James Reed Financial Services
James Reed Financial Services reported 18 stocks worth $132M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are VV (22.6%), SIZE (21.7%) and JEPQ (20.1%). Compared with Q2 2026, the fund opened new positions in XOM, added to VV, SIZE and JEPQ, trimmed AIQ and sold out of XOM and SNDK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VV Vanguard Large Cap ETF | $30M | 22.6% | 85K | +595 (+1%) | 8 of 8 | |
| 2 |  SIZE Ishares TR | $28.8M | 21.7% | 165K | +1,526 (+1%) | 8 of 8 | |
| 3 |  JEPQ J P Morgan Exchange Traded F | $26.6M | 20.1% | 434K | +9,411 (+2%) | 8 of 8 | |
| 4 |  CGGE Capital Group Global Equity | $21M | 15.8% | 602K | +11K (+2%) | 6 of 8 | |
| 5 |  VO Vanguard Index Fds | $16.5M | 12.5% | 211K | +1,792 (+1%) | 8 of 8 | |
| 6 |  AIQ Global X | $1.9M | 1.4% | 29K | −293 (−1%) | 7 of 8 | |
| 7 |  MSFT Microsoft Corp | $1.7M | 1.3% | 3,275 | No change | 8 of 8 | |
| 8 |  AAPL Apple Inc | $1.5M | 1.1% | 4,469 | No change | 8 of 8 | |
| 9 |  NVDA Nvidia Corporation | $1M | 0.8% | 4,468 | No change | 8 of 8 | |
| 10 |  PGR Progressive Corp | $713K | 0.5% | 3,440 | No change | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →James Reed Financial Services 13F FAQ
What does James Reed Financial Services own?
James Reed Financial Services reported 18 stocks worth $132M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are VV (22.6%), SIZE (21.7%) and JEPQ (20.1%). The table above lists every position in the filing (the top 10 without an account).
What did James Reed Financial Services buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 5 added to, 1 trimmed and 2 sold out. New positions include XOM. It sold all of XOM and SNDK.
When will James Reed Financial Services file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is James Reed Financial Services's portfolio worth?
The Q3 2026 filing reports $132M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.