Reliant Wealth Planning

Reliant Wealth Planning is a wealth-management firm allocating client money, specialised in financials (99% of the long book), running a $330.8M US long book across 51 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: AMPLIFY CWP ENHAN DIVID ETF, VANGUARD INTERMEDIATE-TERM B, ISHARES CORE S&P TOTAL U.S., INN DEFINED WEALTH SHIELD, ISHARES RUSSELL TOP 200 ETF.

Over the last 9 quarters its long book ran on average 1.8pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.