Funds › Reliant Wealth Planning
Reliant Wealth Planning
13F for Q3 2026, filed Nov 13, 2026. 60 positions worth $383.0M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 13, 2026
Reported value
$383.0M
+$19.4M (5.3%) vs Q2 2026
Positions
60
54 in Q2 2026
Top 10 share
84.9%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Amplify ETF Tr Cwp Enhanced Div | 1.13M | $52.5M | 13.7% | +2.3% | 13F ↗ |
| 2 | Vanguard Bd Index Fds Intermed Term | 659,075 | $48.0M | 12.5% | +4.3% | 13F ↗ |
| 3 | iShares Tr Rus Top 200 Etf | 213,623 | $40.6M | 10.6% | -0.7% | 13F ↗ |
| 4 | iShares Tr Core S&P Ttl Stk | 243,282 | $40.5M | 10.6% | -2.3% | 13F ↗ |
| 5 | Innovator Etfs Trust Defined Wlt Shld | 1.06M | $37.1M | 9.7% | +2.5% | 13F ↗ |
| 6 | Tidal Trust I Fund Gran Us Etf | 1.03M | $28.7M | 7.5% | -1.1% | 13F ↗ |
| 7 | Capital Group Gbl Growth Eqt Units | 638,456 | $25.4M | 6.6% | -2.3% | 13F ↗ |
| 8 | Tidal Trust III Fund Gra Mid Etf | 635,436 | $18.7M | 4.9% | +2.4% | 13F ↗ |
| 9 | Tidal Trust I Foli Al Rate Etf | 479,995 | $17.8M | 4.6% | +2.7% | 13F ↗ |
| 10 | IAUM iShares Gold Trust Micro · Shs Repstg Un Tr | 378,163 | $15.7M | 4.1% | +6.8% | 13F ↗ |
| 11 | BTC Grayscale Bitcoin Mini Trust | 197,837 | $7.3M | 1.9% | +6.2% | 13F ↗ |
| 12 | Vanguard Index Fds S&P 500 Etf Shs | 8,460 | $5.9M | 1.5% | -5.1% | 13F ↗ |
| 13 | ETH Grayscale Ethereum Staking Mini ETF | 142,908 | $3.6M | 1.0% | +7.8% | 13F ↗ |
| 14 | MSFT Microsoft Corporation | 6,861 | $3.5M | 0.9% | New | 13F ↗ |
| 15 | AAPL Apple Inc. | 6,945 | $2.3M | 0.6% | New | 13F ↗ |
| 16 | iShares Tr Ibonds 28 Trm Ts | 99,528 | $2.2M | 0.6% | +3.5% | 13F ↗ |
| 17 | JPM JPMorgan Chase & Co. | 5,982 | $2.0M | 0.5% | New | 13F ↗ |
| 18 | iShares Tr Ibds DEC28 Etf | 72,330 | $1.8M | 0.5% | +4.3% | 13F ↗ |
| 19 | iShares Tr Ibonds 27 Trm Ts | 72,857 | $1.6M | 0.4% | +8.1% | 13F ↗ |
| 20 | YUM Yum! Brands, Inc. | 11,215 | $1.5M | 0.4% | New | 13F ↗ |
| 21 | iShares Tr Ibonds 27 Etf | 62,261 | $1.5M | 0.4% | +8.8% | 13F ↗ |
| 22 | iShares Tr Ibonds 26 Trm Ts | 64,822 | $1.5M | 0.4% | Unchanged | 13F ↗ |
| 23 | iShares Tr Ibonds 29 Trm Ts | 64,917 | $1.4M | 0.4% | +5.9% | 13F ↗ |
| 24 | NVDA NVIDIA Corporation | 5,906 | $1.3M | 0.4% | +124% | 13F ↗ |
| 25 | iShares Tr Ibonds DEC2026 | 55,008 | $1.3M | 0.3% | Unchanged | 13F ↗ |
| 26 | iShares Tr Ibonds Dec 29 | 57,857 | $1.3M | 0.3% | +6.2% | 13F ↗ |
| 27 | iShares Tr Ibonds Dec 2034 | 50,068 | $1.2M | 0.3% | -4.4% | 13F ↗ |
| 28 | iShares Tr Ibonds Dec 2032 | 52,443 | $1.1M | 0.3% | +28.7% | 13F ↗ |
| 29 | iShares Tr Ibonds Dec 2032 | 44,984 | $1.1M | 0.3% | +30.7% | 13F ↗ |
| 30 | iShares Tr Ibond Dec 2030 | 46,149 | $876.4K | 0.2% | +9.9% | 13F ↗ |
| 31 | iShares Tr Ibonds Dec 2030 | 41,405 | $875.3K | 0.2% | +9.9% | 13F ↗ |
| 32 | Tidal Trust III Fund Gr Larg Etf | 35,960 | $756.2K | 0.2% | +29.4% | 13F ↗ |
| 33 | iShares Tr Ibonds Dec 2033 | 29,284 | $716.9K | 0.2% | Unchanged | 13F ↗ |
| 34 | Schwab Strategic Tr Us Brd Mkt Etf | 24,003 | $703.5K | 0.2% | Unchanged | 13F ↗ |
| 35 | iShares Tr Rus 1000 Grw Etf | 5,388 | $674.9K | 0.2% | Unchanged | 13F ↗ |
| 36 | iShares Tr Ibonds Dec 2033 | 28,589 | $657.3K | 0.2% | Unchanged | 13F ↗ |
