Reliant Wealth Planning
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Reliant Wealth Planning reported 52 stock positions worth $320.0 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 14.4% of the portfolio, followed by Amplify CWP Enhan Divid ETF (DIVO, 14.2%) and iShares Core S&P Total U.S. (ITOT, 12.2%). Compared with Q3 2025, it opened 6 new positions, sold out of 4, added to 16 and reduced 13. The biggest buy was a new position in Amplify CWP Enhan Divid ETF (DIVO) and the biggest sale an exit from Schwab US DVD Equity ETF (SCHD).
- Most Recent 13F
- Q2 2026
- Location
- LOUISVILLE, KY
- CIK
- 0001823393
- Portfolio Value
- $320.0M (Q4 2025)
- SEC Filing
- 0001376474-26-000165 ↗ filed Feb 12, 2026
Holdings Value
Holdings 52 stocks · $320.0M
| BIV Vanguard Intermediate-Term B | 14.42% | 592,660 | $46.2M | Add +0.8% |
| DIVO Amplify CWP Enhan Divid ETF | 14.15% | 1,017,720 | $45.3M | New |
| ITOT iShares Core S&P Total U.S. | 12.20% | 262,486 | $39.0M | Reduce -1.2% |
| IWL iShares Russell Top 200 ETF | 10.62% | 199,143 | $34.0M | Reduce -1.2% |
| BALT Inn Defined Wealth Shield | 10.23% | 977,177 | $32.7M | Add +2.1% |
| GRNY Fundstr Gran SH US LRG Cap | 7.58% | 979,647 | $24.3M | Reduce -1.8% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 7.07% | 653,251 | $22.6M | Reduce -1.8% |
| RISR Foliobe Altr In&in H ETF-Usd | 4.98% | 441,417 | $15.9M | Add +0.7% |
| GRNJ Fundstr Gran SH US SM & Mid | 4.45% | 557,894 | $14.3M | New |
| BTC Grayscale Bitcoin Mini ETF | 2.00% | 165,433 | $6.4M | Reduce -2.5% |
| VOO Vanguard S&P 500 ETF | 1.79% | 9,145 | $5.7M | Reduce -2.4% |
| MSFT Microsoft Corp. | 1.07% | 7,110 | $3.4M | No change |
| ETH Grayscale Ethereum Staking M | 1.04% | 118,690 | $3.3M | Add +15.7% |
| IBTI iShares Ibonds Dec 2028 Term | 0.64% | 91,608 | $2.0M | Add +0.7% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.54% | 68,109 | $1.7M | Add +0.8% |
| IBTG iShares Ibonds Dec 2026 Term | 0.47% | 66,151 | $1.5M | Add +3.4% |
| IBTH iShares Ibonds Dec 2027 Term | 0.46% | 66,207 | $1.5M | Add +8.4% |
| IBDR iShares Ibonds Dec 2026 Term | 0.43% | 56,432 | $1.4M | Add +1.8% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.43% | 56,112 | $1.4M | Reduce -2.4% |
| IBTP iShares Ibonds Dec 2034 ETF | 0.42% | 52,382 | $1.4M | Reduce -3.5% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.38% | 55,875 | $1.2M | Add +26.1% |
| IBDU iShares Ibonds Dec 2029 Term | 0.36% | 49,407 | $1.2M | Add +28.1% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.30% | 37,010 | $967K | No change |
| IBTM iShares Ibnds Dec 2032 TT | 0.29% | 40,753 | $940K | Reduce -6.3% |
| IBDX iShares Ibonds Dec 2032 TC | 0.27% | 34,422 | $879K | Reduce -6.7% |
| IBTO iShares Ibonds Dec 2033 Tres | 0.24% | 30,643 | $752K | Reduce -2.6% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.23% | 37,219 | $739K | Add +100.8% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.23% | 33,366 | $736K | Add +101.5% |
| SCHB Schwab US Broad Market ETF | 0.22% | 27,189 | $713K | No change |
| IWF iShares Russell 1000 Growth | 0.20% | 1,347 | $638K | No change |
| NVDA Nvidia Corp. | 0.17% | 2,941 | $548K | No change |
| IAU iShares Gold Trust | 0.16% | 6,198 | $503K | No change |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.16% | 19,050 | $502K | No change |
| ZJUL Innovator Edp ETF 1 YR July | 0.13% | 14,366 | $418K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.12% | 6,962 | $399K | Reduce -19.7% |
| IBCA iShares Ibonds Dec 2035 TC | 0.12% | 15,147 | $393K | No change |
| IBTQ iShares Ibonds Dec 2035 TT | 0.12% | 15,407 | $393K | No change |
| IBTL iShares Ibonds Dec 2031 Term | 0.11% | 16,898 | $347K | Add +16.8% |
