Reliant Wealth Planning

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Reliant Wealth Planning reported 54 stock positions worth $363.6 million. Its top holding was Amplify CWP Enhan Divid ETF (DIVO) at 13.9% of the portfolio, followed by Vanguard Intermediate-Term B (BIV, 13.3%) and iShares Core S&P Total U.S. (ITOT, 11.3%). Compared with Q1 2026, it opened 3 new positions, added to 24 and reduced 7. The biggest buy was Cap Group Global Growth (CGGO, shares +1%) and the biggest sale iShares Ibonds Dec 2033 (IBDY, shares −21%).

Most Recent 13F
Q2 2026
Location
LOUISVILLE, KY
CIK
0001823393
Portfolio Value
$363.6M (Q2 2026)
SEC Filing
0001376474-26-000543 ↗ filed Aug 7, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $209.0M Q1 2024 Q2 2024: $216.7M Q2 2024 Q3 2024: $230.9M Q3 2024 Q4 2024: $213.2M Q4 2024 Q1 2025: $219.2M Q1 2025 Q2 2025: $256.2M Q2 2025 Q3 2025: $308.6M Q3 2025 Q4 2025: $320.0M Q4 2025 Q1 2026: $330.8M Q1 2026 Q2 2026: $363.6M $363.6M Q2 2026

Holdings 54 stocks · $363.6M
DIVO Amplify CWP Enhan Divid ETF 13.88% 1,104,334 $50.5M Add +4.3%
BIV Vanguard Intermediate-Term B 13.33% 631,866 $48.5M Add +3.4%
ITOT iShares Core S&P Total U.S. 11.26% 249,115 $40.9M Reduce -2.6%
IWL iShares Russell Top 200 ETF 10.94% 215,106 $39.8M Add +4.0%
BALT Inn Defined Wealth Shield 9.77% 1,037,015 $35.5M Add +3.1%
GRNY Fundstr Gran SH US LRG Cap 7.93% 1,043,100 $28.8M Add +1.9%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 7.60% 653,161 $27.6M Add +1.5%
GRNJ Fundstr Gran SH US SM & Mid 5.37% 620,518 $19.5M Add +4.7%
RISR Foliobe Altr In&in H ETF-Usd 4.65% 467,373 $16.9M Add +2.5%
IAUM iShares Gold Trust Micro 3.90% 354,094 $14.2M Add +5.1%
VOO Vanguard S&P 500 ETF 1.68% 8,910 $6.1M Reduce -1.9%
BTC Grayscale Bitcoin Mini ETF 1.33% 186,312 $4.8M Add +3.0%
IBTI iShares Ibonds Dec 2028 Term 0.59% 96,139 $2.1M Add +4.2%
ETH Grayscale Ethereum Staking M 0.55% 132,523 $2.0M Add +8.7%
IBDT iShares Ibonds Dec 2028 ETF 0.48% 69,355 $1.8M Add +1.0%
IBTH iShares Ibonds Dec 2027 Term 0.41% 67,387 $1.5M Add +1.0%
IBTG iShares Ibonds Dec 2026 Term 0.41% 64,822 $1.5M Add +0.5%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.38% 57,204 $1.4M Add +1.1%
IBDR iShares Ibonds Dec 2026 Term 0.37% 55,008 $1.3M Add +0.6%
IBTP iShares Ibonds Dec 2034 ETF 0.37% 52,382 $1.3M No change
IBTJ iShares Ibonds Dec 2029 Term 0.37% 61,315 $1.3M Add +1.5%
IBDU iShares Ibonds Dec 2029 Term 0.35% 54,485 $1.3M Add +1.6%
IBTM iShares Ibnds Dec 2032 TT 0.25% 40,753 $925K No change
IBDX iShares Ibonds Dec 2032 TC 0.24% 34,422 $867K No change
IBDV iShares Ibonds Dec 2030 Corp. 0.23% 37,677 $821K No change
IBTK iShares Ibonds Dec 2030 Trea 0.23% 41,998 $821K No change
IBDY iShares Ibonds Dec 2033 Corp. 0.21% 29,284 $754K Reduce -20.9%
SCHB Schwab US Broad Market ETF 0.19% 24,003 $695K No change
IBTO iShares Ibonds Dec 2033 Tres 0.19% 28,589 $690K Reduce -6.7%
IWF iShares Russell 1000 Growth 0.18% 5,388 $669K No change
IDVO Amplify CWP Intl Enh DVD Inc. 0.17% 15,028 $631K Add +62.6%
GRNI Fundstr Gran SH US L/C & Inc. 0.16% 27,799 $587K Reduce -0.9%
NVDA Nvidia Corp. 0.15% 2,641 $528K Add +17.6%
IBDZ ISHARESIBONDSDEC2034TMCORP 0.14% 19,050 $496K No change
IAU iShares Gold Trust 0.13% 6,198 $468K No change
FEOE First Eagle Overseas Eq ETF 0.13% 8,551 $457K Add +63.9%
ZJUL Innovator Edp ETF 1 YR July 0.12% 14,366 $431K No change
SAMT Strategas Macro Them Opps 0.12% 8,860 $423K New
IBCA iShares Ibonds Dec 2035 TC 0.10% 13,580 $348K Reduce -10.3%
IBTQ iShares Ibonds Dec 2035 TT 0.10% 13,818 $347K Reduce -10.3%
IBTL iShares Ibonds Dec 2031 Term 0.09% 16,898 $341K No change
IBIT iShares Bitcoin Trust ETF 0.09% 9,638 $321K New
IVV iShares Core S&P 500 ETF 0.08% 406 $304K No change
OUNZ Vaneck Merk Gold ETF 0.08% 7,831 $302K Add +22.5%
ESGV Vanguard ESG US Stock ETF 0.08% 2,133 $282K No change
IBDW iShares Ibonds Dec 2031 Corp. 0.08% 13,497 $281K No change
AMD Advanced Micro Devices 0.08% 472 $274K New
ETHA iShares Ethereum Trust ETF 0.07% 22,800 $271K Add +50.2%
IBHH iShares Ibonds 2028 TM HY Inc. 0.07% 11,366 $267K No change
IJH iShares Core S&P Midcap ETF 0.07% 3,418 $264K No change
IQDY NT Intl Qual Div DYN ETF 0.07% 6,165 $263K No change
JEPI JPMorgan Equity Premium Inco 0.07% 4,633 $262K No change
IBHK ISHARESIBOND2031HIGHYLDINC 0.07% 10,067 $259K No change
GLD SPDR Gold Shares 0.06% 600 $221K No change

