Reliant Wealth Planning

Q3 2026 13F-HR Holdings

Location
Louisville, KY
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
60
Total value ($000)
$382,961
Net value change ($000)
+19,375 (5.3%)
New positions
7
Sold out positions
1
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 3,519 NEW
BTC 2,475 51.2%
AAPL 2,313 NEW
DIVO 2,069 4.1%
JPM 1,979 NEW
ETH 1,651 82.9%
BALT 1,599 4.5%
YUM 1,529 NEW
IAUM 1,497 10.6%
RISR 870 5.1%
Top Reduces (Value $000, Stocks/ETFs)
CGGO -2,250 -8.1%
GRNJ -802 -4.1%
ITOT -469 -1.1%
BIV -444 -0.9%
IJH -264 -100.0%
VOO -190 -3.1%
IBTP -126 -9.5%
GRNY -123 -0.4%
SAMT -54 -12.8%
IBDY -37 -4.9%
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