§ 13F · FUND PROFILE
James Reed Financial Services, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $110.2T (13F)Positions · 18Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$124.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | 90K | $28.3T | 22.7% | NEW |
| 2 | SIZE | ISHARES TR | 169K | $27.3T | 21.8% | NEW |
| 3 | JEPQ | J P MORGAN EXCHANGE TRADED F | 440K | $25.6T | 20.5% | NEW |
| 4 | CGGE | CAPITAL GROUP GLOBAL EQUITY | 599K | $18.9T | 15.2% | NEW |
| 5 | VO | VANGUARD INDEX FDS | 54K | $15.7T | 12.6% | NEW |
| 6 | AIQ | GLOBAL X FDS | 33K | $1.7T | 1.3% | NEW |
| 7 | MSFT | MICROSOFT CORP | 3K | $1.6T | 1.3% | NEW |
| 8 | AAPL | APPLE INC | 5K | $1.3T | 1.0% | NEW |
| 9 | NVDA | NVIDIA CORPORATION | 5K | $982.1B | 0.8% | NEW |
| 10 | PGR | PROGRESSIVE CORP | 3K | $783.4B | 0.6% | NEW |
§ 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 $110203.5 trillion in assets. The fund runs a focused portfolio of just 18 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed