Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Amplify Cwp Enhanced Dividend Income ETFCWP ENHANCED DIV | CWP ENHANCED DIV | $50.5M | 13.9% |
| Vanguard Intermediate-term Bond ETFINTERMED TERM | INTERMED TERM | $48.5M | 13.3% |
| iShares TR Core S&P Ttl StkCORE S&P TTL STK | CORE S&P TTL STK | $40.9M | 11.3% |
| iShares TR Rus Top 200 ETFRUS TOP 200 ETF | RUS TOP 200 ETF | $39.8M | 10.9% |
| Innovator Defined Wealth Shld ETFDEFINED WLT SHLD | DEFINED WLT SHLD | $35.5M | 9.8% |
| Fundstrat Granny Shots US Large Cap ETFFUNDSTRAT GRANNY | FUNDSTRAT GRANNY | $28.8M | 7.9% |
| Capital Group Global Growth Shs Creation UnitSHS CREATION UNI | SHS CREATION UNI | $27.6M | 7.6% |
| Fundstrat Granny Shots USFUNDSTRAT GRANNY | FUNDSTRAT GRANNY | $19.5M | 5.4% |
| Foliobeyond Alternative Income And Interest RateFOLIOBEYOND ALTE | FOLIOBEYOND ALTE | $16.9M | 4.7% |
| iShares Gold TR Shares RepresentSHARES REPRESENT | SHARES REPRESENT | $14.2M | 3.9% |
| Vanguard Index Funds S&P 500 ETF Shs NewS&P 500 ETF SHS | S&P 500 ETF SHS | $6.12M | 1.7% |
| Grayscale Bitcoin Mini TR ETF Shs NewSHS NEW | SHS NEW | $4.83M | 1.3% |
| iShares Ibonds Dec 2028 Term Treasury ETFIBONDS 28 TRM TS | IBONDS 28 TRM TS | $2.13M | 0.6% |
| Grayscale Ethereum Staking Mini ETFSHS NEW | SHS NEW | $1.99M | 0.5% |
| iShares Ibonds Dec 2028 Term Corporate ETFIBDS DEC28 ETF | IBDS DEC28 ETF | $1.75M | 0.5% |
| iShares Ibonds Dec 2027 Term Treasury ETFIBONDS 27 TRM TS | IBONDS 27 TRM TS | $1.51M | 0.4% |
| iShares Ibonds Dec 2026 Term Treasury ETFIBONDS 26 TRM TS | IBONDS 26 TRM TS | $1.48M | 0.4% |
| iShares TR Ibonds 27 ETFIBONDS 27 ETF | IBONDS 27 ETF | $1.39M | 0.4% |
| iShares TR Ibonds Dec2026IBONDS DEC2026 | IBONDS DEC2026 | $1.33M | 0.4% |
| iShares Ibonds Dec 2034 Term Treasury ETFIBONDS DEC 2034 | IBONDS DEC 2034 | $1.33M | 0.4% |
| iShares Ibonds Dec 2029 Term Treasury ETFIBONDS 29 TRM TS | IBONDS 29 TRM TS | $1.33M | 0.4% |
| iShares TR Ibonds Dec 29IBONDS DEC 29 | IBONDS DEC 29 | $1.26M | 0.3% |
| iShares Ibonds Dec 2032 Term Treasury ETFIBONDS DEC 2032 | IBONDS DEC 2032 | $925K | 0.3% |
| iShares Ibonds Dec 2032 Term Corporate ETFIBONDS DEC 2032 | IBONDS DEC 2032 | $867K | 0.2% |
| iShares Ibonds Dec 2030 Term Corporate ETFIBONDS DEC 2030 | IBONDS DEC 2030 | $821K | 0.2% |
| iShares Ibonds Dec 2030 Term Treasury ETFIBOND DEC 2030 | IBOND DEC 2030 | $821K | 0.2% |
| Shares Ibonds Dec 2033 Term Corporate ETFIBONDS DEC 2033 | IBONDS DEC 2033 | $754K | 0.2% |
| Schwab U.S. Broad Market ETFUS BRD MKT ETF | US BRD MKT ETF | $695K | 0.2% |
