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Latest Reliant Wealth Planning Stock Portfolio

$330Million | No. of Holdings #49

Reliant Wealth Planning Performance

2026 Q1-2.40%
YTD-2.40%
2025+8.60%

About Reliant Wealth Planning and 13F Hedge Fund Stock Holdings

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Reliant Wealth Planning reported an equity portfolio of $330.8 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Reliant Wealth Planning are AMLX, BIV, IJR. The fund has invested 14.3% of it's portfolio in AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF and 14.3% of portfolio in VANGUARD INTERMEDIATE-TERM BOND ETF. <br><br> The fund managers got completely rid off MICROSOFT CORPORATION (MSFT), GLOBAL X NASDAQ 100 COVERED CALL ETF (AGNG) and ISHARES BITCOIN TRUST ETF SHS BEN INT stocks. They significantly reduced their stock positions in JPMORGAN EQUITY PREMIUM INCOME ETF (BBAX), NVIDIA CORPORATION (NVDA) and SCHWAB U.S. BROAD MARKET ETF (FNDA). Reliant Wealth Planning opened new stock positions in AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF (AMLX), FIRST EAGLE OVERSEAS EQUITY ETF and SPDR GOLD SHARES (GLD). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES GOLD TR SHARES REPRESENT (IAUM), FUNDSTRAT GRANNY SHOTS US (NACP) and ISHARES IBONDS DEC 2030 TERM CORPORATE ETF (DMXF).
Reliant Wealth Planning Equity Portfolio Value
Last Reported on: 15 May, 2026
$330Million
  as of May 15, 2026

Reliant Wealth Planning Annual Return Estimates Vs S&P 500

Our best estimate is that Reliant Wealth Planning made a return of -2.4% in the last quarter. In trailing 12 months, it's portfolio return was 7.64%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
amplify cwp international enhanced dividend income etf373,983
first eagle overseas equity etf263,300
spdr gold shares258,174
ishares ethereum tr shs240,284
New stocks bought by Reliant Wealth Planning

Additions

Ticker% Inc.
ishares gold tr shares represent5,313
fundstrat granny shots us89.17
ishares ibonds dec 2030 term corporate etf12.92
ishares ibonds dec 2030 term treasury etf12.84
grayscale bitcoin mini tr etf shs new9.31
ishares tr ibonds dec 298.58
ishares ibonds dec 2029 term treasury etf8.13
fundstrat granny shots us6.23
Additions to existing portfolio by Reliant Wealth Planning

Reductions

Ticker% Reduced
jpmorgan equity premium income etf-33.45
nvidia corporation-23.63
schwab u.s. broad market etf-11.72
ishares tr core s&p mcp etf-3.23
ishares tr ibonds dec2026-3.08
ishares tr core s&p ttl stk-2.57
ishares ibonds dec 2026 term treasury etf-2.51
ishares tr core s&p500 etf-1.93
Reliant Wealth Planning reduced stake in above stock

Sold off

Ticker$ Sold
global x nasdaq 100 covered call etf-317,424
ishares tr ibonds 29 tr hi-199,225
microsoft corporation-3,438,540
ishares bitcoin trust etf shs ben int-299,985
ishares tr russell 2000 etf-228,683
Reliant Wealth Planning got rid off the above stocks

Sector Distribution

Reliant Wealth Planning has about 85.3% of it's holdings in Others sector.

  • Others
  • Healthcare
Sector%
Others85.3
Healthcare14.6

Market Cap. Distribution

Reliant Wealth Planning has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • SMALL-CAP
Category%
UNALLOCATED85.3
SMALL-CAP14.6

Stocks belong to which Index?

About 14.6% of the stocks held by Reliant Wealth Planning either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • RUSSELL 2000
Index%
Others85.3
RUSSELL 200014.6
Top 5 Winners (%)%
OUNZ
vaneck merk gold etf
8.6 %
IAU
ishares gold tr ishares new
8.6 %
IAUM
ishares gold tr shares represent
4.2 %
ASET
flexshares international quality div dynamic index fund
3.5 %
IJR
ishares tr core s&p mcp etf
2.3 %
Top 5 Winners ($)$
IAUM
ishares gold tr shares represent
0.6 M
AMLX
amplify cwp enhanced dividend income etf
0.4 M
ACSI
foliobeyond alternative income and interest rate
0.0 M
IAU
ishares gold tr ishares new
0.0 M
OUNZ
vaneck merk gold etf
0.0 M
Top 5 Losers (%)%
grayscale ethereum staking mini etf
-28.9 %
grayscale bitcoin mini tr etf shs new
-21.8 %
IJR
ishares tr rus 1000 grw etf
-9.9 %
EDV
vanguard esg u.s. stock etf
-7.2 %
AOA
ishares tr rus top 200 etf
-5.8 %
Top 5 Losers ($)$
AOA
ishares tr rus top 200 etf
-2.1 M
IJR
ishares tr core s&p ttl stk
-1.6 M
grayscale bitcoin mini tr etf shs new
-1.5 M
grayscale ethereum staking mini etf
-1.0 M
ACSI
fundstrat granny shots us large cap etf
-0.9 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 49 stocks in it's portfolio. About 87.9% of the portfolio is in top 10 stocks. AOA proved to be the most loss making stock for the portfolio. IAUM was the most profitable stock for Reliant Wealth Planning last quarter.

