Reality Financial Planning Services, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Reality Financial Planning Services, LLC held in its portfolio 20 assets valued at $104,416,398 (i.e. $104.42M).

The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($23.70M), VANGUARD SPECIALIZED FUNDS ($17.67M), and VANGUARD WHITEHALL FDS ($16.94M).

The chart below shows the top 10 valuable assets, and the table below shows the top 20 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Reality Financial Planning Services, LLC Portfolio

VANGUARD INDEX FDS

VANGUARD SPECIALIZED FUNDS

VANGUARD WHITEHALL FDS

ISHARES TR

VANGUARD BD INDEX FDS

WISDOMTREE TR

INVESCO QQQ TR

VANGUARD INDEX FDS

ISHARES TR

VANGUARD WORLD FD

Reality Financial Planning Services, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
VANGUARD INDEX FDS	70679	23696548	TOTAL STK MKT
VANGUARD SPECIALIZED FUNDS	80375	17664917	DIV APP ETF
VANGUARD WHITEHALL FDS	118038	16940814	HIGH DIV YLD
ISHARES TR	13212	9049427	CORE S&P500 ETF
VANGUARD BD INDEX FDS	105909	7844680	TOTAL BND MRKT
WISDOMTREE TR	128077	6444835	FLOATNG RAT TREA
INVESCO QQQ TR	5705	3504639	UNIT SER 1
VANGUARD INDEX FDS	5376	3371451	S&P 500 ETF SHS
ISHARES TR	34973	3293058	MSCI USA MIN VOL
VANGUARD WORLD FD	17584	3253743	UTILITIES ETF
VANGUARD STAR FDS	34590	2609470	VG TL INTL STK F
SCHWAB STRATEGIC TR	58563	1427180	SHT TM US TRES
SPDR SERIES TRUST	7642	1063461	STATE STREET SPD
VANGUARD INDEX FDS	11566	1023475	REAL ESTATE ETF
ISHARES TR	6294	888335	SELECT DIVID ETF
INVESCO EXCH TRADED FD TR II	2934	742067	NASDAQ 100 ETF
PIMCO ETF TR	11259	590084	INTER MUN BD ACT
APPLE INC	1325	360215	COM
JPMORGAN CHASE & CO.	1103	355409	COM
MICROSOFT CORP	605	292590	COM