Reality Financial Planning Services
Reality Financial Planning Services reported 18 stocks worth $104M in its 13F filing for Q2 2026, filed Aug 17, 2026. Its largest holdings are VTI (19.7%), VIG (18.2%) and VYM (16.6%). Compared with Q1 2026, the fund added to USFR, VOO and SCHO, trimmed VTI, VIG and VYM and sold out of MUNI and MSFT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $20.4M | 19.7% | 55K | −14K (−21%) | 3 of 3 | |
| 2 |  VIG Vanguard Dividend Appreciation ETF | $18.8M | 18.2% | 80K | −757 (−1%) | 3 of 3 | |
| 3 |  VYM Vanguard Whitehall Fds | $17.2M | 16.6% | 109K | −8,730 (−7%) | 3 of 3 | |
| 4 |  IVV Ishares TR | $9.5M | 9.2% | 13K | −172 (−1%) | 3 of 3 | |
| 5 |  USFR Wisdomtree TR | $8.1M | 7.8% | 161K | +19K (+13%) | 3 of 3 | |
| 6 |  BND Vanguard BD Index Fds | $7.3M | 7.1% | 100K | −4,352 (−4%) | 3 of 3 | |
| 7 |  QQQ Invesco Qqq TR | $3.8M | 3.6% | 5,137 | −376 (−7%) | 3 of 3 | |
| 8 |  VOO Vanguard S&P 500 ETF | $3.7M | 3.5% | 5,351 | +6 (+0%) | 3 of 3 | |
| 9 |  VPU Vanguard Utilities ETF | $3.4M | 3.3% | 17K | −1,568 (−8%) | 3 of 3 | |
| 10 |  USMV Ishares TR | $3.3M | 3.2% | 34K | −3,169 (−8%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 17, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Reality Financial Planning Services 13F FAQ
What does Reality Financial Planning Services own?
Reality Financial Planning Services reported 18 stocks worth $104M in its 13F filing for Q2 2026, filed Aug 17, 2026. Its largest holdings are VTI (19.7%), VIG (18.2%) and VYM (16.6%). The table above lists every position in the filing (the top 10 without an account).
What did Reality Financial Planning Services buy and sell in Q2 2026?
Compared with Q1 2026: 0 new positions, 5 added to, 10 trimmed and 2 sold out. It sold all of MUNI and MSFT.
When will Reality Financial Planning Services file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Reality Financial Planning Services's portfolio worth?
The Q2 2026 filing reports $104M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.