§ 13F · FUND PROFILE
Reality Financial Planning Services, LLC.
AUM · $104M (13F)Positions · 18Turnover · n/a · Q2Filed · Aug 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 55K | $20M | 19.7% | −21% |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | 80K | $19M | 18.2% | −1% |
| 3 | VYM | VANGUARD WHITEHALL FDS | 109K | $17M | 16.6% | −7% |
| 4 | IVV | ISHARES TR | 13K | $10M | 9.2% | −1% |
| 5 | USFR | WISDOMTREE TR | 161K | $8M | 7.8% | +13% |
| 6 | BND | VANGUARD BD INDEX FDS | 100K | $7M | 7.1% | −4% |
| 7 | QQQ | INVESCO QQQ TR | 5K | $4M | 3.7% | −7% |
| 8 | VOO | VANGUARD INDEX FDS | 5K | $4M | 3.5% | ±0% |
| 9 | VPU | VANGUARD WORLD FD | 17K | $3M | 3.3% | −8% |
| 10 | USMV | ISHARES TR | 34K | $3M | 3.2% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE REALITY SIGNAL
AC read
Reality Financial Planning Services, LLC is a Other fund managing $104 million in assets. The fund runs a focused portfolio of just 18 positions.
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