Reliant Wealth Planning
•CIK: 1823393•Filing: Q4 2025
**Reliant Wealth Planning** manages $320M across a diversified portfolio of 52 positions. The strategy exhibits significant allocations to income-generating and thematic assets, highlighted by top holdings such as BIV ($46.2M) and DIVO ($45.3M). Further concentration is evident in ITOT ($39.0M) and IWL ($34.0M), suggesting a focus on broad market exposure alongside specific sector bets. The portfolio maintains notable exposure to commodities and digital assets, including a $6.4M position in BTC.
Total AUM
$320.0M
QoQ Performance
+3.7%
Positions
46
Top 10 Concentration
87.7%
Latest Filing
Q4 2025
Top Holdings Allocation
BIV
DIVO
ITOT
IWL
BALT
GRNY
CGGO
BIV14.4%
DIVO14.2%
ITOT12.2%
IWL10.6%
BALT10.2%
GRNY7.6%
CGGO7.1%
RISR5.0%
📈 Biggest Buys
📉 Biggest Sells
ITOT
ISHARES TR CORE S&P TTL STK
-1.2%
12.2% of portfolio
GRNY
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
-1.8%
7.6% of portfolio
IWL
ISHARES TR RUS TOP 200 ETF
-1.2%
10.6% of portfolio
CGGO
CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT
-1.8%
7.1% of portfolio
BTC
GRAYSCALE BITCOIN MINI TR ETF SHS NEW
-2.5%
2.0% of portfolio
Sector Breakdown
Other96.9%
ETF1.9%
Technology1.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
↑16 increased
↓13 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022