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Reliant Wealth Planning — 13F Holdings & Portfolio

CIK 1823393 · latest 13F-HR filed 2026-05-15

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$330.8M

Long-equity book

Holdings

51

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+4 / −5 / ↑8 / ↓11

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES GOLD TR SHARES REPRESENT$15.5M +5780.5%
  • FUNDSTRAT GRANNY SHOTS US$233.7K +77.7%
  • ISHARES IBONDS DEC 2029 TERM TREASURY ETF$93.6K +7.6%
  • ISHARES TR IBONDS DEC 29$91.4K +7.9%
  • ISHARES IBONDS DEC 2030 TERM TREASURY ETF$89.6K +12.1%
Show all 8 →

Top Trims

  • ISHARES TR CORE S&P TTL STK-$2.6M -6.7%
  • CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT-$1.2M -5.1%
  • GRAYSCALE BITCOIN MINI TR ETF SHS NEW-$983.7K -15.4%
  • GRAYSCALE ETHEREUM STAKING MINI ETF-$910.1K -27.3%
  • VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW-$305.8K -5.3%
Show all 11 →

New Positions

  • AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF$374.0K
  • FIRST EAGLE OVERSEAS EQUITY ETF$263.3K
  • SPDR GOLD SHARES$258.2K
  • ISHARES ETHEREUM TR SHS$240.3K
Show all 4 →

