Reality Financial Planning Services, LLC

Q3 2026 13F Holdings

Location
Sarasota, FL
Holdings as of
9/30/2026
Value
$105M
Num holdings
20
Date filed
11/3/2026
Form type
13F-HR
Prev filing
8/17/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type