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Livermore
Livermore
ZHEN

Reliant Wealth Planning

SEC CIK
0001823393
Latest filing
Aug 7, 2026

The latest 13F from Reliant Wealth Planning covers Q2 2026 (filed Aug 7, 2026): 54 long positions worth $363.6M. The top 10 holdings make up 88.6% of the portfolio, and the largest is Amplify ETF Tr at 13.9%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
3
Est. +$1.02M
Added
24
Est. +$10.4M
Reduced
7
Est. −$1.54M
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. Amplify ETF Tr032108409
    13.9%$50.5M
  2. Vanguard Intermediate-Term Bond ETF921937819
    13.3%$48.5M
  3. iShares Tr464287150
    11.3%$40.9M
  4. iShares Tr464289446
    10.9%$39.8M
  5. Innovator ETFs Trust45783Y855
    9.8%$35.5M

Biggest buys

New and added positions, by estimated amount bought

  1. Amplify ETF Tr032108409
    +$2.10MAdded
  2. Vanguard Intermediate-Term Bond ETF921937819
    +$1.59MAdded
  3. iShares Tr464289446
    +$1.52MAdded
  4. Innovator ETFs Trust45783Y855
    +$1.09MAdded
  5. Tidal Trust III45259A258
    +$875.4KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Capital Group GBL Growth EQT14020X104
    +1.11 pp6.5% → 7.6%
  2. iShares Tr464289446
    +0.91 pp10.0% → 10.9%
  3. Tidal Trust III45259A258
    +0.89 pp4.5% → 5.4%
  4. Tidal Trust I886364231
    +0.55 pp7.4% → 7.9%
  5. Advisors Inner Circle FD III00775Y645
    +0.12 pp0.0% → 0.1%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Tr464287150
    −$1.09MReduced
  2. iShares Ibonds Dec 2033 Term Corporate ETF46436E130
    −$198.9KReduced
  3. Vanguard S&P 500 ETF922908363
    −$120.9KReduced
  4. iShares Tr46436E148
    −$49.6KReduced
  5. iShares Tr46438G372
    −$40.1KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Ibonds Dec 2033 Term Corporate ETF46436E130
    −0.08 pp0.3% → 0.2%
  2. iShares Tr46436E148
    −0.04 pp0.2% → 0.2%
  3. iShares Tr46438G422
    −0.02 pp0.1% → 0.1%
  4. iShares Tr46438G372
    −0.02 pp0.1% → 0.1%
  5. Tidal Trust III45259A241
    0.00 pp0.2% → 0.2%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$363.6M
+$32.7M (+9.9%) vs. prior quarter
Positions
54
+3 vs. prior quarter
Top 10 concentration
88.6%
Top 10 as share of value
Turnover
0.4%
Q2 2026, one quarter
Average holding period
8.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $363.6M (Q2 2026)

Q1 2021: $172.5MQ2 2021: $187.1MQ3 2021: $188.7MQ4 2021: $205.6MQ1 2022: $202.3MQ2 2022: $238.3MQ3 2022: $235.5MQ4 2022: $164.8MQ1 2023: $161.3MQ2 2023: $165.7MQ3 2023: $188.5MQ4 2023: $206.0MQ1 2024: $209.0MQ2 2024: $216.7MQ3 2024: $230.9MQ4 2024: $213.2MQ1 2025: $219.2MQ2 2025: $256.2MQ3 2025: $308.6MQ4 2025: $320.0MQ1 2026: $330.8MQ2 2026: $363.6M
Q1 2021Q2 2026
13F filings of Reliant Wealth Planning by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 7, 202654$363.6MAmplify ETF TrVanguard Intermediate-Term Bond ETFiShares Trvs. Q1 2026SEC
Q1 2026May 15, 202651$330.8MAmplify ETF TrVanguard Intermediate-Term Bond ETFiShares Trvs. Q4 2025SEC
Q4 2025Feb 12, 202652$320.0MVanguard Intermediate-Term Bond ETFAmplify ETF TriShares Trvs. Q3 2025SEC
Q3 2025Nov 18, 202550$308.6MVanguard Intermediate-Term Bond ETFSchwab US Dividend Equity ETFiShares Trvs. Q2 2025SEC
Q2 2025Aug 12, 202542$256.2MVanguard Intermediate-Term Bond ETFSchwab US Dividend Equity ETFiShares Trvs. Q1 2025SEC
Q1 2025Apr 28, 202529$219.2MVanguard Intermediate-Term Bond ETFSchwab US Dividend Equity ETFiShares Trvs. Q4 2024SEC
Q4 2024Jan 28, 202528$213.2MVanguard Intermediate-Term Bond ETFSchwab US Dividend Equity ETFiShares Trvs. Q3 2024SEC
Q3 2024Oct 24, 202426$230.9MiShares TrSchwab US Dividend Equity ETFVanguard Intermediate-Term Bond ETFvs. Q2 2024SEC
Q2 2024Jul 11, 202424$216.7MiShares TrSchwab US Dividend Equity ETFVanguard Intermediate-Term Bond ETFvs. Q1 2024SEC
Q1 2024May 14, 202421$209.0MiShares TrSchwab US Dividend Equity ETFVanguard Intermediate-Term Bond ETFvs. Q4 2023SEC
Q4 2023Feb 8, 202418$206.0MiShares TrSchwab US Dividend Equity ETFVanguard Intermediate-Term Bond ETFvs. Q3 2023SEC
Q3 2023Nov 1, 202319$188.5MiShares TrVanguard S&P 500 ETFSchwab US Dividend Equity ETFvs. Q2 2023SEC
Q2 2023Jul 7, 202310$165.7MiShares TrVanguard S&P 500 ETFSchwab US Dividend Equity ETFvs. Q1 2023SEC
Q1 2023Apr 19, 202313$161.3MiShares TrVanguard S&P 500 ETFSchwab US Dividend Equity ETFvs. Q4 2022SEC
Q4 2022Feb 7, 202312$164.8MiShares TrVanguard S&P 500 ETFSchwab US Dividend Equity ETFvs. Q3 2022SEC
Q3 2022Oct 28, 202215$235.5MiShares TrVanguard S&P 500 ETFSchwab Strategic Trvs. Q2 2022SEC
Q2 2022Aug 2, 202215$238.3MiShares TrVanguard S&P 500 ETFSchwab Strategic Trvs. Q1 2022SEC
Q1 2022May 10, 20225$202.3MiShares TrVanguard S&P 500 ETFInvesco Exchange Traded FD Tvs. Q4 2021SEC
Q4 2021Feb 14, 20225$205.6MiShares TrVanguard S&P 500 ETFInvesco Exchange Traded FD Tvs. Q3 2021SEC
Q3 2021Nov 9, 20215$188.7MiShares TrVanguard S&P 500 ETFInvesco Exchange Traded FD Tvs. Q2 2021SEC
Q2 2021Aug 10, 20215$187.1MiShares TrVanguard S&P 500 ETFInvesco Exchange Traded FD Tvs. Q1 2021SEC
Q1 2021May 14, 20215$172.5MiShares TrVanguard S&P 500 ETFInvesco Exchange Traded FD T–SEC