Reliant Wealth Planning Portfolio Stock Holdings
Reliant Wealth Planning disclosed 51 stock positions valued at approximately $330.8 million in its latest SEC 13F filing. The largest holdings include AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF, VANGUARD INTERMEDIATE-TERM BOND ETF, and ISHARES TR CORE S&P TTL STK. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 51
- Portfolio Value
- $330.8M
Holdings by Sector
Reliant Wealth Planning Portfolio Holdings in Q1 2026
40 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | DIVO | Other | 14.35% | 1,058,336 | +40,616 | +3.99% | $47,466,370 |
| VANGUARD INTERMEDIATE-TERM BOND ETF | BIV | Other | 14.26% | 611,089 | +18,429 | +3.11% | $47,163,849 |
| ISHARES TR CORE S&P TTL STK | ITOT | Other | 11.01% | 255,733 | -6,753 | -2.57% | $36,424,051 |
| INNOVATOR DEFINED WEALTH SHLD ETF | BALT | Other | 10.17% | 1,005,348 | +28,171 | +2.88% | $33,643,971 |
| ISHARES TR RUS TOP 200 ETF | IWL | Other | 10.04% | 206,913 | +7,770 | +3.90% | $33,205,109 |
| CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT | CGGO | Other | 6.49% | 643,596 | -9,655 | -1.48% | $21,476,799 |
| FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE | RISR | Other | 4.99% | 456,074 | +14,657 | +3.32% | $16,519,000 |
| ISHARES GOLD TR SHARES REPRESENT | IAUM | Other | 4.76% | 336,983 | +330,758 | +5313.38% | $15,737,106 |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | VOO | Other | 1.64% | 9,086 | -59 | -0.65% | $5,429,339 |
| GRAYSCALE BITCOIN MINI TR ETF SHS NEW | BTC | Other | 1.64% | 180,843 | +15,410 | +9.31% | $5,423,482 |
| ISHARES IBONDS DEC 2028 TERM TREASURY ETF | IBTI | Other | 0.62% | 92,278 | +670 | +0.73% | $2,056,231 |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | IBDT | Other | 0.53% | 68,697 | +588 | +0.86% | $1,740,095 |
| ISHARES IBONDS DEC 2027 TERM TREASURY ETF | IBTH | Other | 0.45% | 66,696 | +489 | +0.74% | $1,495,991 |
| ISHARES IBONDS DEC 2026 TERM TREASURY ETF | IBTG | Other | 0.45% | 64,490 | -1,661 | -2.51% | $1,477,788 |
| ISHARES TR IBONDS 27 ETF | IBDS | Other | 0.41% | 56,564 | +452 | +0.81% | $1,371,111 |
| ISHARES TR IBONDS DEC2026 | IBDR | Other | 0.40% | 54,694 | -1,738 | -3.08% | $1,325,783 |
| ISHARES IBONDS DEC 2029 TERM TREASURY ETF | IBTJ | Other | 0.40% | 60,419 | +4,544 | +8.13% | $1,319,732 |
| ISHARES TR IBONDS DEC 29 | IBDU | Other | 0.38% | 53,646 | +4,239 | +8.58% | $1,247,806 |
| SHARES IBONDS DEC 2033 TERM CORPORATE ETF | IBDY | Other | 0.29% | 37,010 | - | - | $956,709 |
| ISHARES IBONDS DEC 2032 TERM TREASURY ETF | IBTM | Other | 0.28% | 40,753 | - | - | $934,483 |
| ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | IBDX | Other | 0.26% | 34,422 | - | - | $869,844 |
| ISHARES IBONDS DEC 2030 TERM TREASURY ETF | IBTK | Other | 0.25% | 41,998 | +4,779 | +12.84% | $828,201 |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | IBDV | Other | 0.25% | 37,677 | +4,311 | +12.92% | $824,750 |
| ISHARES IBONDS DEC 2033 TERM TREASURY ETF | IBTO | Other | 0.23% | 30,643 | - | - | $747,377 |
| SCHWAB U.S. BROAD MARKET ETF | SCHB | Other | 0.18% | 24,003 | -3,186 | -11.72% | $602,475 |
| ISHARES TR RUS 1000 GRW ETF | IWF | Other | 0.17% | 1,347 | - | - | $574,361 |
| ISHARES GOLD TR ISHARES NEW | IAU | Other | 0.17% | 6,198 | - | - | $546,416 |
| NVIDIA CORPORATION | NVDA | Technology | 0.12% | 2,246 | -695 | -23.63% | $391,702 |
| AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF | IDVO | Other | 0.11% | 9,241 | +9,241 | +100.00% | $373,983 |
| ISHARES IBONDS DEC 2031 TERM TREASURY ETF | IBTL | Other | 0.10% | 16,898 | - | - | $344,701 |
| VANECK MERK GOLD ETF | OUNZ | Other | 0.09% | 6,392 | - | - | $287,960 |
| ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | IBDW | Other | 0.09% | 13,497 | - | - | $282,492 |
| ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF | IBHH | Other | 0.08% | 11,366 | - | - | $266,760 |
| ISHARES TR CORE S&P500 ETF | IVV | Other | 0.08% | 406 | -8 | -1.93% | $265,203 |
| FIRST EAGLE OVERSEAS EQUITY ETF | 75526L878 | Other | 0.08% | 5,218 | +5,218 | +100.00% | $263,300 |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | Other | 0.08% | 4,633 | -2,329 | -33.45% | $262,598 |
| SPDR GOLD SHARES | GLD | Other | 0.08% | 600 | +600 | +100.00% | $258,174 |
| VANGUARD ESG U.S. STOCK ETF | ESGV | Other | 0.07% | 2,133 | - | - | $239,472 |
| FLEXSHARES INTERNATIONAL QUALITY DIV DYNAMIC INDEX FUND | IQDY | Other | 0.07% | 6,165 | - | - | $233,739 |
| ISHARES TR CORE S&P MCP ETF | IJH | Other | 0.07% | 3,418 | -114 | -3.23% | $230,818 |