RW

Reliant Wealth Planning

Sector-focusedMomentum followerQuality / disciplined sizing

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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Personality snowflake

Concentration
36.29
Portfolio Stability
10.62
Momentum/Contrarian
100
Sector conviction
100
Diversification
100
Sizing Uniformity
80.77

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1DIVOAmplify Cwp Enhan Divid ETFETF-Other14.35%+0.20%+3.99%
2BIVVanguard Intermediate-term BETF-Other14.26%-0.16%+3.11%
3ITOTIshares Core S&p Total U.s.ETF-Other11.01%-1.19%-2.57%
4BALTInn Defined Wealth ShieldETF-Other10.17%-0.06%+2.88%
5IWLIshares Russell Top 200 ETFETF-Other10.04%-0.58%+3.90%
6GRNYFundstr Gran Sh US Lrg CapETF-Other7.38%-0.20%+4.44%
7CGGOCap Group Global GrowthETF-Other6.49%-0.58%-1.48%
8RISRFoliobe Altr In&in H Etf-usdETF-Other4.99%+0.01%+3.32%
9IAUMIshares Gold Trust MicroETF-Commodities4.76%+4.68%+5313.38%
10GRNJFundstr Gran Sh US Sm & MidETF-Other4.48%+0.03%+6.23%
11VOOVanguard S&p 500 ETFETF-Large Cap & Growth1.64%-0.15%-0.65%
12BTCGrayscale Bitcoin Mini ETFETF-Crypto1.64%-0.36%+9.31%
13ETHGrayscale Ethereum Staking METF-Other0.73%-0.31%+2.68%
14IBTIIshares Ibonds Dec 2028 TermETF-Other0.62%-0.02%+0.73%
15IBDTIshares Ibonds Dec 2028 ETFETF-Other0.53%-0.01%+0.86%
16IBTHIshares Ibonds Dec 2027 TermETF-Other0.45%-0.01%+0.74%
17IBTGIshares Ibonds Dec 2026 TermETF-Other0.45%-0.02%-2.51%
18IBDSIshrs Ibnds Dec 27 CORP ETFETF-Other0.41%-0.02%+0.81%
19IBTPIshares Ibonds Dec 2034 ETFETF-Other0.41%-0.01%—
20IBDRIshares Ibonds Dec 2026 TermETF-Other0.40%-0.03%-3.08%
21IBTJIshares Ibonds Dec 2029 TermETF-Other0.40%+0.02%+8.13%
22IBDUIshares Ibonds Dec 2029 TermETF-Other0.38%+0.02%+8.58%
23IBDYIshares Ibonds Dec 2033 CORPETF-Other0.29%-0.01%—
24IBTMIshares Ibnds Dec 2032 TtETF-Other0.28%-0.01%—
25IBDXIshares Ibonds Dec 2032 TcETF-Other0.26%-0.01%—
26IBTKIshares Ibonds Dec 2030 TreaETF-Other0.25%+0.02%+12.84%
27IBDVIshares Ibonds Dec 2030 CORPETF-Other0.25%+0.02%+12.92%
28IBTOIshares Ibonds Dec 2033 TresETF-Other0.23%-0.01%—
29SCHBSchwab US Broad Market ETFETF-Other0.18%-0.04%-11.72%
30IWFIshares Russell 1000 GrowthETF-Other0.17%-0.03%—
31IAUIshares Gold TrustETF-Commodities0.17%+0.01%—
32GRNIFundstr Gran Sh US L/c & INCETF-Other0.16%+0.07%+89.17%
33IBDZIsharesibondsdec2034tmcorpETF-Other0.15%-0.01%—
34ZJULInnovator Edp ETF 1 Yr JulyETF-Other0.13%——
35NVDANvidia CORPStock-Tech0.12%-0.05%-23.63%
36IBTQIshares Ibonds Dec 2035 TtETF-Other0.12%——
37IBCAIshares Ibonds Dec 2035 TcETF-Other0.12%——
38IDVOAmplify Cwp Intl Enh Dvd INCETF-Other0.11%+0.11%NEW
39IBTLIshares Ibonds Dec 2031 TermETF-Other0.10%——
40OUNZVaneck Merk Gold ETFETF-Commodities0.09%+0.01%—
41IBDWIshares Ibonds Dec 2031 CORPETF-Other0.09%——
42IBHHIshares Ibonds 2028 Tm Hy InETF-Other0.08%——
43IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.08%-0.01%-1.93%
44FEOEFirst Eagle Overseas Eq ETFETF-Other0.08%+0.08%NEW
45JEPIJpmorgan Equity Premium IncoETF-Other0.08%-0.04%-33.45%
46GLDSpdr Gold SharesETF-Commodities0.08%+0.08%NEW
47IBHKIsharesibond2031highyldincETF-Other0.08%——
48ETHAIshares Ethereum Trust ETFETF-Other0.07%+0.07%NEW
49ESGVVanguard Esg US Stock ETFETF-Other0.07%-0.01%—
50IQDYFlexshares Int Qual Dvd DynETF-Other0.07%——
1–50 of 51

Holding changes this quarter

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).

