RELIANT WEALTH PLANNING

Filed: 5/15/2026ACC: 0001376474-26-000382

📋 What this filing means

RELIANT WEALTH PLANNING filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $330.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$330.84M

Total AUM (reported)

7.53M

Total Shares

Allocation by class

CWP ENHANCED DIV$47.47M14.3%

INTERMED TERM$47.16M14.3%

FUNDSTRAT GRANNY$39.78M12.0%

CORE S&P TTL STK$36.42M11.0%

DEFINED WLT SHLD$33.64M10.2%

RUS TOP 200 ETF$33.21M10.0%

SHS CREATION UNI$21.48M6.5%

Portfolio Concentration

Top 3$131.05M39.6%

4–10$159.83M48.3%

11–25$29.41M8.9%

Rest$10.55M3.2%

Top 3 weight

39.6%

Top 10 weight

87.9%

Voting Authority Distribution

Total shares with voting rights: 7.53M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.53M

% of voting shares100.0%

Investment Discretion (by position count)

Sole51

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings51

Rows:

AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF

SOLE

CWP ENHANCED DIV

Shares1.06M

TypeSH

Market value$47.47M

14.35%

Sole

0.00

Shared

0.00

None

1.06M

VANGUARD INTERMEDIATE-TERM BOND ETF

SOLE

INTERMED TERM

Shares611.09K

TypeSH

Market value$47.16M

14.26%

Sole

0.00

Shared

0.00

None

611.09K

ISHARES TR CORE S&P TTL STK

SOLE

CORE S&P TTL STK

Shares255.73K

TypeSH

Market value$36.42M

11.01%

Sole

0.00

Shared

0.00

None

255.73K

INNOVATOR DEFINED WEALTH SHLD ETF

SOLE

DEFINED WLT SHLD

Shares1.01M

TypeSH

Market value$33.64M

10.17%

Sole

0.00

Shared

0.00

None

1.01M

ISHARES TR RUS TOP 200 ETF

SOLE

RUS TOP 200 ETF

Shares206.91K

TypeSH

Market value$33.21M

10.04%

Sole

0.00

Shared

0.00

None

206.91K

FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF

SOLE

FUNDSTRAT GRANNY

Shares1.02M

TypeSH

Market value$24.42M

7.38%

Sole

0.00

Shared

0.00

None

1.02M

CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT

SOLE

SHS CREATION UNI

Shares643.60K

TypeSH

Market value$21.48M

6.49%

Sole

0.00

Shared

0.00

None

643.60K

FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE

SOLE

FOLIOBEYOND ALTE

Shares456.07K

TypeSH

Market value$16.52M

4.99%

Sole

0.00

Shared

0.00

None

456.07K

ISHARES GOLD TR SHARES REPRESENT

SOLE

SHARES REPRESENT

Shares336.98K

TypeSH

Market value$15.74M

4.76%

Sole

0.00

Shared

0.00

None

336.98K

FUNDSTRAT GRANNY SHOTS US

SOLE

FUNDSTRAT GRANNY

Shares592.67K

TypeSH

Market value$14.82M

4.48%

Sole

0.00

Shared

0.00

None

592.67K

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

SOLE

S&P 500 ETF SHS

Shares9.09K

TypeSH

Market value$5.43M

1.64%

Sole

0.00

Shared

0.00

None

9.09K

GRAYSCALE BITCOIN MINI TR ETF SHS NEW

SOLE

SHS NEW

Shares180.84K

TypeSH

Market value$5.42M

1.64%

Sole

0.00

Shared

0.00

None

180.84K

GRAYSCALE ETHEREUM STAKING MINI ETF

SOLE

SHS NEW

Shares121.87K

TypeSH

Market value$2.42M

0.73%

Sole

0.00

Shared

0.00

None

121.87K

ISHARES IBONDS DEC 2028 TERM TREASURY ETF

SOLE

IBONDS 28 TRM TS

Shares92.28K

TypeSH

Market value$2.06M

0.62%

Sole

0.00

Shared

0.00

None

92.28K

ISHARES IBONDS DEC 2028 TERM CORPORATE ETF

SOLE

IBDS DEC28 ETF

Shares68.70K

TypeSH

Market value$1.74M

0.53%

Sole

0.00

Shared

0.00

None

68.70K

ISHARES IBONDS DEC 2027 TERM TREASURY ETF

SOLE

IBONDS 27 TRM TS

Shares66.70K

TypeSH

Market value$1.50M

0.45%

Sole

0.00

Shared

0.00

None

66.70K

ISHARES IBONDS DEC 2026 TERM TREASURY ETF

SOLE

IBONDS 26 TRM TS

Shares64.49K

TypeSH

Market value$1.48M

0.45%

Sole

0.00

Shared

0.00

None

