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13F holdings · Q2 2026

Reliant Wealth Planning

Louisville, KY · files as Reliant Wealth Planning
Holdings as of Jun 30, 2026Filed Aug 7, 2026Next filing due Nov 16, 2026CIK 1823393

Reliant Wealth Planning reported 54 stocks worth $364M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are DIVO (13.9%), BIV (13.3%) and ITOT (11.3%). Compared with Q1 2026, the fund opened new positions in SAMT, IBIT and AMD, added to DIVO, BIV and IWL and trimmed ITOT, VOO and IBDY.

Reported value$364M+9.9% vs last quarter
Stocks held543 new · 0 sold out
Top 5 weight59.2%fairly concentrated
Turnover4%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
DIVO
Amplify ETF TR
$50.5M13.9%1.1M+46K (+4%)3 of 8
2
BIV
Vanguard Intermediate
$48.5M13.3%632K+21K (+3%)8 of 8
3
ITOT
Ishares TR
$40.9M11.3%249K−6,618 (−3%)8 of 8
4
IWL
Ishares Russell Top 200 ETF
$39.8M10.9%215K+8,193 (+4%)7 of 8
5
BALT
Innovator Etfs Trust
$35.5M9.8%1M+32K (+3%)5 of 8
6
GRNY
Fundstrat Granny Shots US Large Cap ETF
$28.8M7.9%1M+20K (+2%)7 of 8
7
CGGO
Capital Group Gbl Growth Eqt
$27.6M7.6%653K+9,565 (+1%)8 of 8
8
GRNJ
Tidal Trust III
$19.5M5.4%621K+28K (+5%)3 of 8
9
RISR
Tidal Trust I
$16.9M4.7%467K+11K (+2%)4 of 8
10
IAUM
Ishares Gold TR
$14.2M3.9%354K+17K (+5%)3 of 8
🔒 44 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Reported value

last 8 quarters
$231MQ3 '24
$213MQ4 '24
$219MQ1 '25
$256MQ2 '25
$309MQ3 '25
$320MQ4 '25
$331MQ1 '26
$364MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 7, 202613F-HRQ2 2026SEC filing ↗

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Reliant Wealth Planning 13F FAQ

What does Reliant Wealth Planning own?

Reliant Wealth Planning reported 54 stocks worth $364M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are DIVO (13.9%), BIV (13.3%) and ITOT (11.3%). The table above lists every position in the filing (the top 10 without an account).

What did Reliant Wealth Planning buy and sell in Q2 2026?

Compared with Q1 2026: 3 new positions, 25 added to, 7 trimmed and 0 sold out. New positions include SAMT, IBIT and AMD.

When will Reliant Wealth Planning file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Reliant Wealth Planning's portfolio worth?

The Q2 2026 filing reports $364M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.