Skip to content
Disclosery

Reliant Wealth Planning

Follow

13F filer, CIK 1823393, LOUISVILLE, KY

Reliant Wealth Planning reported $308,587,970 across 50 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-18. Its ten largest share positions make up 88.36% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001376474-25-000949

Period
2025-09-30
Reported value
$309M
Holdings
50
Top 10 weight
88.36%
New
11
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BALTadded+920,903$30.2M
RISRnew+438,408$15.7M
ETHnew+102,585$4.02M
MSFTadded+6,465$3.35M
AAPLnew+5,393$1.37M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BIVreduced-91,719-$7.16M
ITOTreduced-16,696-$2.43M
ISHARESexited-76,769-$2.05M
INVESCOexited-83,356-$2.05M
VOOreduced-1,652-$1.01M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001376474-25-000949, largest first. % of portfolio is the value over $308,587,970, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631,290 shares; 2024Q4: 657,918 shares; 2025Q1: 674,766 shares; 2025Q2: 679,989 shares; 2025Q3: 588,270 shares 588,270$45.9M14.89%-91,719Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616,525 shares; 2024Q4: 1,584,366 shares; 2025Q1: 1,580,323 shares; 2025Q2: 1,650,384 shares; 2025Q3: 1,664,663 shares 1,664,663$45.4M14.73%+14,279Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710,862 shares; 2024Q4: 304,027 shares; 2025Q1: 291,649 shares; 2025Q2: 282,286 shares; 2025Q3: 265,590 shares 265,590$38.7M12.54%-16,696Timeline
IWLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 183,022 shares; 2025Q1: 186,515 shares; 2025Q2: 204,525 shares; 2025Q3: 201,622 shares 201,622$33.5M10.85%-2,903Timeline
BALTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,443 shares; 2025Q3: 957,346 shares 957,346$31.4M10.18%+920,903Timeline
GRNYTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 680,622 shares; 2025Q1: 921,813 shares; 2025Q2: 1,018,585 shares; 2025Q3: 997,667 shares 997,667$24.9M8.08%-20,918Timeline
CGGOCAPITAL GROUP GBL GROWTH EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612,747 shares; 2024Q4: 633,654 shares; 2025Q1: 637,627 shares; 2025Q2: 672,450 shares; 2025Q3: 665,071 shares 665,071$22.7M7.36%-7,379Timeline
RISRTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 438,408 shares 438,408$15.7M5.09%newTimeline
BTCGRAYSCALE BITCOIN MINI TR ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 151,905 shares; 2025Q2: 168,775 shares; 2025Q3: 169,657 shares 169,657$8.59M2.78%+882Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,635 shares; 2024Q4: 12,109 shares; 2025Q1: 11,323 shares; 2025Q2: 11,022 shares; 2025Q3: 9,370 shares 9,370$5.74M1.86%-1,652Timeline
ETHGRAYSCALE ETHEREUM STAKINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102,585 shares 102,585$4.02M1.3%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 645 shares; 2025Q3: 7,110 shares 7,110$3.68M1.19%+6,465Timeline
IBTIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,489 shares; 2024Q4: 80,568 shares; 2025Q1: 80,238 shares; 2025Q2: 90,992 shares; 2025Q3: 90,992 shares 90,992$2.04M0.66%0Timeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,763 shares; 2024Q4: 58,320 shares; 2025Q1: 57,958 shares; 2025Q2: 67,567 shares; 2025Q3: 67,567 shares 67,567$1.72M0.56%0Timeline
IBTGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,777 shares; 2024Q4: 60,114 shares; 2025Q1: 55,316 shares; 2025Q2: 57,728 shares; 2025Q3: 63,964 shares 63,964$1.47M0.48%+6,236Timeline
ISHARES TRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,947 shares; 2024Q4: 68,816 shares; 2025Q1: 61,955 shares; 2025Q2: 62,576 shares; 2025Q3: 61,955 shares 61,955$1.45M0.47%-621
IBTPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,310 shares; 2025Q3: 54,310 shares 54,310$1.41M0.46%0Timeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,632 shares; 2024Q4: 50,089 shares; 2025Q1: 50,242 shares; 2025Q2: 55,604 shares; 2025Q3: 57,461 shares 57,461$1.4M0.45%+1,857Timeline
IBTHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,008 shares; 2024Q4: 60,994 shares; 2025Q1: 53,285 shares; 2025Q2: 59,077 shares; 2025Q3: 61,083 shares 61,083$1.38M0.45%+2,006Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,393 shares 5,393$1.37M0.45%newTimeline
IBDRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,284 shares; 2024Q4: 51,802 shares; 2025Q1: 47,258 shares; 2025Q2: 49,540 shares; 2025Q3: 55,433 shares 55,433$1.35M0.44%+5,893Timeline
