13F-HR filed by Reality Financial Planning Services, LLC
Reality Financial Planning Services, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-12, with 20 holding rows worth $104,416,398.
- Accession
- 0002110687-26-000001
- Filer
- CIK 2110687
- Filed
- 2026-02-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 20 entries on the cover page, a total value of $104,416,398 stated on the cover page (in dollars after the unit check, H1), rows summing to $104,416,398 with VALUE read as dollars as filed, 13F file number 028-26253. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VTI | 922908769 | COM | 70,679 | $23,696,548 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 80,375 | $17,664,917 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 118,038 | $16,940,814 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 13,212 | $9,049,427 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 105,909 | $7,844,680 | dollars as filed | |
| WISDOMTREE TR | 97717Y527 | FLOATNG RAT TREA | 128,077 | $6,444,835 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 5,705 | $3,504,639 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 5,376 | $3,371,451 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 34,973 | $3,293,058 | dollars as filed | |
| Vanguard Utilities ETF | 92204A876 | SHS | 17,584 | $3,253,743 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 34,590 | $2,609,470 | dollars as filed | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 58,563 | $1,427,180 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 7,642 | $1,063,461 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 11,566 | $1,023,475 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 6,294 | $888,335 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 2,934 | $742,067 | dollars as filed | |
| PIMCO ETF TR | 72201R866 | INTER MUN BD ACT | 11,259 | $590,084 | dollars as filed | |
| Apple Inc | 037833100 | COM | 1,325 | $360,215 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,103 | $355,409 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 605 | $292,590 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002110687-26-000001 | this filing | 2026-02-12 | acceptance time not in the bulk data set |