$330.84MTotal Value
56.00Positions
15 May, 2026Last Reported
Current holdings of Current Stock Holdings of Reliant Wealth Planning, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACSI
Fundstrat Granny Shots Us Large Cap Etf

Fundstrat Granny Shots Us Large Cap Etf

ACSI
Reliant Wealth Planning's holding in Fundstrat Granny Shots Us Large Cap Etf over time
7.38%1,023,160
$24.42M
7.38%
increased 4.44 percentadded
ACSI
Foliobeyond Alternative Income And Interest Rate

Foliobeyond Alternative Income And Interest Rate

ACSI
Reliant Wealth Planning's holding in Foliobeyond Alternative Income And Interest Rate over time
4.99%456,074
$16.52M
4.99%
increased 3.32 percentadded
AGNG
Global X Nasdaq 100 Covered Call Etf

Global X Nasdaq 100 Covered Call Etf

AGNG
Reliant Wealth Planning's holding in Global X Nasdaq 100 Covered Call Etf over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGT
Ishares Tr Ibonds Dec2026

Ishares Tr Ibonds Dec2026

AGT
Reliant Wealth Planning's holding in Ishares Tr Ibonds Dec2026 over time
0.4%54,694
$1.33M
0.4%
decreased 3.08 percentreduced
AOA
Ishares Tr Rus Top 200 Etf

Ishares Tr Rus Top 200 Etf

AOA
Reliant Wealth Planning's holding in Ishares Tr Rus Top 200 Etf over time
10.04%206,913
$33.21M
10.04%
increased 3.9 percentadded
ASET
Flexshares International Quality Div Dynamic Index Fund

Flexshares International Quality Div Dynamic Index Fund

ASET
Reliant Wealth Planning's holding in Flexshares International Quality Div Dynamic Index Fund over time
0.07%6,165
$233.7K
0.07%
unchanged 0 percentunchanged
BALT
Innovator Defined Wealth Shld Etf

Innovator Defined Wealth Shld Etf

BALT
Reliant Wealth Planning's holding in Innovator Defined Wealth Shld Etf over time
10.17%1,005,350
$33.64M
10.17%
increased 2.88 percentadded
BALT
Innovator Equity Defined Protection Etf 1 Yr July

Innovator Equity Defined Protection Etf 1 Yr July

BALT
Reliant Wealth Planning's holding in Innovator Equity Defined Protection Etf 1 Yr July over time
0.13%14,366
$417.6K
0.13%
unchanged 0 percentunchanged
BBAX
Jpmorgan Equity Premium Income Etf

Jpmorgan Equity Premium Income Etf

BBAX
Reliant Wealth Planning's holding in Jpmorgan Equity Premium Income Etf over time
0.08%4,633
$262.6K
0.08%
decreased 33.45 percentreduced
BGRN
Ishares Ibonds Dec 2028 Term Corporate Etf

Ishares Ibonds Dec 2028 Term Corporate Etf

BGRN
Reliant Wealth Planning's holding in Ishares Ibonds Dec 2028 Term Corporate Etf over time
0.53%68,697
$1.74M
0.53%
increased 0.86 percentadded
BGRN
Ishares Tr Ibonds 27 Etf

Ishares Tr Ibonds 27 Etf

BGRN
Reliant Wealth Planning's holding in Ishares Tr Ibonds 27 Etf over time
0.41%56,564
$1.37M
0.41%
increased 0.81 percentadded
BIV
Vanguard Intermediate-Term Bond Etf

Vanguard Intermediate-Term Bond Etf

BIV
Reliant Wealth Planning's holding in Vanguard Intermediate-Term Bond Etf over time
14.26%611,089
$47.16M
14.26%
increased 3.11 percentadded
CGGO
Capital Group Global Growth Shs Creation Unit

Capital Group Global Growth Shs Creation Unit

CGGO
Reliant Wealth Planning's holding in Capital Group Global Growth Shs Creation Unit over time
6.49%643,596
$21.48M
6.49%
decreased 1.48 percentreduced
DMXF
Ishares Ibonds Dec 2028 Term Treasury Etf

Ishares Ibonds Dec 2028 Term Treasury Etf

DMXF
Reliant Wealth Planning's holding in Ishares Ibonds Dec 2028 Term Treasury Etf over time
0.62%92,278
$2.06M
0.62%
increased 0.73 percentadded
DMXF
Ishares Ibonds Dec 2027 Term Treasury Etf

Ishares Ibonds Dec 2027 Term Treasury Etf

DMXF
Reliant Wealth Planning's holding in Ishares Ibonds Dec 2027 Term Treasury Etf over time
0.45%66,696
$1.50M
0.45%
increased 0.74 percentadded
DMXF
Ishares Ibonds Dec 2026 Term Treasury Etf

Ishares Ibonds Dec 2026 Term Treasury Etf

DMXF
Reliant Wealth Planning's holding in Ishares Ibonds Dec 2026 Term Treasury Etf over time
0.45%64,490
$1.48M
0.45%
decreased 2.51 percentreduced
DMXF
Ishares Ibonds Dec 2029 Term Treasury Etf

Ishares Ibonds Dec 2029 Term Treasury Etf

DMXF
Reliant Wealth Planning's holding in Ishares Ibonds Dec 2029 Term Treasury Etf over time
0.4%60,419
$1.32M
0.4%
increased 8.13 percentadded
DMXF
Ishares Tr Ibonds Dec 29

Ishares Tr Ibonds Dec 29

DMXF
Reliant Wealth Planning's holding in Ishares Tr Ibonds Dec 29 over time
0.38%53,646
$1.25M
0.38%
increased 8.58 percentadded