Reliant Wealth Planning
CIK 1823393 · Holdings on Dec 31, 2025 · First reported Feb 12, 2026
Top ten holdings
Q4 2025- BIV14.42%
- DIVO14.15%
- ITOT12.20%
- IWL10.62%
- BALT10.23%
- GRNY7.58%
- CGGO7.07%
- RISR4.98%
- GRNJ4.45%
- BTC2.00%
Share classes counted separately87.70%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BTCWeight decreased · -0.78 pp2.78% → 2.00%Shares -4.22K (-2.49%)
- GRNYWeight decreased · -0.50 pp8.08% → 7.58%Shares -18.02K (-1.81%)
- BIVWeight decreased · -0.47 pp14.89% → 14.42%Shares +4.39K (+0.75%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BIVVANGUARD INTERMEDIATE-TERM BINTERMED TERM View history and evidence | $46.16M | 14.42% | 592.66K shares | 14.89% → 14.42%-0.47 pp +4.39K (+0.75%) | Added | ↗▾ |
| 02 | DIVOAMPLIFY CWP ENHAN DIVID ETFCWP ENHANCED DIV View history and evidence | $45.29M | 14.15% | 1.02M shares | Prior unavailable +1.02M | New | ↗▾ |
| 03 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $39.03M | 12.20% | 262.49K shares | 12.54% → 12.20%-0.34 pp -3.10K (-1.17%) | Reduced | ↗▾ |
| 04 | IWLISHARES RUSSELL TOP 200 ETFRUS TOP 200 ETF View history and evidence | $33.98M | 10.62% | 199.14K shares | 10.85% → 10.62%-0.23 pp -2.48K (-1.23%) | Reduced | ↗▾ |
| 05 | BALTINN DEFINED WEALTH SHIELDDEFINED WLT SHLD View history and evidence | $32.75M | 10.23% | 977.18K shares | 10.18% → 10.23%+0.05 pp +19.83K (+2.07%) | Added | ↗▾ |
| 06 | GRNYFUNDSTR GRAN SH US LRG CAPFUNDSTRAT GRANNY View history and evidence | $24.26M | 7.58% | 979.65K shares | 8.08% → 7.58%-0.50 pp -18.02K (-1.81%) | Reduced | ↗▾ |
| 07 | CGGOCAP GROUP GLOBAL GROWTHSHS CREATION UNI View history and evidence | $22.64M | 7.07% | 653.25K shares | 7.36% → 7.07%-0.29 pp -11.82K (-1.78%) | Reduced | ↗▾ |
| 08 | RISRFOLIOBE ALTR IN&IN H ETF-USDFOLIOBEYOND ALTE View history and evidence | $15.94M | 4.98% | 441.42K shares | 5.09% → 4.98%-0.11 pp +3.01K (+0.69%) | Added | ↗▾ |
| 09 | GRNJFUNDSTR GRAN SH US SM & MIDFUNDSTRAT GRANNY View history and evidence | $14.25M | 4.45% | 557.89K shares | Prior unavailable +557.89K | New | ↗▾ |
| 10 | BTCGRAYSCALE BITCOIN MINI ETFSHS NEW View history and evidence | $6.41M | 2.00% | 165.43K shares | 2.78% → 2.00%-0.78 pp -4.22K (-2.49%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SCHD SCHWAB US DVD EQUITY ETF | Non-derivative | -1,664,663 | -$45.45M | SEC filing ↗ | SEC filing ↗ |
| 46436E866 ISHARES TR IBONDS 25 TRM TS | Non-derivative | -61,955 | -$1.45M | SEC filing ↗ | SEC filing ↗ |
| AAPL APPLE INC | Non-derivative | -5,393 | -$1.37M | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1823393 · Period Dec 31, 2025
Data loaded Sep 23, 2026 · First reported Feb 12, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 320004125
}Research all 52 reported holdings.
This page includes 30 of 52 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 52 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"1823393","quarter":"2025Q4","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"1823393","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.