Reality Financial Planning Services, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$103.6M
Q ending 2026-03-31
Prior quarter
$104.4M
Q ending 2025-12-31
Change
-0.8% QoQ
Positions
20
reported holdings
Largest positions
All 20 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTI | Shares | $22.3M | 70K |
| Vanguard Whitehall Fds | VYM | Shares | $17.4M | 118K |
| Vanguard Specialized Funds | VIG | Shares | $17.3M | 80K |
| Ishares Tr | IVV | Shares | $8.4M | 13K |
| Vanguard Bd Index Fds | BND | Shares | $7.7M | 104K |
| Wisdomtree Tr | USFR | Shares | $7.2M | 142K |
| Vanguard World Fd | VPU | Shares | $3.8M | 19K |
| Ishares Tr | USMV | Shares | $3.5M | 37K |
| Vanguard Index Fds | VOO | Shares | $3.2M | 5K |
| Invesco Qqq Tr | QQQ | Shares | $3.2M | 6K |
| Vanguard Star Fds | VXUS | Shares | $2.8M | 37K |
| Schwab Strategic Tr | SCHO | Shares | $1.6M | 67K |
| Spdr Series Trust | SDY | Shares | $1.1M | 7K |
| Vanguard Index Fds | VNQ | Shares | $968K | 11K |
| Ishares Tr | DVY | Shares | $953K | 6K |
| Pimco Etf Tr | MUNI | Shares | $708K | 14K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $705K | 3K |
| Apple Inc | AAPL | Shares | $336K | 1K |
| Jpmorgan Chase & Co | JPM | Shares | $324K | 1K |
| Microsoft Corp | MSFT | Shares | $221K | 596 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.