| iShares Ibonds Dec 2033 Term Treasury ETFIBONDS DEC 2033 | IBONDS DEC 2033 | $690K | 0.2% |
| iShares TR Rus 1000 Grw ETFRUS 1000 GRW ETF | RUS 1000 GRW ETF | $669K | 0.2% |
| Amplify Cwp International Enhanced Dividend Income ETFCWP INTL ENHANCE | CWP INTL ENHANCE | $631K | 0.2% |
| Fundstrat Granny Shots USFUNDSTRAT GRANNY | FUNDSTRAT GRANNY | $587K | 0.2% |
| Nvidia CorporationCOM | COM | $528K | 0.1% |
| iShares TR Ibonds Dec 2034IBONDS DEC 2034 | IBONDS DEC 2034 | $496K | 0.1% |
| iShares Gold TR iShares NewISHARES NEW | ISHARES NEW | $468K | 0.1% |
| First Eagle Overseas Equity ETFFIRST EAGLE OVER | FIRST EAGLE OVER | $457K | 0.1% |
| Innovator Equity Defined Protection ETF 1 YR JulyEQUITY DEFINED P | EQUITY DEFINED P | $431K | 0.1% |
| Strategas Macro Thematic Opportunities ETFSTRATEGAS MACRO | STRATEGAS MACRO | $423K | 0.1% |
| iShares Ibonds Dec 2035 Term Corporate ETFIBONDS DEC 2035 | IBONDS DEC 2035 | $348K | 0.1% |
| iShares Ibonds Dec 2035 Term Treasury ETFIBONDS DEC 2035 | IBONDS DEC 2035 | $347K | 0.1% |
| iShares Ibonds Dec 2031 Term Treasury ETFIBONDS DEC 2031 | IBONDS DEC 2031 | $341K | 0.1% |
| iShares Bitcoin Trust ETF Shs Ben IntSHS BEN INT | SHS BEN INT | $321K | 0.1% |
| iShares TR Core S&P500 ETFCORE S&P500 ETF | CORE S&P500 ETF | $304K | 0.1% |
| Vaneck Merk Gold ETFGOLD SHS | GOLD SHS | $302K | 0.1% |
| Vanguard Esg U.S. Stock ETFESG US STK ETF | ESG US STK ETF | $282K | 0.1% |
| iShares Ibonds Dec 2031 Term Corporate ETFIBONDS DEC 2031 | IBONDS DEC 2031 | $281K | 0.1% |
| Advanced Micro Devices IncorporatedCOM | COM | $274K | 0.1% |
| iShares Ethereum TR ShsSHS | SHS | $271K | 0.1% |
| iShares Ibonds 2028 Term High Yield And Income ETFIBONDS 28 TR HI | IBONDS 28 TR HI | $267K | 0.1% |
| iShares TR Core S&P Mcp ETFCORE S&P MCP ETF | CORE S&P MCP ETF | $264K | 0.1% |
Amplify Cwp Enhanced Dividend Income ETFCWP ENHANCED DIV$50.5M
- Class
- CWP ENHANCED DIV
- Share
- 13.9%
Vanguard Intermediate-term Bond ETFINTERMED TERM$48.5M
- Class
- INTERMED TERM
- Share
- 13.3%
iShares TR Core S&P Ttl StkCORE S&P TTL STK$40.9M
- Class
- CORE S&P TTL STK
- Share
- 11.3%
iShares TR Rus Top 200 ETFRUS TOP 200 ETF$39.8M
- Class
- RUS TOP 200 ETF
- Share
- 10.9%
Innovator Defined Wealth Shld ETFDEFINED WLT SHLD$35.5M
- Class
- DEFINED WLT SHLD
- Share
- 9.8%
Fundstrat Granny Shots US Large Cap ETFFUNDSTRAT GRANNY$28.8M
- Class
- FUNDSTRAT GRANNY
- Share
- 7.9%
Capital Group Global Growth Shs Creation UnitSHS CREATION UNI$27.6M
- Class
- SHS CREATION UNI
- Share
- 7.6%
Fundstrat Granny Shots USFUNDSTRAT GRANNY$19.5M
- Class
- FUNDSTRAT GRANNY
