Reliant Wealth Planning
CIK: 0001823393Latest portfolio: $320.0M · Q4 2025
Holdings
52
Total Value
$320.0M
New Positions
6
Closed Positions
3
Top Holdings
View All 52 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | BIVVANGUARD INTERMEDIATE-TERM BOND ETF | 592,660 | $46.2M | 14.42% | +4K | |
| 2 | DIVOAMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 1,017,720 | $45.3M | 14.15% | NEW | |
| 3 | ITOTISHARES TR CORE S&P TTL STK | 262,486 | $39.0M | 12.20% | -3,104 | |
| 4 | AQLTISHARES TR RUS TOP 200 ETF | 199,143 | $34.0M | 10.62% | -2,479 | |
| 5 | DDTOINNOVATOR DEFINED WEALTH SHLD ETF | 977,177 | $32.7M | 10.23% | +20K | |
| 6 | GRNYFUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | 979,647 | $24.3M | 7.58% | -18,020 | |
| 7 | CGGOCAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT | 653,251 | $22.6M | 7.07% | -11,820 | |
| 8 | RISRFOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE | 441,417 | $15.9M | 4.98% | +3K | |
| 9 | GRNJFUNDSTRAT GRANNY SHOTS US | 557,894 | $14.3M | 4.45% | NEW | |
| 10 | BTCGRAYSCALE BITCOIN MINI TR ETF SHS NEW | 165,433 | $6.4M | 2.00% | -4,224 | |
| 11 | VOOVANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 9,145 | $5.7M | 1.79% | -225 | |
| 12 | MSFTMICROSOFT CORPORATION | 7,110 | $3.4M | 1.07% | — | |
| 13 | ETHGRAYSCALE ETHEREUM MINI TR ETF SHS NEW | 118,690 | $3.3M | 1.04% | +16K | |
| 14 | IBTIISHARES TR IBONDS 28 TRM TS | 91,608 | $2.0M | 0.64% | +616 | |
| 15 | IBDTISHARES TR IBDS DEC28 ETF | 68,109 | $1.7M | 0.54% | +542 | |
| 16 | IBTGISHARES TR IBONDS 26 TRM TS | 66,151 | $1.5M | 0.47% | +2K | |
| 17 | IBTHISHARES TR IBONDS 27 TRM TS | 66,207 | $1.5M | 0.46% | +5K | |
| 18 | IBDRISHARES TR IBONDS DEC2026 | 56,432 | $1.4M | 0.43% | +999 | |
| 19 | IBDSISHARES TR IBONDS 27 ETF | 56,112 | $1.4M | 0.43% | -1,349 | |
| 20 | IBTPISHARES TR IBONDS DEC 2034 | 52,382 | $1.4M | 0.42% | -1,928 | |
| 21 | IBMSISHARES TR IBONDS 29 TRM TS | 55,875 | $1.2M | 0.38% | +12K | |
| 22 | IBDUISHARES TR IBONDS DEC 29 | 49,407 | $1.2M | 0.36% | +11K | |
| 23 | IBDYISHARES TR IBONDS DEC 2033 | 37,010 | $967K | 0.30% | — | |
| 24 | IBMSISHARES TR IBONDS DEC 2032 | 40,753 | $940K | 0.29% | -2,721 | |
| 25 | IBDXISHARES TR IBONDS DEC 2032 | 34,422 | $878K | 0.27% | -2,473 |
Quarterly Changes
Increased Positions
Sector Breakdown
Financial Services0.0% ($4.615645288390292e+137T)
Unknown0.0% ($33979327451226940.0T)
Technology0.0% ($64073.4T)
Filing History
Fund Information
Reliant Wealth Planning is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $320.0M across 52 holdings. The largest position is VANGUARD INTERMEDIATE-TERM BOND ETF (BIV), representing 14.4% of the portfolio. Compared to the previous quarter, the fund opened 6 new positions and closed 4 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.