Reliant Wealth Planning
Net buyer this quarter
$364M
13
+$2.86M
16.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BALT | $35.5M | 9.77% | Not reported | +3.2% | Q2 2025 |
 IAUM | $14.2M | 3.90% | 0.23% | +5.1% | Q4 2025 |
 BTC | $4.83M | 1.33% | 0.16% | +3.0% | Q1 2025 |
 ETH | $1.99M | 0.55% | 0.14% | +8.7% | Q3 2025 |
| IBTG | $1.48M | 0.41% | Not reported | +0.5% | Q3 2023 |
 NVDA | $528K | 0.15% | 0.00% | +17.6% | Q1 2024 |
| IAU | $468K | 0.13% | 0.00% | Not reported | Q3 2024 |
| IBCA | $348K | 0.10% | 0.06% | -10.4% | Q3 2025 |
| IBIT | $321K | 0.09% | 0.00% | Not reported | Q4 2025 |
 OUNZ | $302K | 0.08% | 0.01% | +22.5% | Q4 2025 |
 AMD | $274K | 0.08% | 0.00% | New | Q2 2026 |
| ETHA | $271K | 0.07% | 0.01% | +50.2% | Q1 2026 |
 GLD | $221K | 0.06% | 0.00% | Not reported | Q1 2026 |
| Q1 2026 | |||||
| BALT | $33.6M | 10.17% | Not reported | +2.9% | Q2 2025 |
| IAUM | $15.7M | 4.76% | 0.22% | +5313.4% | Q4 2025 |
| BTC | $5.42M | 1.64% | 0.16% | +9.3% | Q1 2025 |
| ETH | $2.42M | 0.73% | 0.14% | +2.7% | Q3 2025 |
| IBTG | $1.48M | 0.45% | Not reported | -2.5% | Q3 2023 |
| IAU | $546K | 0.17% | 0.00% | Not reported | Q3 2024 |
| NVDA | $392K | 0.12% | 0.00% | -23.6% | Q1 2024 |
| IBCA | $388K | 0.12% | 0.07% | Not reported | Q3 2025 |
| OUNZ | $288K | 0.09% | 0.01% | Not reported | Q4 2025 |
| GLD | $258K | 0.08% | 0.00% | New | Q1 2026 |
| ETHA | $240K | 0.07% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| BALT | $32.7M | 10.23% | Not reported | +2.1% | Q2 2025 |
| BTC | $6.41M | 2.00% | 0.15% | -2.5% | Q1 2025 |
 MSFT | $3.44M | 1.07% | 0.00% | Not reported | Q2 2025 |
| ETH | $3.33M | 1.04% | 0.15% | +15.7% | Q3 2025 |
| IBTG | $1.51M | 0.47% | Not reported | +3.4% | Q3 2023 |
| NVDA | $548K | 0.17% | 0.00% | Not reported | Q1 2024 |
| IAU | $503K | 0.16% | 0.00% | Not reported | Q3 2024 |
| IBCA | $393K | 0.12% | 0.07% | Not reported | Q3 2025 |
| IBIT | $300K | 0.09% | 0.00% | New | Q4 2025 |
| IAUM | $268K | 0.08% | 0.00% | New | Q4 2025 |
| OUNZ | $265K | 0.08% | 0.01% | New | Q4 2025 |
| Q3 2025 | |||||
| BALT | $31.4M | 10.18% | Not reported | +2527.0% | Q2 2025 |
| BTC | $8.59M | 2.78% | 0.16% | +0.5% | Q1 2025 |
| ETH | $4.02M | 1.30% | 0.15% | New | Q3 2025 |
| MSFT | $3.68M | 1.19% | 0.00% | +1002.3% | Q2 2025 |
| IBTG | $1.47M | 0.48% | Not reported | +10.8% | Q3 2023 |
 AAPL | $1.37M | 0.45% | 0.00% | New | Q3 2025 |
| NVDA | $549K | 0.18% | 0.00% | +30.9% | Q1 2024 |
| IAU | $451K | 0.15% | 0.00% | -25.5% | Q3 2024 |
| IBCA | $394K | 0.13% | 0.07% | New | Q3 2025 |