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Reliant Wealth Planning
Period ended Sep 30, 2026 · Latest filing Nov 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $382,960,596
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF · CWP ENHANCED DIV · 032108409 · shares: $52,536,582
- VANGUARD INTERMEDIATE-TERM BOND ETF · INTERMED TERM · 921937819 · shares: $48,020,205
- ISHARES TR RUS TOP 200 ETF · RUS TOP 200 ETF · 464289446 · shares: $40,622,550
- ISHARES TR CORE S&P TTL STK · CORE S&P TTL STK · 464287150 · shares: $40,452,931
- INNOVATOR DEFINED WEALTH SHLD ETF · DEFINED WLT SHLD · 45783Y855 · shares: $37,138,010
- FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF · FUND GRAN US ETF · 886364231 · shares: $28,719,113
- CAPITAL GROUP GLOBAL GROWTH EQUITY ETF · SHS CREAT UNIT · 14020X104 · shares: $25,397,780
- FUNDSTRAT GRANNY SHOTS US · FUND GRA MID ETF · 45259A258 · shares: $18,707,236
- FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE · FOLI AL RATE ETF · 886364637 · shares: $17,788,615
- ISHARES GOLD TRUST MICRO SHS REPSTG UN TR · SHS REPSTG UN TR · 46436F103 · shares: $15,663,511
Reported holdings
60 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | CWP ENHANCED DIV | 032108409 | — | 1,130,062 shares | $52,536,582 |
| VANGUARD INTERMEDIATE-TERM BOND ETF | INTERMED TERM | 921937819 | — | 659,075 shares | $48,020,205 |
| ISHARES TR RUS TOP 200 ETF | RUS TOP 200 ETF | 464289446 | — | 213,623 shares | $40,622,550 |
| ISHARES TR CORE S&P TTL STK | CORE S&P TTL STK | 464287150 | — | 243,282 shares | $40,452,931 |
| INNOVATOR DEFINED WEALTH SHLD ETF | DEFINED WLT SHLD | 45783Y855 | — | 1,062,604 shares | $37,138,010 |
| FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | FUND GRAN US ETF | 886364231 | — | 1,031,948 shares | $28,719,113 |
| CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | SHS CREAT UNIT | 14020X104 | — | 638,456 shares | $25,397,780 |
| FUNDSTRAT GRANNY SHOTS US | FUND GRA MID ETF | 45259A258 | — | 635,436 shares | $18,707,236 |
| FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE | FOLI AL RATE ETF | 886364637 | — | 479,995 shares | $17,788,615 |
| ISHARES GOLD TRUST MICRO SHS REPSTG UN TR | SHS REPSTG UN TR | 46436F103 | — | 378,163 shares | $15,663,511 |
| GRAYSCALE BITCOIN MINI TR ETF SHS NEW | SHS NEW | 389930207 | — | 197,837 shares | $7,310,077 |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | S&P 500 ETF SHS | 922908363 | — | 8,460 shares | $5,929,276 |
| GRAYSCALE ETHEREUM STAKING MINI ETF | SHS NEW | 38964R203 | — | 142,908 shares | $3,642,725 |
| MICROSOFT CORPORATION | COM | 594918104 | — | 6,861 shares | $3,519,007 |
| APPLE INCORPORATED | COM | 037833100 | — | 6,945 shares | $2,312,824 |
| ISHARES IBONDS DEC 2028 TERM TREASURY ETF | IBONDS 28 TRM TS | 46436E833 | — | 99,528 shares | $2,180,658 |
| JPMORGAN CHASE & COMPANY | COM | 46625H100 | — | 5,982 shares | $1,978,989 |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | IBDS DEC28 ETF | 46435U515 | — | 72,330 shares | $1,805,357 |
| ISHARES IBONDS DEC 2027 TERM TREASURY ETF | IBONDS 27 TRM TS | 46436E841 | — | 72,857 shares | $1,626,168 |
| YUM BRANDS INCORPORATED | COM | 988498101 | — | 11,215 shares | $1,529,135 |
| ISHARES TR IBONDS 27 ETF | IBONDS 27 ETF | 46435UAA9 | — | 62,261 shares | $1,501,735 |
| ISHARES IBONDS DEC 2026 TERM TREASURY ETF | IBONDS 26 TRM TS | 46436E858 | — | 64,822 shares | $1,483,127 |
| ISHARES IBONDS DEC 2029 TERM TREASURY ETF | IBONDS 29 TRM TS | 46436E825 | — | 64,917 shares | $1,377,863 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 5,906 shares | $1,348,812 |
