Reliant Wealth Planning

All 13F Filings

Location
Louisville, KY
Most recent 13F
Q2 2026
Holdings value ($000)
363,586
Description
Website
Founded
Chairman
CEO
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
Swipe for more columns
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
Swipe for more columns

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.