RELIANT WEALTH PLANNING

Filed: 2/12/2026ACC: 0001376474-26-000165

📋 What this filing means

RELIANT WEALTH PLANNING filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $320.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$320.00M

Total AUM (reported)

6.99M

Total Shares

Allocation by class

INTERMED TERM$46.16M14.4%

CWP ENHANCED DIV$45.29M14.2%

CORE S&P TTL STK$39.03M12.2%

FUNDSTRAT GRANNY$38.81M12.1%

RUS TOP 200 ETF$33.98M10.6%

DEFINED WLT SHLD$32.75M10.2%

SHS CREATION UNI$22.64M7.1%

Portfolio Concentration

Top 3$130.47M40.8%

4–10$150.22M46.9%

11–25$28.54M8.9%

Rest$10.77M3.4%

Top 3 weight

40.8%

Top 10 weight

87.7%

Voting Authority Distribution

Total shares with voting rights: 6.99M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

6.99M

% of voting shares100.0%

Investment Discretion (by position count)

Sole52

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings52

Rows:

VANGUARD INTERMEDIATE-TERM BOND ETF

SOLE

INTERMED TERM

Shares592.66K

TypeSH

Market value$46.16M

14.42%

Sole

0.00

Shared

0.00

None

592.66K

AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF

SOLE

CWP ENHANCED DIV

Shares1.02M

TypeSH

Market value$45.29M

14.15%

Sole

0.00

Shared

0.00

None

1.02M

ISHARES TR CORE S&P TTL STK

SOLE

CORE S&P TTL STK

Shares262.49K

TypeSH

Market value$39.03M

12.20%

Sole

0.00

Shared

0.00

None

262.49K

ISHARES TR RUS TOP 200 ETF

SOLE

RUS TOP 200 ETF

Shares199.14K

TypeSH

Market value$33.98M

10.62%

Sole

0.00

Shared

0.00

None

199.14K

INNOVATOR DEFINED WEALTH SHLD ETF

SOLE

DEFINED WLT SHLD

Shares977.18K

TypeSH

Market value$32.75M

10.23%

Sole

0.00

Shared

0.00

None

977.18K

FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF

SOLE

FUNDSTRAT GRANNY

Shares979.65K

TypeSH

Market value$24.26M

7.58%

Sole

0.00

Shared

0.00

None

979.65K

CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT

SOLE

SHS CREATION UNI

Shares653.25K

TypeSH

Market value$22.64M

7.07%

Sole

0.00

Shared

0.00

None

653.25K

FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE

SOLE

FOLIOBEYOND ALTE

Shares441.42K

TypeSH

Market value$15.94M

4.98%

Sole

0.00

Shared

0.00

None

441.42K

FUNDSTRAT GRANNY SHOTS US

SOLE

FUNDSTRAT GRANNY

Shares557.89K

TypeSH

Market value$14.25M

4.45%

Sole

0.00

Shared

0.00

None

557.89K

GRAYSCALE BITCOIN MINI TR ETF SHS NEW

SOLE

SHS NEW

Shares165.43K

TypeSH

Market value$6.41M

2.00%

Sole

0.00

Shared

0.00

None

165.43K

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

SOLE

S&P 500 ETF SHS

Shares9.14K

TypeSH

Market value$5.74M

1.79%

Sole

0.00

Shared

0.00

None

9.14K

MICROSOFT CORPORATION

SOLE

COM

Shares7.11K

TypeSH

Market value$3.44M

1.07%

Sole

0.00

Shared

0.00

None

7.11K

GRAYSCALE ETHEREUM MINI TR ETF SHS NEW

SOLE

SHS NEW

Shares118.69K

TypeSH

Market value$3.33M

1.04%

Sole

0.00

Shared

0.00

None

118.69K

ISHARES TR IBONDS 28 TRM TS

SOLE

IBONDS 28 TRM TS

Shares91.61K

TypeSH

Market value$2.05M

0.64%

Sole

0.00

Shared

0.00

None

91.61K

ISHARES TR IBDS DEC28 ETF

SOLE

IBDS DEC28 ETF

Shares68.11K

TypeSH

Market value$1.73M

0.54%

Sole

0.00

Shared

0.00

None

68.11K

ISHARES TR IBONDS 26 TRM TS

SOLE

IBONDS 26 TRM TS

Shares66.15K

TypeSH

Market value$1.51M

0.47%

Sole

0.00

Shared

0.00

None

66.15K

ISHARES TR IBONDS 27 TRM TS

SOLE

IBONDS 27 TRM TS

