Reliant Wealth Planning

Q3 2025 13F Holdings

  • Location
    louisville, KY
  • Num holdings

    50

  • Value ($000)

    $308,588

  • Date Filed
    11/18/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BIV

VANGUARD INTERMEDIATE-TERM BOND ETF

INTERMED TERM
921937819
$45.94M
15 %

588,270

S
SCHD

SCHWAB US DIVIDEND EQUITY ETF

US DIVIDEND EQ
808524797
$45.45M
15 %

1,664,663

I
ITOT

ISHARES TR CORE S&P TTL STK

CORE S&P TTL STK
464287150
$38.68M
13 %

265,590

I
IWL

ISHARES TR RUS TOP 200 ETF

RUS TOP 200 ETF
464289446
$33.49M
11 %

201,622

B
BALT

INNOVATOR DEFINED WEALTH SHLD ETF

DEFINED WLT SHLD
45783Y855
$31.42M
10 %

957,346

---

FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF

FUNDSTRAT GRANNY
886364231
$24.93M
8 %

997,667

C
CGGO

CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT

SHS CREATION UNI
14020X104
$22.73M
7 %

665,071

---

FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE

FOLIOBEYOND ALTE
886364637
$15.71M
5 %

438,408

---

GRAYSCALE BITCOIN MINI TR ETF SHS NEW

SHS NEW
389930207
$8.59M
3 %

169,657

V
VOO

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

S&P 500 ETF SHS
922908363
$5.74M
2 %

9,370

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