| 37 | Amplify ETF Tr Cwp Intl Enhance | 15,028 | $624.3K | 0.2% | Unchanged | 13F ↗ |
| 38 | COST Costco Wholesale Corporation | 585 | $532.5K | 0.1% | New | 13F ↗ |
| 39 | Rbb Fund Trust Firs Eagl Ov Etf | 9,668 | $519.8K | 0.1% | +13.1% | 13F ↗ |
| 40 | iShares Tr Ibonds Dec 2031 | 25,984 | $505.9K | 0.1% | +53.8% | 13F ↗ |
| 41 | Innovator Etfs Trust Etf | 16,256 | $491.8K | 0.1% | +13.2% | 13F ↗ |
| 42 | IAU iShares Gold Trust · Ishares New | 6,198 | $484.1K | 0.1% | Unchanged | 13F ↗ |
| 43 | iShares Tr Ibonds Dec 2034 | 19,050 | $469.2K | 0.1% | Unchanged | 13F ↗ |
| 44 | iShares Ethereum Tr | 22,800 | $458.7K | 0.1% | Unchanged | 13F ↗ |
| 45 | IBIT iShares Bitcoin Trust ETF · Shs Ben Int | 9,638 | $456.3K | 0.1% | Unchanged | 13F ↗ |
| 46 | iShares Tr Ibonds Dec 2031 | 22,311 | $447.6K | 0.1% | +65.3% | 13F ↗ |
| 47 | Advisors Inner Circle Fd III Strategas Macro | 8,860 | $369.3K | 0.1% | Unchanged | 13F ↗ |
| 48 | AMD Advanced Micro Devices, Inc. | 572 | $349.9K | 0.1% | +21.2% | 13F ↗ |
| 49 | iShares Tr Ibonds Dec 2035 | 13,580 | $326.9K | 0.1% | Unchanged | 13F ↗ |
| 50 | iShares Tr Ibonds Dec 2035 | 13,818 | $326.5K | 0.1% | Unchanged | 13F ↗ |
Showing the top 50 of 60 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
7 new, 25 added to, 7 trimmed, 1 exited, 21 unchanged. By estimated dollars.
New positions (7)
Added to (25)
| Vanguard Bd Index Fds Intermed Term | 659,075 | +4.3% | $2.0M |
| Amplify ETF Tr Cwp Enhanced Div | 1.13M | +2.3% | $1.2M |
| IAUM iShares Gold Trust Micro · Shs Repstg Un Tr | 378,163 | +6.8% | $996.9K |
| Innovator Etfs Trust Defined Wlt Shld | 1.06M | +2.5% | $894.3K |
| NVDA NVIDIA Corporation | 5,906 | +124% | $745.7K |
| Tidal Trust I Foli Al Rate Etf | 479,995 | +2.7% | $467.8K |
| Tidal Trust III Fund Gra Mid Etf | 635,436 | +2.4% | $439.2K |
| BTC Grayscale Bitcoin Mini Trust | 197,837 | +6.2% | $425.8K |
| ETH Grayscale Ethereum Staking Mini ETF | 142,908 | +7.8% | $264.7K |
| iShares Tr Ibonds Dec 2032 | 44,984 | +30.7% | $254.2K |
Trimmed (7)
| iShares Tr Core S&P Ttl Stk | 243,282 | -2.3% | -$969.9K |
| Capital Group Gbl Growth Eqt Units | 638,456 | -2.3% | -$585.0K |
| Vanguard Index Fds S&P 500 Etf Shs | 8,460 | -5.1% | -$315.4K |
| Tidal Trust I Fund Gran Us Etf | 1.03M | -1.1% | -$310.4K |
| iShares Tr Rus Top 200 Etf | 213,623 | -0.7% | -$282.0K |
| iShares Tr Ibonds Dec 2034 | 50,068 | -4.4% | -$55.6K |
| Flexshares Tr Nrtrn Tr Int Dyn | 5,810 | -5.8% | -$14.9K |
Exited (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| iShares Tr Core S&P Mcp Etf | 3,418 | Exited | -$263.6K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Every position, puts and calls. Part of Premium.
Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 60 | $383.0M | Current | SEC ↗ |
| Q2 2026 | Aug 7, 2026 | 13F-HR | 54 | $363.6M | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 51 | $330.8M | Current | SEC ↗ |
| Q4 2025 | Feb 12, 2026 | 13F-HR | 52 | $320.0M | Current | SEC ↗ |
| Q3 2025 | Nov 18, 2025 | 13F-HR | 50 | $308.6M | Current | SEC ↗ |
| Q2 2025 | Aug 12, 2025 | 13F-HR | 42 | $256.2M | Current | SEC ↗ |
| Q1 2025 | Apr 28, 2025 | 13F-HR | 29 | $219.2M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer