RELIANT WEALTH PLANNING

Filed: 11/18/2025ACC: 0001376474-25-000949

📋 What this filing means

RELIANT WEALTH PLANNING filed this quarterly 13F‑HR report disclosing 50 equity positions with a total reported market value of $308.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$308.59M

Total AUM (reported)

7.09M

Total Shares

Allocation by class

INTERMED TERM$45.94M14.9%

US DIVIDEND EQ$45.45M14.7%

CORE S&P TTL STK$38.68M12.5%

RUS TOP 200 ETF$33.49M10.9%

DEFINED WLT SHLD$31.42M10.2%

FUNDSTRAT GRANNY$24.93M8.1%

SHS CREATION UNI$22.73M7.4%

Portfolio Concentration

Top 3$130.07M42.1%

4–10$142.61M46.2%

11–25$25.31M8.2%

Rest$10.60M3.4%

Top 3 weight

42.1%

Top 10 weight

88.4%

Voting Authority Distribution

Total shares with voting rights: 7.09M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.09M

% of voting shares100.0%

Investment Discretion (by position count)

Sole50

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings50

Rows:

VANGUARD INTERMEDIATE-TERM BOND ETF

SOLE

INTERMED TERM

Shares588.27K

TypeSH

Market value$45.94M

14.89%

Sole

0.00

Shared

0.00

None

588.27K

SCHWAB US DIVIDEND EQUITY ETF

SOLE

US DIVIDEND EQ

Shares1.66M

TypeSH

Market value$45.45M

14.73%

Sole

0.00

Shared

0.00

None

1.66M

ISHARES TR CORE S&P TTL STK

SOLE

CORE S&P TTL STK

Shares265.59K

TypeSH

Market value$38.68M

12.54%

Sole

0.00

Shared

0.00

None

265.59K

ISHARES TR RUS TOP 200 ETF

SOLE

RUS TOP 200 ETF

Shares201.62K

TypeSH

Market value$33.49M

10.85%

Sole

0.00

Shared

0.00

None

201.62K

INNOVATOR DEFINED WEALTH SHLD ETF

SOLE

DEFINED WLT SHLD

Shares957.35K

TypeSH

Market value$31.42M

10.18%

Sole

0.00

Shared

0.00

None

957.35K

FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF

SOLE

FUNDSTRAT GRANNY

Shares997.67K

TypeSH

Market value$24.93M

8.08%

Sole

0.00

Shared

0.00

None

997.67K

CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT

SOLE

SHS CREATION UNI

Shares665.07K

TypeSH

Market value$22.73M

7.36%

Sole

0.00

Shared

0.00

None

665.07K

FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE

SOLE

FOLIOBEYOND ALTE

Shares438.41K

TypeSH

Market value$15.71M

5.09%

Sole

0.00

Shared

0.00

None

438.41K

GRAYSCALE BITCOIN MINI TR ETF SHS NEW

SOLE

SHS NEW

Shares169.66K

TypeSH

Market value$8.59M

2.78%

Sole

0.00

Shared

0.00

None

169.66K

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

SOLE

S&P 500 ETF SHS

Shares9.37K

TypeSH

Market value$5.74M

1.86%

Sole

0.00

Shared

0.00

None

9.37K

GRAYSCALE ETHEREUM MINI TR ETF SHS NEW

SOLE

SHS NEW

Shares102.58K

TypeSH

Market value$4.02M

1.30%

Sole

0.00

Shared

0.00

None

102.58K

MICROSOFT CORPORATION

SOLE

COM

Shares7.11K

TypeSH

Market value$3.68M

1.19%

Sole

0.00

Shared

0.00

None

7.11K

ISHARES TR IBONDS 28 TRM TS

SOLE

IBONDS 28 TRM TS

Shares90.99K

TypeSH

Market value$2.04M

0.66%

Sole

0.00

Shared

0.00

None

90.99K

ISHARES TR IBDS DEC28 ETF

SOLE

IBDS DEC28 ETF

Shares67.57K

TypeSH

Market value$1.72M

0.56%

Sole

0.00

Shared

0.00

None

67.57K

ISHARES TR IBONDS 26 TRM TS

SOLE

IBONDS 26 TRM TS

Shares63.96K

TypeSH

Market value$1.47M

0.48%

Sole

0.00

Shared

0.00

None

63.96K

ISHARES TR IBONDS 25 TRM TS

SOLE

IBONDS 25 TRM TS

Shares61.95K

TypeSH

Market value$1.45M

0.47%

Sole

0.00

Shared

0.00

None

61.95K

