Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Reliant Wealth Planning 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Reliant Wealth Planning (CIK 1823393) reported $363.6M across 54 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DIVO ($50.5M, 13.88%), BIV ($48.5M, 13.33%), ITOT ($40.9M, 11.26%), IWL ($39.8M, 10.94%), BALT ($35.5M, 9.77%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DIVOAMPLIFY CWP ENHANCED DIVIDEND INCOME ETF$50.5M13.88%1.1MAdded
2BIVVANGUARD INTERMEDIATE-TERM BOND ETF$48.5M13.33%631,866Added
3ITOTISHARES TR CORE S&P TTL STK$40.9M11.26%249,115Trimmed
4IWLISHARES TR RUS TOP 200 ETF$39.8M10.94%215,106Added
5BALTINNOVATOR DEFINED WEALTH SHLD ETF$35.5M9.77%1.0MAdded
6GRNYFUNDSTRAT GRANNY SHOTS US LARGE CAP ETF$28.8M7.93%1.0MAdded
7CGGOCAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT$27.6M7.60%653,161Added
8GRNJFUNDSTRAT GRANNY SHOTS US$19.5M5.37%620,518Added
9RISRFOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE$16.9M4.65%467,373Added
10IAUMISHARES GOLD TR SHARES REPRESENT$14.2M3.90%354,094Added
11VOOVANGUARD INDEX FUNDS S&P 500 ETF SHS NEW$6.1M1.68%8,910Trimmed
12BTCGRAYSCALE BITCOIN MINI TR ETF SHS NEW$4.8M1.33%186,312Added
13IBTIISHARES IBONDS DEC 2028 TERM TREASURY ETF$2.1M0.59%96,139Added
14ETHGRAYSCALE ETHEREUM STAKING MINI ETF$2.0M0.55%132,523Added
15IBDTISHARES IBONDS DEC 2028 TERM CORPORATE ETF$1.8M0.48%69,355Added
16IBTHISHARES IBONDS DEC 2027 TERM TREASURY ETF$1.5M0.41%67,387Added
17IBTGISHARES IBONDS DEC 2026 TERM TREASURY ETF$1.5M0.41%64,822Added
18IBDSISHARES TR IBONDS 27 ETF$1.4M0.38%57,204Added
19IBDRISHARES TR IBONDS DEC2026$1.3M0.37%55,008Added
20IBTPISHARES IBONDS DEC 2034 TERM TREASURY ETF$1.3M0.37%52,382Hold
21IBTJISHARES IBONDS DEC 2029 TERM TREASURY ETF$1.3M0.37%61,315Added
22IBDUISHARES TR IBONDS DEC 29$1.3M0.35%54,485Added
23IBTMISHARES IBONDS DEC 2032 TERM TREASURY ETF$924,8890.25%40,753Hold
24IBDXISHARES IBONDS DEC 2032 TERM CORPORATE ETF$867,0900.24%34,422Hold
25IBTKISHARES IBONDS DEC 2030 TERM TREASURY ETF$820,6400.23%41,998Hold

Source: SEC Form 13F filings · as of 2026-06-30