Reliant Wealth Planning

CIK

1823393

Location

LOUISVILLE, KY

Portfolio Value

Micro $25,305,458

Diversification

Highly concentrated

Filing Date

Global Rank

#7,563 / 8,605 ▲ 439 · as of Mar 2026

Top Industry

Semiconductors 100.0%

3Y Alpha vs SPY

-24.3%

Period ended 3 months ago

Filed May 15, 2026 · 55d

12 quarters · since Mar 2023

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

-8.1%

SPY

+76.5%

Annualised alpha

-23.6%

Max drawdown

−45.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

8 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

62.2%

+19.6 pts

Top 5

96.9%

+2.4 pts

Top 10

100.0%

0.0 pts

HHI

4,429

Highly concentrated+1,574

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	98.5%	$24,913,756	7
Technology	1.5%	$391,702	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
IAUM	iShares Gold Trust Micro	+330,758	336,983	$15,737,106
BTC	Grayscale Bitcoin Mini Trust ETF	+15,410	180,843	$5,423,481
ETH	Grayscale Ethereum Staking Mini ETF	+3,180	121,870	$2,420,338
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
NVDA	Nvidia Corp	−695	2,246	$391,702
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
GLD	Spdr Gold Trust	600	$258,174
ETHA	iShares Ethereum Trust ETF	15,179	$240,283
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
MSFT	Microsoft Corp	7,110	$3,438,538
IBIT	iShares Bitcoin Trust ETF	6,042	$299,985
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

8 positions · $25,305,458 total · as of Mar 31, 2026

All sectors Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IAUM	iShares Gold Trust Micro	Added	336,983	+330,758	$15,737,106	+5780.6%	62.19%
BTC	Grayscale Bitcoin Mini Trust ETF	Added	180,843	+15,410	$5,423,481	−15.4%	21.43%
ETH	Grayscale Ethereum Staking Mini ETF	Added	121,870	+3,180	$2,420,338	−27.3%	9.56%
IAU	Ishares Gold Trust	Held	6,198	0	$546,415	+8.6%	2.16%
NVDA	Nvidia Corp Technology	Reduced	2,246	-695	$391,702	−28.6%	1.55%
OUNZ	VanEck Merk Gold ETF	Held	6,392	0	$287,959	+8.6%	1.14%
GLD	Spdr Gold Trust	NEW	600	NEW	$258,174	NEW	1.02%
ETHA	iShares Ethereum Trust ETF	NEW	15,179	NEW	$240,283	NEW	0.95%