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CIK: 0002110687
Total reported value
$103.6M
$103.6M
20 檔
72.6%
The Q4 2025 SEC filing reveals that Reality Financial Planning Services, LLC held a total portfolio value of $103.6M, covering 20 public equity positions.
During Q4 2025, Reality Financial Planning Services, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 22.69% | -1.85% | — | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 16.92% | +1.51% | — | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 16.22% | -0.20% | — | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.67% | +1.06% | — | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 7.51% | -0.33% | — | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 6.17% | +0.92% | — | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.36% | +0.58% | — | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.23% | +0.47% | — | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.15% | -0.16% | — | |
| 10 | VPU | Vanguard Utilities ETF | ETF-Other | 3.12% | -0.34% | — | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.50% | -1.26% | — | |
| 12 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.37% | +0.15% | — | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.02% | +0.04% | — | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.98% | -0.02% | — | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.85% | +0.03% | — | |
| 16 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.71% | +0.21% | — | |
| 17 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.57% | -0.68% | EXIT | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.34% | +0.06% | — | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | +0.04% | — | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | -0.21% | EXIT |
According to official SEC Form 13F filings, Reality Financial Planning Services, LLC reported a total U.S. public equity portfolio value of $103.6M across 20 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VIG, VYM) accounted for 72.6% of total reported equity market value during Q4 2025.
During Q4 2025, Reality Financial Planning Services, LLC's top holdings by market value included VTI (22.7%)、VIG (16.9%)、VYM (16.2%). The largest single position, VTI, represented 22.7% of total portfolio value.
In Q4 2025, Reality Financial Planning Services, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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