Reliant Wealth Planning

LOUISVILLE, KY

$364m in 54 US stocks at the end of 30 June 2026. The top 10 are 88.6% of the money. It changed about 4.2% of the portfolio this quarter.

Value

$364m

Stocks

Top 10 share

88.6%

Turnover

4.2%

What changed this quarter

New

Bought for the first time this quarter.

Advisors Inner Circle FD IIISAMT
0.1% of the fund
Ishares Bitcoin Trust ETFIBIT
<0.1% of the fund
Advanced Micro DevicesAMD
<0.1% of the fund

Added

Bought more of a stock they already held.

Amplify ETF TRDIVO
13.9% of the fund
+4%
Vanguard BD Index FDSBIV
13.3% of the fund
+3%
Ishares TRIWL
10.9% of the fund
+4%
Innovator Etfs TrustBALT
9.8% of the fund
+3%
Tidal Trust IIIGRNJ
5.4% of the fund
+5%
Tidal Trust IRISR
4.7% of the fund
+2%
Ishares Gold Trust MicroIAUM
3.9% of the fund
+5%
Grayscale Bitcoin Mini TR ETBTC
1.3% of the fund
+3%
Ishares TRIBTI
0.6% of the fund
+4%
Grayscale Ethereum StakingETH
0.5% of the fund
+9%
Amplify ETF TRIDVO
0.2% of the fund
+63%
NvidiaNVDA
0.1% of the fund
+18%
RBB Fund TrustFEOE
0.1% of the fund
+64%
Vaneck Merk Gold ETFOUNZ
<0.1% of the fund
+23%
Ishares Ethereum TRETHA
<0.1% of the fund
+50%

Cut

Sold some of their stake.

Ishares TRITOT
11.3% of the fund
-3%
Ishares TRIBDY
0.2% of the fund
-21%
Ishares TRIBTO
0.2% of the fund
-7%
Ishares TRIBCA
<0.1% of the fund
-10%
Ishares TRIBTQ
<0.1% of the fund
-10%

Sold out

Sold their entire stake.

None this quarter.

Holdings

Amplify ETF TRDIVO
Share
13.9%
Value
$50m
Shares
1,104,334
+4%
Vanguard BD Index FDSBIV
Share
13.3%
Value
$48m
Shares
631,866
+3%
Ishares TRITOT
Share
11.3%
Value
$41m
Shares
249,115
-3%
Ishares TRIWL
Share
10.9%
Value
$40m
Shares
215,106
+4%
Innovator Etfs TrustBALT
Share
9.8%
Value
$36m
Shares
1,037,015
+3%
Tidal Trust IGRNY
Share
7.9%
Value
$29m
Shares
1,043,100
Held
Capital Group GBL Growth EQTCGGO
Share
7.6%
Value
$28m
Shares
653,161
Held
Tidal Trust IIIGRNJ
Share
5.4%
Value
$20m
Shares
620,518
+5%
Tidal Trust IRISR
Share
4.7%
Value
$17m
Shares
467,373
+2%
Ishares Gold Trust MicroIAUM
Share
3.9%
Value
$14m
Shares
354,094
+5%
Vanguard Index FDSVOO
Share
1.7%
Value
$6m
Shares
8,910
Held
Grayscale Bitcoin Mini TR ETBTC
Share
1.3%
Value
$5m
Shares
186,312
+3%
Ishares TRIBTI
Share
0.6%
Value
$2m
Shares
96,139
+4%
Grayscale Ethereum StakingETH
Share
0.5%
Value
$2m
Shares
132,523
+9%
Ishares TRIBDT
Share
0.5%
Value
$2m
Shares
69,355
Held
Ishares TRIBTH
Share
0.4%
Value
$2m
Shares
67,387
Held
Ishares TRIBTG
Share
0.4%
Value
$1m
Shares
64,822
Held
Ishares TRIBDS
Share
0.4%
Value
$1m
Shares
57,204
Held
Ishares TRIBDR
Share
0.4%
Value
$1m
Shares
55,008
Held
Ishares TRIBTP
Share
0.4%
Value
$1m
Shares
52,382
Held
Ishares TRIBTJ
Share
0.4%
Value
$1m
Shares
61,315
Held
Ishares TRIBDU
Share
0.3%
Value
$1m
Shares
54,485
Held
Ishares TRIBTM
Share
0.3%
Value
$924,889
Shares
40,753
Held
Ishares TRIBDX
Share
0.2%
Value
$867,090
Shares
34,422
Held
Ishares TRIBDV
Share
0.2%
Value
$821,358
Shares
37,677
Held
Ishares TRIBTK
Share
0.2%
Value
$820,640
Shares
41,998
Held
Ishares TRIBDY
Share
0.2%
Value
$753,916
Shares
29,284
-21%
Schwab Strategic TRSCHB
Share
0.2%
Value
$695,126
Shares
24,003
Held
Ishares TRIBTO
Share
0.2%
Value
$689,898
Shares
28,589
-7%
Ishares TRIWF
Share
0.2%
Value
$669,027
Shares
5,388
Held
Amplify ETF TRIDVO
Share
0.2%
Value
$631,176
Shares
15,028
+63%
Tidal Trust IIIGRNI
Share
0.2%
Value
$586,558
Shares
27,799
Held
NvidiaNVDA
Share
0.1%
Value
$528,437
Shares
2,641
+18%
Ishares TRIBDZ
Share
0.1%
Value
$496,252
Shares
19,050
Held
Ishares Gold TRIAU
Share
0.1%
Value
$468,010
Shares
6,198
Held
RBB Fund TrustFEOE
Share
0.1%
Value
$456,623
Shares
8,551
+64%
Innovator Etfs TrustZJUL
Share
0.1%
Value
$430,549
Shares
14,366
Held
Advisors Inner Circle FD IIISAMT
Share
0.1%
Value
$422,932
Shares
8,860
New
Ishares TRIBCA
Share
<0.1%
Value
$347,783
Shares
13,580
-10%
Ishares TRIBTQ
Share
<0.1%
Value
$346,624
Shares
13,818
-10%
Ishares TRIBTL
Share
<0.1%
Value
$341,170
Shares
16,898
Held
Ishares Bitcoin Trust ETFIBIT
Share
<0.1%
Value
$320,849
Shares
9,638
New
Ishares TRIVV
Share
<0.1%
Value
$304,049
Shares
406
Held
Vaneck Merk Gold ETFOUNZ
Share
<0.1%
Value
$302,198
Shares
7,831
+23%
Vanguard World FDESGV
Share
<0.1%
Value
$282,067
Shares
2,133
Held
Ishares TRIBDW
Share
<0.1%
Value
$281,277
Shares
13,497
Held
Advanced Micro DevicesAMD
Share
<0.1%
Value
$274,189
Shares
472
New
Ishares Ethereum TRETHA
Share
<0.1%
Value
$271,092
Shares
22,800
+50%
Ishares TRIBHH
Share
<0.1%
Value
$267,101
Shares
11,366
Held
Ishares TRIJH
Share
<0.1%
Value
$263,561
Shares
3,418
Held
Flexshares TRIQDY
Share
<0.1%
Value
$263,415
Shares
6,165
Held
J P Morgan Exchange Traded FJEPI
Share
<0.1%
Value
$261,671
Shares
4,633
Held
Ishares TRIBHK
Share
<0.1%
Value
$259,426
Shares
10,067
Held
Spdr Gold TRGLD
Share
<0.1%
Value
$221,028
Shares
600
Held

