Reliant Wealth Planning

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 29Value: $219.2MLatest: 2025Q1

Reliant Wealth Planning is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 29 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
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  null,
  null,
  null,
  null,
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  "IWF",
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  "IVV",
  "NVDA",
  "BIV",
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  "SCHB",
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  "ESGV",
  "VOO",
  "SCHD",
  "ITOT"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 29
Total Value: 219204953
Accession Number: 0001376474-25-000396
Form Type: 13F-HR
CIK: reliant-wealth-planning
Manager Name: Reliant-Wealth-Planning

Data Enrichment

31% identified

9 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

29 positions • $219.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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921937819

BIV|921937819

Shares:674.8K

Value:$51.7M

% of Portfolio:23.6% ($51.7M/$219.2M)

808524797

SCHD|808524797

Shares:1.6M

Value:$44.2M

% of Portfolio:20.2% ($44.2M/$219.2M)

464287150

ITOT|464287150

Shares:291.6K

Value:$35.6M

% of Portfolio:16.2% ($35.6M/$219.2M)

464289446

Shares:186.5K

Value:$25.6M

% of Portfolio:11.7% ($25.6M/$219.2M)

14020X104

Shares:637.6K

Value:$18.1M

% of Portfolio:8.2% ($18.1M/$219.2M)

886364231

Shares:921.8K

Value:$16.8M

% of Portfolio:7.6% ($16.8M/$219.2M)

922908363

VOO|922908363

Shares:11.3K

Value:$5.8M

% of Portfolio:2.7% ($5.8M/$219.2M)

389930207

Shares:151.9K

Value:$5.5M

% of Portfolio:2.5% ($5.5M/$219.2M)

46436E833

Shares:80.2K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$219.2M)

46435U515

Shares:58.0K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$219.2M)

46436E866

Shares:62.0K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$219.2M)

46436E858

Shares:55.3K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$219.2M)

46435UAA9

Shares:50.2K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$219.2M)

46436E841

Shares:53.3K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$219.2M)

46435GAA0

Shares:47.3K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$219.2M)

46434VBD1

Shares:43.0K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$219.2M)

46436E825

Shares:39.7K

Value:$863.9K

% of Portfolio:0.4% ($863.9K/$219.2M)

46436E205

Shares:34.2K

Value:$790.9K

% of Portfolio:0.4% ($790.9K/$219.2M)

808524102

SCHB|808524102

Shares:27.2K

Value:$585.4K

% of Portfolio:0.3% ($585.4K/$219.2M)

