account_balance
Investment manager · 13F filer · SEC CIK 1911052
James Reed Financial Services, Inc.
Reported value$132Mas of Sep 30, 2026
Positions18 0 new, 1 sold out
Top 10 weight97.9%VV alone is 23%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VVVanguard Index FDS
22.6%
SIZEiShares Tr
21.7%
JEPQJ P Morgan Exchange Traded F
20.1%Added +2%
CGGECapital Group Global Equity
15.8%
VOVanguard Index FDS
12.5%
AIQGlobal X FDS
1.4%
VVVanguard Index FDS
22.6%
SIZEiShares Tr
21.7%
JEPQJ P Morgan Exchange Traded F
20.1%+2%
CGGECapital Group Global Equity
15.8%
VOVanguard Index FDS
12.5%
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
VV Vanguard Index FDS 22.6% Held
SIZE iShares Tr 21.7% Held
JEPQ J P Morgan Exchange Traded F 20.1% Added +2%
CGGE Capital Group Global Equity 15.8% Held
VO Vanguard Index FDS 12.5% Held
AIQ Global X FDS 1.4% Held
MSFT Microsoft Corp 1.3% HeldAAPL Apple Inc. 1.1% HeldNVDA NVIDIA Corp 0.8% HeldPGR Progressive Corp 0.5% HeldJPM JPMorgan Chase & Co 0.4% HeldMMM 3M Co 0.3% HeldWhat changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
- JEPQ +2%
arrow_downwardTrimmed
None
remove_circleSold out
- SNDK $214K
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