Reliant Wealth Planning
Q3 2025 13F-HR Holdings
Net value change ($000)
+52,438
(20.5%)
New positions
11
Sold out positions
3
Turnover %
9.2%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q2 2025
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| BALT | 30,251 | 2587.8% |
| RISR | 15,713 | NEW |
| ETH | 4,019 | NEW |
| MSFT | 3,362 | 1047.4% |
| IWL | 2,172 | 6.9% |
| GRNY | 1,830 | 7.9% |
| SCHD | 1,710 | 3.9% |
| AAPL | 1,373 | NEW |
| CGGO | 1,227 | 5.7% |
| ITOT | 563 | 1.5% |
Top Reduces (Value $000, Stocks/ETFs)
| BIV | -6,652 | -12.6% |
| iSHARES TRUST | -2,055 | -100.0% |
| Invesco Exchange-Traded Self-Indexed Fund Trust | -2,046 | -100.0% |
| ZFEB | -960 | -100.0% |
| VOO | -523 | -8.4% |
| IBTO | -381 | -33.0% |
| IBDZ | -191 | -27.5% |
| IBTM | -190 | -15.9% |
| IBDY | -182 | -15.8% |
| IBDX | -182 | -16.1% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|