Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Reality Financial Planning Services, LLC (CIK 2110687) reported $103.6M across 18 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($20.4M, 19.69%), VIG ($18.8M, 18.18%), VYM ($17.2M, 16.61%), IVV ($9.5M, 9.17%), USFR ($8.1M, 7.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $20.4M | 19.69% | 55,140 | Trimmed |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | $18.8M | 18.18% | 79,591 | Trimmed |
| 3 | VYM | VANGUARD WHITEHALL FDS | $17.2M | 16.61% | 108,910 | Trimmed |
| 4 | IVV | ISHARES TR | $9.5M | 9.17% | 12,692 | Trimmed |
| 5 | USFR | WISDOMTREE TR | $8.1M | 7.84% | 161,387 | Added |
| 6 | BND | VANGUARD BD INDEX FDS | $7.3M | 7.09% | 100,088 | Trimmed |
| 7 | QQQ | INVESCO QQQ TR | $3.8M | 3.65% | 5,137 | Trimmed |
| 8 | VOO | VANGUARD INDEX FDS | $3.7M | 3.55% | 5,351 | Added |
| 9 | VPU | VANGUARD WORLD FD | $3.4M | 3.30% | 17,460 | Trimmed |
| 10 | USMV | ISHARES TR | $3.3M | 3.19% | 34,214 | Trimmed |
| 11 | SCHO | SCHWAB STRATEGIC TR | $1.8M | 1.72% | 73,797 | Added |
| 12 | VXUS | VANGUARD STAR FDS | $1.5M | 1.47% | 17,781 | Trimmed |
| 13 | SDY | SPDR SERIES TRUST | $1.1M | 1.07% | 7,310 | Hold |
| 14 | DVY | ISHARES TR | $983,752 | 0.95% | 6,294 | Hold |
| 15 | VNQ | VANGUARD INDEX FDS | $943,182 | 0.91% | 9,781 | Trimmed |
| 16 | QQQM | INVESCO EXCH TRADED FD TR II | $920,120 | 0.89% | 3,037 | Added |
| 17 | AAPL | APPLE INC | $392,083 | 0.38% | 1,355 | Added |
| 18 | JPM | JPMORGAN CHASE & CO | $361,045 | 0.35% | 1,103 | Hold |
| 19 | MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | Exited |
| 20 | MUNI | PIMCO ETF TR | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30