Reliant Wealth Planning
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 18, 2025), Reliant Wealth Planning reported 50 stock positions worth $308.6 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 14.9% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 14.7%) and iShares Core S&P Total U.S. (ITOT, 12.5%). Compared with Q2 2025, it opened 11 new positions, sold out of 3, added to 12 and reduced 15. The biggest buy was Inn Defined Wealth Shield (BALT, shares +2527%) and the biggest sale Vanguard Intermediate-Term B (BIV, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- LOUISVILLE, KY
- CIK
- 0001823393
- Portfolio Value
- $308.6M (Q3 2025)
- SEC Filing
- 0001376474-25-000949 ↗ filed Nov 18, 2025
Holdings Value
Holdings 50 stocks · $308.6M
| BIV Vanguard Intermediate-Term B | 14.89% | 588,270 | $45.9M | Reduce -13.5% |
| SCHD Schwab US DVD Equity ETF | 14.73% | 1,664,663 | $45.4M | Add +0.9% |
| ITOT iShares Core S&P Total U.S. | 12.54% | 265,590 | $38.7M | Reduce -5.9% |
| IWL iShares Russell Top 200 ETF | 10.85% | 201,622 | $33.5M | Reduce -1.4% |
| BALT Inn Defined Wealth Shield | 10.18% | 957,346 | $31.4M | Add +2527.0% |
| GRNY Fundstr Gran SH US LRG Cap | 8.08% | 997,667 | $24.9M | Reduce -2.0% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 7.36% | 665,071 | $22.7M | Reduce -1.1% |
| RISR Foliobe Altr In&in H ETF-Usd | 5.09% | 438,408 | $15.7M | New |
| BTC Grayscale Bitcoin Mini ETF | 2.78% | 169,657 | $8.6M | Add +0.5% |
| VOO Vanguard S&P 500 ETF | 1.86% | 9,370 | $5.7M | Reduce -15.0% |
| ETH Grayscale Ethereum Staking M | 1.30% | 102,585 | $4.0M | New |
| MSFT Microsoft Corp. | 1.19% | 7,110 | $3.7M | Add +1002.3% |
| IBTI iShares Ibonds Dec 2028 Term | 0.66% | 90,992 | $2.0M | No change |
| IBDT iShares Ibonds Dec 2028 ETF | 0.56% | 67,567 | $1.7M | No change |
| IBTG iShares Ibonds Dec 2026 Term | 0.48% | 63,964 | $1.5M | Add +10.8% |
| IBTF iShares Ibonds Dec 2025 Term | 0.47% | 61,955 | $1.4M | Reduce -1.0% |
| IBTP iShares Ibonds Dec 2034 ETF | 0.46% | 54,310 | $1.4M | No change |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.45% | 57,461 | $1.4M | Add +3.3% |
| IBTH iShares Ibonds Dec 2027 Term | 0.45% | 61,083 | $1.4M | Add +3.4% |
| AAPL Apple Inc. | 0.45% | 5,393 | $1.4M | New |
| IBDR iShares Ibonds Dec 2026 Term | 0.44% | 55,433 | $1.3M | Add +11.9% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.35% | 43,004 | $1.1M | Reduce -1.3% |
| IBTM iShares Ibnds Dec 2032 TT | 0.33% | 43,474 | $1.0M | Reduce -16.3% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.32% | 44,324 | $973K | No change |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.31% | 37,010 | $971K | Reduce -16.8% |
| IBDX iShares Ibonds Dec 2032 TC | 0.31% | 36,895 | $945K | Reduce -17.2% |
| IBDU iShares Ibonds Dec 2029 Term | 0.29% | 38,575 | $905K | No change |
| IBTO iShares Ibonds Dec 2033 Tres | 0.25% | 31,452 | $775K | Reduce -33.3% |
| SCHB Schwab US Broad Market ETF | 0.23% | 27,189 | $699K | No change |
| IWF iShares Russell 1000 Growth | 0.20% | 1,347 | $631K | No change |
| NVDA Nvidia Corp. | 0.18% | 2,941 | $549K | Add +30.9% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.16% | 19,050 | $504K | Reduce -28.4% |
| JEPI JPMorgan Equity Premium Inco | 0.16% | 8,666 | $495K | Add +24.5% |
| IAU iShares Gold Trust | 0.15% | 6,198 | $451K | Reduce -25.5% |
| ZJUL Innovator Edp ETF 1 YR July | 0.13% | 14,366 | $413K | New |
| IBCA iShares Ibonds Dec 2035 TC | 0.13% | 15,147 | $394K | New |
| IBTQ iShares Ibonds Dec 2035 TT | 0.13% | 15,407 | $393K | New |
