DOSSIER · 13F-HR · Q1 2026

Reliant Wealth Planning

$331M in tracked AUM across 51 positions as of Q1 2026.

RW
CIK 0001823393 · last filed Mar 31, 2026
Total AUM
$331M
as of Q1 2026
Holdings
51
positions
Whale Score
65
65
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Reliant Wealth Planning filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DIVO
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
$47M1.1M14.3%
02
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
$47M611K14.3%
03
ITOT
ISHARES TR CORE S&P TTL STK
$36M256K11.0%
04
BALT
INNOVATOR DEFINED WEALTH SHLD ETF
$34M1.0M10.2%
05
IWL
ISHARES TR RUS TOP 200 ETF
$33M207K10.0%
06
GRNY
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
$24M1.0M7.4%
07
CGGO
CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT
$21M644K6.5%
08
RISR
FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE
$17M456K5.0%
09
IAUM
ISHARES GOLD TR SHARES REPRESENT
$16M337K4.8%
10
GRNJ
FUNDSTRAT GRANNY SHOTS US
$15M593K4.5%

Filing history

2026Q1Mar 31
$331M 3.4%
51 positionsView →
2025Q4Dec 31
$320M 3.7%
52 positionsView →
2025Q3Sep 30
$309M 20.5%
50 positionsView →
2025Q2Jun 30
$256M 16.9%
42 positionsLocked
2025Q1Mar 31
$219M 2.8%
29 positionsLocked
2024Q4Dec 31
$213M 7.7%
28 positionsLocked
2024Q3Sep 30
$231M 6.5%
26 positionsLocked
2024Q2Jun 30
$217M 3.7%
24 positionsLocked
2024Q1Mar 31
$209M 1.5%
21 positionsLocked
2023Q4Dec 31
$206M 9.3%
18 positionsLocked
2023Q3Sep 30
$189M 13.7%
19 positionsLocked
2023Q2Jun 30
$166M 2.8%
10 positionsLocked
Showing 12 of 26