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Reliant Investment Partners, LLC
Reliant Investment Partners, LLC is a Pinehurst, North Carolina-based SEC-registered investment adviser founded in 2018. The firm, led by principal owner Robert J. Wagler, manages over $234 million in assets for individuals, families, high-net-worth clients, charitable organizations, and corporations. With a small team, the firm offers comprehensive investment management and financial planning services, including retirement planning, business succession, tax strategies, and risk management. Operating under a fiduciary standard, Reliant maintains client-first principles and serves clients in several southeastern U.S. states.
Investment Strategy
Reliant Investment Partners, LLC provides tailored investment management using fundamental, technical, cyclical, and charting analysis for decision-making. The firm offers both passive and active portfolio management and customizes solutions based on each client's goals, risk tolerance, and financial circumstance. Portfolios may include equities, fixed income, and alternative assets. Clients may select custodians and impose investment restrictions. Emphasizing constant account reviews and transparent fee structures, Reliant acts as a fiduciary and does not accept commissions or outside compensation, prioritizing integrity and objectivity in advice.
Latest 13F Filing Activity
Reliant Investment Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 110 equity positions with a total 13F market value of $115M. The fund increased holdings in Nvidia Corporation, Invesco Exch Traded FD TR II, Palantir Technologies Inc. among other positions. Reliant Investment Partners, LLC reduced exposure to Invesco QQQ TR, Apple Inc., Duke Energy Corp. New among others.
Top Holdings
Equity Positions (110)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 12.38% | $14.2M | 89,836 | $134.29 | $157.99 | +$4.4M |
D DUK | DUKE ENERGY CORP NEW | 6.64% | $7.6M | 64,516 | $107.74 | $118.00 | -$326.8K |
T TFC | TRUIST FINL CORP | 5.86% | $6.7M | 156,293 | $43.38 | $42.99 | +$206.2K |
V VOO | VANGUARD INDEX FDS | 5.17% | $5.9M | 10,444 | $538.81 | $568.03 | +$565.2K |
A AAPL | APPLE INC | 3.95% | $4.5M | 22,089 | $250.42 | $205.17 | -$600.4K |
Industry Allocation
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