464285204

Shares:8.3K

Value:$490.4K

% of Portfolio:0.2% ($490.4K/$219.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(BIVcusip921937819)	674.8K	QoQ +2.56% (+16.8K) YoY +10.35% (+63.3K)	All Managers (Combined)	$51.7M	23.6% ($51.7M/$219.2M)	QoQ +5.08% (+$2.5M) YoY +12.06% (+$5.6M)
(SCHDcusip808524797)	1.6M	QoQ -0.25% (-4.0K) YoY +168.98% (-992.8K)	All Managers (Combined)	$44.2M	20.2% ($44.2M/$219.2M)	QoQ +2.08% (-$901.0K) YoY -6.72% (-$3.2M)
(ITOTcusip464287150)	291.6K	QoQ -4.07% (-12.4K) YoY -58.31% (-408.1K)	All Managers (Combined)	$35.6M	16.2% ($35.6M/$219.2M)	QoQ -9.00% (-$3.5M) YoY -55.89% (-$45.1M)
(cusip464289446)✕	186.5K	QoQ +1.90% (-3.5K) YoY NEW(+186.5K)	All Managers (Combined)	$25.6M	11.7% ($25.6M/$219.2M)	QoQ -3.23% (-$856.1K) YoY NEW(+$25.6M)
(cusip14020X104)✕	637.6K	QoQ +0.62% (-4.0K) YoY +6.93% (+41.3K)	All Managers (Combined)	$18.1M	8.2% ($18.1M/$219.2M)	QoQ -2.43% (-$451.4K) YoY +5.18% (+$890.9K)
(cusip886364231)✕	921.8K	QoQ +35.43% (+241.2K) YoY NEW(+921.8K)	All Managers (Combined)	$16.8M	7.6% ($16.8M/$219.2M)	QoQ +23.32% (+$3.2M) YoY NEW(+$16.8M)
(VOOcusip922908363)	11.3K	QoQ -6.49% (-786) YoY -41.16% (-7.9K)	All Managers (Combined)	$5.8M	2.7% ($5.8M/$219.2M)	QoQ -10.81% (-$705.4K) YoY -37.10% (-$3.4M)
(cusip389930207)✕	151.9K	QoQ NEW(+151.9K) YoY NEW(+151.9K)	All Managers (Combined)	$5.5M	2.5% ($5.5M/$219.2M)	QoQ NEW(+$5.5M) YoY NEW(+$5.5M)
(cusip46436E833)✕	80.2K	QoQ -0.40% (-330) YoY +161.17% (+49.5K)	All Managers (Combined)	$1.8M	0.8% ($1.8M/$219.2M)	QoQ +1.16% (-$20.6K) YoY +164.92% (+$1.1M)
(cusip46435U515)✕	58.0K	QoQ -0.62% (-362) YoY +210.60% (+39.3K)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$219.2M)	QoQ +0.81% (-$11.9K) YoY +215.02% (+$999.3K)
(cusip46436E866)✕	62.0K	QoQ -9.97% (-6.9K) YoY +45.05% (+19.2K)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$219.2M)	QoQ -9.77% (-$156.9K) YoY +45.93% (+$455.7K)
(cusip46436E858)✕	55.3K	QoQ -7.98% (-4.8K) YoY +103.17% (+28.1K)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$219.2M)	QoQ -7.45% (-$102.3K) YoY +105.23% (+$650.6K)
(cusip46435UAA9)✕	50.2K	QoQ +0.30% (+153) YoY +160.90% (+31.0K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$219.2M)	QoQ +1.22% (+$14.7K) YoY +165.06% (+$756.5K)
(cusip46436E841)✕	53.3K	QoQ -12.63% (-7.7K) YoY +130.01% (+30.1K)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$219.2M)	QoQ -11.76% (-$159.2K) YoY +132.71% (+$681.3K)
(cusip46435GAA0)✕	47.3K	QoQ -8.77% (-4.5K) YoY +80.18% (+21.0K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$219.2M)	QoQ -8.24% (-$102.8K) YoY +82.90% (+$518.6K)
(cusip46434VBD1)✕	43.0K	QoQ -9.25% (-4.4K) YoY +71.50% (+17.9K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$219.2M)	QoQ -8.88% (-$105.5K) YoY +73.85% (+$459.4K)
(cusip46436E825)✕	39.7K	QoQ 0.00% (+0) YoY +290.79% (+29.5K)	All Managers (Combined)	$863.9K	0.4% ($863.9K/$219.2M)	QoQ +2.08% (+$17.6K) YoY +295.69% (+$645.6K)
(cusip46436E205)✕	34.2K	QoQ 0.00% (+0) YoY NEW(+34.2K)	All Managers (Combined)	$790.9K	0.4% ($790.9K/$219.2M)	QoQ +1.44% (+$11.3K) YoY NEW(+$790.9K)
(SCHBcusip808524102)	27.2K	QoQ 0.00% (-0) YoY +200.00% (+18.1K)	All Managers (Combined)	$585.4K	0.3% ($585.4K/$219.2M)	QoQ -5.15% (-$31.8K) YoY +5.79% (+$32.1K)
(cusip464285204)✕	8.3K	QoQ -1.71% (-145) YoY NEW(+8.3K)	All Managers (Combined)	$490.4K	0.2% ($490.4K/$219.2M)	QoQ +17.04% (-$71.4K) YoY NEW(+$490.4K)