account_balance

Investment manager · 13F filer · SEC CIK 1761871

Hardy Reed LLC

Reported value$1.58Bas of Sep 30, 2026
Positions259 29 new, 22 sold out
Top 10 weight65.7%VTI alone is 18%
FiledNov 637 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VTI Vanguard Index FDS 18.4% Held
VOO Vanguard Index FDS 12.2% Held
IXUS iShares Tr 9.6% Held
JPM JPMorgan Chase & Co 8.4% Held
BNDX Vanguard Charlotte FDS 4.5% Held
FNDF Schwab Strategic Tr 3.6% Held
AAPL Apple Inc. 2.8% Held
DCOR Dfa Invt Dimensions Group In 2.2% Added +7%
VXUS Vanguard Star FDS 2.0% Trimmed −3%
VCSH Vanguard Scottsdale FDS 1.8% Added +6%
Berkshire Hathaway Inc 1.7% Held
SPY SPDR S&P 500 ETF Trust 1.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 6, 2026, compared with the Aug 3, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • DFUS −6%
  • VYM −4%
  • VXUS −3%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast