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Reliant Wealth Planning — 13F Holdings & Portfolio

CIK 1823393 · latest 13F-HR filed 2026-08-07

Backtest portfolio

Reliant Wealth Planning manages $363.6M in 13F-reported U.S. long-equity assets across 54 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DIVO (13.88%), BIV (13.33%), ITOT (11.26%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 0, added to 19, and trimmed 9.

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.

Filer Information
Address
301 TOWNEPARK CIRCLE
LOUISVILLE, KY 40243
Phone
(502) 398-5050
Filing Manager
Reliant Wealth Planning
LOUISVILLE, KY
Signatory
Macy Ward
Operations and Compliance Associate
Loading holdings…
AUM

$363.6M

Long-equity book

Holdings

54

Distinct positions

Period

2026-06-30

Filed 2026-08-07

Q/Q Activity

+3 / −0 / ↑19 / ↓9

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR RUS TOP 200 ETF$6.6M +19.8%
  • CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT$6.2M +28.7%
  • FUNDSTRAT GRANNY SHOTS US$4.7M +31.6%
  • ISHARES TR CORE S&P TTL STK$4.5M +12.3%
  • FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF$4.4M +18.1%
Show all 19 →

Top Trims

  • ISHARES GOLD TR SHARES REPRESENT-$1.6M -10.0%
  • GRAYSCALE BITCOIN MINI TR ETF SHS NEW-$588.7K -10.9%
  • GRAYSCALE ETHEREUM STAKING MINI ETF-$428.5K -17.7%
  • SHARES IBONDS DEC 2033 TERM CORPORATE ETF-$202.8K -21.2%
  • ISHARES GOLD TR ISHARES NEW-$78.4K -14.3%
Show all 9 →

New Positions

  • STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF$422.9K
  • ISHARES BITCOIN TRUST ETF SHS BEN INT$320.8K
  • ADVANCED MICRO DEVICES INCORPORATED$274.2K
Show all 3 →

