Reliant Wealth Planning

CIK 1823393 · View on SEC EDGAR ↗

Portfolio value
$363.6M
#4,620 of 9,443 by 13F value · top 48.9%
Positions
54
As of
June 30, 2026

Portfolio value QoQ: +9.9% 13F does not disclose cash

Top 10 holdings weight
88.63%
Top 25 holdings weight
96.63%
Positions above 1%
12
Effective number of positions
11.0

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.44% Est. buys $11,876,483 · sells $1,541,966

Median holding: 5.0 quarters Tracked Q4 2024–Q2 2026 · 83.1% still held

New positions
3
Increased
25
Decreased
7
Closed
5
On this page

Sector breakdown

Technology
0.2%
Other/Unmapped
99.8%

Full portfolio 54 positions

Type Streak 8Q trend
DIVO $50,468,063 13.88% 1,104,334 $3,001,693 Up ×2
BIV $48,464,122 13.33% 631,866 $1,300,273 Up ×3
ITOT $40,922,121 11.26% 249,115 $4,498,070 Down ×6
IWL $39,783,854 10.94% 215,106 $6,578,745 Up ×2
BALT $35,538,504 9.77% 1,037,015 $1,894,533 Up ×4
GRNY $28,841,715 7.93% 1,043,100 $4,418,766 Up ×2
CGGO $27,648,305 7.60% 653,161 $6,171,506 Up ×1
GRNJ $19,509,085 5.37% 620,518 $4,686,333 Up ×2
RISR $16,918,902 4.65% 467,373 $399,902 Up ×3
IAUM $14,167,300 3.90% 354,094 $-1,569,806 Up ×2
VOO $6,119,477 1.68% 8,910 $690,138 Down ×6
BTC $4,834,796 1.33% 186,312 $-588,686 Up ×2
IBTI iShares iBonds Dec 2028 Term Treasury ETF $2,128,517 0.59% 96,139 $72,286 Up ×3
ETH $1,991,820 0.55% 132,523 $-428,518 Up ×3
IBDT $1,751,213 0.48% 69,355 $11,118 Up ×3
IBTH iShares iBonds Dec 2027 Term Treasury ETF $1,507,447 0.41% 67,387 $11,456 Up ×5
IBTG iShares iBonds Dec 2026 Term Treasury ETF $1,483,775 0.41% 64,822 $5,987 Up ×1
IBDS $1,385,480 0.38% 57,204 $14,369 Up ×2
IBDR $1,332,843 0.37% 55,008 $7,060 Up ×1
IBTP iShares iBonds Dec 2034 Term Treasury ETF $1,329,711 0.37% 52,382 $-12,840
IBTJ iShares iBonds Dec 2029 Term Treasury ETF $1,327,469 0.37% 61,315 $7,737 Up ×3
IBDU $1,261,872 0.35% 54,485 $14,066 Up ×3
IBTM iShares iBonds Dec 2032 Term Treasury ETF $924,889 0.25% 40,753 $-9,594
IBDX $867,090 0.24% 34,422 $-2,754
IBDV $821,358 0.23% 37,677 $-3,392
IBTK iShares iBonds Dec 2030 Term Treasury ETF $820,640 0.23% 41,998 $-7,561
IBDY $753,916 0.21% 29,284 $-202,793 Down ×1
SCHB $695,126 0.19% 24,003 $92,651
IBTO iShares iBonds Dec 2033 Term Treasury ETF $689,898 0.19% 28,589 $-57,479 Down ×1
IWF $669,027 0.18% 5,388 $94,666 Up ×1
IDVO $631,176 0.17% 15,028 $257,193 Up ×1
GRNI $586,558 0.16% 27,799 $52,034 Down ×1
NVDA NVIDIA Corporation - Common Stock $528,437 0.15% 2,641 $136,735 Up ×1
IBDZ $496,252 0.14% 19,050 $-191
IAU $468,010 0.13% 6,198 $-78,406
FEOE First Eagle Overseas Equity ETF $456,623 0.13% 8,551 $193,323 Up ×1
ZJUL $430,549 0.12% 14,366 $12,932
SAMT $422,932 0.12% 8,860 Up ×1
IBCA $347,783 0.10% 13,580 $-40,586 Down ×1
IBTQ iShares iBonds Dec 2035 Term Treasury ETF $346,624 0.10% 13,818 $-43,229 Down ×1
IBTL iShares iBonds Dec 2031 Term Treasury ETF $341,170 0.09% 16,898 $-3,531
IBIT iShares Bitcoin Trust ETF $320,849 0.09% 9,638
IVV $304,049 0.08% 406 $38,846
OUNZ $302,198 0.08% 7,831 $14,238 Up ×1
ESGV $282,067 0.08% 2,133 $42,595
IBDW $281,277 0.08% 13,497 $-1,215
AMD Advanced Micro Devices, Inc. - Common Stock $274,189 0.08% 472 Up ×1
ETHA iShares Ethereum Trust ETF $271,092 0.07% 22,800 $30,808 Up ×1
IBHH $267,101 0.07% 11,366 $341
IJH $263,561 0.07% 3,418 $32,743
IQDY $263,415 0.07% 6,165 $29,676
JEPI $261,671 0.07% 4,633 $-927
IBHK $259,426 0.07% 10,067 $3,221
GLD $221,028 0.06% 600 $-37,146

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
BIV $48,464,122 13.33% up ×3
BALT $35,538,504 9.77% up ×4
RISR $16,918,902 4.65% up ×3
IBTI $2,128,517 0.59% up ×3
ETH $1,991,820 0.55% up ×3
IBDT $1,751,213 0.48% up ×3
IBTH $1,507,447 0.41% up ×5
IBTJ $1,327,469 0.37% up ×3
IBDU $1,261,872 0.35% up ×3

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
SAMT $422,932 8,860 0.12%
IBIT $320,849 9,638 0.09%
AMD $274,189 472 0.08%

Top movers (QoQ)

Security Action Shares Δ Value Δ
IWL Bought more +8K +$6.6M
CGGO Bought more +10K +$6.2M
GRNJ Bought more +28K +$4.7M
ITOT Trimmed -7K +$4.5M
GRNY Bought more +20K +$4.4M
DIVO Bought more +46K +$3.0M
BALT Bought more +32K +$1.9M
IAUM Bought more +17K -$1.6M
BIV Bought more +21K +$1.3M
VOO Trimmed -176 +$690K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
SCHD Dec. 31, 2025 1,664,663 $45,445,299 No longer tracked
MSFT March 31, 2026 7,110 $3,438,538 30.5%
IBMN Sept. 30, 2025 76,769 $2,054,607 No longer tracked
BSMP Sept. 30, 2025 83,356 $2,045,556 No longer tracked
IBTF Dec. 31, 2025 61,955 $1,447,578 No longer tracked
AAPL Dec. 31, 2025 5,393 $1,373,219 16.8%
IBDQ Dec. 31, 2025 43,004 $1,083,270 No longer tracked
ZFEB Sept. 30, 2025 39,381 $960,167 No longer tracked
QYLD March 31, 2026 17,964 $317,424
IBIT March 31, 2026 6,042 $299,985
IWM March 31, 2026 929 $228,683 No longer tracked
IBHI March 31, 2026 8,431 $199,225 No longer tracked