Latest Reliant Wealth Planning Stock Portfolio

Reliant Wealth Planning Performance:

2025 Q4: -0.25%YTD: 8.6%2024: -9.95%

Performance for 2025 Q4 is -0.25%, and YTD is 8.6%, and 2024 is -9.95%.

About Reliant Wealth Planning and 13F Hedge Fund Stock Holdings

On 2026-02-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Reliant Wealth Planning reported an equity portfolio of $320 Millions as of 31 Dec, 2025.

The top stock holdings of Reliant Wealth Planning are BIV, AMLX, IJR. The fund has invested 14.4% of it's portfolio in VANGUARD INTERMEDIATE-TERM BOND ETF and 14.2% of portfolio in AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF.

The fund managers got completely rid off SCHWAB US DIVIDEND EQUITY ETF (FNDA), ISHARES TR IBONDS 25 TRM TS (DMXF) and APPLE INCORPORATED (AAPL) stocks. They significantly reduced their stock positions in JPMORGAN EQUITY PREMIUM INCOME ETF (BBAX), ISHARES TR IBONDS DEC 2032 (DMXF) and ISHARES TR IBONDS DEC 2034. Reliant Wealth Planning opened new stock positions in AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF (AMLX), FUNDSTRAT GRANNY SHOTS US (NACP) and ISHARES BITCOIN TRUST ETF SHS BEN INT. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR IBONDS DEC 2030 (DMXF), ISHARES TR IBONDS 2031 TERM and INNOVATOR DEFINED WEALTH SHLD ETF (BALT).

Reliant Wealth Planning Annual Return Estimates Vs S&P 500

Our best estimate is that Reliant Wealth Planning made a return of -0.25% in the last quarter. In trailing 12 months, it's portfolio return was 8.6%.

Performance
S&P 500

New Buys

Ticker	$ Bought
amplify cwp enhanced dividend income etf	45,288,500
fundstrat granny shots us	14,254,200
fundstrat granny shots us	300,813
ishares bitcoin trust etf shs ben int	299,985
ishares gold tr shares represent	267,613
vaneck merk gold etf	265,140

New stocks bought by Reliant Wealth Planning

Additions

Ticker	% Inc.
ishares tr ibonds dec 2030	101
ishares tr ibond dec 2030	100
ishares tr ibonds 2031 term	30.67
ishares tr ibonds dec 29	28.08
ishares tr ibonds 29 trm ts	26.06
ishares tr ibonds dec 2031	21.18
ishares tr ibonds dec 2031	16.78
grayscale ethereum mini tr etf shs new	15.7

Additions to existing portfolio by Reliant Wealth Planning

Reductions

Ticker	% Reduced
jpmorgan equity premium income etf	-19.66
ishares tr ibonds dec 2032	-6.7
ishares tr ibonds dec 2032	-6.26
ishares tr ibonds dec 2034	-3.55
ishares tr ibonds dec 2033	-2.57
grayscale bitcoin mini tr etf shs new	-2.49
vanguard index funds s&p 500 etf shs new	-2.4
ishares tr ibonds 27 etf	-2.35

Reliant Wealth Planning reduced stake in above stock

Sold off

Ticker	$ Sold
schwab us dividend equity etf	-45,445,300
ishares tr ibonds 25 trm ts	-1,447,580
ishares tr ibonds dec25 etf	-1,083,270
apple incorporated	-1,373,220

Reliant Wealth Planning got rid off the above stocks

Sector Distribution

Reliant Wealth Planning has about 84.5% of it's holdings in Others sector.

Sector	%
Others	84.5
Healthcare	14.3
Technology	1.3

Market Cap. Distribution

Reliant Wealth Planning has about 1.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	84.5
SMALL-CAP	14.3
MEGA-CAP	1.3

Stocks belong to which Index?

About 15.6% of the stocks held by Reliant Wealth Planning either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	84.5
RUSSELL 2000	14.3
S&P 500	1.3

Top 5 Winners (%)		%
IAU	ishares gold tr ishares new	11.5 %
ASET	flexshares international quality div dynamic index fund	8.0 %
AGNG	global x nasdaq 100 covered call etf	3.9 %
AOA	ishares tr rus top 200 etf	2.7 %
VB	vanguard index funds s&p 500 etf shs new	2.4 %

Top 5 Winners ($)		$
AOA	ishares tr rus top 200 etf	0.9 M
IJR	ishares tr core s&p ttl stk	0.8 M
BALT	innovator defined wealth shld etf	0.7 M
CGGO	capital group global growth shs creation unit	0.3 M
VB	vanguard index funds s&p 500 etf shs new	0.1 M

Top 5 Losers (%)		%
	grayscale ethereum mini tr etf shs new	-27.0 %
	grayscale bitcoin mini tr etf shs new	-23.2 %
MSFT	microsoft corporation	-6.6 %
DMXF	ishares tr ibonds 29 tr hi	-0.9 %
ACSI	fundstrat granny shots us large cap etf	-0.9 %

Top 5 Losers ($)		$
	grayscale bitcoin mini tr etf shs new	-2.0 M
	grayscale ethereum mini tr etf shs new	-1.2 M
MSFT	microsoft corporation	-0.2 M
ACSI	fundstrat granny shots us large cap etf	-0.2 M
BIV	vanguard intermediate-term bond etf	-0.1 M

Reliant Wealth Planning Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Reliant Wealth Planning

Reliant Wealth Planning has 50 stocks in it's portfolio. About 87.7% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. AOA was the most profitable stock for Reliant Wealth Planning last quarter.

Last Reported on: 12 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple incorporated	0.00	0.00	0.00	sold off	-100

ACSI	fundstrat granny shots us large cap etf	7.58	979,647	24,256,100	reduced	-1.81

ACSI	foliobeyond alternative income and interest rate	4.98	441,417	15,939,600	added	0.69

ACWF	ishares tr ibonds dec25 etf	0.00	0.00	0.00	sold off	-100

AGNG	global x nasdaq 100 covered call etf	0.10	17,964	317,424	unchanged	0.00

AGT	ishares tr ibonds dec2026	0.43	56,432	1,367,350	added	1.8

AMLX	amplify cwp enhanced dividend income etf	14.15	1,017,720	45,288,500	new

AOA	ishares tr rus top 200 etf	10.62	199,143	33,979,800	reduced	-1.23

ASET	flexshares international quality div dynamic index fund	0.07	6,165	225,886	unchanged	0.00

BALT	innovator defined wealth shld etf	10.23	977,177	32,745,200	added	2.07

BALT	innovator equity defined protection etf 1 yr july	0.13	14,366	417,545	unchanged	0.00

BBAX	jpmorgan equity premium income etf	0.12	6,962	398,505	reduced	-19.66

BGRN	ishares tr ibds dec28 etf	0.54	68,109	1,733,720	added	0.8

BGRN	ishares tr ibonds 27 etf	0.43	56,112	1,362,400	reduced	-2.35

BIV	vanguard intermediate-term bond etf	14.42	592,660	46,156,400	added	0.75

CGGO	capital group global growth shs creation unit	7.07	653,251	22,635,100	reduced	-1.78

DMXF	ishares tr ibonds 28 trm ts	0.64	91,608	2,048,810	added	0.68

DMXF	ishares tr ibonds 26 trm ts	0.47	66,151	1,513,200	added	3.42

DMXF	ishares tr ibonds 27 trm ts	0.47	66,207	1,487,670	added	8.39

DMXF	ishares tr ibonds 29 trm ts	0.38	55,875	1,226,180	added	26.06