Reliant Wealth Planning

Q1 2026 13F-HR Holdings

Location
Louisville, KY
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
51
Total value ($000)
$330,841
Net value change ($000)
+10,837 (3.4%)
New positions
4
Sold out positions
5
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IAUM 15,469 5772.0%
DIVO 2,177 4.8%
BIV 1,008 2.2%
BALT 899 2.7%
RISR 579 3.6%
GRNJ 569 4.0%
IDVO 374 NEW
FEOE 263 NEW
GLD 258 NEW
ETHA 240 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -3,439 -100.0%
ITOT -2,605 -6.7%
CGGO -1,158 -5.1%
BTC -984 -15.4%
ETH -910 -27.3%
IWL -775 -2.3%
QYLD -317 -100.0%
VOO -306 -5.3%
IBIT -300 -100.0%
IWM -229 -100.0%
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