Latest Reliant Wealth Planning Stock Portfolio
$330Million– No. of Holdings #49
Reliant Wealth Planning Performance:
2026 Q1: -2.4%YTD: -2.4%2025: 8.6%
Performance for 2026 Q1 is -2.4%, and YTD is -2.4%, and 2025 is 8.6%.
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.
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.
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).
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.
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
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 etf | 373,983 |
| first eagle overseas equity etf | 263,300 |
| spdr gold shares | 258,174 |
| ishares ethereum tr shs | 240,284 |
New stocks bought by Reliant Wealth Planning
Additions
| Ticker | % Inc. |
|---|---|
| ishares gold tr shares represent | 5,313 |
| fundstrat granny shots us | 89.17 |
| ishares ibonds dec 2030 term corporate etf | 12.92 |
| ishares ibonds dec 2030 term treasury etf | 12.84 |
| grayscale bitcoin mini tr etf shs new | 9.31 |
| ishares tr ibonds dec 29 | 8.58 |
| ishares ibonds dec 2029 term treasury etf | 8.13 |
| fundstrat granny shots us | 6.23 |
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 | % |
|---|---|
| Others | 85.3 |
| Healthcare | 14.6 |
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 | % |
|---|---|
| UNALLOCATED | 85.3 |
| SMALL-CAP | 14.6 |
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 | % |
|---|---|
| Others | 85.3 |
| RUSSELL 2000 | 14.6 |
| Top 5 Winners (%) | % | |
|---|---|---|
| OUNZ | 8.6 % | |
| IAU | 8.6 % | |
| IAUM | 4.2 % | |
| ASET | 3.5 % | |
| IJR | 2.3 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| IAUM | 0.6 M | |
| AMLX | 0.4 M | |
| ACSI | 0.0 M | |
| IAU | 0.0 M | |
| OUNZ | 0.0 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| -28.9 % | ||
| -21.8 % | ||
| IJR | -9.9 % | |
| EDV | -7.2 % | |
| AOA | -5.8 % | |
| Top 5 Losers ($) | $ | |
|---|---|---|
| AOA | -2.1 M | |
| IJR | -1.6 M | |
| -1.5 M | ||
| -1.0 M | ||
| ACSI | -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.
Last Reported on: 15 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ACSI | fundstrat granny shots us large cap etf | 7.38 | 1,023,160 | 24,422,900 | added | 4.44 | ||
| ACSI | foliobeyond alternative income and interest rate | 4.99 | 456,074 | 16,519,000 | added | 3.32 | ||
| AGNG | global x nasdaq 100 covered call etf | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGT | ishares tr ibonds dec2026 | 0.40 | 54,694 | 1,325,780 | reduced | -3.08 | ||
| AMLX | amplify cwp enhanced dividend income etf | 14.35 | 1,058,340 | 47,466,400 | added | 3.99 | ||
| AMLX | amplify cwp international enhanced dividend income etf | 0.11 | 9,241 | 373,983 | new | |||
| AOA | ishares tr rus top 200 etf | 10.04 | 206,913 | 33,205,100 | added | 3.9 | ||
| ASET | flexshares international quality div dynamic index fund | 0.07 | 6,165 | 233,739 | unchanged | 0.00 | ||
| BALT | innovator defined wealth shld etf | 10.17 | 1,005,350 | 33,644,000 | added | 2.88 | ||
| BALT | innovator equity defined protection etf 1 yr july | 0.13 | 14,366 | 417,617 | unchanged | 0.00 | ||
| BBAX | jpmorgan equity premium income etf | 0.08 | 4,633 | 262,598 | reduced | -33.45 | ||
| BGRN | ishares ibonds dec 2028 term corporate etf | 0.53 | 68,697 | 1,740,100 | added | 0.86 | ||
| BGRN | ishares tr ibonds 27 etf | 0.41 | 56,564 | 1,371,110 | added | 0.81 | ||
| BIV | vanguard intermediate-term bond etf | 14.26 | 611,089 | 47,163,800 | added | 3.11 | ||
| CGGO | capital group global growth shs creation unit | 6.49 | 643,596 | 21,476,800 | reduced | -1.48 | ||
| DMXF | ishares ibonds dec 2028 term treasury etf | 0.62 | 92,278 | 2,056,230 | added | 0.73 | ||
| DMXF | ishares ibonds dec 2027 term treasury etf | 0.45 | 66,696 | 1,495,990 | added | 0.74 | ||
| DMXF | ishares ibonds dec 2026 term treasury etf | 0.45 | 64,490 | 1,477,790 | reduced | -2.51 | ||
| DMXF | ishares ibonds dec 2029 term treasury etf | 0.40 | 60,419 | 1,319,730 | added | 8.13 | ||
| DMXF | ishares tr ibonds dec 29 | 0.38 | 53,646 | 1,247,810 | added | 8.58 | ||