Reliant Wealth Planning

Q4 2025 13F-HR Holdings

Location
Louisville, KY
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
52
Total value ($000)
$320,004
Net value change ($000)
+11,416 (3.7%)
New positions
6
Sold out positions
4
Turnover %
34.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/18/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
DIVO 45,289 NEW
GRNJ 14,254 NEW
BALT 1,325 4.2%
IWL 491 1.5%
IBTK 371 100.8%
IBDV 369 100.5%
ITOT 346 0.9%
GRNI 301 NEW
IBIT 300 NEW
IAUM 268 NEW
Top Reduces (Value $000, Stocks/ETFs)
SCHD -45,445 -100.0%
BTC -2,183 -25.4%
iSHARES TRUST -1,448 -100.0%
AAPL -1,373 -100.0%
IBDQ -1,083 -100.0%
ETH -689 -17.1%
GRNY -676 -2.7%
MSFT -244 -6.6%
JEPI -96 -19.4%
CGGO -90 -0.4%
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