Reliant Wealth Planning
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$330.8M
Q ending 2026-03-31
Prior quarter
$320.0M
Q ending 2025-12-31
Change
+3.4% QoQ · +50.9% YoY
Positions
51
reported holdings
Largest positions
All 51 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Amplify Cwp Enhanced Dividend Inco | DIVO | Shares | $47.5M | 1.1M |
| Vanguard Intermediate-Term Bond Et | BIV | Shares | $47.2M | 611K |
| Ishares Tr Core S&P Ttl Stk | ITOT | Shares | $36.4M | 256K |
| Innovator Defined Wealth Shld Etf | BALT | Shares | $33.6M | 1.0M |
| Ishares Tr Rus Top 200 Etf | IWL | Shares | $33.2M | 207K |
| Fundstrat Granny Shots Us Large Ca | GRNY | Shares | $24.4M | 1.0M |
| Capital Group Global Growth Shs Cr | CGGO | Shares | $21.5M | 644K |
| Foliobeyond Alternative Income And | RISR | Shares | $16.5M | 456K |
| Ishares Gold Tr Shares Represent | IAUM | Shares | $15.7M | 337K |
| Fundstrat Granny Shots Us | GRNJ | Shares | $14.8M | 593K |
| Vanguard Index Funds S&P 500 Etf S | VOO | Shares | $5.4M | 9K |
| Grayscale Bitcoin Mini Tr Etf Shs | BTC | Shares | $5.4M | 181K |
| Grayscale Ethereum Staking Mini Et | ETH | Shares | $2.4M | 122K |
| Ishares Ibonds Dec 2028 Term Treas | IBTI | Shares | $2.1M | 92K |
| Ishares Ibonds Dec 2028 Term Corpo | IBDT | Shares | $1.7M | 69K |
| Ishares Ibonds Dec 2027 Term Treas | IBTH | Shares | $1.5M | 67K |
| Ishares Ibonds Dec 2026 Term Treas | IBTG | Shares | $1.5M | 64K |
| Ishares Tr Ibonds 27 Etf | IBDS | Shares | $1.4M | 57K |
| Ishares Ibonds Dec 2034 Term Treas | IBTP | Shares | $1.3M | 52K |
| Ishares Tr Ibonds Dec2026 | IBDR | Shares | $1.3M | 55K |
| Ishares Ibonds Dec 2029 Term Treas | IBTJ | Shares | $1.3M | 60K |
| Ishares Tr Ibonds Dec 29 | IBDU | Shares | $1.2M | 54K |
| Shares Ibonds Dec 2033 Term Corpor | IBDY | Shares | $957K | 37K |
| Ishares Ibonds Dec 2032 Term Treas | IBTM | Shares | $934K | 41K |
| Ishares Ibonds Dec 2032 Term Corpo | IBDX | Shares | $870K | 34K |
| Ishares Ibonds Dec 2030 Term Treas | IBTK | Shares | $828K | 42K |
| Ishares Ibonds Dec 2030 Term Corpo | IBDV | Shares | $825K | 38K |
| Ishares Ibonds Dec 2033 Term Treas | IBTO | Shares | $747K | 31K |
| Schwab U.S. Broad Market Etf | SCHB | Shares | $602K | 24K |
| Ishares Tr Rus 1000 Grw Etf | IWF | Shares | $574K | 1K |
| Ishares Gold Tr Ishares New | IAU | Shares | $546K | 6K |
| Fundstrat Granny Shots Us | GRNI | Shares | $535K | 28K |
| Ishares Tr Ibonds Dec 2034 | IBDZ | Shares | $496K | 19K |
| Innovator Equity Defined Protectio | ZJUL | Shares | $418K | 14K |
| Nvidia Corporation | NVDA | Shares | $392K | 2K |
| Ishares Ibonds Dec 2035 Term Treas | IBTQ | Shares | $390K | 15K |
| Ishares Ibonds Dec 2035 Term Corpo | IBCA | Shares | $388K | 15K |
| Amplify Cwp International Enhanced | IDVO | Shares | $374K | 9K |
| Ishares Ibonds Dec 2031 Term Treas | IBTL | Shares | $345K | 17K |
| Vaneck Merk Gold Etf | OUNZ | Shares | $288K | 6K |
| Ishares Ibonds Dec 2031 Term Corpo | IBDW | Shares | $282K | 13K |
| Ishares Ibonds 2028 Term High Yiel | IBHH | Shares | $267K | 11K |
| Ishares Tr Core S&P500 Etf | IVV | Shares | $265K | 406 |
| First Eagle Overseas Equity Etf | FEOE | Shares | $263K | 5K |
| Jpmorgan Equity Premium Income Etf | JEPI | Shares | $263K | 5K |
| Spdr Gold Shares | GLD | Shares | $258K | 600 |
| Ishares Tr Ibonds 2031 Term | IBHK | Shares | $256K | 10K |
| Ishares Ethereum Tr Shs | ETHA | Shares | $240K | 15K |
| Vanguard Esg U.S. Stock Etf | ESGV | Shares | $239K | 2K |
| Flexshares International Quality D | IQDY | Shares | $234K | 6K |
| Ishares Tr Core S&P Mcp Etf | IJH | Shares | $231K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.