Institutional Fund
Reliant Wealth Planning
Louisville, KYCIK 18233935 filings on record
Portfolio Value
$330.84M
Q1 2026
Holdings
51
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+3.4%
from $320.00M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Amplify ETF Tr14.3%
- Vanguard Bd Index Fds14.3%
- Ishares Tr11.0%
- Innovator Etfs Trust10.2%
- Ishares Tr10.0%
- Tidal Trust I7.4%
- Other32.8%
Portfolio Holdings
51 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amplify ETF Tr | 1.06M | $47.47M | 14.3% | +40.6K | Added |
| 2 | Vanguard Bd Index Fds | 611.1K | $47.16M | 14.3% | +18.4K | Added |
| 3 | Ishares Tr | 255.7K | $36.42M | 11.0% | −6.8K | Reduced |
| 4 | Innovator Etfs Trust | 1.01M | $33.64M | 10.2% | +28.2K | Added |
| 5 | Ishares Tr | 206.9K | $33.21M | 10.0% | +7.8K | Added |
| 6 | Tidal Trust I | 1.02M | $24.42M | 7.4% | +43.5K | Added |
| 7 | Capital Group Gbl Growth Eqt | 643.6K | $21.48M | 6.5% | −9.7K | Reduced |
| 8 | Tidal Trust I | 456.1K | $16.52M | 5.0% | +14.7K | Added |
| 9 | Ishares Gold Tr | 337.0K | $15.74M | 4.8% | +330.8K | Added |
| 10 | Tidal Trust III | 592.7K | $14.82M | 4.5% | +34.8K | Added |
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