Latest Reliant Wealth Planning Stock Portfolio
About Reliant Wealth Planning and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Reliant Wealth Planning reported an equity portfolio of $308.6 Millions as of 30 Sep, 2025.
The top stock holdings of Reliant Wealth Planning are BIV, FNDA, IJR. The fund has invested 14.9% of it's portfolio in VANGUARD INTERMEDIATE-TERM BOND ETF and 14.7% of portfolio in SCHWAB US DIVIDEND EQUITY ETF.
The fund managers got completely rid off ISHARES TR (BGRN), INVESCO EXCH TRD SLF IDX FD (BSAE) and INNOVATOR ETFS TRUST stocks. They significantly reduced their stock positions in ISHARES TR IBONDS DEC 2033 (DMXF), ISHARES TR IBONDS DEC 2034 and ISHARES GOLD TR ISHARES NEW (IAU). Reliant Wealth Planning opened new stock positions in FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE (ACSI), GRAYSCALE ETHEREUM MINI TR ETF SHS NEW and APPLE INCORPORATED (AAPL). The fund showed a lot of confidence in some stocks as they added substantially to INNOVATOR DEFINED WEALTH SHLD ETF (BALT), MICROSOFT CORPORATION (MSFT) and NVIDIA CORPORATION (NVDA).
The top stock holdings of Reliant Wealth Planning are BIV, FNDA, IJR. The fund has invested 14.9% of it's portfolio in VANGUARD INTERMEDIATE-TERM BOND ETF and 14.7% of portfolio in SCHWAB US DIVIDEND EQUITY ETF.
The fund managers got completely rid off ISHARES TR (BGRN), INVESCO EXCH TRD SLF IDX FD (BSAE) and INNOVATOR ETFS TRUST stocks. They significantly reduced their stock positions in ISHARES TR IBONDS DEC 2033 (DMXF), ISHARES TR IBONDS DEC 2034 and ISHARES GOLD TR ISHARES NEW (IAU). Reliant Wealth Planning opened new stock positions in FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE (ACSI), GRAYSCALE ETHEREUM MINI TR ETF SHS NEW and APPLE INCORPORATED (AAPL). The fund showed a lot of confidence in some stocks as they added substantially to INNOVATOR DEFINED WEALTH SHLD ETF (BALT), MICROSOFT CORPORATION (MSFT) and NVIDIA CORPORATION (NVDA).
Reliant Wealth Planning Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| foliobeyond alternative income and interest rate | 15,712,500 |
| grayscale ethereum mini tr etf shs new | 4,019,280 |
| apple incorporated | 1,373,220 |
| innovator equity defined protection etf 1 yr july | 412,735 |
| ishares tr ibonds dec 2035 | 394,427 |
| ishares tr ibonds dec 2035 | 393,342 |
| ishares tr core s&p mcp etf | 230,498 |
| ishares tr russell 2000 etf | 224,780 |
New stocks bought by Reliant Wealth Planning
Additions
| Ticker | % Inc. |
|---|---|
| innovator defined wealth shld etf | 2,526 |
| microsoft corporation | 1,002 |
| nvidia corporation | 30.94 |
| jpmorgan equity premium income etf | 24.48 |
| ishares tr ibonds dec2026 | 11.9 |
| ishares tr ibonds 26 trm ts | 10.8 |
| ishares tr ibonds dec 2030 | 5.2 |
| ishares tr ibond dec 2030 | 5.16 |
Additions to existing portfolio by Reliant Wealth Planning
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr ibonds dec 2033 | -33.32 |
| ishares tr ibonds dec 2034 | -28.39 |
| ishares gold tr ishares new | -25.48 |
| ishares tr ibonds dec 2032 | -17.2 |
| ishares tr ibonds dec 2033 | -16.84 |
| ishares tr ibonds dec 2032 | -16.29 |
| vanguard index funds s&p 500 etf shs new | -14.99 |
| vanguard intermediate-term bond etf | -13.49 |
Reliant Wealth Planning reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| invesco exch trd slf idx fd | -2,045,560 |
| ishares tr | -2,054,610 |
| innovator etfs trust | -960,167 |
Reliant Wealth Planning got rid off the above stocks
Sector Distribution
| Sector | % |
|---|---|
| Others | 98.2 |
| Technology | 1.8 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 98.2 |
| MEGA-CAP | 1.8 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 98.2 |
| S&P 500 | 1.8 |
| Top 5 Winners (%) | % | |
|---|---|---|
| NVDA | 15.6 % | |
| IAU | 14.6 % | |
| IJR | 10.3 % | |
| ACSI | 10.1 % | |
| AOA | 8.4 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| IJR | 2.9 M | |
| AOA | 2.6 M | |
| ACSI | 2.3 M | |
| CGGO | 1.5 M | |
| FNDA | 1.3 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
Reliant Wealth Planning Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Reliant Wealth Planning
Last Reported on: 18 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple incorporated | 0.44 | 5,393 | 1,373,220 | new | |||
| ACSI | fundstrat granny shots us large cap etf | 8.08 | 997,667 | 24,931,700 | reduced | -2.05 | ||
| ACSI | foliobeyond alternative income and interest rate | 5.09 | 438,408 | 15,712,500 | new | |||
| ACWF | ishares tr ibonds dec25 etf | 0.35 | 43,004 | 1,083,270 | reduced | -1.32 | ||
| AGNG | global x nasdaq 100 covered call etf | 0.10 | 17,964 | 305,567 | unchanged | 0.00 | ||
| AGT | ishares tr ibonds dec2026 | 0.44 | 55,433 | 1,347,020 | added | 11.9 | ||
| AOA | ishares tr rus top 200 etf | 10.85 | 201,622 | 33,489,400 | reduced | -1.42 | ||
| ASET | flexshares international quality div dynamic index fund | 0.07 | 6,165 | 209,222 | new | |||
| BALT | innovator defined wealth shld etf | 10.18 | 957,346 | 31,420,100 | added | 2,526 | ||
| BALT | innovator equity defined protection etf 1 yr july | 0.13 | 14,366 | 412,735 | new | |||
| BBAX | jpmorgan equity premium income etf | 0.16 | 8,666 | 494,828 | added | 24.48 | ||
| BGRN | ishares tr ibds dec28 etf | 0.56 | 67,567 | 1,724,310 | unchanged | 0.00 | ||
| BGRN | ishares tr ibonds 27 etf | 0.45 | 57,461 | 1,398,600 | added | 3.34 | ||
| BGRN | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BIV | vanguard intermediate-term bond etf | 14.89 | 588,270 | 45,938,000 | reduced | -13.49 | ||
| BSAE | invesco exch trd slf idx fd | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CGGO | capital group global growth shs creation unit | 7.36 | 665,071 | 22,725,500 | reduced | -1.1 | ||
| DMXF | ishares tr ibonds 28 trm ts | 0.66 | 90,992 | 2,036,860 | unchanged | 0.00 | ||
| DMXF | ishares tr ibonds 26 trm ts | 0.48 | 63,964 | 1,467,970 | added | 10.8 | ||
| DMXF | ishares tr ibonds 25 trm ts | 0.47 | 61,955 | 1,447,580 | reduced | -0.99 | ||