Shares66.21K

TypeSH

Market value$1.49M

0.46%

Sole

0.00

Shared

0.00

None

66.21K

ISHARES TR IBONDS DEC2026

SOLE

IBONDS DEC2026

Shares56.43K

TypeSH

Market value$1.37M

0.43%

Sole

0.00

Shared

0.00

None

56.43K

ISHARES TR IBONDS 27 ETF

SOLE

IBONDS 27 ETF

Shares56.11K

TypeSH

Market value$1.36M

0.43%

Sole

0.00

Shared

0.00

None

56.11K

ISHARES TR IBONDS DEC 2034

SOLE

IBONDS DEC 2034

Shares52.38K

TypeSH

Market value$1.35M

0.42%

Sole

0.00

Shared

0.00

None

52.38K

ISHARES TR IBONDS 29 TRM TS

SOLE

IBONDS 29 TRM TS

Shares55.88K

TypeSH

Market value$1.23M

0.38%

Sole

0.00

Shared

0.00

None

55.88K

ISHARES TR IBONDS DEC 29

SOLE

IBONDS DEC 29

Shares49.41K

TypeSH

Market value$1.16M

0.36%

Sole

0.00

Shared

0.00

None

49.41K

ISHARES TR IBONDS DEC 2033

SOLE

IBONDS DEC 2033

Shares37.01K

TypeSH

Market value$967.4K

0.30%

Sole

0.00

Shared

0.00

None

37.01K

ISHARES TR IBONDS DEC 2032

SOLE

IBONDS DEC 2032

Shares40.75K

TypeSH

Market value$940.4K

0.29%

Sole

0.00

Shared

0.00

None

40.75K

ISHARES TR IBONDS DEC 2032

SOLE

IBONDS DEC 2032

Shares34.42K

TypeSH

Market value$878.8K

0.27%

Sole

0.00

Shared

0.00

None

34.42K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INTERMEDIATE-TERM BOND ETFSOLE	INTERMED TERM	592.66K	SH	$46.16M 14.42%	592.66K
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETFSOLE	CWP ENHANCED DIV	1.02M	SH	$45.29M 14.15%	1.02M
ISHARES TR CORE S&P TTL STKSOLE	CORE S&P TTL STK	262.49K	SH	$39.03M 12.20%	262.49K
ISHARES TR RUS TOP 200 ETFSOLE	RUS TOP 200 ETF	199.14K	SH	$33.98M 10.62%	199.14K
INNOVATOR DEFINED WEALTH SHLD ETFSOLE	DEFINED WLT SHLD	977.18K	SH	$32.75M 10.23%	977.18K
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETFSOLE	FUNDSTRAT GRANNY	979.65K	SH	$24.26M 7.58%	979.65K
CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNITSOLE	SHS CREATION UNI	653.25K	SH	$22.64M 7.07%	653.25K
FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATESOLE	FOLIOBEYOND ALTE	441.42K	SH	$15.94M 4.98%	441.42K
FUNDSTRAT GRANNY SHOTS USSOLE	FUNDSTRAT GRANNY	557.89K	SH	$14.25M 4.45%	557.89K
GRAYSCALE BITCOIN MINI TR ETF SHS NEWSOLE	SHS NEW	165.43K	SH	$6.41M 2.00%	165.43K
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEWSOLE	S&P 500 ETF SHS	9.14K	SH	$5.74M 1.79%	9.14K
MICROSOFT CORPORATIONSOLE	COM	7.11K	SH	$3.44M 1.07%	7.11K
GRAYSCALE ETHEREUM MINI TR ETF SHS NEWSOLE	SHS NEW	118.69K	SH	$3.33M 1.04%	118.69K
ISHARES TR IBONDS 28 TRM TSSOLE	IBONDS 28 TRM TS	91.61K	SH	$2.05M 0.64%	91.61K
ISHARES TR IBDS DEC28 ETFSOLE	IBDS DEC28 ETF	68.11K	SH	$1.73M 0.54%	68.11K
ISHARES TR IBONDS 26 TRM TSSOLE	IBONDS 26 TRM TS	66.15K	SH	$1.51M 0.47%	66.15K
ISHARES TR IBONDS 27 TRM TSSOLE	IBONDS 27 TRM TS	66.21K	SH	$1.49M 0.46%	66.21K
ISHARES TR IBONDS DEC2026SOLE	IBONDS DEC2026	56.43K	SH	$1.37M 0.43%	56.43K
ISHARES TR IBONDS 27 ETFSOLE	IBONDS 27 ETF	56.11K	SH	$1.36M 0.43%	56.11K
ISHARES TR IBONDS DEC 2034SOLE	IBONDS DEC 2034	52.38K	SH	$1.35M 0.42%	52.38K
ISHARES TR IBONDS 29 TRM TSSOLE	IBONDS 29 TRM TS	55.88K	SH	$1.23M 0.38%	55.88K
ISHARES TR IBONDS DEC 29SOLE	IBONDS DEC 29	49.41K	SH	$1.16M 0.36%	49.41K
ISHARES TR IBONDS DEC 2033SOLE	IBONDS DEC 2033	37.01K	SH	$967.4K 0.30%	37.01K
ISHARES TR IBONDS DEC 2032SOLE	IBONDS DEC 2032	40.75K	SH	$940.4K 0.29%	40.75K
ISHARES TR IBONDS DEC 2032SOLE	IBONDS DEC 2032	34.42K	SH	$878.8K 0.27%	34.42K

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