Reality Financial Planning Services, LLC

Q2 2026 13F Holdings

Location
Sarasota, FL
Holdings as of
6/30/2026
Value
$104M
Num holdings
18
Date filed
8/17/2026
Form type
13F-HR
Prev filing
4/24/2026
Next filing
11/3/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type