- Share
- 5.4%
Foliobeyond Alternative Income And Interest RateFOLIOBEYOND ALTE$16.9M
- Class
- FOLIOBEYOND ALTE
- Share
- 4.7%
iShares Gold TR Shares RepresentSHARES REPRESENT$14.2M
- Class
- SHARES REPRESENT
- Share
- 3.9%
Vanguard Index Funds S&P 500 ETF Shs NewS&P 500 ETF SHS$6.12M
- Class
- S&P 500 ETF SHS
- Share
- 1.7%
Grayscale Bitcoin Mini TR ETF Shs NewSHS NEW$4.83M
- Class
- SHS NEW
- Share
- 1.3%
iShares Ibonds Dec 2028 Term Treasury ETFIBONDS 28 TRM TS$2.13M
- Class
- IBONDS 28 TRM TS
- Share
- 0.6%
Grayscale Ethereum Staking Mini ETFSHS NEW$1.99M
- Class
- SHS NEW
- Share
- 0.5%
iShares Ibonds Dec 2028 Term Corporate ETFIBDS DEC28 ETF$1.75M
- Class
- IBDS DEC28 ETF
- Share
- 0.5%
iShares Ibonds Dec 2027 Term Treasury ETFIBONDS 27 TRM TS$1.51M
- Class
- IBONDS 27 TRM TS
- Share
- 0.4%
iShares Ibonds Dec 2026 Term Treasury ETFIBONDS 26 TRM TS$1.48M
- Class
- IBONDS 26 TRM TS
- Share
- 0.4%
iShares TR Ibonds 27 ETFIBONDS 27 ETF$1.39M
- Class
- IBONDS 27 ETF
- Share
- 0.4%
iShares TR Ibonds Dec2026IBONDS DEC2026$1.33M
- Class
- IBONDS DEC2026
- Share
- 0.4%
iShares Ibonds Dec 2034 Term Treasury ETFIBONDS DEC 2034$1.33M
- Class
- IBONDS DEC 2034
- Share
- 0.4%
iShares Ibonds Dec 2029 Term Treasury ETFIBONDS 29 TRM TS$1.33M
- Class
- IBONDS 29 TRM TS
- Share
- 0.4%
iShares TR Ibonds Dec 29IBONDS DEC 29$1.26M
- Class
- IBONDS DEC 29
- Share
- 0.3%
iShares Ibonds Dec 2032 Term Treasury ETFIBONDS DEC 2032$925K
- Class
- IBONDS DEC 2032
- Share
- 0.3%
iShares Ibonds Dec 2032 Term Corporate ETFIBONDS DEC 2032$867K
- Class
- IBONDS DEC 2032
- Share
- 0.2%
iShares Ibonds Dec 2030 Term Corporate ETFIBONDS DEC 2030$821K
- Class
- IBONDS DEC 2030
- Share
- 0.2%
iShares Ibonds Dec 2030 Term Treasury ETFIBOND DEC 2030$821K
- Class
- IBOND DEC 2030
- Share
- 0.2%
Shares Ibonds Dec 2033 Term Corporate ETFIBONDS DEC 2033$754K
- Class
- IBONDS DEC 2033
- Share
- 0.2%
Schwab U.S. Broad Market ETFUS BRD MKT ETF$695K
- Class
- US BRD MKT ETF
- Share
- 0.2%
iShares Ibonds Dec 2033 Term Treasury ETFIBONDS DEC 2033$690K
- Class
- IBONDS DEC 2033
- Share
- 0.2%
iShares TR Rus 1000 Grw ETFRUS 1000 GRW ETF$669K
- Class
- RUS 1000 GRW ETF
- Share
- 0.2%
Amplify Cwp International Enhanced Dividend Income ETFCWP INTL ENHANCE$631K
- Class
- CWP INTL ENHANCE
- Share
- 0.2%
Fundstrat Granny Shots USFUNDSTRAT GRANNY$587K
- Class
- FUNDSTRAT GRANNY
- Share
- 0.2%
Nvidia CorporationCOM$528K
- Class
- COM
- Share
- 0.1%
iShares TR Ibonds Dec 2034IBONDS DEC 2034$496K
- Class
- IBONDS DEC 2034
- Share
- 0.1%
iShares Gold TR iShares NewISHARES NEW$468K
