Reality Financial Planning Services, LLC
13F Reported Value
ⓘ$103.6M
Holdings
20
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Reality Financial Planning Services, LLC disclosed 20 positions worth $103.6M in its Form 13F-HR for Q1 2026. The portfolio is most concentrated in Other (91.5% of disclosed assets). All figures are sourced directly from Reality Financial Planning Services, LLC’s Form 13F-HR filing with the SEC under CIK 2110687.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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VANGUARD INDEX FDS
—Quality
$22.3M69,565 shVANGUARD WHITEHALL FDS
—Quality
$17.4M117,640 shVANGUARD SPECIALIZED FUNDS
—Quality
$17.3M80,348 shISHARES TR
—Quality
$8.4M12,864 shVANGUARD BD INDEX FDS
—Quality
$7.7M104,440 sh- 62.9
Quality
$7.2M142,494 sh VANGUARD WORLD FD
—Quality
$3.8M19,028 shISHARES TR
—Quality
$3.5M37,383 shVANGUARD INDEX FDS
—Quality
$3.2M5,345 sh- —
Quality
$3.2M5,513 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $22.3M | 69,565 |
| VANGUARD WHITEHALL FDS | — | $17.4M | 117,640 |
| VANGUARD SPECIALIZED FUNDS | — | $17.3M | 80,348 |
| ISHARES TR | — | $8.4M | 12,864 |
| VANGUARD BD INDEX FDS | — | $7.7M | 104,440 |
 WisdomTree, Inc.$WT | 62.9 | $7.2M | 142,494 |
| VANGUARD WORLD FD | — | $3.8M | 19,028 |
| ISHARES TR | — | $3.5M | 37,383 |
| VANGUARD INDEX FDS | — | $3.2M | 5,345 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $3.2M | 5,513 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Reality Financial Planning Services, LLC's 20 positions.
Showing top 10 of 20 holdings.
Sector Allocation
Other
$94.9M
Financials
$8.2M
Technology
$556,893
Full Holdings — Reality Financial Planning Services, LLC (Q1 2026)
All 20 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS | $22.3M | 21.5% | -2% | — |
| 2 | — | VANGUARD WHITEHALL FDS | $17.4M | 16.8% | -0% | — |
| 3 | — | VANGUARD SPECIALIZED FUNDS | $17.3M | 16.7% | -0% | — |
| 4 | — | ISHARES TR | $8.4M | 8.1% | -3% | — |
| 5 | — | VANGUARD BD INDEX FDS | $7.7M | 7.4% | -1% | — |
| 6 | $WT | WisdomTree, Inc. | $7.2M | 6.9% | +11% | 62.9 |
| 7 | — | VANGUARD WORLD FD | $3.8M | 3.6% | +8% | — |
| 8 | — | ISHARES TR | $3.5M | 3.4% | +7% | — |
| 9 | — | VANGUARD INDEX FDS | $3.2M | 3.1% | -1% | — |
| 10 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.2M | 3.1% | -3% | — |
| 11 | — | VANGUARD STAR FDS | $2.8M | 2.7% | +6% | — |
| 12 | — | SCHWAB STRATEGIC TR | $1.6M | 1.6% | +14% | — |
| 13 | — | SPDR SERIES TRUST | $1.1M | 1.0% | -4% | — |
| 14 | — | VANGUARD INDEX FDS | $968,072 | 0.9% | -6% | — |
| 15 | — | ISHARES TR | $952,975 | 0.9% | +0% | — |
| 16 | — | PIMCO ETF TR | $707,853 | 0.7% | +20% | — |
| 17 |  $IVZ | Invesco Ltd. | $705,494 | 0.7% | +1% | — |
| 18 |  $AAPL | Apple Inc. | $336,272 | 0.3% | +0% | 76.1 |
| 19 |  $JPM | JPMORGAN CHASE & CO | $324,458 | 0.3% | +0% | 35.6 |
| 20 |  $MSFT | MICROSOFT CORP | $220,621 | 0.2% | -1% | 83.7 |
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Every holding in Reality Financial Planning Services, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.