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Reality Financial Planning Services, LLC

Q4 2025 13F Holdings

  • Location
    sarasota, FL
  • Num holdings

    20

  • Value ($000)

    $104,416

  • Date Filed
    02/12/2026
  • Form type
    13F-HR
  • CIK
    0002110687
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$23.7M
23 %

70,679

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$17.66M
17 %

80,375

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$16.94M
16 %

118,038

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$9.05M
9 %

13,212

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$7.84M
8 %

105,909

U
USFR

WISDOMTREE TR

FLOATNG RAT TREA
97717Y527
$6.44M
6 %

128,077

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$3.5M
3 %

5,705

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$3.37M
3 %

5,376

U
USMV

ISHARES TR

MSCI USA MIN VOL
46429B697
$3.29M
3 %

34,973

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VANGUARD WORLD FD

UTILITIES ETF
92204A876
$3.25M
3 %

17,584

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