ISHARES TRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,337 shares; 2024Q4: 47,388 shares; 2025Q1: 43,004 shares; 2025Q2: 43,581 shares; 2025Q3: 43,004 shares 43,004$1.08M0.35%-577
IBTMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,936 shares; 2025Q3: 43,474 shares 43,474$1.01M0.33%-8,462Timeline
IBTJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,516 shares; 2024Q4: 39,685 shares; 2025Q1: 39,685 shares; 2025Q2: 44,324 shares; 2025Q3: 44,324 shares 44,324$973K0.32%0Timeline
IBDYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,507 shares; 2025Q3: 37,010 shares 37,010$971K0.31%-7,497Timeline
IBDXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,557 shares; 2025Q3: 36,895 shares 36,895$945K0.31%-7,662Timeline
IBDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,719 shares; 2024Q4: 34,192 shares; 2025Q1: 34,192 shares; 2025Q2: 38,575 shares; 2025Q3: 38,575 shares 38,575$905K0.29%0Timeline
IBTOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,167 shares; 2025Q3: 31,452 shares 31,452$775K0.25%-15,715Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,357 shares; 2024Q4: 27,189 shares; 2025Q1: 27,189 shares; 2025Q2: 27,189 shares; 2025Q3: 27,189 shares 27,189$699K0.23%0Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,347 shares; 2024Q4: 1,347 shares; 2025Q1: 1,347 shares; 2025Q2: 1,347 shares; 2025Q3: 1,347 shares 1,347$631K0.2%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,838 shares; 2024Q4: 2,720 shares; 2025Q1: 2,246 shares; 2025Q2: 2,246 shares; 2025Q3: 2,941 shares 2,941$549K0.18%+695Timeline
IBDZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,603 shares; 2025Q3: 19,050 shares 19,050$504K0.16%-7,553Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,713 shares; 2024Q4: 4,713 shares; 2025Q1: 6,907 shares; 2025Q2: 6,962 shares; 2025Q3: 8,666 shares 8,666$495K0.16%+1,704Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,317 shares; 2024Q4: 8,462 shares; 2025Q1: 8,317 shares; 2025Q2: 8,317 shares; 2025Q3: 6,198 shares 6,198$451K0.15%-2,119Timeline
ZJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,366 shares 14,366$413K0.13%newTimeline
IBCAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,147 shares 15,147$394K0.13%newTimeline
IBTQISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,407 shares 15,407$393K0.13%newTimeline
IBTKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,160 shares; 2025Q1: 12,160 shares; 2025Q2: 17,629 shares; 2025Q3: 18,538 shares 18,538$368K0.12%+909Timeline
IBDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,779 shares; 2025Q1: 10,779 shares; 2025Q2: 15,739 shares; 2025Q3: 16,557 shares 16,557$367K0.12%+818Timeline
QYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,371 shares; 2024Q4: 15,371 shares; 2025Q1: 17,454 shares; 2025Q2: 17,964 shares; 2025Q3: 17,964 shares 17,964$306K0.1%0Timeline
IBTLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,470 shares; 2025Q3: 14,470 shares 14,470$298K0.1%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 479 shares; 2025Q1: 466 shares; 2025Q2: 466 shares; 2025Q3: 420 shares 420$281K0.09%-46Timeline
IBHHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,629 shares; 2024Q4: 11,629 shares; 2025Q1: 11,501 shares; 2025Q2: 11,366 shares; 2025Q3: 11,366 shares 11,366$271K0.09%0Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,410 shares; 2024Q4: 2,133 shares; 2025Q1: 2,133 shares; 2025Q2: 2,133 shares; 2025Q3: 2,133 shares 2,133$253K0.08%0Timeline
IBDWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,138 shares; 2025Q3: 11,138 shares 11,138$236K0.08%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,532 shares 3,532$230K0.07%newTimeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 929 shares 929$225K0.07%newTimeline
IQDYFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,165 shares 6,165$209K0.07%newTimeline
IBHKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,704 shares 7,704$201K0.07%newTimeline
IBHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,431 shares 8,431$201K0.07%newTimeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ISHARESISHARES76,769$2.05Mshares
INVESCOINVESCO83,356$2.05Mshares
ZFEBINNOVATOR ETFS TRUST39,381$960Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001376474-25-000949 base2025-11-18acceptance time not in the bulk data set