Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hardy Reed LLC (CIK 1761871) reported $1.37B across 242 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($247.2M, 18.03%), VOO ($165.9M, 12.10%), IXUS ($137.4M, 10.02%), JPM ($117.8M, 8.59%), BNDX ($69.9M, 5.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $247.2M | 18.03% | 770,559 | Added |
| 2 | VOO | VANGUARD INDEX FDS | $165.9M | 12.10% | 277,678 | Trimmed |
| 3 | IXUS | ISHARES TR | $137.4M | 10.02% | 1.6M | Trimmed |
| 4 | JPM | JPMORGAN CHASE & CO | $117.8M | 8.59% | 400,318 | Trimmed |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | $69.9M | 5.10% | 1.5M | Added |
| 6 | FNDF | SCHWAB STRATEGIC TR | $52.2M | 3.81% | 1.1M | Added |
| 7 | AAPL | APPLE INC | $34.2M | 2.50% | 134,831 | Added |
| 8 | VXUS | VANGUARD STAR FDS | $29.6M | 2.16% | 383,406 | Trimmed |
| 9 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $25.9M | 1.89% | 36 | Hold |
| 10 | VCSH | VANGUARD SCOTTSDALE FDS | $25.8M | 1.88% | 325,159 | Added |
| 11 | DCOR | DIMENSIONAL ETF TRUST | $25.3M | 1.84% | 350,643 | Added |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $20.5M | 1.49% | 31,453 | Trimmed |
| 13 | VYM | VANGUARD WHITEHALL FDS | $17.4M | 1.27% | 117,628 | Trimmed |
| 14 | SPSB | SPDR SERIES TRUST | $17.4M | 1.27% | 578,912 | Added |
| 15 | IVV | ISHARES TR | $16.4M | 1.20% | 25,160 | Trimmed |
| 16 | IJR | ISHARES TR | $16.5M | 1.20% | 132,377 | Trimmed |
| 17 | GOOGL | ALPHABET INC | $16.3M | 1.19% | 56,833 | Added |
| 18 | IJH | ISHARES TR | $12.8M | 0.93% | 189,217 | Added |
| 19 | IWF | ISHARES TR | $11.8M | 0.86% | 27,634 | Trimmed |
| 20 | IEFA | ISHARES TR | $11.4M | 0.83% | 125,739 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $10.3M | 0.75% | 27,910 | Added |
| 22 | NVDA | NVIDIA CORPORATION | $9.4M | 0.69% | 53,864 | Added |
| 23 | DFAS | DIMENSIONAL ETF TRUST | $8.7M | 0.64% | 123,006 | Added |
| 24 | VTV | VANGUARD INDEX FDS | $8.5M | 0.62% | 43,281 | Hold |
| 25 | AMZN | AMAZON COM INC | $8.3M | 0.60% | 39,803 | Added |
Source: SEC Form 13F filings · as of 2026-03-31