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Macy Ward

Reliant Wealth Planning

Assets Managed
$330.841M
Holdings
51
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
3.39%(2Q avg: 3.55%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Reliant Wealth Planning's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 51 positions.

Assets under management

The assets under management (AUM) of Reliant Wealth Planning over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 330.841M in assets, with a quarterly growth rate of 3.39% and a 2-quarter average growth rate of 3.55%. The portfolio is managed by Macy Ward, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DIVO
Amplify Cwp Enhanced Dividen
Recent Activity
Increased 4%
14.35%
$47.466M
1.058M shares@ $44.86 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 3.11%
14.26%
$47.164M
611,089 shares@ $77.18 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Decreased -2.57%
11.01%
$36.424M
255,733 shares@ $142.43 avg price
BALT
Inn Defined Wealth Shield
Recent Activity
Increased 2.89%
10.17%
$33.644M
1.005M shares@ $33.47 avg price
IWL
Ishares Russell Top 200 Etf
Recent Activity
Increased 3.91%
10.04%
$33.205M
206,913 shares@ $160.48 avg price
GRNY
Fndstrt Grnny Shots Us Lrg
Recent Activity
Increased 4.45%
7.39%
$24.423M
1.023M shares@ $23.88 avg price
CGGO
Cap Group Global Growth
Recent Activity
Decreased -1.47%
6.5%
$21.477M
643,596 shares@ $33.38 avg price
RISR
Foliobe Altr In&in H Etf-usd
Recent Activity
Increased 3.33%
5%
$16.519M
456,074 shares@ $36.22 avg price
IAUM
Ishares Gold Trust Micro
Recent Activity
Increased 5313.39%
4.76%
$15.737M
336,983 shares@ $46.7 avg price
GRNJ
Fundstr Gran Sh Us Sm & Mid
Recent Activity
Increased 6.24%
4.49%
$14.823M
592,673 shares@ $25.02 avg price

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