Reliant Wealth Planning
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Reliant Wealth Planning reported 51 stock positions worth $330.8 million. Its top holding was Amplify CWP Enhan Divid ETF (DIVO) at 14.3% of the portfolio, followed by Vanguard Intermediate-Term B (BIV, 14.3%) and iShares Core S&P Total U.S. (ITOT, 11.0%). Compared with Q4 2025, it opened 4 new positions, sold out of 5, added to 19 and reduced 10. The biggest buy was iShares Gold Trust Micro (IAUM, shares +5313%) 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
- $330.8M (Q1 2026)
- SEC Filing
- 0001376474-26-000382 ↗ filed May 15, 2026
Holdings Value
Holdings 51 stocks · $330.8M
| DIVO Amplify CWP Enhan Divid ETF | 14.35% | 1,058,336 | $47.5M | Add +4.0% |
| BIV Vanguard Intermediate-Term B | 14.26% | 611,089 | $47.2M | Add +3.1% |
| ITOT iShares Core S&P Total U.S. | 11.01% | 255,733 | $36.4M | Reduce -2.6% |
| BALT Inn Defined Wealth Shield | 10.17% | 1,005,348 | $33.6M | Add +2.9% |
| IWL iShares Russell Top 200 ETF | 10.04% | 206,913 | $33.2M | Add +3.9% |
| GRNY Fundstr Gran SH US LRG Cap | 7.38% | 1,023,165 | $24.4M | Add +4.4% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 6.49% | 643,596 | $21.5M | Reduce -1.5% |
| RISR Foliobe Altr In&in H ETF-Usd | 4.99% | 456,074 | $16.5M | Add +3.3% |
| IAUM iShares Gold Trust Micro | 4.76% | 336,983 | $15.7M | Add +5313.4% |
| GRNJ Fundstr Gran SH US SM & Mid | 4.48% | 592,673 | $14.8M | Add +6.2% |
| VOO Vanguard S&P 500 ETF | 1.64% | 9,086 | $5.4M | Reduce -0.7% |
| BTC Grayscale Bitcoin Mini ETF | 1.64% | 180,843 | $5.4M | Add +9.3% |
| ETH Grayscale Ethereum Staking M | 0.73% | 121,870 | $2.4M | Add +2.7% |
| IBTI iShares Ibonds Dec 2028 Term | 0.62% | 92,278 | $2.1M | Add +0.7% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.53% | 68,697 | $1.7M | Add +0.9% |
| IBTH iShares Ibonds Dec 2027 Term | 0.45% | 66,696 | $1.5M | Add +0.7% |
| IBTG iShares Ibonds Dec 2026 Term | 0.45% | 64,490 | $1.5M | Reduce -2.5% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.41% | 56,564 | $1.4M | Add +0.8% |
| IBTP iShares Ibonds Dec 2034 ETF | 0.41% | 52,382 | $1.3M | No change |
| IBDR iShares Ibonds Dec 2026 Term | 0.40% | 54,694 | $1.3M | Reduce -3.1% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.40% | 60,419 | $1.3M | Add +8.1% |
| IBDU iShares Ibonds Dec 2029 Term | 0.38% | 53,646 | $1.2M | Add +8.6% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.29% | 37,010 | $957K | No change |
| IBTM iShares Ibnds Dec 2032 TT | 0.28% | 40,753 | $934K | No change |
| IBDX iShares Ibonds Dec 2032 TC | 0.26% | 34,422 | $870K | No change |
| IBTK iShares Ibonds Dec 2030 Trea | 0.25% | 41,998 | $828K | Add +12.8% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.25% | 37,677 | $825K | Add +12.9% |
| IBTO iShares Ibonds Dec 2033 Tres | 0.23% | 30,643 | $747K | No change |
| SCHB Schwab US Broad Market ETF | 0.18% | 24,003 | $602K | Reduce -11.7% |
| IWF iShares Russell 1000 Growth | 0.17% | 1,347 | $574K | No change |
| IAU iShares Gold Trust | 0.17% | 6,198 | $546K | No change |
| GRNI Fundstr Gran SH US L/C & Inc. | 0.16% | 28,059 | $535K | Add +89.2% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.15% | 19,050 | $496K | No change |
| ZJUL Innovator Edp ETF 1 YR July | 0.13% | 14,366 | $418K | No change |
| NVDA Nvidia Corp. | 0.12% | 2,246 | $392K | Reduce -23.6% |
| IBTQ iShares Ibonds Dec 2035 TT | 0.12% | 15,407 | $390K | No change |
| IBCA iShares Ibonds Dec 2035 TC | 0.12% | 15,147 | $388K | No change |
| IDVO Amplify CWP Intl Enh DVD Inc. | 0.11% | 9,241 | $374K | New |
