Reality Financial Planning Services, LLC
Reality Financial Planning Services, LLC reported 18 holdings worth US$104M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 17, 2026
Reality Financial Planning Services, LLC reported 18 holdings worth US$104M as of Jun 30, 2026. Largest: Apple Inc, Jp Morgan Chase & Co. and Microsoft Corp. Filed Aug 17, 2026 (Form 13F).
- Holdings
- 18
- Value as reported
- US$104M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 1,355 | US$392K | 0.38% |
| Jp Morgan Chase & Co. | 1,103 | US$361K | 0.35% |
| Microsoft Corp. | 0 | US$0 | 0.00% |