64.49K

ISHARES TR IBONDS 27 ETF

SOLE

IBONDS 27 ETF

Shares56.56K

TypeSH

Market value$1.37M

0.41%

Sole

0.00

Shared

0.00

None

56.56K

ISHARES IBONDS DEC 2034 TERM TREASURY ETF

SOLE

IBONDS DEC 2034

Shares52.38K

TypeSH

Market value$1.34M

0.41%

Sole

0.00

Shared

0.00

None

52.38K

ISHARES TR IBONDS DEC2026

SOLE

IBONDS DEC2026

Shares54.69K

TypeSH

Market value$1.33M

0.40%

Sole

0.00

Shared

0.00

None

54.69K

ISHARES IBONDS DEC 2029 TERM TREASURY ETF

SOLE

IBONDS 29 TRM TS

Shares60.42K

TypeSH

Market value$1.32M

0.40%

Sole

0.00

Shared

0.00

None

60.42K

ISHARES TR IBONDS DEC 29

SOLE

IBONDS DEC 29

Shares53.65K

TypeSH

Market value$1.25M

0.38%

Sole

0.00

Shared

0.00

None

53.65K

SHARES IBONDS DEC 2033 TERM CORPORATE ETF

SOLE

IBONDS DEC 2033

Shares37.01K

TypeSH

Market value$956.7K

0.29%

Sole

0.00

Shared

0.00

None

37.01K

ISHARES IBONDS DEC 2032 TERM TREASURY ETF

SOLE

IBONDS DEC 2032

Shares40.75K

TypeSH

Market value$934.5K

0.28%

Sole

0.00

Shared

0.00

None

40.75K

ISHARES IBONDS DEC 2032 TERM CORPORATE ETF

SOLE

IBONDS DEC 2032

Shares34.42K

TypeSH

Market value$869.8K

0.26%

Sole

0.00

Shared

0.00

None

34.42K

Issuer	Class	Shares	Type	Value / Portfolio %	None
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETFSOLE	CWP ENHANCED DIV	1.06M	SH	$47.47M 14.35%	1.06M
VANGUARD INTERMEDIATE-TERM BOND ETFSOLE	INTERMED TERM	611.09K	SH	$47.16M 14.26%	611.09K
ISHARES TR CORE S&P TTL STKSOLE	CORE S&P TTL STK	255.73K	SH	$36.42M 11.01%	255.73K
INNOVATOR DEFINED WEALTH SHLD ETFSOLE	DEFINED WLT SHLD	1.01M	SH	$33.64M 10.17%	1.01M
ISHARES TR RUS TOP 200 ETFSOLE	RUS TOP 200 ETF	206.91K	SH	$33.21M 10.04%	206.91K
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETFSOLE	FUNDSTRAT GRANNY	1.02M	SH	$24.42M 7.38%	1.02M
CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNITSOLE	SHS CREATION UNI	643.60K	SH	$21.48M 6.49%	643.60K
FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATESOLE	FOLIOBEYOND ALTE	456.07K	SH	$16.52M 4.99%	456.07K
ISHARES GOLD TR SHARES REPRESENTSOLE	SHARES REPRESENT	336.98K	SH	$15.74M 4.76%	336.98K
FUNDSTRAT GRANNY SHOTS USSOLE	FUNDSTRAT GRANNY	592.67K	SH	$14.82M 4.48%	592.67K
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEWSOLE	S&P 500 ETF SHS	9.09K	SH	$5.43M 1.64%	9.09K
GRAYSCALE BITCOIN MINI TR ETF SHS NEWSOLE	SHS NEW	180.84K	SH	$5.42M 1.64%	180.84K
GRAYSCALE ETHEREUM STAKING MINI ETFSOLE	SHS NEW	121.87K	SH	$2.42M 0.73%	121.87K
ISHARES IBONDS DEC 2028 TERM TREASURY ETFSOLE	IBONDS 28 TRM TS	92.28K	SH	$2.06M 0.62%	92.28K
ISHARES IBONDS DEC 2028 TERM CORPORATE ETFSOLE	IBDS DEC28 ETF	68.70K	SH	$1.74M 0.53%	68.70K
ISHARES IBONDS DEC 2027 TERM TREASURY ETFSOLE	IBONDS 27 TRM TS	66.70K	SH	$1.50M 0.45%	66.70K
ISHARES IBONDS DEC 2026 TERM TREASURY ETFSOLE	IBONDS 26 TRM TS	64.49K	SH	$1.48M 0.45%	64.49K
ISHARES TR IBONDS 27 ETFSOLE	IBONDS 27 ETF	56.56K	SH	$1.37M 0.41%	56.56K
ISHARES IBONDS DEC 2034 TERM TREASURY ETFSOLE	IBONDS DEC 2034	52.38K	SH	$1.34M 0.41%	52.38K
ISHARES TR IBONDS DEC2026SOLE	IBONDS DEC2026	54.69K	SH	$1.33M 0.40%	54.69K
ISHARES IBONDS DEC 2029 TERM TREASURY ETFSOLE	IBONDS 29 TRM TS	60.42K	SH	$1.32M 0.40%	60.42K
ISHARES TR IBONDS DEC 29SOLE	IBONDS DEC 29	53.65K	SH	$1.25M 0.38%	53.65K
SHARES IBONDS DEC 2033 TERM CORPORATE ETFSOLE	IBONDS DEC 2033	37.01K	SH	$956.7K 0.29%	37.01K
ISHARES IBONDS DEC 2032 TERM TREASURY ETFSOLE	IBONDS DEC 2032	40.75K	SH	$934.5K 0.28%	40.75K
ISHARES IBONDS DEC 2032 TERM CORPORATE ETFSOLE	IBONDS DEC 2032	34.42K	SH	$869.8K 0.26%	34.42K

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