| IBTL iShares Ibonds Dec 2031 Term | 0.10% | 16,898 | $345K | No change |
| OUNZ Vaneck Merk Gold ETF | 0.09% | 6,392 | $288K | No change |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.09% | 13,497 | $282K | No change |
| IBHH iShares Ibonds 2028 TM HY Inc. | 0.08% | 11,366 | $267K | No change |
| IVV iShares Core S&P 500 ETF | 0.08% | 406 | $265K | Reduce -1.9% |
| FEOE First Eagle Overseas Eq ETF | 0.08% | 5,218 | $263K | New |
| JEPI JPMorgan Equity Premium Inco | 0.08% | 4,633 | $263K | Reduce -33.5% |
| GLD SPDR Gold Shares | 0.08% | 600 | $258K | New |
| IBHK ISHARESIBOND2031HIGHYLDINC | 0.08% | 10,067 | $256K | No change |
| ETHA iShares Ethereum Trust ETF | 0.07% | 15,179 | $240K | New |
| ESGV Vanguard ESG US Stock ETF | 0.07% | 2,133 | $239K | No change |
| IQDY NT Intl Qual Div DYN ETF | 0.07% | 6,165 | $234K | No change |
| IJH iShares Core S&P Midcap ETF | 0.07% | 3,418 | $231K | Reduce -3.2% |
Portfolio Sells Q4 2025 → Q1 2026
| ITOT iShares Core S&P Total U.S. | Reduce -2.6% | 11.01% | −1.19 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −1.07 |
| CGGO Cap Group Global Growth | Reduce -1.5% | 6.49% | −0.58 |
| VOO Vanguard S&P 500 ETF | Reduce -0.7% | 1.64% | −0.15 |
| QYLD Global X Nasd 100 Cov Call | Sold out | 0.00% | −0.10 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.09 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.07 |
| IBHI iShares Ibonds 2029 TM HY Inc. | Sold out | 0.00% | −0.06 |
| NVDA Nvidia Corp. | Reduce -23.6% | 0.12% | −0.05 |
| JEPI JPMorgan Equity Premium Inco | Reduce -33.5% | 0.08% | −0.05 |
| SCHB Schwab US Broad Market ETF | Reduce -11.7% | 0.18% | −0.04 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -3.1% | 0.40% | −0.03 |
| IBTG iShares Ibonds Dec 2026 Term | Reduce -2.5% | 0.45% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -1.9% | 0.08% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.2% | 0.07% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| IAUM iShares Gold Trust Micro | Add +5313.4% | 4.76% | +4.67 |
| DIVO Amplify CWP Enhan Divid ETF | Add +4.0% | 14.35% | +0.19 |
| IDVO Amplify CWP Intl Enh DVD Inc. | New | 0.11% | +0.11 |
| FEOE First Eagle Overseas Eq ETF | New | 0.08% | +0.08 |
| GLD SPDR Gold Shares | New | 0.08% | +0.08 |
| ETHA iShares Ethereum Trust ETF | New | 0.07% | +0.07 |
| GRNI Fundstr Gran SH US L/C & Inc. | Add +89.2% | 0.16% | +0.07 |
| GRNJ Fundstr Gran SH US SM & Mid | Add +6.2% | 4.48% | +0.03 |
| IBTK iShares Ibonds Dec 2030 Trea | Add +12.8% | 0.25% | +0.02 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +12.9% | 0.25% | +0.02 |
| IBDU iShares Ibonds Dec 2029 Term | Add +8.6% | 0.38% | +0.02 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +8.1% | 0.40% | +0.02 |
| RISR Foliobe Altr In&in H ETF-Usd | Add +3.3% | 4.99% | +0.01 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +0.8% | 0.41% | −0.01 |
| IBTH iShares Ibonds Dec 2027 Term | Add +0.7% | 0.45% | −0.01 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +0.9% | 0.53% | −0.02 |
| IBTI iShares Ibonds Dec 2028 Term | Add +0.7% | 0.62% | −0.02 |
| BALT Inn Defined Wealth Shield | Add +2.9% | 10.17% | −0.06 |
| BIV Vanguard Intermediate-Term B | Add +3.1% | 14.26% | −0.17 |
| GRNY Fundstr Gran SH US LRG Cap | Add +4.4% | 7.38% | −0.20 |
| ETH Grayscale Ethereum Staking M | Add +2.7% | 0.73% | −0.31 |
| BTC Grayscale Bitcoin Mini ETF | Add +9.3% | 1.64% | −0.36 |
| IWL iShares Russell Top 200 ETF | Add +3.9% | 10.04% | −0.58 |
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 |