- Class
- ISHARES NEW
- Share
- 0.1%
First Eagle Overseas Equity ETFFIRST EAGLE OVER$457K
- Class
- FIRST EAGLE OVER
- Share
- 0.1%
Innovator Equity Defined Protection ETF 1 YR JulyEQUITY DEFINED P$431K
- Class
- EQUITY DEFINED P
- Share
- 0.1%
Strategas Macro Thematic Opportunities ETFSTRATEGAS MACRO$423K
- Class
- STRATEGAS MACRO
- Share
- 0.1%
iShares Ibonds Dec 2035 Term Corporate ETFIBONDS DEC 2035$348K
- Class
- IBONDS DEC 2035
- Share
- 0.1%
iShares Ibonds Dec 2035 Term Treasury ETFIBONDS DEC 2035$347K
- Class
- IBONDS DEC 2035
- Share
- 0.1%
iShares Ibonds Dec 2031 Term Treasury ETFIBONDS DEC 2031$341K
- Class
- IBONDS DEC 2031
- Share
- 0.1%
iShares Bitcoin Trust ETF Shs Ben IntSHS BEN INT$321K
- Class
- SHS BEN INT
- Share
- 0.1%
iShares TR Core S&P500 ETFCORE S&P500 ETF$304K
- Class
- CORE S&P500 ETF
- Share
- 0.1%
Vaneck Merk Gold ETFGOLD SHS$302K
- Class
- GOLD SHS
- Share
- 0.1%
Vanguard Esg U.S. Stock ETFESG US STK ETF$282K
- Class
- ESG US STK ETF
- Share
- 0.1%
iShares Ibonds Dec 2031 Term Corporate ETFIBONDS DEC 2031$281K
- Class
- IBONDS DEC 2031
- Share
- 0.1%
Advanced Micro Devices IncorporatedCOM$274K
- Class
- COM
- Share
- 0.1%
iShares Ethereum TR ShsSHS$271K
- Class
- SHS
- Share
- 0.1%
iShares Ibonds 2028 Term High Yield And Income ETFIBONDS 28 TR HI$267K
- Class
- IBONDS 28 TR HI
- Share
- 0.1%
iShares TR Core S&P Mcp ETFCORE S&P MCP ETF$264K
- Class
- CORE S&P MCP ETF
- Share
- 0.1%
The share class is shown on a wider screen.
The 50 largest of 54 positions by value, with holdings of the same security combined. The 54 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1823393
- File number
- 028-20350
- Options
- 0 call, 0 put
- In the 25 largest
- 96.6%
- Prior quarter
- $331M at 31 March 2026
- Positions opened
- 3
- Positions closed
- 0
Common questions
What are Reliant Wealth Planning’s 13F holdings worth?
$364 million across 54 positions for the quarter ended 30 June 2026.
What is Reliant Wealth Planning’s largest 13F holding?
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF (CWP ENHANCED DIV) was the largest position at $50.5 million, or 13.9% of reported 13F value, as of 30 June 2026.
How concentrated is Reliant Wealth Planning’s 13F portfolio?
The ten largest positions accounted for 88.6% of reported value and the twenty-five largest for 96.6%, across 54 positions as of 30 June 2026.
Does Form 13F show everything Reliant Wealth Planning manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Reliant Wealth Planning file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.