Reality Financial Planning Services, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing was submitted on November 3, 2026, and lists Nicholas Gyeszat as the Financial Advisor responsible for the report.
The firm reported a total of 20 equity positions held at the end of the reporting period. The top holding in the portfolio is the Vanguard Specialized Funds Div App ETF, which accounts for 18,687,849 shares. This is followed by the Vanguard Bond Index Funds Total Bond Market ETF, with 102,056 shares, and the Vanguard Whitehall Funds High Div Yield ETF, which holds 110,030 shares.
The portfolio also includes significant positions in the Vanguard Index Funds Morningstar Total Stock Market ETF, valued at 20,661,867 shares, and the Vanguard World Fund Utilities ETF, valued at 2,981,385 shares. The firm holds 12,636 shares of the iShares Core S&P 500 ETF and 5,044 shares of the Invesco QQQ Trust Unit Series 1.
Individual stock holdings include 1,570 shares of Apple Inc., 1,102 shares of JPMorgan Chase & Co., and 638 shares of Visa Inc. Class A. The firm also disclosed positions in NVIDIA Corporation, holding 1,358 shares, and the WisdomTree Trust Floating Rate Treasury ETF, holding 181,814 shares.
