Q1 2026 · 13F-HR
Reliant Wealth Planningholdings as filed
Filed 2026-05-15 · accession 0001376474-26-000382
$330.8M
Reported value
51
Positions
2026-03-31
Period end
The Brief · Reliant Wealth Planning · Q1 2026
AI · grounded in 13F
Reliant Wealth Planning closed its position in MSFT, reducing its holdings by $3,438,538. The fund significantly increased its stake in IAUM by 5,313.38%. Other activity included trimming positions in ITOT and CGGO.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 032108409 | DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $47.5M | 14.3% | 1,058,336 | Common | NONE |
| 921937819 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $47.2M | 14.3% | 611,089 | Common | NONE |
| 464287150 | ITOT | ISHARES TR CORE S&P TTL STK | $36.4M | 11.0% | 255,733 | Common | NONE |
| 45783Y855 | BALT | INNOVATOR DEFINED WEALTH SHLD ETF | $33.6M | 10.2% | 1,005,348 | Common | NONE |
| 464289446 | IWL | ISHARES TR RUS TOP 200 ETF | $33.2M | 10.0% | 206,913 | Common | NONE |
| 886364231 | GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $24.4M | 7.38% | 1,023,165 | Common | NONE |
| 14020X104 | CGGO | CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT | $21.5M | 6.49% | 643,596 | Common | NONE |
| 886364637 | RISR | FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE | $16.5M | 4.99% | 456,074 | Common | NONE |
| 46436F103 | IAUM | ISHARES GOLD TR SHARES REPRESENT | $15.7M | 4.76% | 336,983 | Common | NONE |
| 45259A258 | GRNJ | FUNDSTRAT GRANNY SHOTS US | $14.8M | 4.48% | 592,673 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $5.4M | 1.64% | 9,086 | Common | NONE |
| 389930207 | BTC | GRAYSCALE BITCOIN MINI TR ETF SHS NEW | $5.4M | 1.64% | 180,843 | Common | NONE |
| 38964R203 | ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | $2.4M | 0.73% | 121,870 | Common | NONE |
| 46436E833 | IBTI | ISHARES IBONDS DEC 2028 TERM TREASURY ETF | $2.1M | 0.62% | 92,278 | Common | NONE |
| 46435U515 | IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $1.7M | 0.53% | 68,697 | Common | NONE |
| 46436E841 | IBTH | ISHARES IBONDS DEC 2027 TERM TREASURY ETF | $1.5M | 0.45% | 66,696 | Common | NONE |
| 46436E858 | IBTG | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $1.5M | 0.45% | 64,490 | Common | NONE |
| 46435UAA9 | IBDS | ISHARES TR IBONDS 27 ETF | $1.4M | 0.41% | 56,564 | Common | NONE |
| 46438G646 | IBTP | ISHARES IBONDS DEC 2034 TERM TREASURY ETF | $1.3M | 0.41% | 52,382 | Common | NONE |
| 46435GAA0 | IBDR | ISHARES TR IBONDS DEC2026 | $1.3M | 0.40% | 54,694 | Common | NONE |
| 46436E825 | IBTJ | ISHARES IBONDS DEC 2029 TERM TREASURY ETF | $1.3M | 0.40% | 60,419 | Common | NONE |
| 46436E205 | IBDU | ISHARES TR IBONDS DEC 29 | $1.2M | 0.38% | 53,646 | Common | NONE |
| 46436E130 | IBDY | SHARES IBONDS DEC 2033 TERM CORPORATE ETF | $956,709 | 0.29% | 37,010 | Common | NONE |
| 46436E296 | IBTM | ISHARES IBONDS DEC 2032 TERM TREASURY ETF | $934,483 | 0.28% | 40,753 | Common | NONE |
| 46436E312 | IBDX | ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | $869,844 | 0.26% | 34,422 | Common | NONE |
| 46436E593 | IBTK | ISHARES IBONDS DEC 2030 TERM TREASURY ETF | $828,201 | 0.25% | 41,998 | Common | NONE |
| 46436E726 | IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $824,750 | 0.25% | 37,677 | Common | NONE |
| 46436E148 | IBTO | ISHARES IBONDS DEC 2033 TERM TREASURY ETF | $747,377 | 0.23% | 30,643 | Common | NONE |
| 808524102 | SCHB | SCHWAB U.S. BROAD MARKET ETF | $602,475 | 0.18% | 24,003 | Common | NONE |
| 464287614 | IWF | ISHARES TR RUS 1000 GRW ETF | $574,361 | 0.17% | 1,347 | Common | NONE |
| 464285204 | IAU | ISHARES GOLD TR ISHARES NEW | $546,416 | 0.17% | 6,198 | Common | NONE |
| 45259A241 | GRNI | FUNDSTRAT GRANNY SHOTS US | $534,524 | 0.16% | 28,059 | Common | NONE |
| 46438G653 | IBDZ | ISHARES TR IBONDS DEC 2034 | $496,443 | 0.15% | 19,050 | Common | NONE |
| 45783Y251 | ZJUL | INNOVATOR EQUITY DEFINED PROTECTION ETF 1 YR JULY | $417,617 | 0.13% | 14,366 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $391,702 | 0.12% | 2,246 | Common | NONE |
| 46438G422 | IBTQ | ISHARES IBONDS DEC 2035 TERM TREASURY ETF | $389,853 | 0.12% | 15,407 | Common | NONE |
| 46438G372 | IBCA | ISHARES IBONDS DEC 2035 TERM CORPORATE ETF | $388,369 | 0.12% | 15,147 | Common | NONE |
| 032108722 | IDVO | AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF | $373,983 | 0.11% | 9,241 | Common | NONE |
| 46436E460 | IBTL | ISHARES IBONDS DEC 2031 TERM TREASURY ETF | $344,701 | 0.10% | 16,898 | Common | NONE |
| 921078101 | OUNZ | VANECK MERK GOLD ETF | $287,960 | 0.09% | 6,392 | Common | NONE |
| 46436E486 | IBDW | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | $282,492 | 0.09% | 13,497 | Common | NONE |
| 46436E387 | IBHH | ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF | $266,760 | 0.08% | 11,366 | Common | NONE |
| 464287200 | IVV | ISHARES TR CORE S&P500 ETF | $265,203 | 0.08% | 406 | Common | NONE |
| 75526L878 | FEOE | FIRST EAGLE OVERSEAS EQUITY ETF | $263,300 | 0.08% | 5,218 | Common | NONE |
| 46641Q332 | JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $262,598 | 0.08% | 4,633 | Common | NONE |
| 78463V107 | GLD | SPDR GOLD SHARES | $258,174 | 0.08% | 600 | Common | NONE |
| 46438G661 | IBHK | ISHARES TR IBONDS 2031 TERM | $256,205 | 0.08% | 10,067 | Common | NONE |
| 46438R105 | ETHA | ISHARES ETHEREUM TR SHS | $240,284 | 0.07% | 15,179 | Common | NONE |
| 921910733 | ESGV | VANGUARD ESG U.S. STOCK ETF | $239,472 | 0.07% | 2,133 | Common | NONE |
| 33939L829 | IQDY | FLEXSHARES INTERNATIONAL QUALITY DIV DYNAMIC INDEX FUND | $233,739 | 0.07% | 6,165 | Common | NONE |
| 464287507 | IJH | ISHARES TR CORE S&P MCP ETF | $230,818 | 0.07% | 3,418 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.