# Reliant Wealth Planning

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1823393. Source: https://holderbook.com/funds/1823393-reliant-wealth-planning/

- Reported value: $363.6M
- Positions: 54
- Weight of the ten largest: 88.6%
- Filed: 2026-08-07

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| AMPLIFY ETF TR | [DIVO](https://holderbook.com/stocks/DIVO/) | $50.5M | 1,104,334 | 13.9% | 3 |
| VANGUARD BD INDEX FDS | [BIV](https://holderbook.com/stocks/BIV/) | $48.5M | 631,866 | 13.3% | 13 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $40.9M | 249,115 | 11.3% | 27 |
| ISHARES TR | [IWL](https://holderbook.com/stocks/IWL/) | $39.8M | 215,106 | 10.9% | 7 |
| INNOVATOR ETFS TRUST | [BALT](https://holderbook.com/stocks/BALT/) | $35.5M | 1,037,015 | 9.8% | 5 |
| TIDAL TRUST I | [GRNY](https://holderbook.com/stocks/GRNY/) | $28.8M | 1,043,100 | 7.9% | 7 |
| CAPITAL GROUP GBL GROWTH EQT | [CGGO](https://holderbook.com/stocks/CGGO/) | $27.6M | 653,161 | 7.6% | 12 |
| TIDAL TRUST III | [GRNJ](https://holderbook.com/stocks/GRNJ/) | $19.5M | 620,518 | 5.4% | 3 |
| TIDAL TRUST I | [RISR](https://holderbook.com/stocks/RISR/) | $16.9M | 467,373 | 4.7% | 4 |
| ISHARES GOLD TRUST MICRO | [IAUM](https://holderbook.com/stocks/IAUM/) | $14.2M | 354,094 | 3.9% | 3 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $6.1M | 8,910 | 1.7% | 27 |
| GRAYSCALE BITCOIN MINI TR ET | [BTC](https://holderbook.com/stocks/BTC/) | $4.8M | 186,312 | 1.3% | 6 |
| ISHARES TR | [IBTI](https://holderbook.com/stocks/IBTI/) | $2.1M | 96,139 | 0.6% | 11 |
| GRAYSCALE ETHEREUM STAKING | [ETH](https://holderbook.com/stocks/ETH/) | $2.0M | 132,523 | 0.5% | 4 |
| ISHARES TR | [IBDT](https://holderbook.com/stocks/IBDT/) | $1.8M | 69,355 | 0.5% | 11 |
| ISHARES TR | [IBTH](https://holderbook.com/stocks/IBTH/) | $1.5M | 67,387 | 0.4% | 12 |
| ISHARES TR | [IBTG](https://holderbook.com/stocks/IBTG/) | $1.5M | 64,822 | 0.4% | 12 |
| ISHARES TR | [IBDS](https://holderbook.com/stocks/IBDS/) | $1.4M | 57,204 | 0.4% | 12 |
| ISHARES TR | [IBDR](https://holderbook.com/stocks/IBDR/) | $1.3M | 55,008 | 0.4% | 12 |
| ISHARES TR | [IBTP](https://holderbook.com/stocks/IBTP/) | $1.3M | 52,382 | 0.4% | 5 |
| ISHARES TR | [IBTJ](https://holderbook.com/stocks/IBTJ/) | $1.3M | 61,315 | 0.4% | 10 |
| ISHARES TR | [IBDU](https://holderbook.com/stocks/IBDU/) | $1.3M | 54,485 | 0.3% | 8 |
| ISHARES TR | [IBTM](https://holderbook.com/stocks/IBTM/) | $924.9K | 40,753 | 0.3% | 5 |
| ISHARES TR | [IBDX](https://holderbook.com/stocks/IBDX/) | $867.1K | 34,422 | 0.2% | 5 |
| ISHARES TR | [IBDV](https://holderbook.com/stocks/IBDV/) | $821.4K | 37,677 | 0.2% | 7 |
| ISHARES TR | [IBTK](https://holderbook.com/stocks/IBTK/) | $820.6K | 41,998 | 0.2% | 7 |
| ISHARES TR | [IBDY](https://holderbook.com/stocks/IBDY/) | $753.9K | 29,284 | 0.2% | 5 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $695.1K | 24,003 | 0.2% | 17 |
