Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $22.3M | 21.5% |
| Vanguard Whitehall FdsHIGH DIV YLD | HIGH DIV YLD | $17.4M | 16.8% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $17.3M | 16.7% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $8.4M | 8.1% |
| Vanguard BD Index FdsTOTAL BND MRKT | TOTAL BND MRKT | $7.69M | 7.4% |
| Wisdomtree TRFLOATNG RAT TREA | FLOATNG RAT TREA | $7.17M | 6.9% |
| Vanguard World FDUTILITIES ETF | UTILITIES ETF | $3.77M | 3.6% |
| iShares TRMSCI USA MIN VOL | MSCI USA MIN VOL | $3.47M | 3.3% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $3.19M | 3.1% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $3.18M | 3.1% |
| Vanguard Star FdsVG TL INTL STK F | VG TL INTL STK F | $2.82M | 2.7% |
| Schwab Strategic TRSHT TM US TRES | SHT TM US TRES | $1.62M | 1.6% |
| SPDR Series TrustSTATE STREET SPD | STATE STREET SPD | $1.07M | 1.0% |
| Vanguard Index FdsREAL ESTATE ETF | REAL ESTATE ETF | $968K | 0.9% |
| iShares TRSELECT DIVID ETF | SELECT DIVID ETF | $953K | 0.9% |
| Pimco ETF TRINTER MUN BD ACT | INTER MUN BD ACT | $708K | 0.7% |
| Invesco Exch Traded FD TR IINASDAQ 100 ETF | NASDAQ 100 ETF | $705K | 0.7% |
| Apple Inc.COM | COM | $336K | 0.3% |
| JPMORGAN Chase & COCOM | COM | $324K | 0.3% |
| Microsoft Corp.COM | COM | $221K | 0.2% |
- Class
- TOTAL STK MKT
- Share
- 21.5%
- Class
- HIGH DIV YLD
- Share
- 16.8%
- Class
- DIV APP ETF
- Share
- 16.7%
- Class
- CORE S&P500 ETF
- Share
- 8.1%
- Class
- TOTAL BND MRKT
- Share
- 7.4%
- Class
- FLOATNG RAT TREA
- Share
- 6.9%
- Class
- UTILITIES ETF
- Share
- 3.6%
- Class
- MSCI USA MIN VOL
- Share
- 3.3%
- Class
- S&P 500 ETF SHS
- Share
- 3.1%
- Class
- UNIT SER 1
- Share
- 3.1%
- Class
- VG TL INTL STK F
- Share
- 2.7%
- Class
- SHT TM US TRES
- Share
- 1.6%
- Class
- STATE STREET SPD
- Share
- 1.0%
- Class
- REAL ESTATE ETF
- Share
- 0.9%
- Class
- SELECT DIVID ETF
- Share
- 0.9%
- Class
- INTER MUN BD ACT
- Share
- 0.7%
- Class
- NASDAQ 100 ETF
- Share
- 0.7%
- Class
- COM
- Share
- 0.3%
- Class
- COM
- Share
- 0.3%
- Class
- COM
- Share
- 0.2%
The share class is shown on a wider screen.
The 20 largest of 20 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2110687
- File number
- 028-26253
- Options
- 0 call, 0 put
- In the 25 largest
- 100.0%
Common questions
What are Reality Financial Planning Services’ 13F holdings worth?
$104 million across 20 positions for the quarter ended 31 March 2026.
What is Reality Financial Planning Services’ largest 13F holding?
VANGUARD INDEX FDS (TOTAL STK MKT) was the largest position at $22.3 million, or 21.5% of reported 13F value, as of 31 March 2026.
How concentrated is Reality Financial Planning Services’ 13F portfolio?
The ten largest positions accounted for 90.6% of reported value and the twenty-five largest for 100.0%, across 20 positions as of 31 March 2026.
Does Form 13F show everything Reality Financial Planning Services manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Reality Financial Planning Services file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 31 March 2026.
Answered from this filing and the prior quarter's.