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CIK: 0001823393
Total reported value
$363.6M
$363.6M
51 檔
54.4%
During the Q1 2026 filing period, Reliant Wealth Planning (CIK: 0001823393) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $363.6M across 51 reported positions.
In Q1 2026, Reliant Wealth Planning displayed an active expansion posture, initiating 4 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 14.35% | -0.47% | +3.99% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-Other | 14.26% | -0.93% | +3.11% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 11.01% | +0.25% | -2.57% | |
| 4 | BALT | Inn Defined Wealth Shield | ETF-Other | 10.17% | -0.40% | +2.88% | |
| 5 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 10.04% | +0.90% | +3.90% | |
| 6 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 7.38% | +0.55% | +4.44% | |
| 7 | CGGO | Cap Group Global Growth | ETF-Other | 6.49% | +1.11% | -1.48% | |
| 8 | RISR | Foliobe Altr In&in H Etf-usd | ETF-Other | 4.99% | -0.34% | +3.32% | |
| 9 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 4.76% | -0.86% | +5313.38% | |
| 10 | GRNJ | Fundstr Gran Sh US Sm & Mid | ETF-Other | 4.48% | +0.89% | +6.23% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.64% | +0.04% | -0.65% | |
| 12 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 1.64% | -0.31% | +9.31% | |
| 13 | ETH | Grayscale Ethereum Staking M | ETF-Other | 0.73% | -0.18% | +2.68% | |
| 14 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.62% | -0.03% | +0.73% | |
| 15 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.53% | -0.05% | +0.86% | |
| 16 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.45% | -0.04% | +0.74% | |
| 17 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.45% | -0.04% | -2.51% | |
| 18 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.41% | -0.03% | +0.81% | |
| 19 | IBTP | Ishares Ibonds Dec 2034 ETF | ETF-Other | 0.41% | -0.04% | — | |
| 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% | -0.03% | +8.13% | |
| 22 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.38% | -0.03% | +8.58% | |
| 23 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 0.29% | -0.08% | — | |
| 24 | IBTM | Ishares Ibnds Dec 2032 Tt | ETF-Other | 0.28% | -0.03% | — | |
| 25 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.26% | -0.02% | — | |
| 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% | -0.04% | — | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.18% | +0.01% | -11.72% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.17% | +0.01% | — | |
| 31 | IAU | Ishares Gold Trust | ETF-Commodities | 0.17% | -0.04% | — | |
| 32 | GRNI | Fundstr Gran Sh US L/c & Inc | ETF-Other | 0.16% | — | +89.17% | |
| 33 | IBDZ | Isharesibondsdec2034tmcorp | ETF-Other | 0.15% | -0.01% | — | |
| 34 | ZJUL | Innovator Edp ETF 1 Yr July | ETF-Other | 0.13% | -0.01% | — | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | +0.03% | -23.63% | |
| 36 | IBTQ | Ishares Ibonds Dec 2035 Tt | ETF-Other | 0.12% | -0.02% | — | |
| 37 | IBCA | Ishares Ibonds Dec 2035 Tc | ETF-Other | 0.12% | -0.02% | — | |
| 38 | IDVO | Amplify Cwp Intl Enh Dvd Inc | ETF-Other | 0.11% | +0.06% | — | |
| 39 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-Other | 0.10% | -0.01% | — | |
| 40 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.09% | -0.01% | — | |
| 41 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.09% | -0.01% | — | |
| 42 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-Other | 0.08% | -0.01% | — | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.08% | — | -1.93% | |
| 44 | FEOE | First Eagle Overseas Eq ETF | ETF-Other | 0.08% | +0.05% | — | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.08% | -0.01% | -33.45% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.08% | -0.02% | — | |
| 47 | IBHK | Isharesibond2031highyldinc | ETF-Other | 0.08% | -0.01% | — | |
| 48 | ETHA | Ishares Ethereum Trust ETF | ETF-Other | 0.07% | — | — | |
| 49 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.07% | +0.01% | — | |
| 50 | IQDY | Flexshares Int Qual Dvd Dyn | ETF-Other | 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 51 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including DIVO, BIV, ITOT) accounted for 54.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
IDVO
市值: $374.0K
Top Position Liquidated / Trimmed
MSFT
前期市值: $3.4M
During Q1 2026, Reliant Wealth Planning's top holdings by market value included DIVO (14.3%)、BIV (14.3%)、ITOT (11.0%). The largest single position, DIVO, represented 14.3% of total portfolio value.
In Q1 2026, Reliant Wealth Planning made 38 total portfolio adjustments, initiating 4 new buys, adding to 19 positions, trimming 10 holdings, and fully liquidating 5 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.
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