Reality Financial Planning Services, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 17, 2026, Reality Financial Planning Services, Llc disclosed 18 stock positions valued at approximately $103.62M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD SPECIALIZED FUNDS, and VANGUARD WHITEHALL FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 18
- Portfolio Value
- $103.62M
Holdings by Sector
Reality Financial Planning Services, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 19.69% | 55,140 | -14,425 | -20.74% | $20,404,006 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 18.18% | 79,591 | -757 | -0.94% | $18,832,822 |
| VANGUARD WHITEHALL FDS | VYM | Other | 16.61% | 108,910 | -8,730 | -7.42% | $17,211,047 |
| ISHARES TR | IVV | Other | 9.17% | 12,692 | -172 | -1.34% | $9,504,912 |
| WISDOMTREE TR | USFR | Other | 7.84% | 161,387 | +18,893 | +13.26% | $8,125,835 |
| VANGUARD BD INDEX FDS | BND | Other | 7.09% | 100,088 | -4,352 | -4.17% | $7,347,460 |
| INVESCO QQQ TR | QQQ | Other | 3.65% | 5,137 | -376 | -6.82% | $3,782,887 |
| VANGUARD INDEX FDS | VOO | Other | 3.55% | 5,351 | +6 | +0.11% | $3,675,120 |
| VANGUARD WORLD FD | VPU | Other | 3.30% | 17,460 | -1,568 | -8.24% | $3,417,446 |
| ISHARES TR | USMV | Other | 3.19% | 34,214 | -3,169 | -8.48% | $3,300,282 |
| SCHWAB STRATEGIC TR | SCHO | Other | 1.72% | 73,797 | +6,889 | +10.30% | $1,781,460 |
| VANGUARD STAR FDS | VXUS | Other | 1.47% | 17,781 | -18,849 | -51.46% | $1,520,098 |
| SPDR SERIES TRUST | SDY | Other | 1.07% | 7,310 | - | - | $1,112,436 |
| ISHARES TR | DVY | Other | 0.95% | 6,294 | - | - | $983,752 |
| VANGUARD INDEX FDS | VNQ | Other | 0.91% | 9,781 | -1,133 | -10.38% | $943,182 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.89% | 3,037 | +68 | +2.29% | $920,120 |
| APPLE INC | AAPL | Technology | 0.38% | 1,355 | +30 | +2.26% | $392,083 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.35% | 1,103 | - | - | $361,045 |
Showing 18 of 18 holdings in the latest reporting period.