StockDriftsStockDriftsTop 50 Reliant Wealth Planning Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 13.88% | 1.10M | $50.5M | +4.35%(+46.00K) | $44.55(+8.75%) | 2026-06-30 | |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 13.33% | 631.9K | $48.5M | +3.40%(+20.78K) | $75.38(+0.20%) | 2026-06-30 | |
| ITOT | ISHARES TR CORE S&P TTL STK | 11.26% | 249.1K | $40.9M | -2.59%(-6.62K) | $73.02(+132.59%) | 2026-06-30 | |
| IWL | ISHARES TR RUS TOP 200 ETF | 10.94% | 215.1K | $39.8M | +3.96%(+8.19K) | $144.63(+32.79%) | 2026-06-30 | |
| BALT | INNOVATOR DEFINED WEALTH SHLD ETF | 9.77% | 1.04M | $35.5M | +3.15%(+31.67K) | $32.51(+6.85%) | 2026-06-30 | |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | 7.93% | 1.04M | $28.8M | +1.95%(+19.93K) | $20.09(+40.43%) | 2026-06-30 | |
| CGGO | CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT | 7.6% | 653.2K | $27.6M | +1.49%(+9.56K) | $25.24(+64.41%) | 2026-06-30 | |
| GRNJ | FUNDSTRAT GRANNY SHOTS US | 5.37% | 620.5K | $19.5M | +4.70%(+27.84K) | $25.63(+22.37%) | 2026-06-30 | |
| RISR | FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE | 4.65% | 467.4K | $16.9M | +2.48%(+11.30K) | $36.20(+1.43%) | 2026-06-30 | |
| IAUM | ISHARES GOLD TR SHARES REPRESENT | 3.9% | 354.1K | $14.2M | +5.08%(+17.11K) | $44.66(-2.31%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.68% | +35.59% | +5.95% | +33.53% |
| Top 20 Holdings Unweighted | +5.06% | +15.96% | +2.72% | +14.38% |
Reliant Wealth Planning reports $363.59M in US-listed equity holdings across 54 positions in its most recent 13F filing. Its largest disclosed positions are DIVO (13.9%), BIV (13.3%) and ITOT (11.3%). The top 20 holdings account for 95.2% of reported assets. Its disclosed equity book has returned +35.59% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Reliant Wealth Planning’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1823393). View Reliant Wealth Planning’s 13F filings on SEC