Reliant Wealth Planning

Q2 2026 13F-HR Holdings

Location
Louisville, KY
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
54
Total value ($000)
$363,586
Net value change ($000)
+32,745 (9.9%)
New positions
3
Sold out positions
0
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IWL 6,579 19.8%
CGGO 6,171 28.7%
GRNJ 4,686 31.6%
ITOT 4,498 12.3%
GRNY 4,419 18.1%
DIVO 3,002 6.3%
BALT 1,895 5.6%
BIV 1,300 2.8%
VOO 690 12.7%
SAMT 423 NEW
Top Reduces (Value $000, Stocks/ETFs)
IAUM -1,570 -10.0%
BTC -588 -10.8%
ETH -428 -17.7%
IBDY -203 -21.2%
IAU -78 -14.3%
IBTO -57 -7.6%
IBTQ -43 -11.0%
IBCA -40 -10.3%
GLD -37 -14.3%
IBTP -13 -1.0%
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