Reliant Wealth Planning
RIA/Wealth
Reliant Wealth Planning is a RIA/Wealth based in Cincinnati, OH led by Angela Sue Dietrich, reporting $518.2M in AUM as of Q3 2025 with 82% ETF concentration, 89% concentrated in top 10 holdings, and 16% allocation to BIV.
PresidentAngela Sue Dietrich
- Portfolio Value
- $283.3M
- Positions
- 48
- Top Holding
- BIV at 16.22%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Reliant Wealth Planning's portfolio (88.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $45.9M | 16.22% | -$7.2M Sold | — 588.3K shares | |
ETF ETF | $45.4M | 16.04% | +$389.8K Bought | — 1.7M shares | |
ETF ETF | $38.7M | 13.66% | -$2.4M Sold | — 265.6K shares | |
ETF ETF | $33.5M | 11.82% | -$482.2K Sold | — 201.6K shares | |
Unknown Unknown | $31.4M | 11.09% | +$30.2M Bought | — 957.3K shares | |
ETF ETF | $22.7M | 8.02% | -$252.1K Sold | — 665.1K shares | |
ETF ETF | $15.7M | 5.55% | +$15.7M New | — 438.4K shares | |
Unknown Unknown | $8.6M | 3.03% | +$44.7K Bought | — 169.7K shares | |
ETF ETF | $5.7M | 2.03% | -$1.0M Sold | — 9.4K shares | |
Unknown Unknown | $4.0M | 1.42% | +$4.0M New | — 102.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Reliant Wealth Planning's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-33.32% | |
-28.39% | |
-25.48% |
Analytics
Portfolio insights and performance metrics for Reliant Wealth Planning
GthenA