Reliant Wealth Planning Buys New Position in Apple Inc.

Firm purchases 5,393 shares of iPhone maker's stock valued at $1.37 million

Mar. 18, 2026 at 9:36am

Reliant Wealth Planning, a financial advisory firm, has purchased a new position in Apple Inc. (NASDAQ:AAPL) during the third quarter. The firm acquired 5,393 shares of the iPhone maker's stock, valued at approximately $1.37 million. Apple now accounts for about 0.4% of Reliant Wealth Planning's portfolio, making it the 20th largest position in the firm's holdings.

Why it matters

The purchase of Apple shares by Reliant Wealth Planning reflects the continued institutional investor interest in the tech giant, which remains one of the most widely held and closely watched stocks on Wall Street. Apple's strong financial performance and dominant market position in smartphones, tablets, and other consumer electronics have made it a core holding for many investment firms.

The details

According to the firm's disclosure with the Securities and Exchange Commission (SEC), Reliant Wealth Planning purchased the 5,393 shares of Apple stock in the third quarter. This new position represents approximately 0.4% of the firm's total portfolio, making Apple its 20th largest holding. Other hedge funds and institutional investors have also been adding to or reducing their stakes in Apple in recent quarters.

  • Reliant Wealth Planning purchased the Apple shares in the third quarter of the year.

The players

Reliant Wealth Planning

A financial advisory firm that has purchased a new position in Apple Inc.

Apple Inc.

A multinational technology company headquartered in Cupertino, California, known for its consumer electronics, software, and digital services.

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The takeaway

Reliant Wealth Planning's purchase of Apple shares reflects the continued institutional investor interest in the tech giant, which remains a core holding for many investment firms due to its strong financial performance and dominant market position in key consumer electronics categories.