James Reed Financial Services, Inc. Top Holdings and 13F Report (2026) About James Reed Financial Services, Inc.Investment ActivityJames Reed Financial Services, Inc. has $131.01 million in total holdings as of June 30, 2026.James Reed Financial Services, Inc. owns shares of 19 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 10.26% of the portfolio was purchased this quarter.About 0.37% of the portfolio was sold this quarter.This quarter, James Reed Financial Services, Inc. has purchased 17 new stocks and bought additional shares in 3 stocks.James Reed Financial Services, Inc. sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares MSCI USA Size Factor ETF $29,216,776Vanguard Large-Cap ETF $29,093,905JPMorgan Nasdaq Equity Premium Income ETF $26,066,440CAPITAL GROUP GLOBAL EQUITY $20,844,848Vanguard Mid-Cap ETF $16,819,364 Largest New Holdings this Quarter 007903107 - Advanced Micro Devices $254,439 Holding80004C200 - SANDISK CORP $213,731 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 156,574 shares (about $12.62M)Advanced Micro Devices 438 shares (about $254.44K)SANDISK CORP 94 shares (about $213.73K)CAPITAL GROUP GLOBAL EQUITY 5,383 shares (about $189.70K)JPMorgan Nasdaq Equity Premium Income ETF 2,833 shares (about $174.12K) Largest Sales this Quarter Vanguard Large-Cap ETF 1,137 shares (about $391.03K)Global X Artificial Intelligence & Technology ETF 930 shares (about $61.02K)iShares MSCI USA Size Factor ETF 85 shares (about $15.15K)Vanguard Russell 1000 Growth ETF 69 shares (about $8.82K)NVIDIA 19 shares (about $3.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJames Reed Financial Services, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSIZEiShares MSCI USA Size Factor ETF$29,216,776$15,154 â–¼-0.1%163,88122.3%ETFVVVanguard Large-Cap ETF$29,093,905$391,028 â–¼-1.3%84,59722.2%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$26,066,440$174,116 â–²0.7%424,12019.9%ETFCAPITAL GROUP GLOBAL EQUITY$20,844,848$189,697 â–²0.9%591,51115.9%SHSVOVanguard Mid-Cap ETF$16,819,364$12,615,147 â–²300.1%208,75512.8%ETFAIQGlobal X Artificial Intelligence & Technology ETF$1,934,380$61,017 â–¼-3.1%29,4831.5%ETFAAPLApple$1,293,1500.0%4,4691.0%Computer and TechnologyMSFTMicrosoft$1,221,6410.0%3,2750.9%Computer and TechnologyNVDANVIDIA$894,203$3,802 â–¼-0.4%4,4690.7%Computer and TechnologyPGRProgressive$751,4680.0%3,4400.6%FinanceJPMJPMorgan Chase & Co.$551,2240.0%1,6840.4%FinanceMMM3M$400,5660.0%2,4740.3%Multi-Sector ConglomeratesAMGNAmgen$327,7190.0%9050.3%MedicalVONGVanguard Russell 1000 Growth ETF$304,316$8,819 â–¼-2.8%2,3810.2%ETFVOOVanguard S&P 500 ETF$295,3290.0%4300.2%ETFXOMExxonMobil$280,6870.0%2,0530.2%EnergyAMDAdvanced Micro Devices$254,439$254,439 â–²New Holding4380.2%Computer and TechnologyAMZNAmazon.com$246,4440.0%1,0340.2%Retail/WholesaleSANDISK CORP$213,731$213,731 â–²New Holding940.2%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
