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 Market Cap. of Under $50 Millions

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

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
Track This Portfolio

Track Reliant Wealth Planning Portfolio

Follow Reliant Wealth Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Reliant Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Reliant Wealth Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email