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Reality Financial Planning Services, LLC

Q1 2026 13F Holdings

  • Location
    sarasota, FL
  • Num holdings

    20

  • Value ($000)

    $103,630

  • Date Filed
    04/24/2026
  • Form type
    13F-HR
  • CIK
    0002110687
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$22.32M
22 %

69,565

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$17.42M
17 %

117,640

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$17.28M
17 %

80,348

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$8.4M
8 %

12,864

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$7.69M
7 %

104,440

U
USFR

WISDOMTREE TR

FLOATNG RAT TREA
97717Y527
$7.17M
7 %

142,494

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VANGUARD WORLD FD

UTILITIES ETF
92204A876
$3.77M
4 %

19,028

U
USMV

ISHARES TR

MSCI USA MIN VOL
46429B697
$3.47M
3 %

37,383

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$3.19M
3 %

5,345

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$3.18M
3 %

5,513

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