Position changes disclosed by Reliant Wealth Planning for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1IAUMIshares Gold Trust Micro+4.7%+5313.38%Add
2DIVOAmplify Cwp Enhan Divid ETF+0.2%+3.99%Add
3GRNIFundstr Gran Sh US L/c & INC+0.1%+89.17%Add
4GRNJFundstr Gran Sh US Sm & Mid0%+6.23%Add
5IBTJIshares Ibonds Dec 2029 Term0%+8.13%Add
6IBDUIshares Ibonds Dec 2029 Term0%+8.58%Add
7IBTKIshares Ibonds Dec 2030 Trea0%+12.84%Add
8IBDVIshares Ibonds Dec 2030 CORP0%+12.92%Add
9RISRFoliobe Altr In&in H Etf-usd0%+3.32%Add
10IAUIshares Gold Trust0%—Unchanged
11OUNZVaneck Merk Gold ETF0%—Unchanged
12IQDYFlexshares Int Qual Dvd Dyn——Unchanged
13IBCAIshares Ibonds Dec 2035 Tc——Unchanged
14IBHKIsharesibond2031highyldinc——Unchanged
15ESGVVanguard Esg US Stock ETF0%—Unchanged
16IVVIshares Core S&p 500 ETF0%-1.93%Trim
17IBDYIshares Ibonds Dec 2033 CORP0%—Unchanged
18IBTPIshares Ibonds Dec 2034 ETF0%—Unchanged
19IBDXIshares Ibonds Dec 2032 Tc0%—Unchanged
20IBTHIshares Ibonds Dec 2027 Term0%+0.74%Add
21IBDTIshares Ibonds Dec 2028 ETF0%+0.86%Add
22IBDZIsharesibondsdec2034tmcorp0%—Unchanged
23IBTMIshares Ibnds Dec 2032 Tt0%—Unchanged
24IBTOIshares Ibonds Dec 2033 Tres0%—Unchanged
25IBTGIshares Ibonds Dec 2026 Term0%-2.51%Trim
26IBDSIshrs Ibnds Dec 27 CORP ETF0%+0.81%Add
27IBTIIshares Ibonds Dec 2028 Term0%+0.73%Add
28IWFIshares Russell 1000 Growth0%—Unchanged
29IBDRIshares Ibonds Dec 2026 Term0%-3.08%Trim
30JEPIJpmorgan Equity Premium Inco0%-33.45%Trim
31SCHBSchwab US Broad Market ETF0%-11.72%Trim
32NVDANvidia CORP-0.1%-23.63%Trim
33BALTInn Defined Wealth Shield-0.1%+2.88%Add
34VOOVanguard S&p 500 ETF-0.2%-0.65%Trim
35BIVVanguard Intermediate-term B-0.2%+3.11%Add
36GRNYFundstr Gran Sh US Lrg Cap-0.2%+4.44%Add
37ETHGrayscale Ethereum Staking M-0.3%+2.68%Add
38BTCGrayscale Bitcoin Mini ETF-0.4%+9.31%Add
39CGGOCap Group Global Growth-0.6%-1.48%Trim
40IWLIshares Russell Top 200 ETF-0.6%+3.90%Add
41ITOTIshares Core S&p Total U.s.-1.2%-2.57%Trim
42MSFTMicrosoft CORP—EXITSold out
43IDVOAmplify Cwp Intl Enh Dvd INC—NEWNew buy
44QYLDGlobal X Nasd 100 Cov Call—EXITSold out
45IBITIshares Bitcoin Trust ETF—EXITSold out
46FEOEFirst Eagle Overseas Eq ETF—NEWNew buy
47GLDSpdr Gold Shares—NEWNew buy
48ETHAIshares Ethereum Trust ETF—NEWNew buy
49IWMIshares Russell 2000 ETF—EXITSold out
50IBHIIshares Ibonds 2029 Tm Hy In—EXITSold out

FAQ

What is Reliant Wealth Planning and what type of investor is it?
Reliant Wealth Planning is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $330.8M, spread across 51 disclosed positions.
What are Reliant Wealth Planning's largest equity positions?
Based on the latest 13F filing, Reliant Wealth Planning's top holdings by market value are: 1. Amplify Cwp Enhan Divid ETF (DIVO) — $47.5M (14.3%) 2. Vanguard Intermediate-term B (BIV) — $47.2M (14.3%) 3. Ishares Core S&p Total U.s. (ITOT) — $36.4M (11.0%) 4. Inn Defined Wealth Shield (BALT) — $33.6M (10.2%) 5. Ishares Russell Top 200 ETF (IWL) — $33.2M (10.0%)
What changes did Reliant Wealth Planning make in its most recent portfolio filing?
In the latest reported quarter, Reliant Wealth Planning made 37 notable position adjustments: 4 new positions were initiated, 19 existing holdings were added to, 9 positions were partially reduced, and 5 were completely exited. The largest of these moves: 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)
What sectors does Reliant Wealth Planning focus on?
Reliant Wealth Planning is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 100.0%

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