Isharesibond2031highyldinc | ETF-Other | 0.08% | -0.01% | +30.67% | |
| 48 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.08% | +0.01% | — | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.07% | — | — | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.07% | — | — |
According to official SEC Form 13F filings, Reliant Wealth Planning reported a total U.S. public equity portfolio value of $363.6M across 52 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BIV, DIVO, ITOT) accounted for 54.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
DIVO
市值: $45.3M
Top Position Liquidated / Trimmed
SCHD
前期市值: $45.4M
During Q4 2025, Reliant Wealth Planning's top holdings by market value included BIV (14.4%)、DIVO (14.2%)、ITOT (12.2%). The largest single position, BIV, represented 14.4% of total portfolio value.
In Q4 2025, Reliant Wealth Planning made 39 total portfolio adjustments, initiating 6 new buys, adding to 16 positions, trimming 13 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.