James Reed Financial Services
Latest statistics and disclosures from James Reed Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SIZE, VV, JEPQ, CGGE, VO, and represent 93.51% of James Reed Financial Services's stock portfolio.
- Reduced shares in these 10 stocks: VV, JEPQ, SIZE, VO, XOM, CGGE, NVDA, AIQ, AAPL, AMZN.
- James Reed Financial Services was a net seller of stock by $-4.8M.
- James Reed Financial Services has $116M in assets under management (AUM), dropping by -7.42%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Msci Usa Sze Ft (SIZE) | 22.6 | $26M | -2% | 164k | 159.46 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 22.2 | $26M | -4% | 86k | 298.85 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 20.2 | $23M | -4% | 421k | 55.52 |
|
| Capital Group Global Equity SHS (CGGE) | 15.5 | $18M | -2% | 586k | 30.50 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 13.0 | $15M | -3% | 52k | 287.18 |
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| Global X Fds Artificial Etf (AIQ) | 1.2 | $1.4M | -7% | 30k | 46.67 |
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| Microsoft Corporation (MSFT) | 1.0 | $1.2M | 3.3k | 370.17 |
|
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| Apple (AAPL) | 1.0 | $1.1M | -6% | 4.5k | 253.79 |
|
| NVIDIA Corporation (NVDA) | 0.7 | $783k | -14% | 4.5k | 174.40 |
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| Progressive Corporation (PGR) | 0.6 | $682k | 3.4k | 198.24 |
|
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| JPMorgan Chase & Co. (JPM) | 0.4 | $495k | 1.7k | 294.16 |
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| 3M Company (MMM) | 0.3 | $359k | 2.5k | 145.23 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $348k | -56% | 2.1k | 169.66 |
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| Amgen (AMGN) | 0.3 | $318k | 905.00 | 351.85 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $269k | 2.5k | 109.69 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $257k | 430.00 | 597.55 |
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| Amazon (AMZN) | 0.2 | $215k | -10% | 1.0k | 208.27 |
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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 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