Portfolio Sells Q1 2026 → Q2 2026
IBDY iShares Ibonds Dec 2033 Corp. Reduce -20.9% 0.21% −0.08
IBTO iShares Ibonds Dec 2033 Tres Reduce -6.7% 0.19% −0.04
IBTQ iShares Ibonds Dec 2035 TT Reduce -10.3% 0.10% −0.02
IBCA iShares Ibonds Dec 2035 TC Reduce -10.3% 0.10% −0.02
GRNI Fundstr Gran SH US L/C & Inc. Reduce -0.9% 0.16% −0.00
VOO Vanguard S&P 500 ETF Reduce -1.9% 1.68% +0.04
ITOT iShares Core S&P Total U.S. Reduce -2.6% 11.26% +0.25

Portfolio Buys Q1 2026 → Q2 2026
CGGO Cap Group Global Growth Add +1.5% 7.60% +1.11
IWL iShares Russell Top 200 ETF Add +4.0% 10.94% +0.91
GRNJ Fundstr Gran SH US SM & Mid Add +4.7% 5.37% +0.89
GRNY Fundstr Gran SH US LRG Cap Add +1.9% 7.93% +0.55
SAMT Strategas Macro Them Opps New 0.12% +0.12
IBIT iShares Bitcoin Trust ETF New 0.09% +0.09
AMD Advanced Micro Devices New 0.08% +0.08
IDVO Amplify CWP Intl Enh DVD Inc. Add +62.6% 0.17% +0.06
FEOE First Eagle Overseas Eq ETF Add +63.9% 0.13% +0.05
NVDA Nvidia Corp. Add +17.6% 0.15% +0.03
ETHA iShares Ethereum Trust ETF Add +50.2% 0.07% +0.00
OUNZ Vaneck Merk Gold ETF Add +22.5% 0.08% −0.00
IBDU iShares Ibonds Dec 2029 Term Add +1.6% 0.35% −0.03
IBDS Ishrs Ibnds Dec 27 Corp. ETF Add +1.1% 0.38% −0.03
IBTJ iShares Ibonds Dec 2029 Term Add +1.5% 0.37% −0.03
IBDR iShares Ibonds Dec 2026 Term Add +0.6% 0.37% −0.03
IBTI iShares Ibonds Dec 2028 Term Add +4.2% 0.59% −0.04
IBTH iShares Ibonds Dec 2027 Term Add +1.0% 0.41% −0.04
IBTG iShares Ibonds Dec 2026 Term Add +0.5% 0.41% −0.04
IBDT iShares Ibonds Dec 2028 ETF Add +1.0% 0.48% −0.04
ETH Grayscale Ethereum Staking M Add +8.7% 0.55% −0.18
BTC Grayscale Bitcoin Mini ETF Add +3.0% 1.33% −0.31
RISR Foliobe Altr In&in H ETF-Usd Add +2.5% 4.65% −0.34
BALT Inn Defined Wealth Shield Add +3.1% 9.77% −0.39
DIVO Amplify CWP Enhan Divid ETF Add +4.3% 13.88% −0.47
IAUM iShares Gold Trust Micro Add +5.1% 3.90% −0.86
BIV Vanguard Intermediate-Term B Add +3.4% 13.33% −0.93

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 54$363.6MDIVO, BIV, ITOT, IWL, BALT
Q1 2026 51$330.8MDIVO, BIV, ITOT, BALT, IWL
Q4 2025 52$320.0MBIV, DIVO, ITOT, IWL, BALT
Q3 2025 50$308.6MBIV, SCHD, ITOT, IWL, BALT
Q2 2025 42$256.2MBIV, SCHD, ITOT, IWL, GRNY
Q1 2025 29$219.2MBIV, SCHD, ITOT, IWL, CGGO
Q4 2024 28$213.2MBIV, SCHD, ITOT, IWL, CGGO
Q3 2024 26$230.9MITOT, SCHD, BIV, CGGO, VOO
Q2 2024 24$216.7MITOT, SCHD, BIV, CGGO, VOO
Q1 2024 21$209.0MITOT, SCHD, BIV, CGGO, VOO