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.
James Reed Financial Services, Inc. (CIK 1911052) reported $115.5M across 17 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SIZE ($26.1M, 22.63%), VV ($25.6M, 22.18%), JEPQ ($23.4M, 20.25%), CGGE ($17.9M, 15.48%), VO ($15.0M, 12.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SIZE | ISHARES TR | $26.1M | 22.63% | 163,966 | Trimmed |
| 2 | VV | VANGUARD INDEX FDS | $25.6M | 22.18% | 85,734 | Trimmed |
| 3 | JEPQ | J P MORGAN EXCHANGE TRADED F | $23.4M | 20.25% | 421,287 | Trimmed |
| 4 | CGGE | CAPITAL GROUP GLOBAL EQUITY | $17.9M | 15.48% | 586,128 | Trimmed |
| 5 | VO | VANGUARD INDEX FDS | $15.0M | 12.97% | 52,181 | Trimmed |
| 6 | AIQ | GLOBAL X FDS | $1.4M | 1.23% | 30,413 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $1.2M | 1.05% | 3,275 | Trimmed |
| 8 | AAPL | APPLE INC | $1.1M | 0.98% | 4,469 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $782,708 | 0.68% | 4,488 | Trimmed |
| 10 | PGR | PROGRESSIVE CORP | $681,946 | 0.59% | 3,440 | Hold |
| 11 | JPM | JPMORGAN CHASE & CO | $495,366 | 0.43% | 1,684 | Hold |
| 12 | MMM | 3M CO | $359,300 | 0.31% | 2,474 | Hold |
| 13 | XOM | EXXON MOBIL CORP | $348,312 | 0.30% | 2,053 | Trimmed |
| 14 | AMGN | AMGEN INC | $318,425 | 0.28% | 905 | Hold |
| 15 | VONG | VANGUARD SCOTTSDALE FDS | $268,741 | 0.23% | 2,450 | Hold |
| 16 | VOO | VANGUARD INDEX FDS | $256,947 | 0.22% | 430 | Hold |
| 17 | AMZN | AMAZON COM INC | $215,352 | 0.19% | 1,034 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31