Arkolith/Funds/Reliant Wealth Planning

Reliant Wealth Planning

CIK 1823393Wealth platform
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Reliant Wealth Planning holds a focused book of 51 stocks worth $330.8M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Amplify CWP Intl Enh DVD Inc 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.

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holdings, largest changes, and filing provenance.
Opened
4
new positions
Added to
19
existing
Trimmed
10
reduced
Sold out
5
exited

Concentration

Top-heavy: focused book

Top 5 holdings
60%
Top 10 holdings
88%
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

8% mapped to company sectors

ETF / fund or unclassified
92%
Financials
8%
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

Holdings: largest first

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

51 positions
#SecurityValueShares% PortLast moveHistory
1Amplify CWP Enhanced Dividend Income ETF
CWP ENHANCED DIV
$47.5M1.06M
14.3%
+4.0%
Added · +41K sh
2Vanguard Intermediate-Term Bond ETF
INTERMED TERM
$47.2M611.1K
14.3%
+3.1%
Added · +18K sh
3Ishares TR Core S&P TTL STK
CORE S&P TTL STK
$36.4M255.7K
11.0%
−2.6%
Reduced · −7K sh
4Innovator Defined Wealth SHLD ETF
DEFINED WLT SHLD
$33.6M1.01M
10.2%
+2.9%
Added · +28K sh
5Ishares TR Rus Top 200 ETF
RUS TOP 200 ETF
$33.2M206.9K
10.0%
+3.9%
Added · +8K sh
6Fundstrat Granny Shots US Large Cap ETF
FUNDSTRAT GRANNY
$24.4M1.02M
7.4%
+4.4%
Added · +44K sh
7Capital Group Global Growth SHS Creation Unit
SHS CREATION UNI
$21.5M643.6K
6.5%
−1.5%
Reduced · −10K sh
8Foliobeyond Alternative Income And Interest Rate
FOLIOBEYOND ALTE
$16.5M456.1K
5.0%
+3.3%
Added · +15K sh
9Ishares Gold TR Shares Represent
SHARES REPRESENT
$15.7M337.0K
4.8%
54×
Added · +331K sh
10Fundstrat Granny Shots US
FUNDSTRAT GRANNY
$14.8M592.7K
4.5%
+6.2%
Added · +35K sh
11Vanguard Index Funds S&P 500 ETF SHS New
S&P 500 ETF SHS
$5.4M9.1K
1.6%
−0.6%
Reduced · −59 sh
12Grayscale Bitcoin Mini TR ETF SHS New
SHS NEW
$5.4M180.8K
1.6%
+9.3%
Added · +15K sh
13Grayscale Ethereum Staking Mini ETF
SHS NEW
$2.4M121.9K
0.7%
+2.7%
Added · +3K sh
14Ishares Ibonds Dec 2028 Term Treasury ETF
IBONDS 28 TRM TS
$2.1M92.3K
0.6%
+0.7%
Added · +670 sh
15Ishares Ibonds Dec 2028 Term Corporate ETF
IBDS DEC28 ETF
$1.7M68.7K
0.5%
+0.9%
Added · +588 sh
16Ishares Ibonds Dec 2027 Term Treasury ETF
IBONDS 27 TRM TS
$1.5M66.7K
0.5%
+0.7%
Added · +489 sh
17Ishares Ibonds Dec 2026 Term Treasury ETF
IBONDS 26 TRM TS
$1.5M64.5K
0.4%
−2.5%
Reduced · −2K sh
18Ishares TR Ibonds 27 ETF
IBONDS 27 ETF
$1.4M56.6K
0.4%
+0.8%
Added · +452 sh
19Ishares Ibonds Dec 2034 Term Treasury ETF
