Q2 2026 13F · SEC CIK 1823393

Reliant Wealth Planning

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $363.6M
Reported positions: 54
Top holdings a year, 3 yrs: +12.2%
Assets under management: $595.2M

Reliant Wealth Planning is a wealth manager that reported 54 positions worth $363.6M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Amplify ETF Tr (DIVO, 13.9%), Vanguard Bd Index Fds (BIV, 13.3%), Ishares Tr (ITOT, 11.3%). A portfolio copying its top holdings returned 12.2% a year over the last 3 years, against 20.4% for the S&P 500.

Reliant Wealth Planning holdings largest 50 of 54 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Reliant Wealth Planning 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DIVOAmplify ETF Tr	13.9%	14.3%	1,104,334	+4.3%	$50.5M
BIVVanguard Bd Index Fds	13.3%	14.3%	631,866	+3.4%	$48.5M
ITOTIshares Tr	11.3%	11.0%	249,115	-2.6%	$40.9M
IWLIshares Tr	10.9%	10.0%	215,106	+4.0%	$39.8M
BALTInnovator Etfs Trust	9.8%	10.2%	1,037,015	+3.1%	$35.5M
GRNYTidal Trust I	7.9%	7.4%	1,043,100	+1.9%	$28.8M
CGGOCapital Group Gbl Growth Eqt	7.6%	6.5%	653,161	+1.5%	$27.6M
GRNJTidal Trust III	5.4%	4.5%	620,518	+4.7%	$19.5M
RISRTidal Trust I	4.7%	5.0%	467,373	+2.5%	$16.9M
IAUMIshares Gold Trust Micro	3.9%	4.8%	354,094	+5.1%	$14.2M
VOOVanguard Index Fds	1.7%	1.6%	8,910	-1.9%	$6.1M
BTCGrayscale Bitcoin Mini Tr Et	1.3%	1.6%	186,312	+3.0%	$4.8M
IBTIIshares Ibonds Dec 2028 Term Treasury Et	0.6%	0.6%	96,139	+4.2%	$2.1M
ETHGrayscale Ethereum Staking	0.5%	0.7%	132,523	+8.7%	$2.0M
IBDTIshares Ibonds Dec 2028 Term Corporate E	0.5%	0.5%	69,355	+1.0%	$1.8M
IBTHIshares Tr	0.4%	0.5%	67,387	+1.0%	$1.5M
IBTGIshares Tr	0.4%	0.4%	64,822	+0.5%	$1.5M
IBDSIshares Tr	0.4%	0.4%	57,204	+1.1%	$1.4M
IBDRIshares Tr	0.4%	0.4%	55,008	+0.6%	$1.3M
IBTPIshares Tr	0.4%	0.4%	52,382	+0.0%	$1.3M
IBTJIshares Ibonds Dec 2029 Term Treasury Et	0.4%	0.4%	61,315	+1.5%	$1.3M
IBDUIshares Tr	0.3%	0.4%	54,485	+1.6%	$1.3M
IBTMIshares Tr	0.3%	0.3%	40,753	+0.0%	$925K
IBDXIshares Tr	0.2%	0.3%	34,422	+0.0%	$867K
IBDVIshares Tr	0.2%	0.2%	37,677	+0.0%	$821K
IBTKIshares Tr	0.2%	0.3%	41,998	+0.0%	$821K
IBDYIshares Tr	0.2%	0.3%	29,284	-20.9%	$754K
SCHBSchwab Strategic Tr	0.2%	0.2%	24,003	+0.0%	$695K
IBTOIshares Tr	0.2%	0.2%	28,589	-6.7%	$690K
IWFIshares Tr	0.2%	0.2%	5,388	+300.0%	$669K
IDVOAmplify ETF Tr	0.2%	0.1%	15,028	+62.6%	$631K
GRNITidal Trust III	0.2%	0.2%	27,799	-0.9%	$587K
NVDANvidia Corporation	0.1%	0.1%	2,641	+17.6%	$528K
IBDZIshares Tr	0.1%	0.1%	19,050	+0.0%	$496K
IAUIshares Gold Tr	0.1%	0.2%	6,198	+0.0%	$468K
FEOERbb Fund Trust	0.1%	0.1%	8,551	+63.9%	$457K
ZJULInnovator Etfs Trust	0.1%	0.1%	14,366	+0.0%	$431K
SAMTStrategas Macro Thematicopportunities Et	0.1%	—	8,860	—	$423K
46438G372Ishares Tr	0.1%	0.1%	13,580	-10.3%	$348K
IBTQIshares Tr	0.1%	0.1%	13,818	-10.3%	$347K
IBTLIshares Tr	0.1%	0.1%	16,898	+0.0%	$341K
IBITIshares Bitcoin Trust ETF	0.1%	—	9,638	—	$321K
IVVIshares Tr	0.1%	0.1%	406	+0.0%	$304K
OUNZVaneck Merk Gold Trust	0.1%	0.1%	7,831	+22.5%	$302K
ESGVVanguard World Fd	0.1%	0.1%	2,133	+0.0%	$282K
IBDWIshares Tr	0.1%	0.1%	13,497	+0.0%	$281K
AMDAdvanced Micro Devices Inc	0.1%	—	472	—	$274K
46438R105Ishares Ethereum Tr	0.1%	0.1%	22,800	+50.2%	$271K
IBHHIshares Tr	0.1%	0.1%	11,366	+0.0%	$267K
IJHIshares Tr	0.1%	—	3,418	—	$264K

