Reality Financial Planning Services, LLC

Q4 2025 13F Holdings Report, Stock Holdings

Signature - Title
Nicholas Gyeszat - Financial Advisor
Location
Sarasota, FL
Holdings as of
31 Dec 2025
Value $
$104,416,398
Num holdings
20
Filing time
12 Feb 2026, 12:25:54 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VTI, VIG, VYM, IVV, and BND.
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Nicholas Gyeszat Financial Advisor Saraasota, Florida 12 Feb 2026