Reality Financial Planning Services, LLC

SARASOTA, FL · CIK 2110687 · 13F filing filed 2026-08-17

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySarasota, FL

$103.6m reported value -0.0% vs Q1 2026

18positions

92.3%in top 10

0 new 5 added 10 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	55,140	$20.4m19.69%	19.69%	Reduced -14.4k	-14,425 -20.7%
2	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	79,591	$18.8m18.18%	18.18%	Reduced -757	-757 -0.9%
3	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	108,910	$17.2m16.61%	16.61%	Reduced -8.7k	-8,730 -7.4%
4	ISHARES TR CORE S&P500 ETF IVV	IVV	12,692	$9.5m9.17%	9.17%	Reduced -172	-172 -1.3%
5	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	161,387	$8.1m7.84%	7.84%	Added +18.9k	+18,893 13.3%
6	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	100,088	$7.3m7.09%	7.09%	Reduced -4.4k	-4,352 -4.2%
7	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	5,137	$3.8m3.65%	3.65%	Reduced -376	-376 -6.8%
8	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	5,351	$3.7m3.55%	3.55%	Added +6	+6 0.1%
9	VANGUARD WORLD FD UTILITIES ETF VPU	VPU	17,460	$3.4m3.30%	3.30%	Reduced -1.6k	-1,568 -8.2%
10	ISHARES TR MSCI USA MIN VOL USMV	USMV	34,214	$3.3m3.19%	3.19%	Reduced -3.2k	-3,169 -8.5%
11	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	73,797	$1.8m1.72%	1.72%	Added +6.9k	+6,889 10.3%
12	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	17,781	$1.5m1.47%	1.47%	Reduced -18.8k	-18,849 -51.5%
13	SPDR SER TR S&P DIVID ETF SDY	SDY	7,310	$1.1m1.07%	1.07%	Unchanged
14	ISHARES TR SELECT DIVID ETF DVY	DVY	6,294	$983.8k0.95%	0.95%	Unchanged
15	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	9,781	$943.2k0.91%	0.91%	Reduced -1.1k	-1,133 -10.4%
16	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	3,037	$920.1k0.89%	0.89%	Added +68	+68 2.3%
17	APPLE INC COM AAPL	AAPL	1,355	$392.1k0.38%	0.38%	Added +30	+30 2.3%
18	JPMORGAN CHASE & CO COM JPM	JPM	1,103	$361.0k0.35%	0.35%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
PIMCO ETF TR MUNI	MUNI	13,563	$707.9k13.6k shares
MICROSOFT CORP MSFT	MSFT	596	$220.6k596 shares