Reality Financial Planning Services, LLC - Portfolio Stock Holdings

Reality Financial Planning Services, LLC disclosed 20 stock positions in a recent SEC 13F filing. $103,615,993 of stock holdings were filed, with the largest holdings including VTI, VIG, and VYM. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $125,936,912 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.