2026 Q2 Portfolio Activity
In 2026 Q2, Reliant Wealth Planning maintained a portfolio of 54 distinct positions. The most significant new addition was STRATEGAS MACRO THEMATIC OPPOR, now representing 0.12% of the total fund value. They heavily accumulated shares in AMPLIFY CWP INTERNATIONAL ENHA, increasing the position by 62.6%.
Position History
hover any row below to update
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Total Positions
54
Quarter
2026 Q2
Top Holding
DIVO (13.9%)
Top 10 Concentration
88.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 54
Reliant Wealth Planning Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DIVO
AMPLIFY CWP ENH...
|
ETF | 13.88% | 14.35% |
#1
Prev: #1
|
6.5 |
—
|
45,998 | 4.3% |
P
S
|
1,104,334 | $50,468,063 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
BIV
VANGUARD INTERM...
|
Bond/Debt | 13.33% | 14.26% |
#2
Prev: #2
|
6.0 |
—
|
20,777 | 3.4% |
P
S
|
631,866 | $48,464,122 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ITOT
ISHARES TR CORE...
|
ETF | 11.26% | 11.01% |
#3
Prev: #3
|
5.5 |
—
|
-6,618 | -2.6% |
P
S
|
249,115 | $40,922,121 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IWL
ISHARES TR RUS ...
|
ETF | 10.94% | 10.04% |
#4
1
Prev: #5
|
5.0 |
—
|
8,193 | 4.0% |
P
S
|
215,106 | $39,783,854 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
BALT
INNOVATOR DEFIN...
|
ETF | 9.77% | 10.17% |
#5
1
Prev: #4
|
4.9 |
—
|
31,667 | 3.1% |
P
S
|
1,037,015 | $35,538,504 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
GRNY
FUNDSTRAT GRANN...
|
ETF | 7.93% | 7.38% |
#6
Prev: #6
|
3.7 |
—
|
19,935 | 1.9% |
P
S
|
1,043,100 | $28,841,715 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
CGGO
CAPITAL GROUP G...
|
Unknown | 7.60% | 6.49% |
#7
Prev: #7
|
3.5 |
—
|
9,565 | 1.5% |
P
S
|
653,161 | $27,648,305 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
GRNJ
FUNDSTRAT GRANN...
|
Unknown | 5.37% | 4.48% |
#8
2
Prev: #10
|
2.6 |
—
|
27,845 | 4.7% |
P
S
|
620,518 | $19,509,085 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
RISR
FOLIOBEYOND ALT...
|
Unknown | 4.65% | 4.99% |
#9
1
Prev: #8
|
2.4 |
—
|
11,299 | 2.5% |
P
S
|
467,373 | $16,918,902 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IAUM
ISHARES GOLD TR...
|
Bond/Debt | 3.90% | 4.76% |
#10
1
Prev: #9
|
3.6 |
—
|
17,111 | 5.1% |
P
S
|
354,094 | $14,167,300 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.68% | 1.64% |
#11
Prev: #11
|
1.2 |
—
|
-176 | -1.9% |
P
S
|
8,910 | $6,119,477 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
BTC
GRAYSCALE BITCO...
|
ETF | 1.33% | 1.64% |
#12
Prev: #12
|
1.0 |
—
|
5,469 | 3.0% |
P
S
|
186,312 | $4,834,796 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IBTI
ISHARES IBONDS ...
|
Bond/Debt | 0.59% | 0.62% |
#13
1
Prev: #14
|
0.7 |
—
|
3,861 | 4.2% |
P
S
|
96,139 | $2,128,517 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ETH
GRAYSCALE ETHER...
|
ETF | 0.55% | 0.73% |
#14
1
Prev: #13
|
2.2 |
—
|
10,653 | 8.7% |
P
S
|
132,523 | $1,991,820 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IBDT
ISHARES IBONDS ...
