2026 Q3 Portfolio Activity
In 2026 Q3, Reliant Wealth Planning maintained a portfolio of 61 distinct positions. The most significant new addition was MICROSOFT CORPORATION, now representing 0.92% of the total fund value. They heavily accumulated shares in GRAYSCALE BITCOIN MINI TR ETF , increasing the position by 6.2%.
Position History
hover any row below to update
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Total Positions
61
Quarter
2026 Q3
Top Holding
DIVO (13.7%)
Top 10 Concentration
84.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 61
Reliant Wealth Planning Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DIVO
AMPLIFY CWP ENH...
|
ETF | 13.72% | 13.88% |
#1
Prev: #1
|
6.5 |
—
|
25,728 | 2.3% |
P
S
|
1,130,062 | $52,536,582 |
$42.95
+10.1%
|
2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | ||
|
BIV
VANGUARD INTERM...
|
Bond/Debt | 12.54% | 13.33% |
#2
Prev: #2
|
6.0 |
—
|
27,209 | 4.3% |
P
S
|
659,075 | $48,020,205 |
$75.56
-3.0%
|
2023 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | ||
|
IWL
ISHARES TR RUS ...
|
ETF | 10.61% | 10.94% |
#3
1
Prev: #4
|
5.5 |
—
|
-1,483 | -0.7% |
P
S
|
213,623 | $40,622,550 |
$145.17
+28.1%
|
2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | ||
|
ITOT
ISHARES TR CORE...
|
ETF | 10.56% | 11.26% |
#4
1
Prev: #3
|
5.0 |
—
|
-5,833 | -2.3% |
P
S
|
243,282 | $40,452,931 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
BALT
INNOVATOR DEFIN...
|
ETF | 9.70% | 9.77% |
#5
Prev: #5
|
4.9 |
—
|
25,589 | 2.5% |
P
S
|
1,062,604 | $37,138,010 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
GRNY
FUNDSTRAT GRANN...
|
ETF | 7.50% | 7.93% |
#6
Prev: #6
|
3.5 |
—
|
-11,152 | -1.1% |
P
S
|
1,031,948 | $28,719,113 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
CGGO
CAPITAL GROUP G...
|
ETF | 6.63% | 7.60% |
#7
Prev: #7
|
3.2 |
—
|
-14,705 | -2.3% |
P
S
|
638,456 | $25,397,780 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
GRNJ
FUNDSTRAT GRANN...
|
ETF | 4.88% | 5.37% |
#8
Prev: #8
|
2.5 |
—
|
14,918 | 2.4% |
P
S
|
635,436 | $18,707,236 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
RISR
FOLIOBEYOND ALT...
|
ETF | 4.65% | 4.65% |
#9
Prev: #9
|
2.4 |
—
|
12,622 | 2.7% |
P
S
|
479,995 | $17,788,615 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
IAUM
ISHARES GOLD TR...
|
ETF | 4.09% | 3.90% |
#10
Prev: #10
|
3.6 |
—
|
24,069 | 6.8% |
P
S
|
378,163 | $15,663,511 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
BTC
GRAYSCALE BITCO...
|
ETF | 1.91% | 1.33% |
#11
1
Prev: #12
|
2.8 |
—
|
11,525 | 6.2% |
P
S
|
197,837 | $7,310,077 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.55% | 1.68% |
#12
1
Prev: #11
|
1.1 |
—
|
-450 | -5.1% |
P
S
|
8,460 | $5,929,276 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
ETH
GRAYSCALE ETHER...
|
ETF | 0.95% | 0.55% |
#13
1
Prev: #14
|
2.4 |
—
|
10,385 | 7.8% |
P
S
|
142,908 | $3,642,725 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
MSFT
MICROSOFT CORPO...
|
Technology | 0.92% | — |
#14
Prev: #—
|
3.9 |
—
|
6,861 | — |
NEW
|
6,861 | $3,519,007 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
AAPL
APPLE INCORPORA...
