Reality Financial Planning Services, LLC Top Holdings and 13F Report (2026) About Reality Financial Planning Services, LLCInvestment ActivityReality Financial Planning Services, LLC has $103.62 million in total holdings as of June 30, 2026.Reality Financial Planning Services, LLC owns shares of 18 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 1.11% of the portfolio was purchased this quarter.About 10.50% of the portfolio was sold this quarter.This quarter, Reality Financial Planning Services, LLC has purchased 20 new stocks and bought additional shares in 5 stocks.Reality Financial Planning Services, LLC sold shares of 10 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $20,404,006Vanguard Dividend Appreciation ETF $18,832,822Vanguard High Dividend Yield ETF $17,211,047iShares Core S&P 500 ETF $9,504,912WisdomTree Floating Rate Treasury Fund $8,125,835 Largest Purchases this Quarter WisdomTree Floating Rate Treasury Fund 18,893 shares (about $951.26K)Schwab Short-Term U.S. Treasury ETF 6,889 shares (about $166.30K)Invesco NASDAQ 100 ETF 68 shares (about $20.60K)Apple 30 shares (about $8.68K)Vanguard S&P 500 ETF 6 shares (about $4.12K) Largest Sales this Quarter Vanguard Total Stock Market ETF 14,425 shares (about $5.34M)Vanguard Total International Stock ETF 18,849 shares (about $1.61M)Vanguard High Dividend Yield ETF 8,730 shares (about $1.38M)Vanguard Total Bond Market ETF 4,352 shares (about $319.48K)Vanguard Utilities ETF 1,568 shares (about $306.90K) Sector Allocation Over TimeMap of 500 Largest Holdings ofReality Financial Planning Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$20,404,006$5,337,827 ▼-20.7%55,14019.7%ETFVIGVanguard Dividend Appreciation ETF$18,832,822$179,121 ▼-0.9%79,59118.2%ETFVYMVanguard High Dividend Yield ETF$17,211,047$1,379,602 ▼-7.4%108,91016.6%ETFIVViShares Core S&P 500 ETF$9,504,912$128,809 ▼-1.3%12,6929.2%ETFUSFRWisdomTree Floating Rate Treasury Fund$8,125,835$951,262 ▲13.3%161,3877.8%ETFBNDVanguard Total Bond Market ETF$7,347,460$319,480 ▼-4.2%100,0887.1%ETFQQQInvesco QQQ$3,782,887$276,886 ▼-6.8%5,1373.7%ETFVOOVanguard S&P 500 ETF$3,675,120$4,121 ▲0.1%5,3513.5%ETFVPUVanguard Utilities ETF$3,417,446$306,905 ▼-8.2%17,4603.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$3,300,282$305,682 ▼-8.5%34,2143.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$1,781,460$166,300 ▲10.3%73,7971.7%ETFVXUSVanguard Total International Stock ETF$1,520,098$1,611,401 ▼-51.5%17,7811.5%ETFSDYSPDR S&P Dividend ETF$1,112,4360.0%7,3101.1%ETFDVYiShares Select Dividend ETF$983,7520.0%6,2940.9%ETFVNQVanguard Real Estate ETF$943,182$109,255 ▼-10.4%9,7810.9%ETFQQQMInvesco NASDAQ 100 ETF$920,120$20,602 ▲2.3%3,0370.9%ETFAAPLApple$392,083$8,681 ▲2.3%1,3550.4%TechnologyJPMJPMorgan Chase & Co.$361,0450.0%1,1030.3%FinanceMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$0$707,853 ▼-100.0%00.0%ETFMSFTMicrosoft$0$220,621 ▼-100.0%00.0%TechnologyShowing largest 100 holdings. 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