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Reality Financial Planning Services, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    sarasota, FL
  • CIK
    0002110687
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

20

$103.63M
VTI, VYM, VIG, IVV
13F-HR
Apr 24, 2026
000211068726000002

20

$104.42M
VTI, VIG, VYM, IVV
13F-HR
Feb 12, 2026
000211068726000001
Reality Financial Planning Services, Llc 13F Filings