Reliant Wealth Planning
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Reliant Wealth Planning reported 42 stock positions worth $256.2 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 20.5% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 17.1%) and iShares Core S&P Total U.S. (ITOT, 14.9%). Compared with Q1 2025, it opened 13 new positions, added to 20 and reduced 3. The biggest buy was Fundstr Gran SH US LRG Cap (GRNY, shares +11%) and the biggest sale iShares Core S&P Total U.S. (ITOT, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- LOUISVILLE, KY
- CIK
- 0001823393
- Portfolio Value
- $256.2M (Q2 2025)
- SEC Filing
- 0001376474-25-000727 ↗ filed Aug 12, 2025
Holdings Value
Holdings 42 stocks · $256.2M
| BIV Vanguard Intermediate-Term B | 20.53% | 679,989 | $52.6M | Add +0.8% |
| SCHD Schwab US DVD Equity ETF | 17.07% | 1,650,384 | $43.7M | Add +4.4% |
| ITOT iShares Core S&P Total U.S. | 14.88% | 282,286 | $38.1M | Reduce -3.2% |
| IWL iShares Russell Top 200 ETF | 12.23% | 204,525 | $31.3M | Add +9.7% |
| GRNY Fundstr Gran SH US LRG Cap | 9.02% | 1,018,585 | $23.1M | Add +10.5% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 8.39% | 672,450 | $21.5M | Add +5.5% |
| BTC Grayscale Bitcoin Mini ETF | 3.15% | 168,775 | $8.1M | Add +11.1% |
| VOO Vanguard S&P 500 ETF | 2.44% | 11,022 | $6.3M | Reduce -2.7% |
| IBMN iShares Ibonds Dec 2025 Term | 0.80% | 76,769 | $2.1M | New |
| BSMP Invesco Bulletshares 2025 MB | 0.80% | 83,356 | $2.0M | New |
| IBTI iShares Ibonds Dec 2028 Term | 0.79% | 90,992 | $2.0M | Add +13.4% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.67% | 67,567 | $1.7M | Add +16.6% |
| IBTF iShares Ibonds Dec 2025 Term | 0.57% | 62,576 | $1.5M | Add +1.0% |
| IBTP iShares Ibonds Dec 2034 ETF | 0.55% | 54,310 | $1.4M | New |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.53% | 55,604 | $1.3M | Add +10.7% |
| IBTH iShares Ibonds Dec 2027 Term | 0.52% | 59,077 | $1.3M | Add +10.9% |
| IBTG iShares Ibonds Dec 2026 Term | 0.52% | 57,728 | $1.3M | Add +4.4% |
| IBDR iShares Ibonds Dec 2026 Term | 0.47% | 49,540 | $1.2M | Add +4.8% |
| IBTM iShares Ibnds Dec 2032 TT | 0.47% | 51,936 | $1.2M | New |
| BALT Inn Defined Wealth Shield | 0.46% | 36,443 | $1.2M | New |
| IBTO iShares Ibonds Dec 2033 Tres | 0.45% | 47,167 | $1.2M | New |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.45% | 44,507 | $1.2M | New |
| IBDX iShares Ibonds Dec 2032 TC | 0.44% | 44,557 | $1.1M | New |
| IBDQ iShares Ibonds Dec 2025 Term | 0.43% | 43,581 | $1.1M | Add +1.3% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.38% | 44,324 | $972K | Add +11.7% |
| ZFEB Inotr Eq Def PR ETF - 1 YR F | 0.37% | 39,381 | $960K | New |
| IBDU iShares Ibonds Dec 2029 Term | 0.35% | 38,575 | $900K | Add +12.8% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.27% | 26,603 | $695K | New |
| SCHB Schwab US Broad Market ETF | 0.25% | 27,189 | $648K | No change |
| IWF iShares Russell 1000 Growth | 0.22% | 1,347 | $572K | No change |