Exited Positions

  • MICROSOFT CORPORATION$3.4M
  • GLOBAL X NASDAQ 100 COVERED CALL ETF$317.4K
  • ISHARES BITCOIN TRUST ETF SHS BEN INT$300.0K
  • ISHARES TR RUSSELL 2000 ETF$228.7K
  • ISHARES TR IBONDS 29 TR HI$199.2K
Show all 5 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF DIVO 032108409 $47.5M 14.35% 1,058,336 SH
2 VANGUARD INTERMEDIATE-TERM BOND ETF BIV 921937819 $47.2M 14.26% 611,089 SH
3 ISHARES TR CORE S&P TTL STK ITOT 464287150 $36.4M 11.01% 255,733 SH
4 INNOVATOR DEFINED WEALTH SHLD ETF BALT 45783Y855 $33.6M 10.17% 1,005,348 SH
5 ISHARES TR RUS TOP 200 ETF IWL 464289446 $33.2M 10.04% 206,913 SH
6 FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF GRNY 886364231 $24.4M 7.38% 1,023,165 SH
7 CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT CGGO 14020X104 $21.5M 6.49% 643,596 SH
8 FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE RISR 886364637 $16.5M 4.99% 456,074 SH
9 ISHARES GOLD TR SHARES REPRESENT IAUM 46436F103 $15.7M 4.76% 336,983 SH
10 FUNDSTRAT GRANNY SHOTS US GRNJ 45259A258 $14.8M 4.48% 592,673 SH
11 VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW VOO 922908363 $5.4M 1.64% 9,086 SH
12 GRAYSCALE BITCOIN MINI TR ETF SHS NEW BTC 389930207 $5.4M 1.64% 180,843 SH
13 GRAYSCALE ETHEREUM STAKING MINI ETF ETH 38964R203 $2.4M 0.73% 121,870 SH
14 ISHARES IBONDS DEC 2028 TERM TREASURY ETF IBTI 46436E833 $2.1M 0.62% 92,278 SH
15 ISHARES IBONDS DEC 2028 TERM CORPORATE ETF IBDT 46435U515 $1.7M 0.53% 68,697 SH
16 ISHARES IBONDS DEC 2027 TERM TREASURY ETF IBTH 46436E841 $1.5M 0.45% 66,696 SH
17 ISHARES IBONDS DEC 2026 TERM TREASURY ETF IBTG 46436E858 $1.5M 0.45% 64,490 SH
18 ISHARES TR IBONDS 27 ETF IBDS 46435UAA9 $1.4M 0.41% 56,564 SH
19 ISHARES IBONDS DEC 2034 TERM TREASURY ETF IBTP 46438G646 $1.3M 0.41% 52,382 SH
20 ISHARES TR IBONDS DEC2026 IBDR 46435GAA0 $1.3M 0.40% 54,694 SH
21 ISHARES IBONDS DEC 2029 TERM TREASURY ETF IBTJ 46436E825 $1.3M 0.40% 60,419 SH
22 ISHARES TR IBONDS DEC 29 IBDU 46436E205 $1.2M 0.38% 53,646 SH
23 SHARES IBONDS DEC 2033 TERM CORPORATE ETF IBDY 46436E130 $956.7K 0.29% 37,010 SH
24 ISHARES IBONDS DEC 2032 TERM TREASURY ETF IBTM 46436E296 $934.5K 0.28% 40,753 SH
25 ISHARES IBONDS DEC 2032 TERM CORPORATE ETF IBDX 46436E312 $869.8K 0.26% 34,422 SH
26 ISHARES IBONDS DEC 2030 TERM TREASURY ETF IBTK 46436E593 $828.2K 0.25% 41,998 SH
27 ISHARES IBONDS DEC 2030 TERM CORPORATE ETF IBDV 46436E726 $824.8K 0.25% 37,677 SH
28 ISHARES IBONDS DEC 2033 TERM TREASURY ETF IBTO 46436E148 $747.4K 0.23% 30,643 SH
29 SCHWAB U.S. BROAD MARKET ETF SCHB 808524102 $602.5K 0.18% 24,003 SH
30 ISHARES TR RUS 1000 GRW ETF IWF 464287614 $574.4K 0.17% 1,347 SH
31 ISHARES GOLD TR ISHARES NEW IAU 464285204 $546.4K 0.17% 6,198 SH
32 FUNDSTRAT GRANNY SHOTS US GRNI 45259A241 $534.5K 0.16% 28,059 SH
33 ISHARES TR IBONDS DEC 2034 IBDZ 46438G653 $496.4K 0.15% 19,050 SH
34 INNOVATOR EQUITY DEFINED PROTECTION ETF 1 YR JULY ZJUL 45783Y251 $417.6K 0.13% 14,366 SH
35 NVIDIA CORPORATION NVDA 67066G104 $391.7K 0.12% 2,246 SH
36 ISHARES IBONDS DEC 2035 TERM TREASURY ETF IBTQ 46438G422 $389.9K 0.12% 15,407 SH
37 ISHARES IBONDS DEC 2035 TERM CORPORATE ETF IBCA 46438G372 $388.4K 0.12% 15,147 SH
38 AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF IDVO 032108722 $374.0K 0.11% 9,241 SH
39 ISHARES IBONDS DEC 2031 TERM TREASURY ETF IBTL 46436E460 $344.7K 0.10% 16,898 SH
40 VANECK MERK GOLD ETF OUNZ 921078101 $288.0K 0.09% 6,392 SH
41 ISHARES IBONDS DEC 2031 TERM CORPORATE ETF IBDW 46436E486 $282.5K 0.09% 13,497 SH
42 ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF IBHH 46436E387 $266.8K 0.08% 11,366 SH
43 ISHARES TR CORE S&P500 ETF IVV 464287200 $265.2K 0.08% 406 SH
44 FIRST EAGLE OVERSEAS EQUITY ETF FEOE 75526L878 $263.3K 0.08% 5,218 SH
45 JPMORGAN EQUITY PREMIUM INCOME ETF JEPI 46641Q332 $262.6K 0.08% 4,633 SH
46 SPDR GOLD SHARES GLD 78463V107 $258.2K 0.08% 600 SH
47 ISHARES TR IBONDS 2031 TERM IBHK 46438G661 $256.2K 0.08% 10,067 SH
48 ISHARES ETHEREUM TR SHS ETHA 46438R105 $240.3K 0.07% 15,179 SH
49 VANGUARD ESG U.S. STOCK ETF ESGV 921910733 $239.5K 0.07% 2,133 SH
50 FLEXSHARES INTERNATIONAL QUALITY DIV DYNAMIC INDEX FUND IQDY 33939L829 $233.7K 0.07% 6,165 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $330.8M 51 0001376474-26-000382
2025-12-31 2026-02-12 $320.0M 52 0001376474-26-000165
2025-09-30 2025-11-18 $308.6M 50 0001376474-25-000949