IBONDS DEC 2034
$1.3M52.4K
0.4%
Held
20Ishares TR Ibonds Dec2026
IBONDS DEC2026
$1.3M54.7K
0.4%
−3.1%
Reduced · −2K sh
21Ishares Ibonds Dec 2029 Term Treasury ETF
IBONDS 29 TRM TS
$1.3M60.4K
0.4%
+8.1%
Added · +5K sh
22Ishares TR Ibonds Dec 29
IBONDS DEC 29
$1.2M53.6K
0.4%
+8.6%
Added · +4K sh
23Shares Ibonds Dec 2033 Term Corporate ETF
IBONDS DEC 2033
$957K37.0K
0.3%
Held
24Ishares Ibonds Dec 2032 Term Treasury ETF
IBONDS DEC 2032
$934K40.8K
0.3%
Held
25Ishares Ibonds Dec 2032 Term Corporate ETF
IBONDS DEC 2032
$870K34.4K
0.3%
Held
26Ishares Ibonds Dec 2030 Term Treasury ETF
IBOND DEC 2030
$828K42.0K
0.3%
+13%
Added · +5K sh
27Ishares Ibonds Dec 2030 Term Corporate ETF
IBONDS DEC 2030
$825K37.7K
0.2%
+13%
Added · +4K sh
28Ishares Ibonds Dec 2033 Term Treasury ETF
IBONDS DEC 2033
$747K30.6K
0.2%
Held
29Schwab U.S. Broad Market ETF
US BRD MKT ETF
$602K24.0K
0.2%
−12%
Reduced · −3K sh
30Ishares TR Rus 1000 GRW ETF
RUS 1000 GRW ETF
$574K1.3K
0.2%
Held
31Ishares Gold TR Ishares New
ISHARES NEW
$546K6.2K
0.2%
Held
32Fundstrat Granny Shots US
FUNDSTRAT GRANNY
$535K28.1K
0.2%
+89%
Added · +13K sh
33Ishares TR Ibonds Dec 2034
IBONDS DEC 2034
$496K19.1K
0.2%
Held
34Innovator Equity Defined Protection ETF 1 Yr July
EQUITY DEFINED P
$418K14.4K
0.1%
Held
35Nvidia Corporation
COM
$392K2.2K
0.1%
−24%
Reduced · −695 sh
36Ishares Ibonds Dec 2035 Term Treasury ETF
IBONDS DEC 2035
$390K15.4K
0.1%
Held
37Ishares Ibonds Dec 2035 Term Corporate ETF
IBONDS DEC 2035
$388K15.1K
0.1%
Held
38Amplify CWP International Enhanced Dividend Income ETF
CWP INTL ENHANCE
$374K9.2K
0.1%
New
New position
39Ishares Ibonds Dec 2031 Term Treasury ETF
IBONDS DEC 2031
$345K16.9K
0.1%
Held
40Vaneck Merk Gold ETF
GOLD SHS
$288K6.4K
0.1%
Held
41Ishares Ibonds Dec 2031 Term Corporate ETF
IBONDS DEC 2031
$282K13.5K
0.1%
Held
42Ishares Ibonds 2028 Term High Yield And Income ETF
IBONDS 28 TR HI
$267K11.4K
0.1%
Held
43Ishares TR Core S&P500 ETF
CORE S&P500 ETF
$265K406
0.1%
−1.9%
Reduced · −8 sh
44First Eagle Overseas Equity ETF
FIRST EAGLE OVER
$263K5.2K
0.1%
New
New position
45JPMorgan Equity Premium Income ETF
EQUITY PREMIUM
$263K4.6K
0.1%
−33%
Reduced · −2K sh
46SPDR Gold Shares
GOLD SHS
$258K600
0.1%
New
New position
47Ishares TR Ibonds 2031 Term
IBONDS 2031 TERM
$256K10.1K
0.1%
Held
48Ishares Ethereum TR SHS
SHS
$240K15.2K
0.1%
New
New position
49Vanguard Esg U.S. Stock ETF
ESG US STK ETF
$239K2.1K
0.1%
Held
50Flexshares International Quality Div Dynamic Index Fund
INT QLTDVDYNAM
$234K6.2K
0.1%
Held
Showing 50 of 51 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
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 ~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.