Reality Financial Planning Services

Latest statistics and disclosures from Reality Financial Planning Services's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTI, VIG, VYM, IVV, USFR, and represent 71.49% of Reality Financial Planning Services's stock portfolio.
  • Added to shares of these 5 stocks: USFR, SCHO, QQQM, AAPL, VOO.
  • Reduced shares in these 10 stocks: VTI (-$5.3M), VXUS, VYM, , BND, VPU, USMV, QQQ, MSFT, VIG.
  • Sold out of its positions in MSFT, MUNI.
  • Reality Financial Planning Services was a net seller of stock by $-9.7M.
  • Reality Financial Planning Services has $104M in assets under management (AUM), dropping by -0.01%.
  • Central Index Key (CIK): 0002110687

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Portfolio Holdings for Reality Financial Planning Services

Reality Financial Planning Services holds 18 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 19.7 $20M -20% 55k 370.04
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Vanguard Specialized Funds Div App Etf (VIG) 18.2 $19M 80k 236.62
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Vanguard Whitehall Fds High Div Yld (VYM) 16.6 $17M -7% 109k 158.03
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Ishares Tr Core S&p500 Etf (IVV) 9.2 $9.5M 13k 748.89
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Wisdomtree Tr Floatng Rat Trea (USFR) 7.8 $8.1M +13% 161k 50.35
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 7.1 $7.3M -4% 100k 73.41
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Invesco Qqq Tr Unit Ser 1 (QQQ) 3.7 $3.8M -6% 5.1k 736.40
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.5 $3.7M 5.4k 686.81
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Vanguard World Utilities Etf (VPU) 3.3 $3.4M -8% 18k 195.73
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Ishares Tr Msci Usa Min Etf (USMV) 3.2 $3.3M -8% 34k 96.46
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.7 $1.8M +10% 74k 24.14
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.5 $1.5M -51% 18k 85.49
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Spdr Series Trust St Str Sp Div (SDY) 1.1 $1.1M 7.3k 152.18
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Ishares Tr Select Divid Etf (DVY) 0.9 $984k 6.3k 156.30
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Vanguard Index Fds Real Estate Etf (VNQ) 0.9 $943k -10% 9.8k 96.43
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.9 $920k +2% 3.0k 302.97
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Apple (AAPL) 0.4 $392k +2% 1.4k 289.36
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JPMorgan Chase & Co. (JPM) 0.3 $361k 1.1k 327.33
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Past Filings by Reality Financial Planning Services

SEC 13F filings are viewable for Reality Financial Planning Services going back to 2026