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

About Reliant Wealth Planning

Investment Activity

  • Reliant Wealth Planning has $219.20 million in total holdings as of March 31, 2025.
  • Reliant Wealth Planning owns shares of 29 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 5.46% of the portfolio was purchased this quarter.
  • About 1.27% of the portfolio was sold this quarter.
  • This quarter, Reliant Wealth Planning has purchased 28 new stocks and bought additional shares in 7 stocks.
  • Reliant Wealth Planning sold shares of 14 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

389930207 - GRAYSCALE BITCOIN MINI TR ET
$5,543,013 Holding

Largest Purchases this Quarter

GRAYSCALE BITCOIN MINI TR ET
151,905 shares (about $5.54M)
TIDAL ETF TR
241,191 shares (about $4.38M)
Vanguard Intermediate-Term Bond ETF
16,848 shares (about $1.29M)
iShares Russell Top 200 ETF
3,493 shares (about $479.97K)
JPMorgan Equity Premium Income ETF
2,194 shares (about $125.37K)

Largest Sales this Quarter

Vanguard S&P 500 ETF
786 shares (about $403.93K)
iShares iBonds Dec 2027 Term Treasury ETF
7,709 shares (about $172.84K)
iShares iBonds Dec 2025 Term Treasury ETF
6,861 shares (about $160.34K)
Schwab US Dividend Equity ETF
4,043 shares (about $113.04K)

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
$51,666,833$1,290,051 2.6%674,76623.6%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$44,185,831$113,042 -0.3%1,580,32320.2%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$35,584,094$1,510,240 -4.1%291,64916.2%ETF
iShares Russell Top 200 ETF stock logo
IWL
iShares Russell Top 200 ETF
$25,629,026$479,973 1.9%186,51511.7%ETF
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$18,063,973$112,555 0.6%637,6278.2%ETF
TIDAL ETF TR
$16,753,951$4,383,646 35.4%921,8137.6%FUNDSTRAT GRANNY
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$5,819,003$403,933 -6.5%11,3232.7%ETF
GRAYSCALE BITCOIN MINI TR ET
$5,543,013$5,543,013 New Holding151,9052.5%SHS NEW
iShares iBonds Dec 2028 Term Treasury ETF stock logo
IBTI
iShares iBonds Dec 2028 Term Treasury ETF
$1,785,296$7,343 -0.4%80,2380.8%Manufacturing
iShares iBonds Dec 2028 Term Corporate ETF stock logo
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
$1,464,019$9,144 -0.6%57,9580.7%ETF
iShares iBonds Dec 2025 Term Treasury ETF stock logo
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
$1,447,888$160,342 -10.0%61,9550.7%Manufacturing
iShares iBonds Dec 2026 Term Treasury ETF stock logo
IBTG
iShares iBonds Dec 2026 Term Treasury ETF
$1,268,949$110,066 -8.0%55,3160.6%Manufacturing
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$1,214,852$3,700 0.3%50,2420.6%ETF
iShares iBonds Dec 2027 Term Treasury ETF stock logo
IBTH
iShares iBonds Dec 2027 Term Treasury ETF
$1,194,650$172,836 -12.6%53,2850.5%Manufacturing
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$1,144,116$110,010 -8.8%47,2580.5%ETF
iShares iBonds Dec 2025 Term Corporate ETF stock logo
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
$1,081,551$110,258 -9.3%43,0040.5%ETF
iShares iBonds Dec 2029 Term Treasury ETF stock logo
IBTJ
iShares iBonds Dec 2029 Term Treasury ETF
$863,9420.0%39,6850.4%Manufacturing
iShares iBonds Dec 2029 Term Corporate ETF stock logo
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
$790,8610.0%34,1920.4%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$585,3790.0%27,1890.3%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$490,370$8,549 -1.7%8,3170.2%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$486,3880.0%1,3470.2%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$394,666$125,365 46.6%6,9070.2%ETF
Global X Nasdaq 100 Covered Call ETF stock logo
QYLD
Global X Nasdaq 100 Covered Call ETF
$290,260$34,640 13.6%17,4540.1%Manufacturing
iShares iBonds 2028 Term High Yield and Income ETF stock logo
IBHH
iShares iBonds 2028 Term High Yield and Income ETF
$268,663$2,990 -1.1%11,5010.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$261,845$7,305 -2.7%4660.1%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$243,421$51,372 -17.4%2,2460.1%Computer and Technology
iShares iBonds Dec 2030 Term Treasury ETF stock logo
IBTK
iShares iBonds Dec 2030 Term Treasury ETF
$239,0660.0%12,1600.1%Manufacturing
iShares iBonds Dec 2030 Term Corporate ETF stock logo
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
$234,1200.0%10,7790.1%ETF
Vanguard ESG US Stock ETF stock logo
ESGV
Vanguard ESG US Stock ETF
$208,9270.0%2,1330.1%ETF

Showing largest 100 holdings. View all holdings.
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