Reality Financial Planning Services, LLC

13F Portfolio Filings

Most recent 13F
Q4 2025
Location
Sarasota, FL
CIK
0002110687
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2025 20 104,416 VTI, VIG, VYM, IVV 13F-HR 2/12/2026 000211068726000001