Institutional Manager · CIK 0001823393
Reliant Wealth Planning
LOUISVILLE, KY · File #028-20350
Latest AUM
$320.0M
Positions
52
Top-10 Concentration
87.8%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202552 pos · $320.0M
- 13F HOLDINGS REPORTQ/E Sep 202550 pos · $308.6M
- 13F HOLDINGS REPORTQ/E Jun 202542 pos · $256.2M
- 13F HOLDINGS REPORTQ/E Mar 202529 pos · $219.2M
- 13F HOLDINGS REPORTQ/E Dec 202428 pos · $213.2M
- 13F HOLDINGS REPORTQ/E Sep 202426 pos · $230.9M
- 13F HOLDINGS REPORTQ/E Jun 202424 pos · $216.7M
- 13F HOLDINGS REPORTQ/E Mar 202421 pos · $209.0M
- 13F HOLDINGS REPORTQ/E Dec 202319 pos · $188.5M
- 13F HOLDINGS REPORTQ/E Sep 202310 pos · $165.7M
- 13F HOLDINGS REPORTQ/E Jun 202313 pos · $161.3M
- 13F HOLDINGS REPORTQ/E Mar 202312 pos · $164.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INTERMEDIATE-TERM BOND ETF | 921937819 | 592,660 | $46.2M | 14.44% |
| 2 | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 032108409 | 1,017,720 | $45.3M | 14.17% |
| 3 | ISHARES TR CORE S&P TTL STK | 464287150 | 262,486 | $39.0M | 12.21% |
| 4 | ISHARES TR RUS TOP 200 ETF | 464289446 | 199,143 | $34.0M | 10.63% |
| 5 | INNOVATOR DEFINED WEALTH SHLD ETF | INHD | 977,177 | $32.7M | 10.25% |
| 6 | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | 886364231 | 979,647 | $24.3M | 7.59% |
| 7 | CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT | 14020X104 | 653,251 | $22.6M | 7.08% |
| 8 | FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE | 886364637 | 441,417 | $15.9M | 4.99% |
| 9 | FUNDSTRAT GRANNY SHOTS US | 45259A258 | 557,894 | $14.3M | 4.46% |
| 10 | GRAYSCALE BITCOIN MINI TR ETF SHS NEW | 389930207 | 165,433 | $6.4M | 2.00% |
| 11 | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 922908363 | 9,145 | $5.7M | 1.79% |
| 12 | MICROSOFT CORPORATION | MSFT | 7,110 | $3.4M | 1.08% |
| 13 | GRAYSCALE ETHEREUM MINI TR ETF SHS NEW | 38964R203 | 118,690 | $3.3M | 1.04% |
| 14 | ISHARES TR IBONDS 28 TRM TS | 46436E833 | 91,608 | $2.0M | 0.64% |
| 15 | ISHARES TR IBDS DEC28 ETF | 46435U515 | 68,109 | $1.7M | 0.54% |
| 16 | ISHARES TR IBONDS 26 TRM TS | 46436E858 | 66,151 | $1.5M | 0.47% |
| 17 | ISHARES TR IBONDS 27 TRM TS | 46436E841 | 66,207 | $1.5M | 0.47% |
| 18 | ISHARES TR IBONDS DEC2026 | 46435GAA0 | 56,432 | $1.4M | 0.43% |
| 19 | ISHARES TR IBONDS 27 ETF | 46435UAA9 | 56,112 | $1.4M | 0.43% |
| 20 | ISHARES TR IBONDS DEC 2034 | 46438G646 | 52,382 | $1.4M | 0.42% |