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 92.74% of James Reed Financial Services's stock portfolio.
- Added to shares of these 6 stocks: JEPQ, CGGE, XOM, SIZE, VV, VO.
- Started 1 new stock position in XOM.
- Reduced shares in these 4 stocks: , SNDK, AIQ, NVDA.
- Sold out of its positions in Exxon Mobil Corporation, SNDK.
- James Reed Financial Services was a net buyer of stock by $1.4M.
- James Reed Financial Services has $132M in assets under management (AUM), dropping by 1.04%.
- Central Index Key (CIK): 0001911052
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Portfolio Holdings for James Reed Financial Services
James Reed Financial Services holds 18 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Mrngstr Lrg Cap (VV) | 22.6 | $30M | 85k | 351.85 |
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| Ishares Tr Msci Usa Sze Ft (SIZE) | 21.7 | $29M | 165k | 173.82 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 20.1 | $27M | +2% | 434k | 61.26 |
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| Capital Group Global Equity SHS (CGGE) | 15.8 | $21M | 602k | 34.81 |
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| Vanguard Index Fds Mrngstr Mid Cap (VO) | 12.5 | $17M | 211k | 78.42 |
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| Global X Fds Artificial Etf (AIQ) | 1.4 | $1.9M | 29k | 65.16 |
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| Microsoft Corporation (MSFT) | 1.3 | $1.7M | 3.3k | 512.90 |
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| Apple (AAPL) | 1.1 | $1.5M | 4.5k | 333.02 |
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| NVIDIA Corporation (NVDA) | 0.8 | $1.0M | 4.5k | 228.38 |
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| Progressive Corporation (PGR) | 0.5 | $713k | 3.4k | 207.31 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $557k | 1.7k | 330.83 |
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| 3M Company (MMM) | 0.3 | $406k | 2.5k | 164.15 |
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| Amgen (AMGN) | 0.3 | $382k | 905.00 | 421.51 |
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| Exxonmobil Holdings Corp Com Shs *a* (XOM) | 0.3 | $334k | NEW | 2.1k | 162.75 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $307k | 2.4k | 128.93 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $301k | 430.00 | 700.86 |
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| Advanced Micro Devices (AMD) | 0.2 | $268k | 438.00 | 611.76 |
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| Amazon (AMZN) | 0.2 | $258k | 1.0k | 249.15 |
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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 2026 Q3 filed Oct. 26, 2026
- James Reed Financial Services 2026 Q2 filed July 16, 2026
- James Reed Financial Services 2026 Q1 filed April 21, 2026
- 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