Reality Financial Planning Services, LLC
All 13F Filings
- Location
- Sarasota, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 104,732
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/3/2026 | 20 | 104,732 | 13F-HR | Reality Financial Planning Services, LLC |
| Q2 2026 | 8/17/2026 | 18 | 103,616 | 13F-HR | Reality Financial Planning Services, LLC |
| Q1 2026 | 4/24/2026 | 20 | 103,630 | 13F-HR | Reality Financial Planning Services, LLC |
| Q4 2025 | 2/12/2026 | 20 | 104,416 | 13F-HR | Reality Financial Planning Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 10.59 K | 10.1% | 1.71 K | 0 | 1.71 K |
| ETFs | 94.14 K | 89.9% | 0 | 594 | -594 |
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Fund Snapshot
Q3 2026
Latest filed
11/3/2026
Total value ($000)
104,732
Holdings
20
QoQ value change ($000)
1,116
(1.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.