Arkolith/Funds/Reliant Wealth Planning

Reliant Wealth Planning

CIK 1823393Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Reliant Wealth Planning holds a focused book of 54 stocks worth $363.6M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Strategas Macro Them Opps and trimmed Ishares Core S&P Total U.S.. Their largest long position is Amplify CWP Enhan Divid ETF at 14% of the equity book.

Opened
7
bought for the first time
Added to
25
already held, bought more
Trimmed
7
sold some, still holds it
Sold out
0
exited the position entirely
nothing exited

Concentration

Top-heavy: focused book

Top 5 holdings
59%
Top 10 holdings
89%
Top 20 holdings
95%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

6% mapped to company sectors

ETF / fund or unclassified
94%
Financials
6%
Information Technology
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Reliant Wealth Planning

Manager / fundShared namesTheir $ in those
MORGAN STANLEY56 / 54$178.1B
LPL Financial LLC56 / 54$32.6B
ENVESTNET ASSET MANAGEMENT INC55 / 54$47.1B
OSAIC HOLDINGS, INC.55 / 54$6.8B
WELLS FARGO & COMPANY/MN54 / 54$64.4B
RAYMOND JAMES FINANCIAL INC54 / 54$44.1B
ROYAL BANK OF CANADA53 / 54$53.6B
COMMONWEALTH EQUITY SERVICES, LLC53 / 54$8.3B

Ranked by how many of Reliant Wealth Planning's top 54 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

