Reliant Wealth Planning

Registered adviser

CIK

1823393

Location

LOUISVILLE, KY

Portfolio Value

Small $363,586,403

Diversification

Moderately concentrated

Filing Date

Global Rank

#4,692 / 8,827 ▼ 111

Top Industry

Semiconductors 100.0%

Period ended 4 months ago

Filed Aug 7, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 286230

Roster of Nov 1, 2026

Regulatory AUM

$595,209,756

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$595,209,756	Individuals and high net worth (100%)
Mar 2025 to Mar 2026	$520,645,127	Individuals and high net worth (100%)
Apr 2024 to Feb 2025	$469,100,858	Individuals and high net worth (100%)
May 2023 to Mar 2024	$404,336,376	Individuals and high net worth (100%)
Apr 2023	$404,336,376	Individuals and high net worth (100%)
Apr 2022 to Mar 2023	$444,512,919	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 98.1% of the book (60%+)

Turnover

Low turnover

23.0% over the last four quarters (under 30%)

Horizon

Horizon unknown

The value-weighted holding period is at least 9.4 quarters, but 12.9% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 93.4%; sector active share 86.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

54 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

28.2%

+0.5 pts

Top 5

78.1%

−1.0 pts

Top 10

98.1%

−0.1 pts

HHI

1,537

Moderately concentrated+6

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	99.8%	$362,783,777	52
Technology	0.2%	$802,626	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DIVO	Amplify CWP Enhanced Dividend Income ETF	+45,998	1,104,334	$50,468,063
BALT		+31,667	1,037,015	$35,538,504
GRNJ	Fundstrat Granny Shots US Small- & Mid-Cap ETF	+27,845	620,518	$19,509,085
BIV	Vanguard Bond Index Funds	+20,777	631,866	$48,464,122
—		+19,935	1,043,100	$28,841,715
IAUM	iShares Gold Trust Micro	+17,111	354,094	$14,167,300
—		+11,299	467,373	$16,918,902
ETH	Grayscale Ethereum Staking Mini ETF	+10,653	132,523	$1,991,820
CGGO	Capital Group Global Growth Equity ETF	+9,565	653,161	$27,648,305
IWL	iShares Russell Top 200 ETF	+8,193	215,106	$39,783,854
ETHA	iShares Ethereum Trust ETF	+7,621	22,800	$271,091
IDVO	Amplify CWP International Enhanced Dividend Income ETF	+5,787	15,028	$631,176
BTC	Grayscale Bitcoin Mini Trust ETF	+5,469	186,312	$4,834,796
IWF	iShares Russell 1000 Growth ETF	+4,041	5,388	$669,027
IBTI	iShares iBonds Dec 2028 Term Treasury ETF	+3,861	96,139	$2,128,517
FEOE	First Eagle Overseas Equity ETF	+3,333	8,551	$456,623
OUNZ	VanEck Merk Gold ETF	+1,439	7,831	$302,198
IBTJ	iShares iBonds Dec 2029 Term Treasury ETF	+896	61,315	$1,327,469
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	+839	54,485	$1,261,872
IBTH	iShares iBonds Dec 2027 Term Treasury ETF	+691	67,387	$1,507,447
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	+658	69,355	$1,751,213
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	+640	57,204	$1,385,480
NVDA	Nvidia Corp	+395	2,641	$528,437
IBTG	iShares iBonds Dec 2026 Term Treasury ETF	+332	64,822	$1,483,775
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	+314	55,008	$1,332,843
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
IBDY	iShares iBonds Dec 2033 Term Corporate ETF	−7,726	29,284	$753,916
ITOT	iShares Core S&P Total U.S. Stock Market ETF	−6,618	249,115	$40,922,121
IBTO	iShares iBonds Dec 2033 Term Treasury ETF	−2,054	28,589	$689,909
IBTQ	iShares iBonds Dec 2035 Term Treasury ETF	−1,589	13,818	$346,624
IBCA	iShares iBonds Dec 2035 Term Corporate ETF	−1,567	13,580	$347,783
GRNI	Fundstrat Granny Shots US Large Cap & Income ETF	−260	27,799	$586,558
VOO	VANGUARD 500 INDEX FUND	−176	8,910	$6,119,477
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
SAMT	Strategas Macro Thematic Opportunities ETF	8,860	$422,932
IBIT	iShares Bitcoin Trust ETF	9,638	$320,849
AMD	Advanced Micro Devices Inc	472	$274,189
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

54 tracked positions · $363,586,403 total · filing declares 54 positions · $363,586,372 · as of Jun 30, 2026

All sectors Technology

Showing 1–50 of 54 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
DIVO	Amplify CWP Enhanced Dividend Income ETF	Added	1,104,334	+45,998	$50,468,063	+6.3%	3	$45.06	13.88%
BIV	Vanguard Bond Index Funds	Added	631,866	+20,777	$48,464,122	+2.8%	13	$75.11	13.33%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Reduced	249,115	-6,618	$40,922,121	+12.3%	26+	before history	11.26%
IWL	iShares Russell Top 200 ETF	Added	215,106	+8,193	$39,783,854	+19.8%	7	unpriced	10.94%
BALT		Added	1,037,015	+31,667	$35,538,504	+5.6%	5	$32.53	9.77%
		Added	1,043,100	+19,935	$28,841,715	+18.1%	7	$20.64	7.93%
CGGO	Capital Group Global Growth Equity ETF	Added	653,161	+9,565	$27,648,305	+28.7%	12	$24.98	7.60%
GRNJ	Fundstrat Granny Shots US Small- & Mid-Cap ETF	Added	620,518	+27,845	$19,509,085	+31.6%	3	$26.00	5.37%
		Added	467,373	+11,299	$16,918,902	+2.4%	4	$36.63	4.65%
IAUM	iShares Gold Trust Micro	Added	354,094	+17,111	$14,167,300	−10.0%	3	$48.28	3.90%
VOO	VANGUARD 500 INDEX FUND	Reduced	8,910	-176	$6,119,477	+12.7%	26+	before history	1.68%
BTC	Grayscale Bitcoin Mini Trust ETF	Added	186,312	+5,469	$4,834,796	−10.9%	6	$40.62	1.33%
IBTI	iShares iBonds Dec 2028 Term Treasury ETF	Added	96,139	+3,861	$2,128,517	+3.5%	11	unpriced	0.59%
ETH	Grayscale Ethereum Staking Mini ETF	Added	132,523	+10,653	$1,991,820	−17.7%	4	$34.66	0.55%
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	Added	69,355	+658	$1,751,213	+0.6%	11	unpriced	0.48%
IBTH	iShares iBonds Dec 2027 Term Treasury ETF	Added	67,387	+691	$1,507,447	+0.8%	12	unpriced	0.41%
IBTG	iShares iBonds Dec 2026 Term Treasury ETF	Added	64,822	+332	$1,483,775	+0.4%	12	unpriced	0.41%
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	Added	57,204	+640	$1,385,480	+1.0%	12	unpriced	0.38%
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	Added	55,008	+314	$1,332,843	+0.5%	12	unpriced	0.37%
IBTP	iShares iBonds Dec 2034 Term Treasury ETF	Held	52,382	0	$1,329,717	−1.0%	5	unpriced	0.37%
IBTJ	iShares iBonds Dec 2029 Term Treasury ETF	Added	61,315	+896	$1,327,469	+0.6%	10	unpriced	0.37%
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	Added	54,485	+839	$1,261,872	+1.1%	8	unpriced	0.35%
IBTM	iShares iBonds Dec 2032 Term Treasury ETF	Held	40,753	0	$924,889	−1.0%	5	unpriced	0.25%
IBDX	iShares iBonds Dec 2032 Term Corporate ETF	Held	34,422	0	$867,090	−0.3%	5	unpriced	0.24%
IBDV	iShares iBonds Dec 2030 Term Corporate ETF	Held	37,677	0	$821,358	−0.4%	7	unpriced	0.23%
IBTK	iShares iBonds Dec 2030 Term Treasury ETF	Held	41,998	0	$820,640	−0.9%	7	unpriced	0.23%
IBDY	iShares iBonds Dec 2033 Term Corporate ETF	Reduced	29,284	-7,726	$753,916	−21.2%	5	unpriced	0.21%
SCHB	Schwab U.S. Broad Market ETF	Held	24,003	0	$695,126	+15.4%	17	unpriced	0.19%
IBTO	iShares iBonds Dec 2033 Term Treasury ETF	Reduced	28,589	-2,054	$689,909	−7.7%	5	unpriced	0.19%
IWF	iShares Russell 1000 Growth ETF	Added	5,388	+4,041	$669,027	+16.5%	17	unpriced	0.18%
IDVO	Amplify CWP International Enhanced Dividend Income ETF	Added	15,028	+5,787	$631,176	+68.8%	2	$41.74	0.17%
GRNI	Fundstrat Granny Shots US Large Cap & Income ETF	Reduced	27,799	-260	$586,558	+9.7%	3	$20.47	0.16%
NVDA	Nvidia Corp Technology	Added	2,641	+395	$528,437	+34.9%	10	$112.86	0.15%
IBDZ	iShares iBonds Dec 2034 Term Corporate ETF	Held	19,050	0	$496,252	−0.0%	5	unpriced	0.14%
IAU	Ishares Gold Trust	Held	6,198	0	$468,010	−14.3%	8	$46.87	0.13%
FEOE	First Eagle Overseas Equity ETF	Added	8,551	+3,333	$456,623	+73.4%	2	$52.33	0.13%
ZJUL		Held	14,366	0	$430,549	+3.1%	4	$28.47	0.12%
SAMT	Strategas Macro Thematic Opportunities ETF	NEW	8,860	NEW	$422,932	NEW	1	$44.17	0.12%
IBCA	iShares iBonds Dec 2035 Term Corporate ETF	Reduced	13,580	-1,567	$347,783	−10.5%	4	unpriced	0.10%
IBTQ	iShares iBonds Dec 2035 Term Treasury ETF	Reduced	13,818	-1,589	$346,624	−11.1%	4	unpriced	0.10%
IBTL	iShares iBonds Dec 2031 Term Treasury ETF	Held	16,898	0	$341,170	−1.0%	5	unpriced	0.09%
IBIT	iShares Bitcoin Trust ETF	NEW	9,638	NEW	$320,849	NEW	1	$40.68	0.09%
IVV	iShares Core S&P 500 ETF	Held	406	0	$304,049	+14.6%	8	unpriced	0.08%
OUNZ	VanEck Merk Gold ETF	Added	7,831	+1,439	$302,198	+4.9%	3	$40.60	0.08%
ESGV	VANGUARD ESG U.S. STOCK ETF	Held	2,133	0	$282,067	+17.8%	11	unpriced	0.08%
IBDW	iShares iBonds Dec 2031 Term Corporate ETF	Held	13,497	0	$281,277	−0.4%	5	unpriced	0.08%
AMD	Advanced Micro Devices Inc Technology	NEW	472	NEW	$274,189	NEW	1	$409.99	0.08%
ETHA	iShares Ethereum Trust ETF	Added	22,800	+7,621	$271,091	+12.8%	2	$17.23	0.07%
IBHH	iShares iBonds 2028 Term High Yield and Income ETF	Held	11,366	0	$267,101	+0.1%	9	unpriced	0.07%
IJH	iShares Core S&P Mid-Cap ETF	Held	3,418	0	$263,561	+14.2%	4	unpriced	0.07%

Showing the top 50 of 54 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.