|
Technology | 0.60% | — |
#15
Prev: #—
|
3.7 |
—
|
6,945 | — |
NEW
|
6,945 | $2,312,824 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
IBTI
ISHARES IBONDS ...
|
Bond/Debt | 0.57% | 0.59% |
#16
3
Prev: #13
|
0.7 |
—
|
3,389 | 3.5% |
P
S
|
99,528 | $2,180,658 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.52% | — |
#17
Prev: #—
|
3.7 |
—
|
5,982 | — |
NEW
|
5,982 | $1,978,989 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
IBDT
ISHARES IBONDS ...
|
ETF | 0.47% | 0.48% |
#18
3
Prev: #15
|
0.7 |
—
|
2,975 | 4.3% |
P
S
|
72,330 | $1,805,357 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
IBTH
ISHARES IBONDS ...
|
Bond/Debt | 0.42% | 0.41% |
#19
3
Prev: #16
|
2.2 |
—
|
5,470 | 8.1% |
P
S
|
72,857 | $1,626,168 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
YUM
YUM BRANDS INCO...
|
Consumer Cyclical | 0.40% | — |
#20
Prev: #—
|
3.7 |
—
|
11,215 | — |
NEW
|
11,215 | $1,529,135 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
IBDS
ISHARES TR IBON...
|
Bond/Debt | 0.39% | 0.38% |
#21
3
Prev: #18
|
2.2 |
—
|
5,057 | 8.8% |
P
S
|
62,261 | $1,501,735 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
IBTG
ISHARES IBONDS ...
|
Bond/Debt | 0.39% | 0.41% |
#22
5
Prev: #17
|
1.2 |
—
|
no change | no change |
P
S
|
64,822 | $1,483,127 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
IBTJ
ISHARES IBONDS ...
|
Bond/Debt | 0.36% | 0.37% |
#23
2
Prev: #21
|
2.1 |
—
|
3,602 | 5.9% |
P
S
|
64,917 | $1,377,863 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.35% | 0.15% |
#24
9
Prev: #33
|
3.1 |
—
|
3,265 | 123.6% |
P
S
|
5,906 | $1,348,812 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
IBDR
ISHARES TR IBON...
|
Bond/Debt | 0.35% | 0.37% |
#25
6
Prev: #19
|
1.1 |
—
|
no change | no change |
P
S
|
55,008 | $1,333,394 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
IBDU
ISHARES TR IBON...
|
Bond/Debt | 0.34% | 0.35% |
#26
4
Prev: #22
|
2.1 |
—
|
3,372 | 6.2% |
P
S
|
57,857 | $1,312,775 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
IBTP
ISHARES IBONDS ...
|
Bond/Debt | 0.31% | 0.37% |
#27
7
Prev: #20
|
0.6 |
—
|
-2,314 | -4.4% |
P
S
|
50,068 | $1,203,555 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
IBTM
ISHARES IBONDS ...
|
Bond/Debt | 0.30% | 0.25% |
#28
5
Prev: #23
|
2.6 |
—
|
11,690 | 28.7% |
P
S
|
52,443 | $1,139,906 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
IBDX
ISHARES IBONDS ...
|
Bond/Debt | 0.28% | 0.24% |
#29
5
Prev: #24
|
2.6 |
—
|
10,562 | 30.7% |
P
S
|
44,984 | $1,082,765 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
IBTK
ISHARES IBONDS ...
|
Bond/Debt | 0.23% | 0.23% |
#30
4
Prev: #26
|
2.1 |
—
|
4,151 | 9.9% |
P
S
|
46,149 | $876,370 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
IBDV
ISHARES IBONDS ...
|
Bond/Debt | 0.23% | 0.23% |
#31
6
Prev: #25
|
2.1 |
—
|
3,728 | 9.9% |
P
S
|
41,405 | $875,302 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
GRNI
FUNDSTRAT GRANN...