ISHARES TR IBONDS DEC 2034

SOLE

IBONDS DEC 2034

Shares54.31K

TypeSH

Market value$1.41M

0.46%

Sole

0.00

Shared

0.00

None

54.31K

ISHARES TR IBONDS 27 ETF

SOLE

IBONDS 27 ETF

Shares57.46K

TypeSH

Market value$1.40M

0.45%

Sole

0.00

Shared

0.00

None

57.46K

ISHARES TR IBONDS 27 TRM TS

SOLE

IBONDS 27 TRM TS

Shares61.08K

TypeSH

Market value$1.38M

0.45%

Sole

0.00

Shared

0.00

None

61.08K

APPLE INCORPORATED

SOLE

COM

Shares5.39K

TypeSH

Market value$1.37M

0.45%

Sole

0.00

Shared

0.00

None

5.39K

ISHARES TR IBONDS DEC2026

SOLE

IBONDS DEC2026

Shares55.43K

TypeSH

Market value$1.35M

0.44%

Sole

0.00

Shared

0.00

None

55.43K

ISHARES TR IBONDS DEC25 ETF

SOLE

IBONDS DEC25 ETF

Shares43K

TypeSH

Market value$1.08M

0.35%

Sole

0.00

Shared

0.00

None

43K

ISHARES TR IBONDS DEC 2032

SOLE

IBONDS DEC 2032

Shares43.47K

TypeSH

Market value$1.01M

0.33%

Sole

0.00

Shared

0.00

None

43.47K

ISHARES TR IBONDS 29 TRM TS

SOLE

IBONDS 29 TRM TS

Shares44.32K

TypeSH

Market value$973.1K

0.32%

Sole

0.00

Shared

0.00

None

44.32K

ISHARES TR IBONDS DEC 2033

SOLE

IBONDS DEC 2033

Shares37.01K

TypeSH

Market value$970.8K

0.31%

Sole

0.00

Shared

0.00

None

37.01K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INTERMEDIATE-TERM BOND ETFSOLE	INTERMED TERM	588.27K	SH	$45.94M 14.89%	588.27K
SCHWAB US DIVIDEND EQUITY ETFSOLE	US DIVIDEND EQ	1.66M	SH	$45.45M 14.73%	1.66M
ISHARES TR CORE S&P TTL STKSOLE	CORE S&P TTL STK	265.59K	SH	$38.68M 12.54%	265.59K
ISHARES TR RUS TOP 200 ETFSOLE	RUS TOP 200 ETF	201.62K	SH	$33.49M 10.85%	201.62K
INNOVATOR DEFINED WEALTH SHLD ETFSOLE	DEFINED WLT SHLD	957.35K	SH	$31.42M 10.18%	957.35K
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETFSOLE	FUNDSTRAT GRANNY	997.67K	SH	$24.93M 8.08%	997.67K
CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNITSOLE	SHS CREATION UNI	665.07K	SH	$22.73M 7.36%	665.07K
FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATESOLE	FOLIOBEYOND ALTE	438.41K	SH	$15.71M 5.09%	438.41K
GRAYSCALE BITCOIN MINI TR ETF SHS NEWSOLE	SHS NEW	169.66K	SH	$8.59M 2.78%	169.66K
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEWSOLE	S&P 500 ETF SHS	9.37K	SH	$5.74M 1.86%	9.37K
GRAYSCALE ETHEREUM MINI TR ETF SHS NEWSOLE	SHS NEW	102.58K	SH	$4.02M 1.30%	102.58K
MICROSOFT CORPORATIONSOLE	COM	7.11K	SH	$3.68M 1.19%	7.11K
ISHARES TR IBONDS 28 TRM TSSOLE	IBONDS 28 TRM TS	90.99K	SH	$2.04M 0.66%	90.99K
ISHARES TR IBDS DEC28 ETFSOLE	IBDS DEC28 ETF	67.57K	SH	$1.72M 0.56%	67.57K
ISHARES TR IBONDS 26 TRM TSSOLE	IBONDS 26 TRM TS	63.96K	SH	$1.47M 0.48%	63.96K
ISHARES TR IBONDS 25 TRM TSSOLE	IBONDS 25 TRM TS	61.95K	SH	$1.45M 0.47%	61.95K
ISHARES TR IBONDS DEC 2034SOLE	IBONDS DEC 2034	54.31K	SH	$1.41M 0.46%	54.31K
ISHARES TR IBONDS 27 ETFSOLE	IBONDS 27 ETF	57.46K	SH	$1.40M 0.45%	57.46K
ISHARES TR IBONDS 27 TRM TSSOLE	IBONDS 27 TRM TS	61.08K	SH	$1.38M 0.45%	61.08K
APPLE INCORPORATEDSOLE	COM	5.39K	SH	$1.37M 0.45%	5.39K
ISHARES TR IBONDS DEC2026SOLE	IBONDS DEC2026	55.43K	SH	$1.35M 0.44%	55.43K
ISHARES TR IBONDS DEC25 ETFSOLE	IBONDS DEC25 ETF	43K	SH	$1.08M 0.35%	43K
ISHARES TR IBONDS DEC 2032SOLE	IBONDS DEC 2032	43.47K	SH	$1.01M 0.33%	43.47K
ISHARES TR IBONDS 29 TRM TSSOLE	IBONDS 29 TRM TS	44.32K	SH	$973.1K 0.32%	44.32K
ISHARES TR IBONDS DEC 2033SOLE	IBONDS DEC 2033	37.01K	SH	$970.8K 0.31%	37.01K

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