Reliant Wealth Planning
Annual return '25
+13.2%
SPY '25
+17.7%
Alpha
-4.5ptsvs SPY
Invested
$330.8M
Holdings
51
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DIVO
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
Q1 2026: Exited (was 1.02M shares)
14.3%
02
$BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
Q1 2026: Exited (was 592.7k shares)
14.3%
03
$ITOT
ISHARES TR CORE S&P TTL STK
Q1 2026: Exited (was 262.5k shares)
11.0%
04
$BALT
INNOVATOR DEFINED WEALTH SHLD ETF
Q1 2026: Sold 96.0% (977.2k → 39.4k shares)
10.2%
05
$IWL
ISHARES TR RUS TOP 200 ETF
Q1 2026: Exited (was 199.1k shares)
10.0%
06
$GRNY
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
Q1 2026: Exited (was 979.6k shares)
7.4%
07
$CGGO
CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT
Q1 2026: Exited (was 653.3k shares)
6.5%
08
$RISR
FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE
Q1 2026: Exited (was 441.4k shares)
5.0%
09
$IAUM
ISHARES GOLD TR SHARES REPRESENT
Q1 2026: Exited (was 6.2k shares)
4.8%
10
$GRNJ
FUNDSTRAT GRANNY SHOTS US
Q1 2026: Exited (was 557.9k shares)
4.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:10 UTC.