Reliant Wealth Planning
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 28, 2025), Reliant Wealth Planning reported 29 stock positions worth $219.2 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 23.6% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 20.2%) and iShares Core S&P Total U.S. (ITOT, 16.2%). Compared with Q4 2024, it opened 1 new position, added to 7 and reduced 14. The biggest buy was a new position in Grayscale Bitcoin Mini ETF (BTC) and the biggest sale iShares Core S&P Total U.S. (ITOT, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- LOUISVILLE, KY
- CIK
- 0001823393
- Portfolio Value
- $219.2M (Q1 2025)
- SEC Filing
- 0001376474-25-000396 ↗ filed Apr 28, 2025
Holdings Value
Holdings 29 stocks · $219.2M
| BIV Vanguard Intermediate-Term B | 23.57% | 674,766 | $51.7M | Add +2.6% |
| SCHD Schwab US DVD Equity ETF | 20.16% | 1,580,323 | $44.2M | Reduce -0.3% |
| ITOT iShares Core S&P Total U.S. | 16.23% | 291,649 | $35.6M | Reduce -4.1% |
| IWL iShares Russell Top 200 ETF | 11.69% | 186,515 | $25.6M | Add +1.9% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 8.24% | 637,627 | $18.1M | Add +0.6% |
| GRNY Fundstr Gran SH US LRG Cap | 7.64% | 921,813 | $16.8M | Add +35.4% |
| VOO Vanguard S&P 500 ETF | 2.65% | 11,323 | $5.8M | Reduce -6.5% |
| BTC Grayscale Bitcoin Mini ETF | 2.53% | 151,905 | $5.5M | New |
| IBTI iShares Ibonds Dec 2028 Term | 0.81% | 80,238 | $1.8M | Reduce -0.4% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.67% | 57,958 | $1.5M | Reduce -0.6% |
| IBTF iShares Ibonds Dec 2025 Term | 0.66% | 61,955 | $1.4M | Reduce -10.0% |
| IBTG iShares Ibonds Dec 2026 Term | 0.58% | 55,316 | $1.3M | Reduce -8.0% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.55% | 50,242 | $1.2M | Add +0.3% |
| IBTH iShares Ibonds Dec 2027 Term | 0.55% | 53,285 | $1.2M | Reduce -12.6% |
| IBDR iShares Ibonds Dec 2026 Term | 0.52% | 47,258 | $1.1M | Reduce -8.8% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.49% | 43,004 | $1.1M | Reduce -9.3% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.39% | 39,685 | $864K | No change |
| IBDU iShares Ibonds Dec 2029 Term | 0.36% | 34,192 | $791K | No change |
| SCHB Schwab US Broad Market ETF | 0.27% | 27,189 | $585K | No change |
| IAU iShares Gold Trust | 0.22% | 8,317 | $490K | Reduce -1.7% |
| IWF iShares Russell 1000 Growth | 0.22% | 1,347 | $486K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.18% | 6,907 | $395K | Add +46.5% |
| QYLD Global X Nasd 100 Cov Call | 0.13% | 17,454 | $290K | Add +13.6% |
| IBHH iShares Ibonds 2028 TM HY Inc. | 0.12% | 11,501 | $269K | Reduce -1.1% |
| IVV iShares Core S&P 500 ETF | 0.12% | 466 | $262K | Reduce -2.7% |
| NVDA Nvidia Corp. | 0.11% | 2,246 | $243K | Reduce -17.4% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.11% | 12,160 | $239K | No change |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.11% | 10,779 | $234K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.10% | 2,133 | $209K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| ITOT iShares Core S&P Total U.S. | Reduce -4.1% | 16.23% | −2.11 |
| VOO Vanguard S&P 500 ETF | Reduce -6.5% | 2.65% | −0.41 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.3% | 20.16% | −0.14 |
| IBTF iShares Ibonds Dec 2025 Term | Reduce -10.0% | 0.66% | −0.09 |
| IBTH iShares Ibonds Dec 2027 Term | Reduce -12.6% | 0.55% | −0.09 |
| IBTG iShares Ibonds Dec 2026 Term | Reduce -8.0% | 0.58% | −0.06 |
| IBDQ iShares Ibonds Dec 2025 Term | Reduce -9.3% | 0.49% | −0.06 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -8.8% | 0.52% | −0.06 |
| NVDA Nvidia Corp. | Reduce -17.4% | 0.11% | −0.06 |
| IBTI iShares Ibonds Dec 2028 Term | Reduce -0.4% | 0.81% | −0.01 |
| IBDT iShares Ibonds Dec 2028 ETF | Reduce -0.6% | 0.67% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -2.7% | 0.12% | −0.01 |
| IBHH iShares Ibonds 2028 TM HY Inc. | Reduce -1.1% | 0.12% | −0.00 |
| IAU iShares Gold Trust | Reduce -1.7% | 0.22% | +0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| BTC Grayscale Bitcoin Mini ETF | New | 2.53% | +2.53 |
| GRNY Fundstr Gran SH US LRG Cap | Add +35.4% | 7.64% | +1.27 |
| BIV Vanguard Intermediate-Term B | Add +2.6% | 23.57% | +0.51 |
| JEPI JPMorgan Equity Premium Inco | Add +46.5% | 0.18% | +0.05 |
| QYLD Global X Nasd 100 Cov Call | Add +13.6% | 0.13% | +0.00 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +0.3% | 0.55% | −0.01 |
| CGGO Cap Group Global Growth | Add +0.6% | 8.24% | −0.44 |
| IWL iShares Russell Top 200 ETF | Add +1.9% | 11.69% | −0.73 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 54 | $363.6M | DIVO, BIV, ITOT, IWL, BALT |
| Q1 2026 | 51 | $330.8M | DIVO, BIV, ITOT, BALT, IWL |
| Q4 2025 | 52 | $320.0M | BIV, DIVO, ITOT, IWL, BALT |
| Q3 2025 | 50 | $308.6M | BIV, SCHD, ITOT, IWL, BALT |
| Q2 2025 | 42 | $256.2M | BIV, SCHD, ITOT, IWL, GRNY |
| Q1 2025 | 29 | $219.2M | BIV, SCHD, ITOT, IWL, CGGO |
| Q4 2024 | 28 | $213.2M | BIV, SCHD, ITOT, IWL, CGGO |
| Q3 2024 | 26 | $230.9M | ITOT, SCHD, BIV, CGGO, VOO |
| Q2 2024 | 24 | $216.7M | ITOT, SCHD, BIV, CGGO, VOO |
| Q1 2024 | 21 | $209.0M | ITOT, SCHD, BIV, CGGO, VOO |