| IAU iShares Gold Trust | 0.20% | 8,317 | $519K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.15% | 6,962 | $396K | Add +0.8% |
| NVDA Nvidia Corp. | 0.14% | 2,246 | $355K | No change |
| IBTK iShares Ibonds Dec 2030 Trea | 0.14% | 17,629 | $350K | Add +45.0% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.14% | 15,739 | $346K | Add +46.0% |
| MSFT Microsoft Corp. | 0.13% | 645 | $321K | New |
| QYLD Global X Nasd 100 Cov Call | 0.12% | 17,964 | $300K | Add +2.9% |
| IBTL iShares Ibonds Dec 2031 Term | 0.12% | 14,470 | $297K | New |
| IVV iShares Core S&P 500 ETF | 0.11% | 466 | $289K | No change |
| IBHH iShares Ibonds 2028 TM HY Inc. | 0.11% | 11,366 | $270K | Reduce -1.2% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.09% | 11,138 | $234K | New |
| ESGV Vanguard ESG US Stock ETF | 0.09% | 2,133 | $234K | No change |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| GRNY Fundstr Gran SH US LRG Cap | Add +10.5% | 9.02% | +1.38 |
| IBMN iShares Ibonds Dec 2025 Term | New | 0.80% | +0.80 |
| BSMP Invesco Bulletshares 2025 MB | New | 0.80% | +0.80 |
| BTC Grayscale Bitcoin Mini ETF | Add +11.1% | 3.15% | +0.62 |
| IBTP iShares Ibonds Dec 2034 ETF | New | 0.55% | +0.55 |
| IWL iShares Russell Top 200 ETF | Add +9.7% | 12.23% | +0.53 |
| IBTM iShares Ibnds Dec 2032 TT | New | 0.47% | +0.47 |
| BALT Inn Defined Wealth Shield | New | 0.46% | +0.46 |
| IBTO iShares Ibonds Dec 2033 Tres | New | 0.45% | +0.45 |
| IBDY iShares Ibonds Dec 2033 Corp. | New | 0.45% | +0.45 |
| IBDX iShares Ibonds Dec 2032 TC | New | 0.44% | +0.44 |
| ZFEB Inotr Eq Def PR ETF - 1 YR F | New | 0.37% | +0.37 |
| IBDZ ISHARESIBONDSDEC2034TMCORP | New | 0.27% | +0.27 |
| CGGO Cap Group Global Growth | Add +5.5% | 8.39% | +0.15 |
| MSFT Microsoft Corp. | New | 0.13% | +0.13 |
| IBTL iShares Ibonds Dec 2031 Term | New | 0.12% | +0.12 |
| IBDW iShares Ibonds Dec 2031 Corp. | New | 0.09% | +0.09 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +46.0% | 0.14% | +0.03 |
| IBTK iShares Ibonds Dec 2030 Trea | Add +45.0% | 0.14% | +0.03 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +16.6% | 0.67% | +0.00 |
| IBDU iShares Ibonds Dec 2029 Term | Add +12.8% | 0.35% | −0.01 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +11.7% | 0.38% | −0.01 |
| QYLD Global X Nasd 100 Cov Call | Add +2.9% | 0.12% | −0.02 |
| IBTI iShares Ibonds Dec 2028 Term | Add +13.4% | 0.79% | −0.02 |
| JEPI JPMorgan Equity Premium Inco | Add +0.8% | 0.15% | −0.03 |
| IBTH iShares Ibonds Dec 2027 Term | Add +10.9% | 0.52% | −0.03 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +10.7% | 0.53% | −0.03 |
| IBDR iShares Ibonds Dec 2026 Term | Add +4.8% | 0.47% | −0.05 |
| IBTG iShares Ibonds Dec 2026 Term | Add +4.4% | 0.52% | −0.06 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +1.3% | 0.43% | −0.07 |
| IBTF iShares Ibonds Dec 2025 Term | Add +1.0% | 0.57% | −0.09 |
| BIV Vanguard Intermediate-Term B | Add +0.8% | 20.53% | −3.04 |
| SCHD Schwab US DVD Equity ETF | Add +4.4% | 17.07% | −3.08 |
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 |