1y return+8.8%S&P 500 +20.9%
3y return+35.5%S&P 500 +68.5%
5y return+32.8%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $153 against $232 in the S&P 500.2
Reliant Wealth PlanningS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| DIVOAmplify Cwp Enhanced Dividend Income Etf | $50.5M | 13.9% | +4.3% |
| BIVVanguard Intermediate-term Bond Etf | $48.5M | 13.3% | +3.4% |
| ITOTIshares Tr Core S&p Ttl Stk | $40.9M | 11.3% | −2.6% |
| IWLIshares Tr Rus Top 200 Etf | $39.8M | 10.9% | +4.0% |
| BALTInnovator Defined Wealth Shld Etf | $35.5M | 9.8% | +3.1% |
| GRNYFundstrat Granny Shots Us Large Cap Etf | $28.8M | 7.9% | +1.9% |
| CGGOCapital Group Global Growth Shs Creation Unit | $27.6M | 7.6% | +1.5% |
| GRNJFundstrat Granny Shots Us | $19.5M | 5.4% | +4.7% |
| RISRFoliobeyond Alternative Income And Interest Rate | $16.9M | 4.7% | +2.5% |
| IAUMIshares Gold Tr Shares Represent | $14.2M | 3.9% | +5.1% |
| VOOVanguard Index Funds S&p 500 Etf Shs New | $6.1M | 1.7% | −1.9% |
| BTCGrayscale Bitcoin Mini Tr Etf Shs New | $4.8M | 1.3% | +3.0% |
| IBTIIshares Ibonds Dec 2028 Term Treasury Etf | $2.1M | 0.6% | +4.2% |
| ETHGrayscale Ethereum Staking Mini Etf | $2.0M | 0.5% | +8.7% |
| IBDTIshares Ibonds Dec 2028 Term Corporate Etf | $1.8M | 0.5% | |
| IBTHIshares Ibonds Dec 2027 Term Treasury Etf | $1.5M | 0.4% | +1.0% |
| IBTGIshares Ibonds Dec 2026 Term Treasury Etf | $1.5M | 0.4% | |
| IBDSIshares Tr Ibonds 27 Etf | $1.4M | 0.4% | +1.1% |
| IBDRIshares Tr Ibonds Dec2026 | $1.3M | 0.4% | |
| IBTPIshares Ibonds Dec 2034 Term Treasury Etf | $1.3M | 0.4% | |
| IBTJIshares Ibonds Dec 2029 Term Treasury Etf | $1.3M | 0.4% | +1.5% |
| IBDUIshares Tr Ibonds Dec 29 | $1.3M | 0.3% | +1.6% |
| IBTMIshares Ibonds Dec 2032 Term Treasury Etf | $925K | 0.3% | |
| IBDXIshares Ibonds Dec 2032 Term Corporate Etf | $867K | 0.2% | |
| IBDVIshares Ibonds Dec 2030 Term Corporate Etf | $821K | 0.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| VOOVanguard Index Funds S&p 500 Etf Shs New | June 30, 2020 | +142.3% | $6.1M |
| ITOTIshares Tr Core S&p Ttl Stk | June 30, 2020 | +136.6% | $40.9M |
| IWFIshares Tr Rus 1000 Grw Etf | June 30, 2022 | +127.1% | $669K |
| NVDANvidia Corporation | March 31, 2024 | +121.4% | $528K |
| SCHBSchwab U.s. Broad Market Etf | June 30, 2022 | +96.6% | $695K |
| CGGOCapital Group Global Growth Shs Creation Unit | September 30, 2023 | +84.7% | $27.6M |
| IAUIshares Gold Tr Ishares New | September 30, 2024 | +51.9% | $468K |
| GRNYFundstrat Granny Shots Us Large Cap Etf | December 31, 2024 | +38.5% | $28.8M |
| IWLIshares Tr Rus Top 200 Etf | December 31, 2024 | +27.8% | $39.8M |
| GRNJFundstrat Granny Shots Us | December 31, 2025 | +23.1% | $19.5M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.9% | +14.8% |
| March 31, 2026 | −3.0% | −4.6% |
| December 31, 2025 | −0.1% | +2.4% |
| September 30, 2025 | +5.0% | +7.8% |
| June 30, 2025 | +6.4% | +10.5% |
| March 31, 2025 | −1.5% | −4.6% |
| December 31, 2024 | −1.0% | +2.1% |
| September 30, 2024 | +5.6% | +5.4% |
| June 30, 2024 | +0.6% | +4.0% |
| March 31, 2024 | +6.6% | +10.0% |
| December 31, 2023 | +9.4% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | +4.7% | +8.3% |
| March 31, 2023 | +3.9% | +7.0% |
| December 31, 2022 | +4.8% | +7.1% |
| September 30, 2022 | −4.6% | −5.3% |
| June 30, 2022 | −12.6% | −16.5% |
| March 31, 2022 | −4.9% | −4.9% |
| December 31, 2021 | +8.3% | +10.7% |
| September 30, 2021 | +0.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Reliant Wealth Planning Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1823393&type=13F-HR&dateb=&owner=include&count=40CIK 1823393
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1823393/000137647426000543/Filed August 7, 2026 · accession 0001376474-26-000543