DOSSIER · 13F-HR · Q2 2026

Reality Financial Planning Services, LLC

$104M in tracked AUM across 18 positions as of Q2 2026.

RF
CIK 0002110687 · last filed Jun 30, 2026
Total AUM
$104M
as of Q2 2026
Holdings
18
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Reality Financial Planning Services, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$20M55K19.7%
02
VIG
VANGUARD SPECIALIZED FUNDS
$19M80K18.2%
03
VYM
VANGUARD WHITEHALL FDS
$17M109K16.6%
04
IVV
ISHARES TR
$10M13K9.2%
05
USFR
WISDOMTREE TR
$8M161K7.8%
06
BND
VANGUARD BD INDEX FDS
$7M100K7.1%
07
QQQ
INVESCO QQQ TR
$4M5K3.7%
08
VOO
VANGUARD INDEX FDS
$4M5K3.5%
09
VPU
VANGUARD WORLD FD
$3M17K3.3%
10
USMV
ISHARES TR
$3M34K3.2%

Filing history

2026Q2Jun 30
$104M 0.0%
18 positionsView →
2026Q1Mar 31
$104M 0.8%
20 positionsView →
2025Q4Dec 31
$104M
20 positionsView →