Reliant Wealth Planning

CIK 0001823393 · Q1 2026

13F Equity AUM

$330.8M

+3.4% QoQ

Positions

-1 QoQ

AUM Rank

#5,571

Top 45%

Skill Alpha (FF)

-2.9%/yr^ns

No Clear Edge

Rank #6,218 · Top 76%

vs S&P -8.3%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 59.8%Top 10: 87.9%Top 20: 95.2%

DIVO14.3%

BIV14.3%

ITOT11.0%

BALT10.2%

IWL10.0%

GRNY7.4%

CGGO6.5%

RISR5.0%

IAUM4.8%

GRNJ4.5%

Others (41)12.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services99.5%

Other0.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 51Median: 0.25%Avg: 1.96%

0–0.5%

36(6.9%)

0.5–1%

3(1.9%)

1–3%

2(3.3%)

3–5%

3(14.2%)

5%+

7(73.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 45Unique: 6vs 20 funds

0.6%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

0.8%

BANK OF AMERICA CORP /DE/

0.9%

0.5%

0.5%

0.4%

0.1%

VANGUARD CAPITAL MANAGEMENT LLC

VANGUARD PORTFOLIO MANAGEMENT LLC

GEODE CAPITAL MANAGEMENT, LLC

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

Loading overlap analysis...

Position Changes This Quarter

New4Increased19Decreased10Exited5

New Positions

IDVO0.1%

+9K

FEOE0.1%

+5K

GQ90.1%

+600

ETHA0.1%

+15K

Increased

IAUM4.8%

+331K(+5313%)

GRNY7.4%

+44K(+4%)

DIVO14.3%

+41K(+4%)

GRNJ4.5%

+35K(+6%)

BALT10.2%

+28K(+3%)

BIV14.3%

+18K(+3%)

BTC1.6%

+15K(+9%)

RISR5.0%

+15K(+3%)

GRNI0.2%

+13K(+89%)

IWL10.0%

+8K(+4%)

Decreased

CGGO6.5%

-9,655(-1%)

ITOT11.0%

-6,753(-3%)

SCHB0.2%

-3,186(-12%)

JEPI0.1%

-2,329(-33%)

IBDR0.4%

-1,738(-3%)

IBTG0.5%

-1,661(-3%)

NVDA0.1%

-695(-24%)

IJH0.1%

-114(-3%)

VOO1.6%

-59(-1%)

IVV0.1%

-8(-2%)

Exited

-7,110

-17,964

-6,042

-929

-8,431

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...