|
ETF | 0.48% | 0.53% |
#15
Prev: #15
|
0.7 |
—
|
658 | 1.0% |
P
S
|
69,355 | $1,751,213 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IBTH
ISHARES IBONDS ...
|
Bond/Debt | 0.41% | 0.45% |
#16
Prev: #16
|
0.7 |
—
|
691 | 1.0% |
P
S
|
67,387 | $1,507,447 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IBTG
ISHARES IBONDS ...
|
Bond/Debt | 0.41% | 0.45% |
#17
Prev: #17
|
0.7 |
—
|
332 | 0.5% |
P
S
|
64,822 | $1,483,775 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IBDS
ISHARES TR IBON...
|
Bond/Debt | 0.38% | 0.41% |
#18
Prev: #18
|
0.7 |
—
|
640 | 1.1% |
P
S
|
57,204 | $1,385,480 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IBDR
ISHARES TR IBON...
|
Bond/Debt | 0.37% | 0.40% |
#19
1
Prev: #20
|
0.6 |
—
|
314 | 0.6% |
P
S
|
55,008 | $1,332,843 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IBTP
ISHARES IBONDS ...
|
Bond/Debt | 0.37% | 0.41% |
#20
1
Prev: #19
|
1.1 |
—
|
no change | no change |
P
S
|
52,382 | $1,329,711 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IBTJ
ISHARES IBONDS ...
|
Bond/Debt | 0.37% | 0.40% |
#21
Prev: #21
|
0.6 |
—
|
896 | 1.5% |
P
S
|
61,315 | $1,327,469 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IBDU
ISHARES TR IBON...
|
Bond/Debt | 0.35% | 0.38% |
#22
Prev: #22
|
0.6 |
—
|
839 | 1.6% |
P
S
|
54,485 | $1,261,872 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IBTM
ISHARES IBONDS ...
|
Bond/Debt | 0.25% | 0.28% |
#23
1
Prev: #24
|
1.1 |
—
|
no change | no change |
P
S
|
40,753 | $924,889 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IBDX
ISHARES IBONDS ...
|
Bond/Debt | 0.24% | 0.26% |
#24
1
Prev: #25
|
1.1 |
—
|
no change | no change |
P
S
|
34,422 | $867,090 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IBDV
ISHARES IBONDS ...
|
Bond/Debt | 0.23% | 0.25% |
#25
2
Prev: #27
|
1.1 |
—
|
no change | no change |
P
S
|
37,677 | $821,358 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IBTK
ISHARES IBONDS ...
|
Bond/Debt | 0.23% | 0.25% |
#26
Prev: #26
|
1.1 |
—
|
no change | no change |
P
S
|
41,998 | $820,640 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IBDY
SHARES IBONDS D...
|
Bond/Debt | 0.21% | 0.29% |
#27
4
Prev: #23
|
0.1 |
—
|
-7,726 | -20.9% |
P
S
|
29,284 | $753,916 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
SCHB
SCHWAB U.S. BRO...
|
ETF | 0.19% | 0.18% |
#28
1
Prev: #29
|
1.1 |
—
|
no change | no change |
P
S
|
24,003 | $695,126 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IBTO
ISHARES IBONDS ...
|
Bond/Debt | 0.19% | 0.23% |
#29
1
Prev: #28
|
0.6 |
—
|
-2,054 | -6.7% |
P
S
|
28,589 | $689,898 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IWF
ISHARES TR RUS ...
|
ETF | 0.18% | 0.17% |
#30
Prev: #30
|
3.1 |
—
|
4,041 | 300.0% |
P
S
|
5,388 | $669,027 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IDVO
AMPLIFY CWP INT...
|
Bond/Debt | 0.17% | 0.11% |
#31
7
Prev: #38
|
3.1 |
—
|
5,787 | 62.6% |
P
S
|
15,028 | $631,176 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
GRNI
FUNDSTRAT GRANN...
