Reliant Wealth Planning has disclosed its latest holdings in a recent filing, revealing a total value of approximately $382.96 million. This report is significant as it provides insights into the firm's investment strategies and positions across various sectors.

The filing, dated November 13, 2026, indicates that Reliant Wealth Planning is actively managing a diverse portfolio. The firm reported a total of 60 different holdings, reflecting a strategic approach to asset allocation.

Background

Reliant Wealth Planning is a financial advisory firm based in Louisville, Kentucky. The company operates under the Central Index Key (CIK) 0001823393 and is incorporated in Delaware. The firm is categorized as an 'other' entity type, focusing on providing wealth management services to its clients.

Recent filings from Reliant Wealth Planning include several 13F-HR forms, with the latest being filed on November 13, 2026. The firm has consistently reported its holdings, showcasing its commitment to transparency and regulatory compliance.

What the Filing Says

The filing provides a detailed account of Reliant's investment portfolio as of September 30, 2026. It highlights a total of 60 holdings valued at $382,960,596. The report includes various investment vehicles, indicating a well-rounded approach to asset management.

Impact

This update may affect both clients and competitors in the wealth management sector. Clients can gain insights into Reliant's investment strategies, while competitors may analyze the firm’s asset allocation to inform their own investment decisions. The filing serves as a benchmark for others in the industry to assess their performance and strategies.

What's Next

The filing does not say what happens next. However, it is expected that Reliant Wealth Planning will continue to monitor its investments and may provide further updates in future filings.