Reality Financial Planning Services, LLC
CIK
2110687
Location
SARASOTA, FL
Portfolio Value
Micro
$4,063,343
Diversification
Highly concentrated
Filing Date
Global Rank
#8,019
/ 8,232
▲ 185
Top Industry
Consumer Electronics
38.2%
3Y Alpha vs SPY
+31.3%
Period ended 2 months ago
Filed Apr 24, 2026 · 51d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+17.1%
SPY
+9.1%
Annualised alpha
+31.3%
Max drawdown
−9.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
4 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
78.3%
+0.7 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
6,294
Highly concentrated+95
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 78.3% | $3,181,993 |
| Technology | 13.7% | $556,892 |
| Financial Services | 8.0% | $324,458 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
4 positions ·
$4,063,343 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 5,513 | $3,181,993 | 78.31% | |
| AAPL |
Apple Inc.
Technology
|
Held | 1,325 | $336,271 | 8.28% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 1,103 | $324,458 | 7.99% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 596 | $220,621 | 5.43% |