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CIK: 0002110687
Total reported value
$103.6M
$103.6M
20 檔
70.6%
In Q1 2026, Reality Financial Planning Services, LLC's U.S. equity holdings reached a combined market value of $103.6M, distributed across 20 disclosed stock positions.
In Q1 2026, Reality Financial Planning Services, LLC adopted a defensive or profit-taking posture, trimming 10 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 21.54% | -1.85% | -1.58% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 16.81% | -0.20% | -0.34% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 16.67% | +1.51% | -0.03% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.11% | +1.06% | -2.63% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 7.42% | -0.33% | -1.39% | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 6.92% | +0.92% | +11.26% | |
| 7 | VPU | Vanguard Utilities ETF | ETF-Other | 3.64% | -0.34% | +8.21% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.35% | -0.16% | +6.89% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.08% | +0.47% | -0.58% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.07% | +0.58% | -3.37% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.73% | -1.26% | +5.90% | |
| 12 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.57% | +0.15% | +14.25% | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.03% | +0.04% | -4.34% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.93% | -0.02% | -5.64% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.92% | +0.03% | — | |
| 16 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.68% | -0.68% | EXIT | |
| 17 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.68% | +0.21% | +1.19% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.32% | +0.06% | — | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | +0.04% | — | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | -0.21% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | +0.8% | +11.26% | Add |
| 2 | VYM | Vanguard High Dvd Yield ETF | +0.6% | -0.34% | Trim |
| 3 | VPU | Vanguard Utilities ETF | +0.5% | +8.21% | Add |
| 4 | VXUS | Vanguard Total Intl Stock | +0.2% | +5.90% | Add |
| 5 | SCHO | Schwab Short-term US Treas | +0.2% | +14.25% | Add |
| 6 | USMV | Ishares Msci USA Min Vol Fac | +0.2% | +6.89% | Add |
| 7 | MUNI | Pimco Intermediate Municipal | +0.1% | +20.46% | Add |
| 8 | DVY | Ishares Select Dividend ETF | +0.1% | — | Unchanged |
| 9 | SDY | Ss Spdr S&p Dividend ETF | 0% | -4.34% | Trim |
| 10 | AAPL | Apple Inc | 0% | — | Unchanged |
| 11 | QQQM | Invesco Nasdaq 100 ETF | 0% | +1.19% | Add |
| 12 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 13 | VNQ | Vanguard Real Estate ETF | -0.1% | -5.64% | Trim |
| 14 | MSFT | Microsoft CORP | -0.1% | -1.49% | Trim |
| 15 | BND | Vanguard Total Bond Market | -0.1% | -1.39% | Trim |
| 16 | VOO | Vanguard S&p 500 ETF | -0.2% | -0.58% | Trim |
| 17 | VIG | Vanguard Dividend Apprec ETF | -0.3% | -0.03% | Trim |
| 18 | QQQ | Invesco Qqq Trust Series 1 | -0.3% | -3.37% | Trim |
| 19 | IVV | Ishares Core S&p 500 ETF | -0.6% | -2.63% | Trim |
| 20 | VTI | Vanguard Total Stock Mkt ETF | -1.2% | -1.58% | Trim |
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 Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VYM, VIG) accounted for 70.6% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
VTI
前期市值: $23.7M
During Q1 2026, Reality Financial Planning Services, LLC's top holdings by market value included VTI (21.5%)、VYM (16.8%)、VIG (16.7%). The largest single position, VTI, represented 21.5% of total portfolio value.
In Q1 2026, Reality Financial Planning Services, LLC made 17 total portfolio adjustments, initiating 0 new buys, adding to 7 positions, trimming 10 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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