James Reed Financial Services, Inc.: 13F holdings
CIK 19110522026Q2
| Positions | 19 |
|---|---|
| Reported value | $131.0m |
| Filed | 2026-07-16 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SIZE ISHARES TR | 163,881 | $29.2m | 22.3% |
| VV VANGUARD INDEX FDS | 84,597 | $29.1m | 22.2% |
| JEPQ J P MORGAN EXCHANGE TRADED F | 424,120 | $26.1m | 19.9% |
| CAPITAL GROUP GLOBAL EQUITY | 591,511 | $20.8m | 15.9% |
| VO VANGUARD INDEX FDS | 208,755 | $16.8m | 12.8% |
| GLOBAL X FDS | 29,483 | $1.9m | 1.5% |
| AAPL APPLE INC | 4,469 | $1.3m | 1.0% |
| MSFT MICROSOFT CORP | 3,275 | $1.2m | 0.9% |
| NVDA NVIDIA CORPORATION | 4,469 | $894,203 | 0.7% |
| PGR PROGRESSIVE CORP | 3,440 | $751,468 | 0.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1911052")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.