Reality Financial Planning Services, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Reality Financial Planning Services, LLC reported 20 stock positions worth $104.4 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 22.7% of the portfolio, followed by Vanguard Dividend Apprec ETF (VIG, 16.9%) and Vanguard High DVD Yield ETF (VYM, 16.2%).
- Most Recent 13F
- Q2 2026
- Location
- SARASOTA, FL
- CIK
- 0002110687
- Portfolio Value
- $104.4M (Q4 2025)
- SEC Filing
- 0002110687-26-000001 ↗ filed Feb 12, 2026
Holdings Value
Holdings 20 stocks · $104.4M
| VTI VG Morningstar TS MKT ETF-US | 22.69% | 70,679 | $23.7M | — |
| VIG Vanguard Dividend Apprec ETF | 16.92% | 80,375 | $17.7M | — |
| VYM Vanguard High DVD Yield ETF | 16.22% | 118,038 | $16.9M | — |
| IVV iShares Core S&P 500 ETF | 8.67% | 13,212 | $9.0M | — |
| BND Vanguard Total Bond Market | 7.51% | 105,909 | $7.8M | — |
| USFR Wisdomtree Floating Rate Tre | 6.17% | 128,077 | $6.4M | — |
| QQQ Invesco QQQ Trust Series 1 | 3.36% | 5,705 | $3.5M | — |
| VOO Vanguard S&P 500 ETF | 3.23% | 5,376 | $3.4M | — |
| USMV iShares MSCI USA Min Vol Fac | 3.15% | 34,973 | $3.3M | — |
| VPU Vanguard Utilities ETF | 3.12% | 17,584 | $3.3M | — |
| VXUS Vanguard Total Intl Stock | 2.50% | 34,590 | $2.6M | — |
| SCHO Schwab Short-Term US Treas | 1.37% | 58,563 | $1.4M | — |
| SDY SS SPDR S&P Dividend ETF | 1.02% | 7,642 | $1.1M | — |
| VNQ Vanguard Real Estate ETF | 0.98% | 11,566 | $1.0M | — |
| DVY iShares Select Dividend ETF | 0.85% | 6,294 | $888K | — |
| QQQM Invesco Nasdaq 100 ETF | 0.71% | 2,934 | $742K | — |
| MUNI PIMCO Intermediate Municipal | 0.57% | 11,259 | $590K | — |
| AAPL Apple Inc. | 0.34% | 1,325 | $360K | — |
| JPM JPMorgan Chase & Co. | 0.34% | 1,103 | $355K | — |
| MSFT Microsoft Corp. | 0.28% | 605 | $293K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.