| IBTK iShares Ibonds Dec 2030 Trea | 0.12% | 18,538 | $368K | Add +5.2% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.12% | 16,557 | $367K | Add +5.2% |
| QYLD Global X Nasd 100 Cov Call | 0.10% | 17,964 | $306K | No change |
| IBTL iShares Ibonds Dec 2031 Term | 0.10% | 14,470 | $298K | No change |
| IVV iShares Core S&P 500 ETF | 0.09% | 420 | $281K | Reduce -9.9% |
| IBHH iShares Ibonds 2028 TM HY Inc. | 0.09% | 11,366 | $271K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.08% | 2,133 | $253K | No change |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.08% | 11,138 | $236K | No change |
| IJH iShares Core S&P Midcap ETF | 0.07% | 3,532 | $230K | New |
| IWM iShares Russell 2000 ETF | 0.07% | 929 | $225K | New |
| IQDY NT Intl Qual Div DYN ETF | 0.07% | 6,165 | $209K | New |
| IBHK ISHARESIBOND2031HIGHYLDINC | 0.07% | 7,704 | $201K | New |
| IBHI iShares Ibonds 2029 TM HY Inc. | 0.07% | 8,431 | $201K | New |
Portfolio Sells Q2 2025 → Q3 2025
| BIV Vanguard Intermediate-Term B | Reduce -13.5% | 14.89% | −5.64 |
| ITOT iShares Core S&P Total U.S. | Reduce -5.9% | 12.54% | −2.35 |
| IWL iShares Russell Top 200 ETF | Reduce -1.4% | 10.85% | −1.37 |
| CGGO Cap Group Global Growth | Reduce -1.1% | 7.36% | −1.03 |
| GRNY Fundstr Gran SH US LRG Cap | Reduce -2.0% | 8.08% | −0.94 |
| IBMN iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.80 |
| BSMP Invesco Bulletshares 2025 MB | Sold out | 0.00% | −0.80 |
| VOO Vanguard S&P 500 ETF | Reduce -15.0% | 1.86% | −0.58 |
| ZFEB Inotr Eq Def PR ETF - 1 YR F | Sold out | 0.00% | −0.37 |
| IBTO iShares Ibonds Dec 2033 Tres | Reduce -33.3% | 0.25% | −0.20 |
| IBTM iShares Ibnds Dec 2032 TT | Reduce -16.3% | 0.33% | −0.14 |
| IBDY iShares Ibonds Dec 2033 Corp. | Reduce -16.8% | 0.31% | −0.14 |
| IBDX iShares Ibonds Dec 2032 TC | Reduce -17.2% | 0.31% | −0.13 |
| IBDZ ISHARESIBONDSDEC2034TMCORP | Reduce -28.4% | 0.16% | −0.11 |
| IBTF iShares Ibonds Dec 2025 Term | Reduce -1.0% | 0.47% | −0.10 |
| IBDQ iShares Ibonds Dec 2025 Term | Reduce -1.3% | 0.35% | −0.08 |
| IAU iShares Gold Trust | Reduce -25.5% | 0.15% | −0.06 |
| IVV iShares Core S&P 500 ETF | Reduce -9.9% | 0.09% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| BALT Inn Defined Wealth Shield | Add +2527.0% | 10.18% | +9.73 |
| RISR Foliobe Altr In&in H ETF-Usd | New | 5.09% | +5.09 |
| ETH Grayscale Ethereum Staking M | New | 1.30% | +1.30 |
| MSFT Microsoft Corp. | Add +1002.3% | 1.19% | +1.07 |
| AAPL Apple Inc. | New | 0.45% | +0.45 |
| ZJUL Innovator Edp ETF 1 YR July | New | 0.13% | +0.13 |
| IBCA iShares Ibonds Dec 2035 TC | New | 0.13% | +0.13 |
| IBTQ iShares Ibonds Dec 2035 TT | New | 0.13% | +0.13 |
| IJH iShares Core S&P Midcap ETF | New | 0.07% | +0.07 |
| IWM iShares Russell 2000 ETF | New | 0.07% | +0.07 |
| IQDY NT Intl Qual Div DYN ETF | New | 0.07% | +0.07 |
| IBHI iShares Ibonds 2029 TM HY Inc. | New | 0.07% | +0.07 |
| IBHK ISHARESIBOND2031HIGHYLDINC | New | 0.07% | +0.07 |
| NVDA Nvidia Corp. | Add +30.9% | 0.18% | +0.04 |
| JEPI JPMorgan Equity Premium Inco | Add +24.5% | 0.16% | +0.01 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +5.2% | 0.12% | −0.02 |
| IBTK iShares Ibonds Dec 2030 Trea | Add +5.2% | 0.12% | −0.02 |
| IBDR iShares Ibonds Dec 2026 Term | Add +11.9% | 0.44% | −0.03 |
| IBTG iShares Ibonds Dec 2026 Term | Add +10.8% | 0.48% | −0.04 |
| IBTH iShares Ibonds Dec 2027 Term | Add +3.4% | 0.45% | −0.07 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +3.3% | 0.45% | −0.07 |
| BTC Grayscale Bitcoin Mini ETF | Add +0.5% | 2.78% | −0.36 |
| SCHD Schwab US DVD Equity ETF | Add +0.9% | 14.73% | −2.35 |
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 |