Company	Share of fund	Value	Shares	Change
Amplify ETF TRDIVO	13.9%	$50m	1,104,334	+4%
Vanguard BD Index FDSBIV	13.3%	$48m	631,866	+3%
Ishares TRITOT	11.3%	$41m	249,115	-3%
Ishares TRIWL	10.9%	$40m	215,106	+4%
Innovator Etfs TrustBALT	9.8%	$36m	1,037,015	+3%
Tidal Trust IGRNY	7.9%	$29m	1,043,100	Held
Capital Group GBL Growth EQTCGGO	7.6%	$28m	653,161	Held
Tidal Trust IIIGRNJ	5.4%	$20m	620,518	+5%
Tidal Trust IRISR	4.7%	$17m	467,373	+2%
Ishares Gold Trust MicroIAUM	3.9%	$14m	354,094	+5%
Vanguard Index FDSVOO	1.7%	$6m	8,910	Held
Grayscale Bitcoin Mini TR ETBTC	1.3%	$5m	186,312	+3%
Ishares TRIBTI	0.6%	$2m	96,139	+4%
Grayscale Ethereum StakingETH	0.5%	$2m	132,523	+9%
Ishares TRIBDT	0.5%	$2m	69,355	Held
Ishares TRIBTH	0.4%	$2m	67,387	Held
Ishares TRIBTG	0.4%	$1m	64,822	Held
Ishares TRIBDS	0.4%	$1m	57,204	Held
Ishares TRIBDR	0.4%	$1m	55,008	Held
Ishares TRIBTP	0.4%	$1m	52,382	Held
Ishares TRIBTJ	0.4%	$1m	61,315	Held
Ishares TRIBDU	0.3%	$1m	54,485	Held
Ishares TRIBTM	0.3%	$924,889	40,753	Held
Ishares TRIBDX	0.2%	$867,090	34,422	Held
Ishares TRIBDV	0.2%	$821,358	37,677	Held
Ishares TRIBTK	0.2%	$820,640	41,998	Held
Ishares TRIBDY	0.2%	$753,916	29,284	-21%
Schwab Strategic TRSCHB	0.2%	$695,126	24,003	Held
Ishares TRIBTO	0.2%	$689,898	28,589	-7%
Ishares TRIWF	0.2%	$669,027	5,388	Held
Amplify ETF TRIDVO	0.2%	$631,176	15,028	+63%
Tidal Trust IIIGRNI	0.2%	$586,558	27,799	Held
NvidiaNVDA	0.1%	$528,437	2,641	+18%
Ishares TRIBDZ	0.1%	$496,252	19,050	Held
Ishares Gold TRIAU	0.1%	$468,010	6,198	Held
RBB Fund TrustFEOE	0.1%	$456,623	8,551	+64%
Innovator Etfs TrustZJUL	0.1%	$430,549	14,366	Held
Advisors Inner Circle FD IIISAMT	0.1%	$422,932	8,860	New
Ishares TRIBCA	<0.1%	$347,783	13,580	-10%
Ishares TRIBTQ	<0.1%	$346,624	13,818	-10%
Ishares TRIBTL	<0.1%	$341,170	16,898	Held
Ishares Bitcoin Trust ETFIBIT	<0.1%	$320,849	9,638	New
Ishares TRIVV	<0.1%	$304,049	406	Held
Vaneck Merk Gold ETFOUNZ	<0.1%	$302,198	7,831	+23%
Vanguard World FDESGV	<0.1%	$282,067	2,133	Held
Ishares TRIBDW	<0.1%	$281,277	13,497	Held
Advanced Micro DevicesAMD	<0.1%	$274,189	472	New
Ishares Ethereum TRETHA	<0.1%	$271,092	22,800	+50%
Ishares TRIBHH	<0.1%	$267,101	11,366	Held
Ishares TRIJH	<0.1%	$263,561	3,418	Held
Flexshares TRIQDY	<0.1%	$263,415	6,165	Held
J P Morgan Exchange Traded FJEPI	<0.1%	$261,671	4,633	Held
Ishares TRIBHK	<0.1%	$259,426	10,067	Held
Spdr Gold TRGLD	<0.1%	$221,028	600	Held

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 41.9% since 30 June 2025.

Where the money is

Technology0.2%

Other99.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.