54 positions
#SecurityValueShares% PortLast moveHistory
1Amplify CWP Enhanced Dividend Income ETF
CWP ENHANCED DIV
$50.5M1.10M
13.9%
+4.3%
Added · +46K sh
2Vanguard Intermediate-Term Bond ETF
INTERMED TERM
$48.5M631.9K
13.3%
+3.4%
Added · +21K sh
3Ishares TR Core S&P TTL STK
CORE S&P TTL STK
$40.9M249.1K
11.3%
−2.6%
Reduced · −7K sh
4Ishares TR Rus Top 200 ETF
RUS TOP 200 ETF
$39.8M215.1K
10.9%
+4.0%
Added · +8K sh
5Innovator Defined Wealth SHLD ETF
DEFINED WLT SHLD
$35.5M1.04M
9.8%
+3.1%
Added · +32K sh
6Fundstrat Granny Shots US Large Cap ETF
FUNDSTRAT GRANNY
$28.8M1.04M
7.9%
+1.9%
Added · +20K sh
7Capital Group Global Growth SHS Creation Unit
SHS CREATION UNI
$27.6M653.2K
7.6%
+1.5%
Added · +10K sh
8Fundstrat Granny Shots US
FUNDSTRAT GRANNY
$19.5M620.5K
5.4%
+4.7%
Added · +28K sh
9Foliobeyond Alternative Income And Interest Rate
FOLIOBEYOND ALTE
$16.9M467.4K
4.7%
+2.5%
Added · +11K sh
10Ishares Gold TR Shares Represent
SHARES REPRESENT
$14.2M354.1K
3.9%
+5.1%
Added · +17K sh
11Vanguard Index Funds S&P 500 ETF SHS New
S&P 500 ETF SHS
$6.1M8.9K
1.7%
−1.9%
Reduced · −176 sh
12Grayscale Bitcoin Mini TR ETF SHS New
SHS NEW
$4.8M186.3K
1.3%
+3.0%
Added · +5K sh
13Ishares Ibonds Dec 2028 Term Treasury ETF
IBONDS 28 TRM TS
$2.1M96.1K
0.6%
+4.2%
Added · +4K sh
14Grayscale Ethereum Staking Mini ETF
SHS NEW
$2.0M132.5K
0.5%
+8.7%
Added · +11K sh
15Ishares Ibonds Dec 2028 Term Corporate ETF
IBDS DEC28 ETF
$1.8M69.4K
0.5%
+0.9%
Added · +658 sh
16Ishares Ibonds Dec 2027 Term Treasury ETF
IBONDS 27 TRM TS
$1.5M67.4K
0.4%
+1.0%
Added · +691 sh
17Ishares Ibonds Dec 2026 Term Treasury ETF
IBONDS 26 TRM TS
$1.5M64.8K
0.4%
+0.5%
Added · +332 sh
18Ishares TR Ibonds 27 ETF
IBONDS 27 ETF
$1.4M57.2K
0.4%
+1.1%
Added · +640 sh
19Ishares TR Ibonds Dec2026
IBONDS DEC2026
$1.3M55.0K
0.4%
+0.6%
Added · +314 sh
20Ishares Ibonds Dec 2034 Term Treasury ETF
IBONDS DEC 2034
$1.3M52.4K
0.4%
Held
21Ishares Ibonds Dec 2029 Term Treasury ETF
IBONDS 29 TRM TS
$1.3M61.3K
0.4%
+1.5%
Added · +896 sh
22Ishares TR Ibonds Dec 29
IBONDS DEC 29
$1.3M54.5K
0.3%
+1.6%
Added · +839 sh
23Ishares Ibonds Dec 2032 Term Treasury ETF
IBONDS DEC 2032
$925K40.8K
0.3%
Held
24Ishares Ibonds Dec 2032 Term Corporate ETF
IBONDS DEC 2032
$867K34.4K
0.2%
Held
25Ishares Ibonds Dec 2030 Term Corporate ETF
IBONDS DEC 2030
$821K37.7K
0.2%
Held
26Ishares Ibonds Dec 2030 Term Treasury ETF
IBOND DEC 2030
$821K42.0K
0.2%
Held
27Shares Ibonds Dec 2033 Term Corporate ETF
IBONDS DEC 2033
$754K29.3K
0.2%
−21%
Reduced · −8K sh
28Schwab U.S. Broad Market ETF
US BRD MKT ETF
$695K24.0K
0.2%
Held
29Ishares Ibonds Dec 2033 Term Treasury ETF
IBONDS DEC 2033
$690K28.6K
0.2%
−6.7%
Reduced · −2K sh
30Ishares TR Rus 1000 GRW ETF
RUS 1000 GRW ETF
$669K5.4K
0.2%
+300%
Added · +4K sh
31Amplify CWP International Enhanced Dividend Income ETF
CWP INTL ENHANCE
$631K15.0K
0.2%
+63%
Added · +6K sh
32Fundstrat Granny Shots US
FUNDSTRAT GRANNY
$587K27.8K
0.2%
−0.9%
Reduced · −260 sh
33Nvidia Corporation
COM
$528K2.6K
0.1%
+18%
Added · +395 sh
34Ishares TR Ibonds Dec 2034
IBONDS DEC 2034
$496K19.1K
0.1%
Held
35Ishares Gold TR Ishares New
ISHARES NEW
$468K6.2K
0.1%
Held
36First Eagle Overseas Equity ETF
FIRST EAGLE OVER
$457K8.6K
0.1%
+64%
Added · +3K sh
37Innovator Equity Defined Protection ETF 1 Yr July
EQUITY DEFINED P
$431K14.4K
0.1%
Held
38Strategas Macro Thematic Opportunities ETF
STRATEGAS MACRO
$423K8.9K
0.1%
New
New position
39Ishares Ibonds Dec 2035 Term Corporate ETF
IBONDS DEC 2035
$348K13.6K
0.1%
−10%
Reduced · −2K sh
40Ishares Ibonds Dec 2035 Term Treasury ETF
IBONDS DEC 2035
$347K13.8K
0.1%
−10%
Reduced · −2K sh
41Ishares Ibonds Dec 2031 Term Treasury ETF
IBONDS DEC 2031
$341K16.9K
0.1%
Held
42Ishares Bitcoin Trust ETF SHS Ben Int
SHS BEN INT
$321K9.6K
0.1%
New
New position
43Ishares TR Core S&P500 ETF
CORE S&P500 ETF
$304K406
0.1%
Held
44Vaneck Merk Gold ETF
GOLD SHS
$302K7.8K
0.1%
+23%
Added · +1K sh
45Vanguard Esg U.S. Stock ETF
ESG US STK ETF
$282K2.1K
0.1%
Held
46Ishares Ibonds Dec 2031 Term Corporate ETF
IBONDS DEC 2031
$281K13.5K
0.1%
Held
47Advanced Micro Devices Incorporated
COM
$274K472
0.1%
New
New position
48Ishares Ethereum TR SHS
SHS
$271K22.8K
0.1%
+50%
Added · +8K sh
49Ishares Ibonds 2028 Term High Yield And Income ETF
IBONDS 28 TR HI
$267K11.4K
0.1%
Held
50Ishares TR Core S&P MCP ETF
CORE S&P MCP ETF
$264K3.4K
0.1%
Held
Showing 50 of 54 positions
Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Reliant Wealth Planning owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1823393/holdings"
Ask your agent
Use Arkolith to show Reliant Wealth Planning's latest
holdings, largest changes, and filing provenance.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 202654$363.6M13F-HR
Q1 2026Mar 31, 2026May 15, 202651$330.8M13F-HR
Q4 2025Dec 31, 2025Feb 12, 202652$320.0M13F-HR
Q3 2025Sep 30, 2025Nov 18, 202550$308.6M13F-HR
Q2 2025Jun 30, 2025Aug 12, 202542$256.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.