Reality Financial Planning Services, LLC has disclosed its latest investment holdings in a recent 13F filing, revealing a total value of over $104 million as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and asset allocation, which are crucial for understanding its market position and future prospects.

Company Background

Reality Financial Planning Services, LLC is based in Sarasota, Florida. The firm specializes in financial planning services and operates under the Central Index Key (CIK) number 0002110687. The company is categorized as an 'other' entity type and has been active in filing various reports with the SEC.

What the Filing Says

The recent filing, with accession number 0002110687-26-000004, indicates that Reality Financial Planning Services holds investments in multiple funds and stocks. The total value of the reported holdings amounts to $104,731,828. The filing includes 20 different positions, showcasing a diversified investment portfolio.

Impact

This update may affect clients and stakeholders of Reality Financial Planning Services, as it reflects the firm’s investment philosophy and market engagement. The filing highlights significant investments in various Vanguard and iShares funds, as well as notable companies like Apple Inc., NVIDIA Corporation, and JPMorgan Chase & Co. Such disclosures can influence client trust and attract new business in the competitive financial planning industry.

What's Next

The filing does not say what happens next.