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Reliant Wealth Planning
Reliant Wealth Planning, LLC is a Delaware limited liability company founded by Shaun Chelf and Laura Clark in 2017. It provides wealth management and financial planning services, including fee-based financial planning and discretionary wealth management.
Investment Strategy
Reliant Wealth Planning offers discretionary asset management, combining management and transaction expenses into a single fee. It utilizes a layered portfolio approach with a core, tactical allocation of portfolio assets, and a liquidity reserve.
Latest 13F Filing Activity
Reliant Wealth Planning filed their most recent 13F report on Jun 30, 2025 disclosing 41 equity positions with a total 13F market value of $256M. The fund increased holdings in Tidal Etf TR, Ishares TR, Capital Group GBL Growth EQT among other positions. Reliant Wealth Planning reduced exposure to Schwab Strategic TR, Ishares TR, J P Morgan Exchange Traded F among others.
Top Holdings
Equity Positions (41)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIV | VANGUARD BD INDEX FDS | 20.53% | $52.6M | 679,989 | $75.48 | $77.34 | +$923.5K |
S SCHD | SCHWAB STRATEGIC TR | 17.07% | $43.7M | 1,650,384 | $24.25 | $26.50 | -$450.7K |
I ITOT | ISHARES TR | 14.88% | $38.1M | 282,286 | $79.24 | $135.04 | +$2.5M |
I IWL | ISHARES TR | 12.23% | $31.3M | 204,525 | $145.33 | $153.12 | +$5.7M |
G GRNY | TIDAL ETF TR | 9.02% | $23.1M | 1,018,585 | $19.80 | $22.68 | +$6.3M |
Industry Allocation
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