Reality Financial Planning Services, LLC reported 4 positions worth $1.43M for the quarter ended Sep 30, 2026, up 89.5% on the prior quarter. It opened 2 new positions, added to 1, trimmed 1 and exited 0. Its largest holding is Apple Inc. at 36.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| JPM Jpmorgan Chase & Co | -1 | -0.1% | $330.83 | 25.55% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 1,570 | $522.84K | 36.64% | +215 | +15.9% | Added | 0% |
| 2 | JPM Jpmorgan Chase & Co | Financial Services | 1,102 | $364.58K | 25.55% | -1 | -0.1% | Reduced | 0% |
| 3 | NVDA Nvidia Corp | Technology | 1,358 | $310.14K | 21.74% | +1,358 | – | New | 0% |
| 4 | V Visa Inc. | Financial Services | 638 | $229.25K | 16.07% | +638 | – | New | 0% |
Tip. Select a row to see that position’s full history at Reality Financial Planning Services.
As of its Q3 2026 13F filing, Reality Financial Planning Services, LLC’s five largest positions were Apple Inc. (AAPL) at 36.6%, Jpmorgan Chase & Co (JPM) at 25.6%, Nvidia Corp (NVDA) at 21.7%, Visa Inc. (V) at 16.1% of the reported portfolio.
Reality Financial Planning Services, LLC reported a 13F portfolio worth $1.43M across 4 positions for Q3 2026. That is up 89.5% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($310.14K), Visa Inc. ($229.25K), Apple Inc. ($71.60K). It opened 2 new positions.
Its largest sales by value were Jpmorgan Chase & Co ($330.83). It exited 0 positions entirely.
From the Form 13F-HR reports Reality Financial Planning Services, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.