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Reliant Wealth Planning

hedge fundUpdated 34 days ago

Managed by Reliant Wealth Planning • Latest filing Q2 2026

Portfolio value
$363.6M
Q2 2026
Filings
13
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
30.1%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 13 quarters

Show data table
PeriodPortfolio value
Q2 2023$165.7M
Q3 2023$188.5M
Q4 2023$206M
Q1 2024$209M
Q2 2024$216.7M
Q3 2024$230.9M
Q4 2024$213.2M
Q1 2025$219.2M
Q2 2025$256.2M
Q3 2025$308.6M
Q4 2025$320M
Q1 2026$330.8M
Q2 2026$363.6M

Top holdings

54 positions as of Q2 2026

View filing
A

AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF

Value
$50.5M
Shares
1.10M
% Port
13.88%
V

VANGUARD INTERMEDIATE-TERM BOND ETF

Value
$48.5M
Shares
631.9K
% Port
13.33%
E

ISHARES TR CORE S&P TTL STK

Value
$40.9M
Shares
249.1K
% Port
11.26%
?
4.N/A

ISHARES TR RUS TOP 200 ETF

Value
$39.8M
Shares
215.1K
% Port
10.94%
?
5.N/A

INNOVATOR DEFINED WEALTH SHLD ETF

Value
$35.5M
Shares
1.04M
% Port
9.77%
?
6.N/A

FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF

Value
$28.8M
Shares
1.04M
% Port
7.93%
C

CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT

Value
$27.6M
Shares
653.2K
% Port
7.60%
?
8.N/A

FUNDSTRAT GRANNY SHOTS US

Value
$19.5M
Shares
620.5K
% Port
5.37%
?
9.N/A

FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE

Value
$16.9M
Shares
467.4K
% Port
4.65%
I
10.IAUM

ISHARES GOLD TR SHARES REPRESENT

Value
$14.2M
Shares
354.1K
% Port
3.90%
V
11.VGES

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

Value
$6.1M
Shares
8.9K
% Port
1.68%
B
12.BTC

GRAYSCALE BITCOIN MINI TR ETF SHS NEW

Value
$4.8M
Shares
186.3K
% Port
1.33%
?
13.N/A

ISHARES IBONDS DEC 2028 TERM TREASURY ETF

Value
$2.1M
Shares
96.1K
% Port
0.59%
E
14.ETH

GRAYSCALE ETHEREUM STAKING MINI ETF

Value
$2M
Shares
132.5K
% Port
0.55%
E
15.ETHA

ISHARES IBONDS DEC 2028 TERM CORPORATE ETF

Value
$1.8M
Shares
69.4K
% Port
0.48%
E
16.ETHA

ISHARES IBONDS DEC 2027 TERM TREASURY ETF

Value
$1.5M
Shares
67.4K
% Port
0.41%
?
17.N/A

ISHARES IBONDS DEC 2026 TERM TREASURY ETF

Value
$1.5M
Shares
64.8K
% Port
0.41%
E
18.ETHA

ISHARES TR IBONDS 27 ETF

Value
$1.4M
Shares
57.2K
% Port
0.38%
E
19.ETHA

ISHARES TR IBONDS DEC2026

Value
$1.3M
Shares
55.0K
% Port
0.37%
?
20.N/A

ISHARES IBONDS DEC 2034 TERM TREASURY ETF

Value
$1.3M
Shares
52.4K
% Port
0.37%

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