| QYLD Global X Nasd 100 Cov Call | 0.10% | 17,964 | $317K | No change |
| GRNI Fundstr Gran SH US L/C & Inc. | 0.09% | 14,833 | $301K | New |
| IBIT iShares Bitcoin Trust ETF | 0.09% | 6,042 | $300K | New |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.09% | 13,497 | $285K | Add +21.2% |
| IVV iShares Core S&P 500 ETF | 0.09% | 414 | $284K | Reduce -1.4% |
| IBHH iShares Ibonds 2028 TM HY Inc. | 0.08% | 11,366 | $269K | No change |
| IAUM iShares Gold Trust Micro | 0.08% | 6,225 | $268K | New |
| OUNZ Vaneck Merk Gold ETF | 0.08% | 6,392 | $265K | New |
| IBHK ISHARESIBOND2031HIGHYLDINC | 0.08% | 10,067 | $260K | Add +30.7% |
| ESGV Vanguard ESG US Stock ETF | 0.08% | 2,133 | $258K | No change |
| IJH iShares Core S&P Midcap ETF | 0.07% | 3,532 | $233K | No change |
| IWM iShares Russell 2000 ETF | 0.07% | 929 | $229K | No change |
| IQDY NT Intl Qual Div DYN ETF | 0.07% | 6,165 | $226K | No change |
| IBHI iShares Ibonds 2029 TM HY Inc. | 0.06% | 8,431 | $199K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −14.73 |
| BTC Grayscale Bitcoin Mini ETF | Reduce -2.5% | 2.00% | −0.78 |
| GRNY Fundstr Gran SH US LRG Cap | Reduce -1.8% | 7.58% | −0.50 |
| IBTF iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.47 |
| AAPL Apple Inc. | Sold out | 0.00% | −0.45 |
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.35 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.2% | 12.20% | −0.34 |
| CGGO Cap Group Global Growth | Reduce -1.8% | 7.07% | −0.29 |
| IWL iShares Russell Top 200 ETF | Reduce -1.2% | 10.62% | −0.23 |
| VOO Vanguard S&P 500 ETF | Reduce -2.4% | 1.79% | −0.07 |
| JEPI JPMorgan Equity Premium Inco | Reduce -19.7% | 0.12% | −0.04 |
| IBTP iShares Ibonds Dec 2034 ETF | Reduce -3.5% | 0.42% | −0.03 |
| IBTM iShares Ibnds Dec 2032 TT | Reduce -6.3% | 0.29% | −0.03 |
| IBDX iShares Ibonds Dec 2032 TC | Reduce -6.7% | 0.27% | −0.03 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Reduce -2.4% | 0.43% | −0.03 |
| IBTO iShares Ibonds Dec 2033 Tres | Reduce -2.6% | 0.24% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -1.4% | 0.09% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| DIVO Amplify CWP Enhan Divid ETF | New | 14.15% | +14.15 |
| GRNJ Fundstr Gran SH US SM & Mid | New | 4.45% | +4.45 |
| IBTK iShares Ibonds Dec 2030 Trea | Add +100.8% | 0.23% | +0.11 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +101.5% | 0.23% | +0.11 |
| GRNI Fundstr Gran SH US L/C & Inc. | New | 0.09% | +0.09 |
| IBIT iShares Bitcoin Trust ETF | New | 0.09% | +0.09 |
| IAUM iShares Gold Trust Micro | New | 0.08% | +0.08 |
| OUNZ Vaneck Merk Gold ETF | New | 0.08% | +0.08 |
| IBDU iShares Ibonds Dec 2029 Term | Add +28.1% | 0.36% | +0.07 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +26.1% | 0.38% | +0.07 |
| BALT Inn Defined Wealth Shield | Add +2.1% | 10.23% | +0.05 |
| IBTH iShares Ibonds Dec 2027 Term | Add +8.4% | 0.46% | +0.02 |
| IBHK ISHARESIBOND2031HIGHYLDINC | Add +30.7% | 0.08% | +0.02 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +21.2% | 0.09% | +0.01 |
| IBTL iShares Ibonds Dec 2031 Term | Add +16.8% | 0.11% | +0.01 |
| IBTG iShares Ibonds Dec 2026 Term | Add +3.4% | 0.47% | −0.00 |
| IBDR iShares Ibonds Dec 2026 Term | Add +1.8% | 0.43% | −0.01 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +0.8% | 0.54% | −0.02 |
| IBTI iShares Ibonds Dec 2028 Term | Add +0.7% | 0.64% | −0.02 |
| RISR Foliobe Altr In&in H ETF-Usd | Add +0.7% | 4.98% | −0.11 |
| ETH Grayscale Ethereum Staking M | Add +15.7% | 1.04% | −0.26 |
| BIV Vanguard Intermediate-Term B | Add +0.8% | 14.42% | −0.46 |
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 |