2026 Q1 Portfolio Activity
In 2026 Q1, Reality Financial Planning Services, LLC maintained a portfolio of 20 distinct positions. They heavily accumulated shares in WISDOMTREE TR, increasing the position by 11.3%.
Position History
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Total Positions
20
Quarter
2026 Q1
Top Holding
VTI (21.5%)
Top 10 Concentration
90.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-20 of 20
Reality Financial Planning Services, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD INDEX ...
|
ETF | 21.54% | 22.69% |
#1
Prev: #1
|
6.5 |
—
|
-1,114 | -1.6% |
P
S
|
69,565 | $22,317,148 |
$334.22
+11.4%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | ||
|
VYM
VANGUARD WHITEH...
|
ETF | 16.81% | 16.22% |
#2
1
Prev: #3
|
6.0 |
—
|
-398 | -0.3% |
P
S
|
117,640 | $17,422,484 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 16.67% | 16.92% |
#3
1
Prev: #2
|
5.5 |
—
|
-27 | -0.0% |
P
S
|
80,348 | $17,279,550 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IVV
ISHARES TR
|
ETF | 8.11% | 8.67% |
#4
Prev: #4
|
4.2 |
—
|
-348 | -2.6% |
P
S
|
12,864 | $8,402,893 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
BND
VANGUARD BD IND...
|
ETF | 7.42% | 7.51% |
#5
Prev: #5
|
4.0 |
—
|
-1,469 | -1.4% |
P
S
|
104,440 | $7,690,962 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
USFR
WISDOMTREE TR
|
ETF | 6.92% | 6.17% |
#6
Prev: #6
|
4.8 |
—
|
14,417 | 11.3% |
P
S
|
142,494 | $7,173,148 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VPU
VANGUARD WORLD ...
|
ETF | 3.64% | 3.12% |
#7
3
Prev: #10
|
3.5 |
—
|
1,444 | 8.2% |
P
S
|
19,028 | $3,770,208 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
USMV
ISHARES TR
|
ETF | 3.35% | 3.15% |
#8
1
Prev: #9
|
3.3 |
—
|
2,410 | 6.9% |
P
S
|
37,383 | $3,466,899 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 3.08% | 3.23% |
#9
1
Prev: #8
|
1.7 |
—
|
-31 | -0.6% |
P
S
|
5,345 | $3,193,905 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 3.07% | 3.36% |
#10
3
Prev: #7
|
1.7 |
—
|
-192 | -3.4% |
P
S
|
5,513 | $3,181,993 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 2.73% | 2.50% |
#11
Prev: #11
|
3.1 |
—
|
2,040 | 5.9% |
P
S
|
36,630 | $2,824,539 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SCHO
SCHWAB STRATEGI...
|
ETF | 1.57% | 1.37% |
#12
Prev: #12
|
2.6 |
—
|
8,345 | 14.2% |
P
S
|
66,908 | $1,623,857 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SDY
SPDR SERIES TRU...
|
Unknown | 1.03% | 1.02% |
#13
Prev: #13
|
0.9 |
—
|
-332 | -4.3% |
P
S
|
7,310 | $1,066,821 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.93% | 0.98% |
#14
Prev: #14
|
0.9 |
—
|
-652 | -5.6% |
P
S
|
10,914 | $968,072 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DVY
ISHARES TR
|
ETF | 0.92% | 0.85% |
#15
Prev: #15
|
1.4 |
—
|
no change | no change |
P
S
|
6,294 | $952,975 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
MUNI
PIMCO ETF TR
|
Bond/Debt | 0.68% | 0.57% |
#16
1
Prev: #17
|
2.8 |
—
|
2,304 | 20.5% |
P
S
|
13,563 | $707,853 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 0.68% | 0.71% |
#17
1
Prev: #16
|
0.8 |
—
|
35 | 1.2% |
P
S
|
2,969 | $705,494 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AAPL
APPLE INC
|
Technology | 0.32% | 0.34% |
#18
Prev: #18
|
1.1 |
—
|
no change | no change |
P
S
|
1,325 | $336,272 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.31% | 0.34% |
#19
Prev: #19
|
1.1 |
—
|
no change | no change |
P
S
|
1,103 | $324,458 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.21% | 0.28% |
#20
Prev: #20
|
0.6 |
—
|
-9 | -1.5% |
P
S
|
596 | $220,621 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 |
Showing 1-20 of 20 holdings