| ISHARES TR | [IBTO](https://holderbook.com/stocks/IBTO/) | $689.9K | 28,589 | 0.2% | 5 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $669.0K | 5,388 | 0.2% | 17 |
| AMPLIFY ETF TR | [IDVO](https://holderbook.com/stocks/IDVO/) | $631.2K | 15,028 | 0.2% | 2 |
| TIDAL TRUST III | [GRNI](https://holderbook.com/stocks/GRNI/) | $586.6K | 27,799 | 0.2% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $528.4K | 2,641 | 0.1% | 10 |
| ISHARES TR | [IBDZ](https://holderbook.com/stocks/IBDZ/) | $496.3K | 19,050 | 0.1% | 5 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $468.0K | 6,198 | 0.1% | 8 |
| RBB FUND TRUST | [FEOE](https://holderbook.com/stocks/FEOE/) | $456.6K | 8,551 | 0.1% | 2 |
| INNOVATOR ETFS TRUST | [ZJUL](https://holderbook.com/stocks/ZJUL/) | $430.5K | 14,366 | 0.1% | 4 |
| ADVISORS INNER CIRCLE FD III | [SAMT](https://holderbook.com/stocks/SAMT/) | $422.9K | 8,860 | 0.1% | 1 |
| ISHARES TR | [IBCA](https://holderbook.com/stocks/IBCA/) | $347.8K | 13,580 | 0.1% | 4 |
| ISHARES TR | [IBTQ](https://holderbook.com/stocks/IBTQ/) | $346.6K | 13,818 | 0.1% | 4 |
| ISHARES TR | [IBTL](https://holderbook.com/stocks/IBTL/) | $341.2K | 16,898 | 0.1% | 5 |
| ISHARES BITCOIN TRUST ETF | [IBIT](https://holderbook.com/stocks/IBIT/) | $320.8K | 9,638 | 0.1% | 1 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $304.0K | 406 | 0.1% | 8 |
| VANECK MERK GOLD ETF | [OUNZ](https://holderbook.com/stocks/OUNZ/) | $302.2K | 7,831 | 0.1% | 3 |
| VANGUARD WORLD FD | [ESGV](https://holderbook.com/stocks/ESGV/) | $282.1K | 2,133 | 0.1% | 11 |
| ISHARES TR | [IBDW](https://holderbook.com/stocks/IBDW/) | $281.3K | 13,497 | 0.1% | 5 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $274.2K | 472 | 0.1% | 1 |
| ISHARES ETHEREUM TR | [ETHA](https://holderbook.com/stocks/ETHA/) | $271.1K | 22,800 | 0.1% | 2 |
| ISHARES TR | [IBHH](https://holderbook.com/stocks/IBHH/) | $267.1K | 11,366 | 0.1% | 9 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $263.6K | 3,418 | 0.1% | 4 |
| FLEXSHARES TR | [IQDY](https://holderbook.com/stocks/IQDY/) | $263.4K | 6,165 | 0.1% | 4 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $261.7K | 4,633 | 0.1% | 9 |
| ISHARES TR | [IBHK](https://holderbook.com/stocks/IBHK/) | $259.4K | 10,067 | 0.1% | 4 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $221.0K | 600 | 0.1% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +7.0% | +14.8% | -7.8% | 99% |
| Q1 2026 | -3.0% | -4.6% | +1.6% | 99% |
| Q4 2025 | -0.1% | +2.4% | -2.5% | 98% |
| Q3 2025 | +5.0% | +7.8% | -2.8% | 99% |
| Q2 2025 | +6.5% | +10.5% | -3.9% | 98% |
| Q1 2025 | -1.5% | -4.6% | +3.0% | 98% |
| Q4 2024 | -1.0% | +2.1% | -3.1% | 99% |
| Q3 2024 | +5.7% | +5.4% | +0.3% | 98% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $363.6M | 54 |
| Q1 2026 | $330.8M | 51 |
| Q4 2025 | $320.0M | 52 |
| Q3 2025 | $308.6M | 50 |
| Q2 2025 | $256.2M | 42 |
| Q1 2025 | $219.2M | 29 |
| Q4 2024 | $213.2M | 28 |
| Q3 2024 | $230.9M | 26 |
| Q2 2024 | $216.7M | 24 |
| Q1 2024 | $209.0M | 21 |
| Q4 2023 | $206.0M | 18 |
| Q3 2023 | $188.5M | 19 |