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 $219.2 Millions as of 31 Mar, 2025.

The top stock holdings of Reliant Wealth Planning are BIV, FNDA, IJR. The fund has invested 23.6% of it's portfolio in VANGUARD BD INDEX FDS and 20.2% of portfolio in SCHWAB STRATEGIC TR.

They significantly reduced their stock positions in NVIDIA CORPORATION (NVDA), ISHARES TR (DMXF) and VANGUARD INDEX FDS (VB). Reliant Wealth Planning opened new stock positions in GRAYSCALE BITCOIN MINI TR ET. The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), TIDAL ETF TR (ACSI) and GLOBAL X FDS (AGNG).

Reliant Wealth Planning Annual Return Estimates Vs S&P 500

New Buys

Ticker	$ Bought
grayscale bitcoin mini tr et	5,543,010

New stocks bought by Reliant Wealth Planning

Additions

Ticker	% Inc.
j p morgan exchange traded f	46.55
tidal etf tr	35.44
global x fds	13.55
vanguard bd index fds	2.56
ishares tr	1.91
capital group gbl growth eqt	0.63
ishares tr	0.31

Additions to existing portfolio by Reliant Wealth Planning

Reductions

Ticker	% Reduced
nvidia corporation	-17.43
ishares tr	-12.64
ishares tr	-9.97
ishares tr	-9.25
ishares tr	-8.77
ishares tr	-7.98
vanguard index fds	-6.49
ishares tr	-4.07

Reliant Wealth Planning reduced stake in above stock

Sold off

None of the stocks were completely sold off by Reliant Wealth Planning

Sector Distribution

Sector	%
Others	99.9

Market Cap. Distribution

Category	%
UNALLOCATED	99.9

Stocks belong to which Index?

Index	%
Others	99.9

Top 5 Winners (%)		%

Top 5 Winners ($)		$

Top 5 Losers (%)		%
NVDA	nvidia corporation	-17.2 %
IJR	ishares tr	-10.1 %
IJR	ishares tr	-5.0 %
IJR	ishares tr	-4.5 %

Top 5 Losers ($)		$
IJR	ishares tr	-2.0 M
NVDA	nvidia corporation	-0.1 M
IJR	ishares tr	-0.1 M
IJR	ishares tr	0.0 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

Last Reported on: 28 Apr, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
ACSI	tidal etf tr	7.64	921,813	16,754,000	added	35.44

ACWF	ishares tr	0.49	43,004	1,081,550	reduced	-9.25

AGNG	global x fds	0.13	17,454	290,260	added	13.55

AGT	ishares tr	0.52	47,258	1,144,120	reduced	-8.77

AOA	ishares tr	11.69	186,515	25,629,000	added	1.91

BBAX	j p morgan exchange traded f	0.18	6,907	394,666	added	46.55

BGRN	ishares tr	0.67	57,958	1,464,020	reduced	-0.62

BGRN	ishares tr	0.55	50,242	1,214,850	added	0.31

BIV	vanguard bd index fds	23.57	674,766	51,666,800	added	2.56

CGGO	capital group gbl growth eqt	8.24	637,627	18,064,000	added	0.63

DMXF	ishares tr	0.81	80,238	1,785,300	reduced	-0.41

DMXF	ishares tr	0.66	61,955	1,447,890	reduced	-9.97

DMXF	ishares tr	0.58	55,316	1,268,950	reduced	-7.98

DMXF	ishares tr	0.54	53,285	1,194,650	reduced	-12.64

DMXF	ishares tr	0.39	39,685	863,942	unchanged	0.00

DMXF	ishares tr	0.36	34,192	790,861	unchanged	0.00

DMXF	ishares tr	0.12	11,501	268,663	reduced	-1.1

DMXF	ishares tr	0.11	12,160	239,066	unchanged	0.00

DMXF	ishares tr	0.11	10,779	234,120	unchanged	0.00

EDV	vanguard world fd	0.10	2,133	208,927	unchanged	0.00