What Reliant Wealth Planning bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

IWF Ishares Tr+300.0% shares
FEOE Rbb Fund Trust+63.9% shares
IDVO Amplify ETF Tr+62.6% shares
Ishares Ethereum Tr+50.2% shares
OUNZ Vaneck Merk Gold Trust+22.5% shares
NVDA Nvidia Corporation+17.6% shares
ETH Grayscale Ethereum Staking+8.7% shares
IAUM Ishares Gold Trust Micro+5.1% shares

Reduced

IBDY Ishares Tr-20.9% shares
Ishares Tr-10.3% shares
IBTQ Ishares Tr-10.3% shares
IBTO Ishares Tr-6.7% shares

Left the top 50

JEPI J P Morgan Exchange Traded Fwas 0.1%
GLD Spdr Gold Trwas 0.1%
IBHK Ishares Trwas 0.1%
IQDY Flexshares Trwas 0.1%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +11.5% /yr; S&P 500 +20.1%
3 years: +12.2% /yr; S&P 500 +20.4%
5 years: +5.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$363.6M	54
Q1 2026	$330.8M	51
Q4 2025	$320.0M	52
Q3 2025	$308.6M	50
Q2 2025	$256.2M	42
Q1 2025	$219.2M	29
Q4 2024	$213.2M	28
Q3 2024	$230.9M	26
Q2 2024	$216.7M	24
Q1 2024	$209.0M	21
Q4 2023	$206.0M	18
Q3 2023	$188.5M	19

Questions about Reliant Wealth Planning's portfolio

What stocks does Reliant Wealth Planning own?

Reliant Wealth Planning's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 54 positions worth $363.6M. The largest are Amplify ETF Tr (DIVO) at 13.9%, Vanguard Bd Index Fds (BIV) at 13.3%, Ishares Tr (ITOT) at 11.3%, Ishares Tr (IWL) at 10.9% and Innovator Etfs Trust (BALT) at 9.8%.

What did Reliant Wealth Planning buy last quarter?

In Q2 2026, Reliant Wealth Planning added Ishares Tr (IWF) (+300.0% shares), Rbb Fund Trust (FEOE) (+63.9% shares) and Amplify ETF Tr (IDVO) (+62.6% shares), compared with its Q1 2026 filing.

What did Reliant Wealth Planning sell last quarter?

In Q2 2026, Reliant Wealth Planning cut from its top 50 J P Morgan Exchange Traded F (JEPI), cut from its top 50 Spdr Gold Tr (GLD), cut from its top 50 Ishares Tr (IBHK), cut from its top 50 Flexshares Tr (IQDY), Ishares Tr (IBDY) (-20.9% shares), Ishares Tr (-10.3% shares) and Ishares Tr (IBTQ) (-10.3% shares), compared with its Q1 2026 filing.

How has Reliant Wealth Planning's portfolio performed?

A portfolio copying Reliant Wealth Planning's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +11.5% against +20.1%. Over 5 years: +5.9% a year against +11.6%.

When is Reliant Wealth Planning's next 13F filing due?

13F filings are due 45 days after each quarter ends. Reliant Wealth Planning's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Reliant Wealth Planning manage?

Reliant Wealth Planning reported $595.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $363.6M.