| ISHARES TR IBONDS DEC2026 | IBONDS DEC2026 | 46435GAA0 | — | 55,008 shares | $1,333,394 |
| ISHARES TR IBONDS DEC 29 | IBONDS DEC 29 | 46436E205 | — | 57,857 shares | $1,312,775 |
| ISHARES IBONDS DEC 2034 TERM TREASURY ETF | IBONDS DEC 2034 | 46438G646 | — | 50,068 shares | $1,203,555 |
| ISHARES IBONDS DEC 2032 TERM TREASURY ETF | IBONDS DEC 2032 | 46436E296 | — | 52,443 shares | $1,139,906 |
| ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | IBONDS DEC 2032 | 46436E312 | — | 44,984 shares | $1,082,765 |
| ISHARES IBONDS DEC 2030 TERM TREASURY ETF | IBOND DEC 2030 | 46436E593 | — | 46,149 shares | $876,370 |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | IBONDS DEC 2030 | 46436E726 | — | 41,405 shares | $875,302 |
| FUNDSTRAT GRANNY SHOTS US | FUND GR LARG ETF | 45259A241 | — | 35,960 shares | $756,239 |
| SHARES IBONDS DEC 2033 TERM CORPORATE ETF | IBONDS DEC 2033 | 46436E130 | — | 29,284 shares | $716,872 |
| SCHWAB U.S. BROAD MARKET ETF | US BRD MKT ETF | 808524102 | — | 24,003 shares | $703,528 |
| ISHARES TR RUS 1000 GRW ETF | RUS 1000 GRW ETF | 464287614 | — | 5,388 shares | $674,901 |
| ISHARES IBONDS DEC 2033 TERM TREASURY ETF | IBONDS DEC 2033 | 46436E148 | — | 28,589 shares | $657,261 |
| AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF | CWP INTL ENHANCE | 032108722 | — | 15,028 shares | $624,263 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 585 shares | $532,549 |
| FIRST EAGLE OVERSEAS EQUITY ETF | FIRS EAGL OV ETF | 75526L878 | — | 9,668 shares | $519,848 |
| ISHARES IBONDS DEC 2031 TERM TREASURY ETF | IBONDS DEC 2031 | 46436E460 | — | 25,984 shares | $505,908 |
| INNOVATOR EQUITY DEFINED PROTECTION ETF 1 YR JULY | EQUI DEFI 1 JULY | 45783Y251 | — | 16,256 shares | $491,807 |
| ISHARES GOLD TR ISHARES NEW | ISHARES NEW | 464285204 | — | 6,198 shares | $484,064 |
| ISHARES TR IBONDS DEC 2034 | IBONDS DEC 2034 | 46438G653 | — | 19,050 shares | $469,202 |
| ISHARES ETHEREUM TR SHS | SHS | 46438R105 | — | 22,800 shares | $458,736 |
| ISHARES BITCOIN TRUST ETF SHS BEN INT | SHS BEN INT | 46438F101 | — | 9,638 shares | $456,263 |
| ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | IBONDS DEC 2031 | 46436E486 | — | 22,311 shares | $447,559 |
| STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | STRATEGAS MACRO | 00775Y645 | — | 8,860 shares | $369,285 |
| ADVANCED MICRO DEVICES INCORPORATED | COM | 007903107 | — | 572 shares | $349,927 |
| ISHARES TR IBONDS DEC 2035 | IBONDS DEC 2035 | 46438G372 | — | 13,580 shares | $326,871 |
| ISHARES TR IBONDS DEC 2035 | IBONDS DEC 2035 | 46438G422 | — | 13,818 shares | $326,485 |
| VANECK MERK GOLD ETF | GOLD SHS | 921078101 | — | 7,831 shares | $312,457 |
| ISHARES TR CORE S&P500 ETF | CORE S&P500 ETF | 464287200 | — | 406 shares | $310,935 |
| VANGUARD ESG U.S. STOCK ETF | ESG US STK ETF | 921910733 | — | 2,133 shares | $289,085 |
| GLOBAL X NASDAQ 100 COVERED CALL ETF | NASDAQ 100 COVER | 37954Y483 | — | 15,308 shares | $283,963 |
| ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF | IBONDS 28 TR HI | 46436E387 | — | 11,366 shares | $262,896 |
| JPMORGAN EQUITY PREMIUM INCOME ETF | EQUITY PREMIUM | 46641Q332 | — | 4,633 shares | $260,467 |
| ISHARES TR IBON 2031 TE ETF | IBON 2031 TE ETF | 46438G661 | — | 10,067 shares | $248,152 |
| NORTHERN TRUST INTERNATIONAL QUALITY DIVIDEND DYNAMIC ETF | INT QLTDVDYNAM | 33939L829 | — | 5,810 shares | $244,187 |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | TOTAL STK MKT | 922908769 | — | 620 shares | $232,029 |
| SPDR GOLD SHARES | GOLD SHS | 78463V107 | — | 600 shares | $228,504 |