Reliant Wealth Planning has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $197 Million distributed in 29 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 $51.7M, Schwab Strategic Tr Us Dividen with a value of $44.2M, Ishares Core S&P Total U.S. St with a value of $35.6M, Ishares Tr Russell 200 ETF with a value of $25.6M, and Capital Group Global Growth Eq with a value of $18.1M.

Examining the 13F form we can see an decrease of $2.72M in the current position value, from $200M to 197M.

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

Portfolio value $197 Million
ETFs: $196 Million
Technology: $243,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $197 Million
  • Prior Value $200 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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