Long-term investor

Reliant Wealth Planning @reliantwealthplanning

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001823393).

Record

  • Tracked since 2025-06-30 (431 days), 44 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.9% · 6 months +3.7% · 1 year +9.0% · all +9.0%
  • Max drawdown -3.0% · Sharpe 0.40 · win rate 42% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 032108409 · 13.9% · long · since 2025-12-31
  • 921937819 · 13.3% · long · since 2025-06-30
  • 464287150 · 11.3% · long · since 2025-06-30
  • 464289446 · 10.9% · long · since 2025-06-30
  • 45783Y855 · 9.8% · long · since 2025-06-30
  • 886364231 · 7.9% · long · since 2025-06-30
  • 14020X104 · 7.6% · long · since 2025-06-30
  • 45259A258 · 5.4% · long · since 2025-12-31
  • 886364637 · 4.7% · long · since 2025-09-30
  • IAUM · 3.9% · long · since 2025-12-31
  • 922908363 · 1.7% · long · since 2025-06-30
  • 389930207 · 1.3% · long · since 2025-06-30

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