|
Unknown | 0.16% | 0.16% |
#32
Prev: #32
|
0.6 |
—
|
-260 | -0.9% |
P
S
|
27,799 | $586,558 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.15% | 0.12% |
#33
2
Prev: #35
|
2.1 |
—
|
395 | 17.6% |
P
S
|
2,641 | $528,437 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IBDZ
ISHARES TR IBON...
|
Bond/Debt | 0.14% | 0.15% |
#34
1
Prev: #33
|
1.1 |
—
|
no change | no change |
P
S
|
19,050 | $496,252 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IAU
ISHARES GOLD TR...
|
ETF | 0.13% | 0.17% |
#35
4
Prev: #31
|
1.1 |
—
|
no change | no change |
P
S
|
6,198 | $468,010 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
FEOE
FIRST EAGLE OVE...
|
ETF | 0.13% | 0.08% |
#36
8
Prev: #44
|
3.1 |
—
|
3,333 | 63.9% |
P
S
|
8,551 | $456,623 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ZJUL
INNOVATOR EQUIT...
|
ETF | 0.12% | 0.13% |
#37
3
Prev: #34
|
1.0 |
—
|
no change | no change |
P
S
|
14,366 | $430,549 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
SAMT
STRATEGAS MACRO...
|
ETF | 0.12% | — |
#38
Prev: #—
|
3.5 |
—
|
8,860 | — |
NEW
|
8,860 | $422,932 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IBCA
ISHARES IBONDS ...
|
Bond/Debt | 0.10% | 0.12% |
#39
2
Prev: #37
|
0.5 |
—
|
-1,567 | -10.3% |
P
S
|
13,580 | $347,783 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IBTQ
ISHARES IBONDS ...
|
Bond/Debt | 0.10% | 0.12% |
#40
4
Prev: #36
|
0.5 |
—
|
-1,589 | -10.3% |
P
S
|
13,818 | $346,624 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IBTL
ISHARES IBONDS ...
|
Bond/Debt | 0.09% | 0.10% |
#41
2
Prev: #39
|
1.0 |
—
|
no change | no change |
P
S
|
16,898 | $341,170 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 0.09% | — |
#42
Prev: #—
|
3.5 |
—
|
9,638 | — |
NEW
|
9,638 | $320,849 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IVV
ISHARES TR CORE...
|
ETF | 0.08% | 0.08% |
#43
Prev: #43
|
1.0 |
—
|
no change | no change |
P
S
|
406 | $304,049 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
OUNZ
VANECK MERK GOL...
|
ETF | 0.08% | 0.09% |
#44
4
Prev: #40
|
2.5 |
—
|
1,439 | 22.5% |
P
S
|
7,831 | $302,198 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ESGV
VANGUARD ESG U....
|
ETF | 0.08% | 0.07% |
#45
4
Prev: #49
|
1.0 |
—
|
no change | no change |
P
S
|
2,133 | $282,067 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IBDW
ISHARES IBONDS ...
|
Bond/Debt | 0.08% | 0.09% |
#46
5
Prev: #41
|
1.0 |
—
|
no change | no change |
P
S
|
13,497 | $281,277 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.08% | — |
#47
Prev: #—
|
3.5 |
—
|
472 | — |
NEW
|
472 | $274,189 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ETHA
ISHARES ETHEREU...
|
ETF | 0.07% | 0.07% |
#48
Prev: #48
|
3.0 |
—
|
7,621 | 50.2% |
P
S
|
22,800 | $271,092 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IBHH
ISHARES IBONDS ...
|
Bond/Debt | 0.07% | 0.08% |
#49
7
Prev: #42
|
1.0 |
—
|
no change | no change |
P
S
|
11,366 | $267,101 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IJH
ISHARES TR CORE...
|
ETF | 0.07% | 0.07% |
#50
1
Prev: #51
|
1.0 |
—
|
no change | no change |
P
S
|
3,418 | $263,561 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 |
Showing 1-50 of 54 holdings