§ 13F · FUND PROFILE
James Reed Financial Services, Inc..
AUM · $131M (13F)Positions · 19Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$468K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SIZE | ISHARES TR | 164K | $29M | 22.3% | ±0% |
| 2 | VV | VANGUARD INDEX FDS | 85K | $29M | 22.2% | −1% |
| 3 | JEPQ | J P MORGAN EXCHANGE TRADED F | 424K | $26M | 19.9% | +1% |
| 4 | CGGE | CAPITAL GROUP GLOBAL EQUITY | 592K | $21M | 15.9% | +1% |
| 5 | VO | VANGUARD INDEX FDS | 209K | $17M | 12.8% | +300% |
| 6 | AIQ | GLOBAL X FDS | 29K | $2M | 1.5% | −3% |
| 7 | AAPL | APPLE INC | 4K | $1M | 1.0% | ±0% |
| 8 | MSFT | MICROSOFT CORP | 3K | $1M | 0.9% | ±0% |
| 9 | NVDA | NVIDIA CORPORATION | 4K | $894K | 0.7% | ±0% |
| 10 | PGR | PROGRESSIVE CORP | 3K | $751K | 0.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JAMES SIGNAL
AC read
James Reed Financial Services, Inc. is a Other fund managing $131 million in assets. The fund runs a focused portfolio of just 19 positions.
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