§ 13F · FUND PROFILE
Reliant Wealth Planning.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $256M (13F)Positions · 42Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 1.06M | $47M | 14.3% | +4% |
| 2 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 611K | $47M | 14.3% | +3% |
| 3 | ITOT | ISHARES TR CORE S&P TTL STK | 256K | $36M | 11.0% | −3% |
| 4 | BALT | INNOVATOR DEFINED WEALTH SHLD ETF | 1.01M | $34M | 10.2% | +3% |
| 5 | IWL | ISHARES TR RUS TOP 200 ETF | 207K | $33M | 10.0% | +4% |
| 6 | GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | 1.02M | $24M | 7.4% | +4% |
| 7 | CGGO | CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT | 644K | $21M | 6.5% | −1% |
| 8 | RISR | FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE | 456K | $17M | 5.0% | +3% |
| 9 | IAUM | ISHARES GOLD TR SHARES REPRESENT | 337K | $16M | 4.8% | +5313% |
| 10 | GRNJ | FUNDSTRAT GRANNY SHOTS US | 593K | $15M | 4.5% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RELIANT SIGNAL
AC read
Reliant Wealth Planning is a Other fund managing $256 million in assets. The fund runs a portfolio of 42 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed