Reliant Wealth Planning Portfolio Holdings

Reliant Wealth Planning

  • $266 Million
  • Q3 2025

Reliant Wealth Planning has filed its 13F form on November 18, 2025 for Q3 2025 where it was disclosed a total value porftolio of $266 Million distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Inter with a value of $45.9M, Schwab Strategic Tr Us Dividen with a value of $45.4M, Ishares Core S&P Total U.S. St with a value of $38.7M, Ishares Tr Russell 200 ETF with a value of $33.5M, and Innovator Etfs Tr with a value of $31.4M.

Examining the 13F form we can see an increase of $46.4M in the current position value, from $220M to 266M.

Below you can find more details about Reliant Wealth Planning portfolio as well as his latest detailed transactions.

Portfolio value $266 Million
ETFs: $227 Million
Technology: $5.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$45.9 Million 17.27% of portfolio
588,270
Q3 2025 Reduced 13.49%
$0
$45.4 Million 17.09% of portfolio
1,664,663
Q3 2025 Added 0.87%
$0
$38.7 Million 14.55% of portfolio
265,590
Q3 2025 Reduced 5.91%
$0
$33.5 Million 12.59% of portfolio
201,622
Q3 2025 Reduced 1.42%
$0
$31.4 Million 11.81% of portfolio
957,346
Q3 2025 Added 2,526.97%
$0
$22.7 Million 8.55% of portfolio
665,071
Q3 2025 Reduced 1.1%
$0
$15.7 Million 5.91% of portfolio
438,408
Q3 2025 New
$0
$5.74 Million 2.16% of portfolio
9,370
Q3 2025 Reduced 14.99%
$3.78T
$3.68 Million 1.38% of portfolio
7,110
Q3 2025 Added 1,002.33%
$0
$2.04 Million 0.77% of portfolio
90,992
Q2 2025 Added 13.4%
$0
$1.72 Million 0.65% of portfolio
67,567
Q2 2025 Added 16.58%
$0
$1.47 Million 0.55% of portfolio
63,964
Q3 2025 Added 10.8%
$0
$1.45 Million 0.54% of portfolio
61,955
Q3 2025 Reduced 0.99%
$0
$1.4 Million 0.53% of portfolio
57,461
Q3 2025 Added 3.34%
$4.3T
$1.37 Million 0.52% of portfolio
5,393
Q3 2025 New
$0
$1.38 Million 0.52% of portfolio
61,083
Q3 2025 Added 3.4%
$0
$1.08 Million 0.41% of portfolio
43,004
Q3 2025 Reduced 1.32%
$0
$1.01 Million 0.38% of portfolio
43,474
Q3 2025 Reduced 16.29%
$0
$973,000 0.37% of portfolio
44,324
Q2 2025 Added 11.69%
$0
$945,000 0.36% of portfolio
36,895
Q3 2025 Reduced 17.2%
$0
$905,000 0.34% of portfolio
38,575
Q2 2025 Added 12.82%
$0
$699,000 0.26% of portfolio
27,189
Q4 2024 Added 66.22%
$0
$630,000 0.24% of portfolio
1,347
Q2 2022 New
$465B
$548,000 0.21% of portfolio
2,941
Q3 2025 Added 30.94%
$0
$494,000 0.19% of portfolio
8,666
Q3 2025 Added 24.48%
$65.3B
$451,000 0.17% of portfolio
6,198
Q3 2025 Reduced 25.48%
$0
$368,000 0.14% of portfolio
18,538
Q3 2025 Added 5.16%
$0
$366,000 0.14% of portfolio
16,557
Q3 2025 Added 5.2%
$0
$297,000 0.11% of portfolio
14,470
Q2 2025 New
$0
$305,000 0.11% of portfolio
17,964
Q2 2025 Added 2.92%
$0
$281,000 0.11% of portfolio
420
Q3 2025 Reduced 9.87%
$0
$271,000 0.1% of portfolio
11,366
Q2 2025 Reduced 1.17%
$0
$230,000 0.09% of portfolio
3,532
Q3 2025 New
$0
$236,000 0.09% of portfolio
11,138
Q2 2025 New
$0
$252,000 0.09% of portfolio
2,133
Q4 2024 Reduced 11.49%
$0
$208,000 0.08% of portfolio
6,165
Q3 2025 New
$0
$201,000 0.08% of portfolio
8,431
Q3 2025 New
$0
$224,000 0.08% of portfolio
929
Q3 2025 New
Ishares Tr Ibonds Dec 2034
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 28.39%
Ishares Tr Ibonds Dec 2033
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 33.32%
Ishares Tr Ibonds Dec 2033
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 16.84%
Fundstrat Granny Shots Us Large Cap ETF
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 2.05%
Grayscale Ethereum Mini Tr ETF Shs New
-
$0 0.0% of portfolio
-
Q3 2025 New
Innovator Equity Defined Protection ETF 1 Yr July
-
$0 0.0% of portfolio
-
Q3 2025 New
Ishares Tr Ibonds Dec 2035
-
$0 0.0% of portfolio
-
Q3 2025 New
Grayscale Bitcoin Mini Tr ETF Shs New
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.52%
Ishares Tr Ibonds Dec 2035
-
$0 0.0% of portfolio
-
Q3 2025 New
Ishares Tr Ibonds 2031 Term
-
$0 0.0% of portfolio
-
Q3 2025 New
Ishares Tr Ibonds Dec 2034
-
$0 0.0% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $266 Million
  • Prior Value $220 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 18, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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