Reality Financial Planning Services, LLC

Q1 2026 13F Holdings

Location
Sarasota, FL
Holdings as of
3/31/2026
Value ($000)
$103,630
Num holdings
20
Date filed
4/24/2026
Form type
13F-HR
Prev filing
2/12/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type