Reality Financial Planning Services, LLC — 13F holdings

Reality Financial Planning Services, LLC reported 18 holdings worth $104M in its 13F filing for Q2 2026, filed August 17, 2026.

Largest positions

  1. VTI VANGUARD INDEX FDS — $20.4M (19.7%)
  2. VIG VANGUARD SPECIALIZED FUNDS — $18.8M (18.2%)
  3. VYM VANGUARD WHITEHALL FDS — $17.2M (16.6%)
  4. IVV ISHARES TR — $9.50M (9.2%)
  5. USFR WISDOMTREE TR — $8.13M (7.8%)
  6. BND VANGUARD BD INDEX FDS — $7.35M (7.1%)
  7. QQQ Invesco Qqq Tr — $3.78M (3.7%)
  8. VOO VANGUARD INDEX FDS — $3.68M (3.5%)
  9. VPU VANGUARD WORLD FD — $3.42M (3.3%)
  10. USMV ISHARES TR — $3.30M (3.2%)