Reliant Wealth Planning Q2 2026 Portfolio Activity Report
This report details observable purchases and sales by Reliant Wealth Planning in the second quarter of 2026, highlighting changes across various holdings.
Reliant Wealth Planning's portfolio saw activity during the second quarter of 2026. The total portfolio value stood at $309,175,757 as of June 30th.
The investor maintained a significant allocation to certain holdings while adjusting others slightly. Key positions like DIVO, the Amplify CWP Enhanced Dividend Income ETF, and Reliant Wealth Planning's largest holding, BALT, the Innovator Defined Wealth Shield ETF, showed increases in both shares and value. Similarly, exposure to intermediate-term bonds via Vanguard's Intermediate-Term Bond ETF (BIV) also grew slightly.
Several other holdings demonstrated positive changes during the quarter:
- BALT (Innovator Defined Wealth Shield ETF): Reliant increased its position by approximately 3.15%, adding around 31,667 shares and contributing to a portfolio allocation of 9.77%.
- IAUM (iShares Gold Trust): The allocation saw an increase due to share growth (+5.08%), boosting the value associated with this holding.
- RISR (FolioBeyond ETF): Shares increased by about 2.48%, adding roughly 11,299 shares and maintaining its position in the portfolio.
- CGGO (Capital Group Global Growth Creation Unit): Reliant added a small number of shares (+1.49%), increasing this holding's allocation slightly to 7.6%.
In contrast, some holdings experienced reductions or remained static:
- ITOT (iShares Core S&P Total Stock Market Index Fund): Reliant sold shares (-2.59%), resulting in a decrease of about 6,618 shares and contributing to its portfolio allocation dropping from previous levels.
The overall sector allocation remains heavily concentrated within the 'Unknown' category at approximately 99.74% of the total value ($308,373,131). There is minimal exposure outside this bucket, with small allocations to Technology and specific ETFs like RISR (FolioBeyond Alternative Income & Interest Rate Strategy) at 4.65%, IAUM (Gold ETF) at 3.9%, and Vanguard's Intermediate-Term Bond ETF (BIV) at 13.33%.
No such activity is disclosed in this filing for other sectors beyond Technology, Alternative Income & Interest Rate Strategy, and Bonds.