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Reliant Wealth Planning Top Holdings and 13F Report (2025)

About Reliant Wealth Planning

Investment Activity

  • Reliant Wealth Planning has $256.15 million in total holdings as of June 30, 2025.
  • Reliant Wealth Planning owns shares of 42 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 9.47% of the portfolio was purchased this quarter.
  • About 0.56% of the portfolio was sold this quarter.
  • This quarter, Reliant Wealth Planning has purchased 29 new stocks and bought additional shares in 20 stocks.
  • Reliant Wealth Planning sold shares of 3 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

TIDAL ETF TR
$23,101,507

Largest New Holdings this Quarter

46435U432 - iShares iBonds Dec 2025 Term Muni Bond ETF
$2,054,607 Holding
46138J528 - Invesco BulletShares 2025 Municipal Bond ETF
$2,045,556 Holding
46438G646 - ISHARES TR
$1,396,082 Holding
46436E296 - iShares iBonds Dec 2032 Term Treasury ETF
$1,196,086 Holding
45783Y855 - Innovator Defined Wealth Shield ETF
$1,169,091 Holding

Largest Purchases this Quarter

iShares Russell Top 200 ETF
18,010 shares (about $2.76M)
TIDAL ETF TR
96,772 shares (about $2.19M)
iShares iBonds Dec 2025 Term Muni Bond ETF
76,769 shares (about $2.05M)
Schwab US Dividend Equity ETF
70,061 shares (about $1.86M)

Largest Sales this Quarter

Vanguard S&P 500 ETF
301 shares (about $170.98K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofReliant Wealth Planning

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$52,590,349$403,947 0.8%679,98920.5%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$43,735,176$1,856,617 4.4%1,650,38417.1%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$38,119,901$1,264,380 -3.2%282,28614.9%ETF
iShares Russell Top 200 ETF stock logo
IWL
iShares Russell Top 200 ETF
$31,316,868$2,757,691 9.7%204,52512.2%ETF
TIDAL ETF TR
$23,101,507$2,194,789 10.5%1,018,5859.0%FUNDSTRAT GRANNY
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$21,498,226$1,113,291 5.5%672,4508.4%ETF
GRAYSCALE BITCOIN MINI TR ET
$8,059,006$805,542 11.1%168,7753.1%SHS NEW
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$6,260,826$170,977 -2.7%11,0222.4%ETF
iShares iBonds Dec 2025 Term Muni Bond ETF stock logo
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
$2,054,607$2,054,607 New Holding76,7690.8%ETF
Invesco BulletShares 2025 Municipal Bond ETF stock logo
BSMP
Invesco BulletShares 2025 Municipal Bond ETF
$2,045,556$2,045,556 New Holding83,3560.8%ETF
iShares iBonds Dec 2028 Term Treasury ETF stock logo
IBTI
iShares iBonds Dec 2028 Term Treasury ETF
$2,034,581$240,459 13.4%90,9920.8%Manufacturing
iShares iBonds Dec 2028 Term Corporate ETF stock logo
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
$1,717,553$244,261 16.6%67,5670.7%ETF
iShares iBonds Dec 2025 Term Treasury ETF stock logo
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
$1,461,775$14,507 1.0%62,5760.6%Manufacturing
ISHARES TR
$1,396,082$1,396,082 New Holding54,3100.5%IBONDS DEC 2034
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$1,349,509$130,136 10.7%55,6040.5%ETF
iShares iBonds Dec 2027 Term Treasury ETF stock logo
IBTH
iShares iBonds Dec 2027 Term Treasury ETF
$1,328,641$130,262 10.9%59,0770.5%Manufacturing
iShares iBonds Dec 2026 Term Treasury ETF stock logo
IBTG
iShares iBonds Dec 2026 Term Treasury ETF
$1,323,703$55,307 4.4%57,7280.5%Manufacturing
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$1,201,345$55,339 4.8%49,5400.5%ETF
iShares iBonds Dec 2032 Term Treasury ETF stock logo
IBTM
iShares iBonds Dec 2032 Term Treasury ETF
$1,196,086$1,196,086 New Holding51,9360.5%ETF
Innovator Defined Wealth Shield ETF stock logo
BALT
Innovator Defined Wealth Shield ETF
$1,169,091$1,169,091 New Holding36,4430.5%ETF
iShares iBonds Dec 2033 Term Treasury ETF stock logo
IBTO
iShares iBonds Dec 2033 Term Treasury ETF
$1,156,063$1,156,063 New Holding47,1670.5%ETF
iShares iBonds Dec 2033 Term Corporate ETF stock logo
IBDY
iShares iBonds Dec 2033 Term Corporate ETF
$1,152,953$1,152,953 New Holding44,5070.5%ETF
iShares iBonds Dec 2032 Term Corporate ETF stock logo
IBDX
iShares iBonds Dec 2032 Term Corporate ETF
$1,126,623$1,126,623 New Holding44,5570.4%ETF
iShares iBonds Dec 2025 Term Corporate ETF stock logo
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
$1,097,369$14,529 1.3%43,5810.4%ETF
iShares iBonds Dec 2029 Term Treasury ETF stock logo
IBTJ
iShares iBonds Dec 2029 Term Treasury ETF
$971,582$101,687 11.7%44,3240.4%Manufacturing
INNOVATOR ETFS TRUST
$960,167$960,167 New Holding39,3810.4%EQUITY DEF PROTN
iShares iBonds Dec 2029 Term Corporate ETF stock logo
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
$899,954$102,255 12.8%38,5750.4%ETF
ISHARES TR
$695,136$695,136 New Holding26,6030.3%IBONDS DEC 2034
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$647,9130.0%27,1890.3%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$571,9090.0%1,3470.2%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$518,6480.0%8,3170.2%Finance
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$395,789$3,127 0.8%6,9620.2%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$354,8450.0%2,2460.1%Computer and Technology
iShares iBonds Dec 2030 Term Treasury ETF stock logo
IBTK
iShares iBonds Dec 2030 Term Treasury ETF
$349,759$108,505 45.0%17,6290.1%Manufacturing
iShares iBonds Dec 2030 Term Corporate ETF stock logo
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
$345,943$109,021 46.0%15,7390.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$320,829$320,829 New Holding6450.1%Computer and Technology
Global X Nasdaq 100 Covered Call ETF stock logo
QYLD
Global X Nasdaq 100 Covered Call ETF
$300,358$8,527 2.9%17,9640.1%Manufacturing
iShares iBonds Dec 2031 Term Treasury ETF stock logo
IBTL
iShares iBonds Dec 2031 Term Treasury ETF
$296,635$296,635 New Holding14,4700.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$289,3390.0%4660.1%ETF
iShares iBonds 2028 Term High Yield and Income ETF stock logo
IBHH
iShares iBonds 2028 Term High Yield and Income ETF
$269,715$3,204 -1.2%11,3660.1%ETF
iShares iBonds Dec 2031 Term Corporate ETF stock logo
IBDW
iShares iBonds Dec 2031 Term Corporate ETF
$234,343$234,343 New Holding11,1380.1%ETF
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$233,8620.0%2,1330.1%ETF

Showing largest 100 holdings. View all holdings.
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