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Reality Financial Planning Services, LLC

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13F filer, CIK 2110687, SARASOTA, FL

Reality Financial Planning Services, LLC reported $103,615,993 across 18 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-17. Its ten largest share positions make up 92.27% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002110687-26-000003

Period
2026-06-30
Reported value
$104M
Holdings
18
Top 10 weight
92.27%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
USFRadded+18,893$951K
SCHOadded+6,889$166K
QQQMadded+68$20.6K
AAPLadded+30$8.68K
VOOadded+6$4.12K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VTIreduced-14,425-$5.34M
VXUSreduced-18,849-$1.61M
VYMreduced-8,730-$1.38M
MUNIexited-13,563-$708K
BNDreduced-4,352-$319K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002110687-26-000003, largest first. % of portfolio is the value over $103,615,993, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 70,679 shares; 2026Q1: 69,565 shares; 2026Q2: 55,140 shares 55,140$20.4M19.69%-14,425Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 80,375 shares; 2026Q1: 80,348 shares; 2026Q2: 79,591 shares 79,591$18.8M18.18%-757Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 118,038 shares; 2026Q1: 117,640 shares; 2026Q2: 108,910 shares 108,910$17.2M16.61%-8,730Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 13,212 shares; 2026Q1: 12,864 shares; 2026Q2: 12,692 shares 12,692$9.5M9.17%-172Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 128,077 shares; 2026Q1: 142,494 shares; 2026Q2: 161,387 shares 161,387$8.13M7.84%+18,893Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 105,909 shares; 2026Q1: 104,440 shares; 2026Q2: 100,088 shares 100,088$7.35M7.09%-4,352Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,705 shares; 2026Q1: 5,513 shares; 2026Q2: 5,137 shares 5,137$3.78M3.65%-376Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,376 shares; 2026Q1: 5,345 shares; 2026Q2: 5,351 shares 5,351$3.68M3.55%+6Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 17,584 shares; 2026Q1: 19,028 shares; 2026Q2: 17,460 shares 17,460$3.42M3.3%-1,568Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 34,973 shares; 2026Q1: 37,383 shares; 2026Q2: 34,214 shares 34,214$3.3M3.19%-3,169Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 58,563 shares; 2026Q1: 66,908 shares; 2026Q2: 73,797 shares 73,797$1.78M1.72%+6,889Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 34,590 shares; 2026Q1: 36,630 shares; 2026Q2: 17,781 shares 17,781$1.52M1.47%-18,849Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,642 shares; 2026Q1: 7,310 shares; 2026Q2: 7,310 shares 7,310$1.11M1.07%0Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,294 shares; 2026Q1: 6,294 shares; 2026Q2: 6,294 shares 6,294$984K0.95%0Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 11,566 shares; 2026Q1: 10,914 shares; 2026Q2: 9,781 shares 9,781$943K0.91%-1,133Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,934 shares; 2026Q1: 2,969 shares; 2026Q2: 3,037 shares 3,037$920K0.89%+68Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,325 shares; 2026Q1: 1,325 shares; 2026Q2: 1,355 shares 1,355$392K0.38%+30Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,103 shares; 2026Q1: 1,103 shares; 2026Q2: 1,103 shares 1,103$361K0.35%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MUNIPIMCO ETF TR13,563$708Kshares
MSFTMICROSOFT CORP596$221Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002110687-26-000003 base2026-08-17acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002110687-26-000003 Quarter ended 2026-06-302026-08-17acceptance time not in the bulk data set
13F-HR 0002110687-26-000002 Quarter ended 2026-03-312026-04-24acceptance time not in the bulk data set
13F-HR 0002110687-26-000001 Quarter ended 2025-12-312026-02-12acceptance time not in the bulk data set