Reliant Wealth Planning
CIK: 0001823393SEC EDGAR →
Portfolio Value
$320.0M
Holdings
52
As of
Q4 2025
New Positions
11
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INTERMEDIATE-TERM BOND ETF | 592,660 | $46.2M | 14.42% |
| 2 | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 1,017,720 | $45.3M | 14.15% |
| 3 | ISHARES TR CORE S&P TTL STK | 262,486 | $39.0M | 12.20% |
| 4 | ISHARES TR RUS TOP 200 ETF | 199,143 | $34.0M | 10.62% |
| 5 | INNOVATOR DEFINED WEALTH SHLD ETF | 977,177 | $32.7M | 10.23% |
| 6 | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | 979,647 | $24.3M | 7.58% |
| 7 | CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT | 653,251 | $22.6M | 7.07% |
| 8 | FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE | 441,417 | $15.9M | 4.98% |
| 9 | FUNDSTRAT GRANNY SHOTS US | 557,894 | $14.3M | 4.45% |
| 10 | GRAYSCALE BITCOIN MINI TR ETF SHS NEW | 165,433 | $6.4M | 2.00% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 41 | $239.3M | 74.8% |
| Unknown | 7 | $70.1M | 21.9% |
| Technology | 4 | $10.7M | 3.3% |