§ 13F · FUND PROFILE
Reality Financial Planning Services, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 20Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$104.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 71K | $23.7T | 22.7% | NEW |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | 80K | $17.7T | 16.9% | NEW |
| 3 | VYM | VANGUARD WHITEHALL FDS | 118K | $16.9T | 16.2% | NEW |
| 4 | IVV | ISHARES TR | 13K | $9.0T | 8.7% | NEW |
| 5 | BND | VANGUARD BD INDEX FDS | 106K | $7.8T | 7.5% | NEW |
| 6 | USFR | WISDOMTREE TR | 128K | $6.4T | 6.2% | NEW |
| 7 | QQQ | INVESCO QQQ TR | 6K | $3.5T | 3.4% | NEW |
| 8 | VOO | VANGUARD INDEX FDS | 5K | $3.4T | 3.2% | NEW |
| 9 | USMV | ISHARES TR | 35K | $3.3T | 3.2% | NEW |
| 10 | VPU | VANGUARD WORLD FD | 18K | $3.3T | 3.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE REALITY SIGNAL
AC read
Reality Financial Planning Services, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed