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Latest Reliant Wealth Planning Stock Portfolio

$363Million | No. of Holdings #52

Reliant Wealth Planning Performance

2026 Q2+6.44%
YTD+3.89%
2025+8.60%

About Reliant Wealth Planning and 13F Hedge Fund Stock Holdings

On 2026-08-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Reliant Wealth Planning reported an equity portfolio of $363.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Reliant Wealth Planning are AMLX, BIV, IJR. The fund has invested 13.9% of it's portfolio in AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF and 13.3% of portfolio in VANGUARD INTERMEDIATE-TERM BOND ETF. <br><br> They significantly reduced their stock positions in SHARES IBONDS DEC 2033 TERM CORPORATE ETF (DMXF), ISHARES IBONDS DEC 2035 TERM CORPORATE ETF and ISHARES TR CORE S&P TTL STK (IJR). Reliant Wealth Planning opened new stock positions in STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF (RAYD), ISHARES BITCOIN TRUST ETF SHS BEN INT and ADVANCED MICRO DEVICES INCORPORATED (AMD). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR RUS 1000 GRW ETF (IJR), FIRST EAGLE OVERSEAS EQUITY ETF and AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF (AMLX).
Reliant Wealth Planning Equity Portfolio Value
Last Reported on: 07 Aug, 2026
$363Million
  as of Aug 07, 2026

Reliant Wealth Planning Annual Return Estimates Vs S&P 500

Our best estimate is that Reliant Wealth Planning made a return of 6.44% in the last quarter. In trailing 12 months, it's portfolio return was 8.02%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
strategas macro thematic opportunities etf422,932
ishares bitcoin trust etf shs ben int320,849
advanced micro devices incorporated274,189
New stocks bought by Reliant Wealth Planning

Additions

Ticker% Inc.
ishares tr rus 1000 grw etf300
first eagle overseas equity etf63.88
amplify cwp international enhanced dividend income etf62.62
ishares ethereum tr shs50.21
vaneck merk gold etf22.51
nvidia corporation17.59
grayscale ethereum staking mini etf8.74
ishares gold tr shares represent5.08
Additions to existing portfolio by Reliant Wealth Planning

Reductions

Ticker% Reduced
shares ibonds dec 2033 term corporate etf-20.88
ishares ibonds dec 2035 term corporate etf-10.35
ishares ibonds dec 2035 term treasury etf-10.31
ishares ibonds dec 2033 term treasury etf-6.7
ishares tr core s&p ttl stk-2.59
vanguard index funds s&p 500 etf shs new-1.94
fundstrat granny shots us-0.93
Reliant Wealth Planning reduced stake in above stock

Sold off

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

Sector Distribution

Reliant Wealth Planning has about 85.6% of it's holdings in Others sector.

  • Others
  • Healthcare
Sector%
Others85.6
Healthcare14.2

Market Cap. Distribution

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

  • UNALLOCATED
  • MID-CAP
Category%
UNALLOCATED85.6
MID-CAP14.2

Stocks belong to which Index?

About 14.2% of the stocks held by Reliant Wealth Planning either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • RUSSELL 2000
Index%
Others85.6
RUSSELL 200014.2
Top 5 Winners (%)%
CGGO
capital group global growth shs creation unit
26.6 %
NACP
fundstrat granny shots us
25.0 %
EDV
vanguard esg u.s. stock etf
17.8 %
ACSI
fundstrat granny shots us large cap etf
15.7 %
FNDA
schwab u.s. broad market etf
15.4 %
Top 5 Winners ($)$
CGGO
capital group global growth shs creation unit
5.8 M
IJR
ishares tr core s&p ttl stk
5.5 M
AOA
ishares tr rus top 200 etf
5.2 M
ACSI
fundstrat granny shots us large cap etf
3.9 M
NACP
fundstrat granny shots us
3.9 M
Top 5 Losers (%)%
IJR
ishares tr rus 1000 grw etf
-60.3 %
grayscale ethereum staking mini etf
-23.6 %
ishares ethereum tr shs
-21.6 %
GLD
spdr gold shares
-14.4 %
IAU
ishares gold tr ishares new
-14.3 %
Top 5 Losers ($)$
IAUM
ishares gold tr shares represent
-2.3 M
IJR
ishares tr rus 1000 grw etf
-1.0 M
grayscale bitcoin mini tr etf shs new
-0.7 M
grayscale ethereum staking mini etf
-0.6 M
BIV
vanguard intermediate-term bond etf
-0.3 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 52 stocks in it's portfolio. About 88.6% of the portfolio is in top 10 stocks. IAUM proved to be the most loss making stock for the portfolio. CGGO was the most profitable stock for Reliant Wealth Planning last quarter.

$363.59MTotal Value
54.00Positions
07 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Reliant Wealth Planning, last reported on 07 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ 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
7.93%1,043,100
$28.84M
7.93%
increased 1.95 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
4.65%467,373
$16.92M
4.65%
increased 2.48 percentadded
AGT
Ishares Tr Ibonds Dec2026

Ishares Tr Ibonds Dec2026

AGT
Reliant Wealth Planning's holding in Ishares Tr Ibonds Dec2026 over time
0.37%55,008
$1.33M
0.37%
increased 0.57 percentadded
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
10.94%215,106
$39.78M
10.94%
increased 3.96 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
$263.4K
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
9.77%1,037,020
$35.54M
9.77%
increased 3.15 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
0.12%14,366
$430.5K
0.12%
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
0.07%4,633
$261.7K
0.07%
unchanged 0 percentunchanged
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
0.48%69,355
$1.75M
0.48%
increased 0.96 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
0.38%57,204
$1.39M
0.38%
increased 1.13 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
13.33%631,866
$48.46M
13.33%
increased 3.4 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
7.6%653,161
$27.65M
7.6%
increased 1.49 percentadded
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
0.58%96,139
$2.13M
0.58%
increased 4.18 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
0.42%67,387
$1.51M
0.42%
increased 1.04 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
0.41%64,822
$1.48M
0.41%
increased 0.51 percentadded
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
0.36%61,315
$1.33M
0.36%
increased 1.48 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
0.35%54,485
$1.26M
0.35%
increased 1.56 percentadded