Exited Positions

  • No exits this quarter.
Show all 0 →
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 $50.5M 13.88% 1,104,334 SH
2 VANGUARD INTERMEDIATE-TERM BOND ETF BIV 921937819 $48.5M 13.33% 631,866 SH
3 ISHARES TR CORE S&P TTL STK ITOT 464287150 $40.9M 11.26% 249,115 SH
4 ISHARES TR RUS TOP 200 ETF IWL 464289446 $39.8M 10.94% 215,106 SH
5 INNOVATOR DEFINED WEALTH SHLD ETF BALT 45783Y855 $35.5M 9.77% 1,037,015 SH
6 FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF GRNY 886364231 $28.8M 7.93% 1,043,100 SH
7 CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT CGGO 14020X104 $27.6M 7.60% 653,161 SH
8 FUNDSTRAT GRANNY SHOTS US GRNJ 45259A258 $19.5M 5.37% 620,518 SH
9 FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE RISR 886364637 $16.9M 4.65% 467,373 SH
10 ISHARES GOLD TR SHARES REPRESENT IAUM 46436F103 $14.2M 3.90% 354,094 SH
11 VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW VOO 922908363 $6.1M 1.68% 8,910 SH
12 GRAYSCALE BITCOIN MINI TR ETF SHS NEW BTC 389930207 $4.8M 1.33% 186,312 SH
13 ISHARES IBONDS DEC 2028 TERM TREASURY ETF IBTI 46436E833 $2.1M 0.59% 96,139 SH
14 GRAYSCALE ETHEREUM STAKING MINI ETF ETH 38964R203 $2.0M 0.55% 132,523 SH
15 ISHARES IBONDS DEC 2028 TERM CORPORATE ETF IBDT 46435U515 $1.8M 0.48% 69,355 SH
16 ISHARES IBONDS DEC 2027 TERM TREASURY ETF IBTH 46436E841 $1.5M 0.41% 67,387 SH
17 ISHARES IBONDS DEC 2026 TERM TREASURY ETF IBTG 46436E858 $1.5M 0.41% 64,822 SH
18 ISHARES TR IBONDS 27 ETF IBDS 46435UAA9 $1.4M 0.38% 57,204 SH
19 ISHARES TR IBONDS DEC2026 IBDR 46435GAA0 $1.3M 0.37% 55,008 SH
20 ISHARES IBONDS DEC 2034 TERM TREASURY ETF IBTP 46438G646 $1.3M 0.37% 52,382 SH
21 ISHARES IBONDS DEC 2029 TERM TREASURY ETF IBTJ 46436E825 $1.3M 0.37% 61,315 SH
22 ISHARES TR IBONDS DEC 29 IBDU 46436E205 $1.3M 0.35% 54,485 SH
23 ISHARES IBONDS DEC 2032 TERM TREASURY ETF IBTM 46436E296 $924.9K 0.25% 40,753 SH
24 ISHARES IBONDS DEC 2032 TERM CORPORATE ETF IBDX 46436E312 $867.1K 0.24% 34,422 SH
25 ISHARES IBONDS DEC 2030 TERM CORPORATE ETF IBDV 46436E726 $821.4K 0.23% 37,677 SH
26 ISHARES IBONDS DEC 2030 TERM TREASURY ETF IBTK 46436E593 $820.6K 0.23% 41,998 SH
27 SHARES IBONDS DEC 2033 TERM CORPORATE ETF IBDY 46436E130 $753.9K 0.21% 29,284 SH
28 SCHWAB U.S. BROAD MARKET ETF SCHB 808524102 $695.1K 0.19% 24,003 SH
29 ISHARES IBONDS DEC 2033 TERM TREASURY ETF IBTO 46436E148 $689.9K 0.19% 28,589 SH
30 ISHARES TR RUS 1000 GRW ETF IWF 464287614 $669.0K 0.18% 5,388 SH
31 AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF IDVO 032108722 $631.2K 0.17% 15,028 SH
32 FUNDSTRAT GRANNY SHOTS US GRNI 45259A241 $586.6K 0.16% 27,799 SH
33 NVIDIA CORPORATION NVDA 67066G104 $528.4K 0.15% 2,641 SH
34 ISHARES TR IBONDS DEC 2034 IBDZ 46438G653 $496.3K 0.14% 19,050 SH
35 ISHARES GOLD TR ISHARES NEW IAU 464285204 $468.0K 0.13% 6,198 SH
36 FIRST EAGLE OVERSEAS EQUITY ETF FEOE 75526L878 $456.6K 0.13% 8,551 SH
37 INNOVATOR EQUITY DEFINED PROTECTION ETF 1 YR JULY ZJUL 45783Y251 $430.5K 0.12% 14,366 SH
38 STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF SAMT 00775Y645 $422.9K 0.12% 8,860 SH
39 ISHARES IBONDS DEC 2035 TERM CORPORATE ETF IBCA 46438G372 $347.8K 0.10% 13,580 SH
40 ISHARES IBONDS DEC 2035 TERM TREASURY ETF IBTQ 46438G422 $346.6K 0.10% 13,818 SH
41 ISHARES IBONDS DEC 2031 TERM TREASURY ETF IBTL 46436E460 $341.2K 0.09% 16,898 SH
42 ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT 46438F101 $320.8K 0.09% 9,638 SH
43 ISHARES TR CORE S&P500 ETF IVV 464287200 $304.0K 0.08% 406 SH
44 VANECK MERK GOLD ETF OUNZ 921078101 $302.2K 0.08% 7,831 SH
45 VANGUARD ESG U.S. STOCK ETF ESGV 921910733 $282.1K 0.08% 2,133 SH
46 ISHARES IBONDS DEC 2031 TERM CORPORATE ETF IBDW 46436E486 $281.3K 0.08% 13,497 SH
47 ADVANCED MICRO DEVICES INCORPORATED AMD 007903107 $274.2K 0.08% 472 SH
48 ISHARES ETHEREUM TR SHS ETHA 46438R105 $271.1K 0.07% 22,800 SH
49 ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF IBHH 46436E387 $267.1K 0.07% 11,366 SH
50 ISHARES TR CORE S&P MCP ETF IJH 464287507 $263.6K 0.07% 3,418 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-07 $363.6M 54 0001376474-26-000543
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