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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Reliant Wealth Planning

Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0001376474-26-000165

Total Value
$320.0M
Positions
52
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (52)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INTERMEDIATE-TERM BOND ETF921937819592,660$46.2M14.42%
2AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF0321084091,017,720$45.3M14.15%
3ISHARES TR CORE S&P TTL STK464287150262,486$39.0M12.20%
4ISHARES TR RUS TOP 200 ETF464289446199,143$34.0M10.62%
5INNOVATOR DEFINED WEALTH SHLD ETFINHD977,177$32.7M10.23%
6FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF886364231979,647$24.3M7.58%
7CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT14020X104653,251$22.6M7.07%
8FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE886364637441,417$15.9M4.98%
9FUNDSTRAT GRANNY SHOTS US45259A258557,894$14.3M4.45%
10GRAYSCALE BITCOIN MINI TR ETF SHS NEW389930207165,433$6.4M2.00%
11VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW9229083639,145$5.7M1.79%
12MICROSOFT CORPORATIONMSFT7,110$3.4M1.07%
13GRAYSCALE ETHEREUM MINI TR ETF SHS NEW38964R203118,690$3.3M1.04%
14ISHARES TR IBONDS 28 TRM TS46436E83391,608$2.0M0.64%
15ISHARES TR IBDS DEC28 ETF46435U51568,109$1.7M0.54%
16ISHARES TR IBONDS 26 TRM TS46436E85866,151$1.5M0.47%
17ISHARES TR IBONDS 27 TRM TS46436E84166,207$1.5M0.46%
18ISHARES TR IBONDS DEC202646435GAA056,432$1.4M0.43%
19ISHARES TR IBONDS 27 ETF46435UAA956,112$1.4M0.43%
20ISHARES TR IBONDS DEC 203446438G64652,382$1.4M0.42%
21ISHARES TR IBONDS 29 TRM TS46436E82555,875$1.2M0.38%
22ISHARES TR IBONDS DEC 2946436E20549,407$1.2M0.36%
23ISHARES TR IBONDS DEC 203346436E13037,010$967,4410.30%
24ISHARES TR IBONDS DEC 203246436E29640,753$940,3750.29%
25ISHARES TR IBONDS DEC 203246436E31234,422$878,7940.27%
26ISHARES TR IBONDS DEC 203346436E14830,643$752,4390.24%
27ISHARES TR IBOND DEC 203046436E59337,219$738,6110.23%
28ISHARES TR IBONDS DEC 203046436E72633,366$736,3880.23%
29SCHWAB U.S. BROAD MARKET ETF80852410227,189$713,1670.22%
30ISHARES TR RUS 1000 GRW ETF4642876141,347$637,5350.20%
31NVIDIA CORPORATIONNVDA2,941$548,4970.17%
32ISHARES GOLD TR ISHARES NEWIAU6,198$503,0920.16%
33ISHARES TR IBONDS DEC 203446438G65319,050$502,3490.16%
34INNOVATOR EQUITY DEFINED PROTECTION ETF 1 YR JULYINHD14,366$417,5450.13%
35JPMORGAN EQUITY PREMIUM INCOME ETF46641Q3326,962$398,5050.12%
36ISHARES TR IBONDS DEC 203546438G37215,147$392,9130.12%
37ISHARES TR IBONDS DEC 203546438G42215,407$392,5700.12%
38ISHARES TR IBONDS DEC 203146436E46016,898$346,8310.11%
39GLOBAL X NASDAQ 100 COVERED CALL ETF37954Y48317,964$317,4240.10%
40FUNDSTRAT GRANNY SHOTS US45259A24114,833$300,8130.09%
41ISHARES BITCOIN TRUST ETF SHS BEN INTIBIT6,042$299,9850.09%
42ISHARES TR IBONDS DEC 203146436E48613,497$285,4620.09%
43ISHARES TR CORE S&P500 ETF464287200414$283,5650.09%
44ISHARES TR IBONDS 28 TR HI46436E38711,366$269,0900.08%
45ISHARES GOLD TR SHARES REPRESENTIAU6,225$267,6130.08%
46VANECK MERK GOLD ETFOUNZ6,392$265,1400.08%
47ISHARES TR IBONDS 2031 TERM46438G66110,067$260,2320.08%
48VANGUARD ESG U.S. STOCK ETF9219107332,133$258,0080.08%
49ISHARES TR CORE S&P MCP ETF4642875073,532$233,1120.07%
50ISHARES TR RUSSELL 2000 ETF464287655929$228,6830.07%
51FLEXSHARES INTERNATIONAL QUALITY DIV DYNAMIC INDEX FUNDFLEX6,165$225,8860.07%
52ISHARES TR IBONDS 29 TR HI46436E3798,431$199,2250.06%