Institutions / Reliant Wealth Planning
Reliant Wealth Planning
CIK 1823393 ยท Institution ยท as of Jun 30, 2026
Portfolio value
$363.59M
Positions
54
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$363.59M+13.6%Positions
54+3.8%Top holdings
Jun 30, 2026View all 54 โ
| Company | Value | % of portfolio |
|---|---|---|
| Amplify Cwp Enhanced Dividend Income ETF | $50.47M | 13.9% |
| Vanguard Intermediate-Term Bond ETF | $48.46M | 13.3% |
| iShares MSCI UAE ETF | $40.92M | 11.3% |
| iShares Tr Rus Top 200 ETF | $39.78M | 10.9% |
| Innovator Defined Wealth Shld ETF | $35.54M | 9.8% |
| Fundstrat Granny Shots US Large Cap ETF | $28.84M | 7.9% |
| Capital Group Global Growth Shs Creation Unit | $27.65M | 7.6% |
| Fundstrat Granny Shots US | $19.51M | 5.4% |
| Foliobeyond Alternative Income and Interest Rate | $16.92M | 4.7% |
| iShares Gold Tr Shares Represent | $14.17M | 3.9% |
| Vanguard Index Funds S&P 500 ETF Shs New | $6.12M | 1.7% |
| Grayscale Bitcoin Mini Tr ETF Shs New | $4.83M | 1.3% |
| iShares Ibonds Dec 2028 Term Treasury ETF | $2.13M | 0.6% |
| Grayscale Ethereum Staking Mini ETF | $1.99M | 0.5% |
| iShares Ibonds Dec 2028 Term Corporate ETF | $1.75M | 0.5% |
| iShares Ibonds Dec 2027 Term Treasury ETF | $1.51M | 0.4% |
| iShares Ibonds Dec 2026 Term Treasury ETF | $1.48M | 0.4% |
| iShares Tr Ibonds 27 ETF | $1.39M | 0.4% |
| iShares Tr Ibonds Dec2026 | $1.33M | 0.4% |
| iShares Ibonds Dec 2034 Term Treasury ETF | $1.33M | 0.4% |
| iShares Ibonds Dec 2029 Term Treasury ETF | $1.33M | 0.4% |
| iShares Tr Ibonds Dec 29 | $1.26M | 0.3% |
| iShares Ibonds Dec 2032 Term Treasury ETF | $924.9K | 0.3% |
| iShares Ibonds Dec 2032 Term Corporate ETF | $867.1K | 0.2% |
| iShares Ibonds Dec 2030 Term Corporate ETF | $821.4K | 0.2% |
Activity
Jun 30, 2026View full history โ
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.| Date | Action | Company | Value | Shares ฮ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 46436F103 Common stock | $13.92M | +348K +5588.26% | 354,094 3.90% of portfolio | medium |
| Q2 2026 as of | Add | 032108409 Common stock | $3.96M | +87K +8.51% | 1,104,334 13.88% of portfolio | low |
| Q2 2026 as of | Exit | Microsoft Corp Common stock | $-3.44M | -7K -100.00% | 0 | low |
| Q2 2026 as of | Add | 921937819 Common stock | $3.01M | +39K +6.62% | 631,866 13.33% of portfolio | low |
| Q2 2026 as of | Add | 464289446 Common stock | $2.95M | +16K +8.02% | 215,106 10.94% of portfolio | low |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-2.20M | -13K -5.09% | 249,115 11.26% of portfolio | low |
| Q2 2026 as of | Add | 45783Y855 Common stock | $2.05M | +60K +6.12% | 1,037,015 9.77% of portfolio | low |
| Q2 2026 as of | Add | 45259A258 Common stock | $1.97M | +63K +11.23% | 620,518 5.37% of portfolio | low |
| Q2 2026 as of | Add | 886364231 Common stock | $1.75M | +63K +6.48% | 1,043,100 7.93% of portfolio | low |
| Q2 2026 as of | Add | 886364637 Common stock | $939.6K | +26K +5.88% | 467,373 4.65% of portfolio | low |