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Reality Financial Planning Services, LLC
ETF
Concentrated long-term
CIK: 0002110687 | SARASOTA, FL
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Q2 2026 vs Q3 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q3 2026
13F-HR
20
$104.7M
2026-11-03
SEC ↗
Q2 2026
13F-HR
18
$103.6M
2026-08-17
SEC ↗
Q1 2026
13F-HR
20
$103.6M
2026-04-24
SEC ↗
Q4 2025
13F-HR
20
$104.4M
2026-02-12
SEC ↗