Reality Financial Planning Services, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
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
Q1 2026
20
103,630
VTI, VYM, VIG, IVV
13F-HR
4/24/2026
000211068726000002
Q4 2025
20
104,416
VTI, VIG, VYM, IVV
13F-HR
2/12/2026
000211068726000001