StockDriftsStockDriftsTop 18 Reality Financial Planning Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 19.69% | 55.1K | $20.4M | -20.74%(-14.43K) | $331.72(+15.57%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 18.18% | 79.6K | $18.8M | -0.94%(-757) | $217.78(+12.52%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 16.61% | 108.9K | $17.2M | -7.42%(-8.73K) | $142.24(+16.90%) | 2026-06-30 | |
| IVV | ISHARES TR | 9.17% | 12.7K | $9.5M | -1.34%(-172) | $677.12(+15.04%) | 2026-06-30 | |
| USFR | WISDOMTREE TR | 7.84% | 161.4K | $8.1M | +13.26%(+18.89K) | $50.30(+0.30%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 7.09% | 100.1K | $7.3M | -4.17%(-4.35K) | $74.22(-2.65%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.65% | 5.1K | $3.8M | -6.82%(-376) | $607.34(+20.61%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.55% | 5.4K | $3.7M | +0.11%(+6) | $619.77(+14.99%) | 2026-06-30 | |
| VPU | VANGUARD WORLD FD | 3.3% | 17.5K | $3.4M | -8.24%(-1.57K) | $187.56(+1.58%) | 2026-06-30 | |
| USMV | ISHARES TR | 3.19% | 34.2K | $3.3M | -8.48%(-3.17K) | $94.57(+6.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.80% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.20% |
Reality Financial Planning Services LLC reports $103.62M in US-listed equity holdings across 18 positions in its most recent 13F filing. Its largest disclosed positions are VTI (19.7%), VIG (18.2%) and VYM (16.6%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +7.80% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Reality Financial Planning Services LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2110687). View Reality Financial Planning Services LLC’s 13F filings on SEC