James Reed Financial Services
Latest statistics and disclosures from James Reed Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VV, SIZE, JEPQ, CGGE, VO, and represent 92.81% of James Reed Financial Services's stock portfolio.
- Added to shares of these 10 stocks: CGGE (+$7.2M), JEPQ, VV, SIZE, VO, AIQ, NVDA, XOM, AAPL, AMZN.
- Reduced shares in these 2 stocks: VONG, MMM.
- James Reed Financial Services was a net buyer of stock by $12M.
- James Reed Financial Services has $125M in assets under management (AUM), dropping by 11.87%.
- Central Index Key (CIK): 0001911052
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Portfolio Holdings for James Reed Financial Services
James Reed Financial Services holds 17 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Large Cap Etf (VV) | 22.7 | $28M | +4% | 90k | 314.80 |
|
| Ishares Tr Msci Usa Sze Ft (SIZE) | 21.8 | $27M | +3% | 169k | 161.57 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 20.5 | $26M | +6% | 440k | 58.12 |
|
| Capital Group Global Equity SHS (CGGE) | 15.2 | $19M | +60% | 599k | 31.63 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 12.6 | $16M | +3% | 54k | 290.22 |
|
| Global X Fds Artificial Etf (AIQ) | 1.3 | $1.7M | +11% | 33k | 50.86 |
|
| Microsoft Corporation (MSFT) | 1.3 | $1.6M | 3.3k | 483.62 |
|
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| Apple (AAPL) | 1.0 | $1.3M | +7% | 4.8k | 271.86 |
|
| NVIDIA Corporation (NVDA) | 0.8 | $982k | +16% | 5.3k | 186.50 |
|
| Progressive Corporation (PGR) | 0.6 | $783k | 3.4k | 227.72 |
|
|
| Exxon Mobil Corporation (XOM) | 0.5 | $566k | +19% | 4.7k | 120.34 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $543k | 1.7k | 322.22 |
|
|
| 3M Company (MMM) | 0.3 | $396k | 2.5k | 160.10 |
|
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $298k | -2% | 2.5k | 121.75 |
|
| Amgen (AMGN) | 0.2 | $296k | 905.00 | 327.31 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $270k | 430.00 | 627.13 |
|
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| Amazon (AMZN) | 0.2 | $267k | +21% | 1.2k | 230.82 |
|
Past Filings by James Reed Financial Services
SEC 13F filings are viewable for James Reed Financial Services going back to 2021
- James Reed Financial Services 2025 Q4 filed Jan. 14, 2026
- James Reed Financial Services 2025 Q3 filed Oct. 16, 2025
- James Reed Financial Services 2025 Q2 filed July 22, 2025
- James Reed Financial Services 2025 Q1 filed April 17, 2025
- James Reed Financial Services 2024 Q4 filed Feb. 6, 2025
- James Reed Financial Services 2022 Q3 filed Nov. 14, 2022
- James Reed Financial Services 2022 Q2 filed Aug. 8, 2022
- James Reed Financial Services 2022 Q1 filed April 26, 2022
- James Reed Financial Services 2021 Q4 filed Feb. 14, 2022