|
ETF | 0.20% | 0.16% |
#32
Prev: #32
|
2.6 |
—
|
8,161 | 29.4% |
P
S
|
35,960 | $756,239 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
IBDY
SHARES IBONDS D...
|
Bond/Debt | 0.19% | 0.21% |
#33
6
Prev: #27
|
1.1 |
—
|
no change | no change |
P
S
|
29,284 | $716,872 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
SCHB
SCHWAB U.S. BRO...
|
ETF | 0.18% | 0.19% |
#34
6
Prev: #28
|
1.1 |
—
|
no change | no change |
P
S
|
24,003 | $703,528 | 2022 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
IWF
ISHARES TR RUS ...
|
ETF | 0.18% | 0.18% |
#35
5
Prev: #30
|
1.1 |
—
|
no change | no change |
P
S
|
5,388 | $674,901 | 2022 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
IBTO
ISHARES IBONDS ...
|
Bond/Debt | 0.17% | 0.19% |
#36
7
Prev: #29
|
1.1 |
—
|
no change | no change |
P
S
|
28,589 | $657,261 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
IDVO
AMPLIFY CWP INT...
|
Bond/Debt | 0.16% | 0.17% |
#37
6
Prev: #31
|
1.1 |
—
|
no change | no change |
P
S
|
15,028 | $624,263 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.14% | — |
#38
Prev: #—
|
3.6 |
—
|
585 | — |
NEW
|
585 | $532,549 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
FEOE
FIRST EAGLE OVE...
|
ETF | 0.14% | 0.13% |
#39
3
Prev: #36
|
2.1 |
—
|
1,117 | 13.1% |
P
S
|
9,668 | $519,848 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
IBTL
ISHARES IBONDS ...
|
Bond/Debt | 0.13% | 0.09% |
#40
1
Prev: #41
|
3.1 |
—
|
9,086 | 53.8% |
P
S
|
25,984 | $505,908 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
ZJUL
INNOVATOR EQUIT...
|
ETF | 0.13% | 0.12% |
#41
4
Prev: #37
|
2.1 |
—
|
1,890 | 13.2% |
P
S
|
16,256 | $491,807 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
IAU
ISHARES GOLD TR...
|
ETF | 0.13% | 0.13% |
#42
7
Prev: #35
|
1.1 |
—
|
no change | no change |
P
S
|
6,198 | $484,064 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
IBDZ
ISHARES TR IBON...
|
Bond/Debt | 0.12% | 0.14% |
#43
9
Prev: #34
|
1.0 |
—
|
no change | no change |
P
S
|
19,050 | $469,202 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
ETHA
ISHARES ETHEREU...
|
ETF | 0.12% | 0.07% |
#44
4
Prev: #48
|
1.0 |
—
|
no change | no change |
P
S
|
22,800 | $458,736 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 0.12% | 0.09% |
#45
3
Prev: #42
|
1.0 |
—
|
no change | no change |
P
S
|
9,638 | $456,263 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
IBDW
ISHARES IBONDS ...
|
Bond/Debt | 0.12% | 0.08% |
#46
Prev: #46
|
3.0 |
—
|
8,814 | 65.3% |
P
S
|
22,311 | $447,559 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
SAMT
STRATEGAS MACRO...
|
ETF | 0.10% | 0.12% |
#47
9
Prev: #38
|
1.0 |
—
|
no change | no change |
P
S
|
8,860 | $369,285 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.09% | 0.08% |
#48
1
Prev: #47
|
2.5 |
—
|
100 | 21.2% |
P
S
|
572 | $349,927 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
IBCA
ISHARES TR IBON...
|
Bond/Debt | 0.09% | 0.10% |
#49
10
Prev: #39
|
1.0 |
—
|
no change | no change |
P
S
|
13,580 | $326,871 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
IBTQ
ISHARES TR IBON...
|
Bond/Debt | 0.09% | 0.10% |
#50
10
Prev: #40
|
1.0 |
—
|
no change | no change |
P
S
|
13,818 | $326,485 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 |
Showing 1-50 of 61 holdings