Reality Financial Planning Services, LLC
•CIK: 2110687•Filing: Q4 2025
**Reality Financial Planning Services, LLC** manages $104M across a concentrated portfolio of 20 positions. The strategy exhibits a significant allocation to broad market equity exposure, notably VTI ($23.7M) and VIG ($17.7M). Core holdings also include dividend-focused assets like VYM ($16.9M) and a substantial allocation to the S&P 500 via IVV ($9.0M). The portfolio maintains diversification through fixed income (BND, $7.8M) and targeted sector plays.
Total AUM
$104.4M
QoQ Performance
N/A
Positions
16
Top 10 Concentration
91.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
VIG
VYM
IVV
BND
USFR
VTI22.7%
VIG16.9%
VYM16.2%
IVV8.7%
BND7.5%
USFR6.2%
NDQ3.4%
VOO3.2%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other87.1%
ETF11.9%
Technology0.6%
Financial0.3%