Reliant Wealth Planning Portfolio Holdings

Reliant Wealth Planning

  • $220 Million
  • Q2 2025

Reliant Wealth Planning has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $220 Million distributed in 42 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 $52.6M, Schwab Strategic Tr Us Dividen with a value of $43.7M, Ishares Core S&P Total U.S. St with a value of $38.1M, Ishares Tr Russell 200 ETF with a value of $31.3M, and Capital Group Global Growth Eq with a value of $21.5M.

Examining the 13F form we can see an increase of $22.7M in the current position value, from $197M to 220M.

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

Portfolio value $220 Million
ETFs: $216 Million
Technology: $674,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $220 Million
  • Prior Value $197 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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