Reliant Wealth Planning 13F Portfolio

CIK 1823393 Filing since Q1 2023 Q2 2026 filed Aug 6, 2026
Holdings as of Jun 30, 2026, from the 13F filed Aug 6, 2026.

Portfolio Snapshot

10 positions · Q2 2026

Reliant Wealth Planning reported 10 positions worth $23.38M for the quarter ended Jun 30, 2026, down 7.6% on the prior quarter. It opened 2 new positions, added to 6, trimmed 0 and exited 0. Its largest holding is iShares Gold Trust Micro at 60.6% of the portfolio.

Portfolio Value
$23.38M
-7.6% QoQ · +152.7% YoY
Positions
10
2 new · 0 sold out
Top 10 Concentration
100%
of portfolio value
Largest Position
IAUM 60.6%
iShares Gold Trust Micro
Net Buying
+$1.81M
$1.81M bought · $0.00 sold
Turnover
0%
of the portfolio traded
Top Sector
Others
96.6% of value
Track Record
13
quarters on file since Q1 2023

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

2 sectors
96.57%
Others
Other96.57%
Technology3.43%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

OtherTechnologyConsumer DiscretionaryEnergy

Largest Buys

Q2 2026
Holding Change Change % Trade Value Weight
IAUM iShares Gold Trust Micro +17.1K +5.1% $684.61K 60.6%
IBIT iShares Bitcoin Trust ETF +9,638 – $320.85K 1.37%
AMD Advanced Micro Devices Inc +472 – $274.19K 1.17%
ETH Grayscale Ethereum Staking Mini ETF +10.7K +8.7% $160.11K 8.52%
BTC Grayscale Bitcoin Mini Trust ETF +5,469 +3.0% $141.92K 20.68%
ETHA iShares Ethereum Trust ETF +7,621 +50.2% $90.61K 1.16%
NVDA Nvidia Corp +395 +17.6% $79.04K 2.26%
OUNZ VanEck Merk Gold ETF +1,439 +22.5% $55.53K 1.29%

Largest Sells

Q2 2026

No positions were reduced this quarter.

New Positions

Q2 2026
Holding Shares Trade Value Weight
IBIT iShares Bitcoin Trust ETF +9,638 $320.85K 1.37%
AMD Advanced Micro Devices Inc +472 $274.19K 1.17%

Closed Positions

Q2 2026

No positions were closed this quarter.

Holdings · Q2 2026

10 Positions

As ofJun 30, 2026
Value$23.38M
Top 10100%
Avg position$2.34M
# Activity
Showing all 10 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Reliant Wealth Planning.

About Reliant Wealth Planning’s 13F Portfolio

What are Reliant Wealth Planning’s largest holdings?

As of its Q2 2026 13F filing, Reliant Wealth Planning’s five largest positions were iShares Gold Trust Micro (IAUM) at 60.6%, Grayscale Bitcoin Mini Trust ETF (BTC) at 20.7%, Grayscale Ethereum Staking Mini ETF (ETH) at 8.5%, Nvidia Corp (NVDA) at 2.3%, Ishares Gold Trust (IAU) at 2.0% of the reported portfolio.

How much is Reliant Wealth Planning’s portfolio worth?

Reliant Wealth Planning reported a 13F portfolio worth $23.38M across 10 positions for Q2 2026. That is down 7.6% from the previous quarter.

What did Reliant Wealth Planning buy in Q2 2026?

Its largest purchases by value were iShares Gold Trust Micro ($684.61K), iShares Bitcoin Trust ETF ($320.85K), Advanced Micro Devices Inc ($274.19K). It opened 2 new positions.

Where does this data come from?

From the Form 13F-HR reports Reliant Wealth Planning files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.