Reliant Wealth Planning

Q2 2025 13F Holdings

  • Location
    louisville, KY
  • Num holdings

    42

  • Value ($000)

    $256,150

  • Date Filed
    08/12/2025
  • Form type
    13F-HR
  • CIK
    0001823393
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BIV
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
$52.59M
21 %

679,989

SCHD
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
$43.74M
17 %

1,650,384

ITOT
ITOT

ISHARES TR

CORE S&P TTL STK
$38.12M
15 %

282,286

IWL
IWL

ISHARES TR

RUS TOP 200 ETF
$31.32M
12 %

204,525

---

TIDAL ETF TR

FUNDSTRAT GRANNY
$23.10M
9 %

1,018,585

CGGO
CGGO

CAPITAL GROUP GBL GROWTH EQT

SHS CREATION UNI
$21.50M
8 %

672,450

---

GRAYSCALE BITCOIN MINI TR ET

SHS NEW
$8.06M
3 %

168,775

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$6.26M
2 %

11,022

IBMN
IBMN

ISHARES TR

IBONDS DEC 25
$2.05M
1 %

76,769

BSMP
BSMP

INVESCO EXCH TRD SLF IDX FD

BULSHS 2025 MUNI
$2.05M
1 %

83,356

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