account_balance

Investment manager · 13F filer · SEC CIK 2110687

Reality Financial Planning Services, LLC

Reported value$105Mas of Sep 30, 2026
Positions20 2 new, 0 sold out
Top 10 weight91.8%VTI alone is 20%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VTI Vanguard Index FDS 19.7% Held
VIG Vanguard Specialized Funds 17.8% Held
VYM Vanguard Whitehall FDS 16.3% Held
IVV iShares Tr 9.2% Held
USFR Wisdomtree Tr 8.7% Added +13%
BND Vanguard Bd Index FDS 6.8% Held
QQQ Invesco QQQ Tr 3.6% Held
VOO Vanguard Index FDS 3.6% Held
USMV iShares Tr 3.1% Trimmed −3%
VPU Vanguard World Fd 2.8% Held
VXUS Vanguard Star FDS 1.7% Added +18%
SCHO Schwab Strategic Tr 1.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Aug 17, 2026 filing
add_circleNew
arrow_upwardAdded
  • VXUS +18%
  • AAPL +16%
  • USFR +13%
arrow_downwardTrimmed
  • VNQ −10%
  • SDY −4%
  • USMV −3%
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist