Reliant Wealth Planning
All 13F Filings
- Location
- Louisville, KY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 363,586
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 54 | 363,586 | 13F-HR | Reliant Wealth Planning |
| Q1 2026 | 5/15/2026 | 51 | 330,841 | 13F-HR | Reliant Wealth Planning |
| Q4 2025 | 2/12/2026 | 52 | 320,004 | 13F-HR | Reliant Wealth Planning |
| Q3 2025 | 11/18/2025 | 50 | 308,588 | 13F-HR | Reliant Wealth Planning |
| Q2 2025 | 8/12/2025 | 42 | 256,150 | 13F-HR | Reliant Wealth Planning |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 65.47 K | 18.0% | 11.72 K | 0 | 11.72 K |
| ETFs | 279.1 K | 76.8% | 21.28 K | 0 | 21.28 K |
| Debt | 18.97 K | 5.2% | 0 | 249 | -249 |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
363,586
Holdings
54
QoQ value change ($000)
32,745
(9.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.