StockDriftsStockDriftsTop 50 Hardy Reed LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 18.58% | 782.0K | $289.4M | +1.49%(+11.46K) | $175.23(+118.77%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 12.13% | 275.1K | $189.0M | -0.91%(-2.53K) | $287.15(+148.19%) | 2026-06-30 | |
| IXUS | ISHARES TR | 9.71% | 1.59M | $151.3M | -0.03%(-508) | $62.45(+57.66%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 8.43% | 401.3K | $131.4M | +0.25%(+1.01K) | $159.10(+129.24%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 4.78% | 1.54M | $74.4M | +5.63%(+81.92K) | $52.66(-9.43%) | 2026-06-30 | |
| FNDF | SCHWAB STRATEGIC TR | 3.55% | 1.05M | $55.3M | -1.68%(-17.94K) | $35.33(+57.56%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.5% | 134.7K | $39.0M | -0.12%(-158) | $169.33(+80.35%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 2.09% | 381.6K | $32.6M | -0.47%(-1.81K) | $50.41(+74.84%) | 2026-06-30 | |
| DCOR | DIMENSIONAL ETF TRUST | 2.09% | 397.1K | $32.6M | +13.24%(+46.43K) | $63.61(+34.72%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 1.8% | 355.1K | $28.1M | +9.22%(+29.97K) | $79.57(-1.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.94% | +59.93% | +8.70% | +51.74% |
| Top 20 Holdings Unweighted | +15.70% | +54.89% | +7.68% | +44.79% |
Hardy Reed LLC reports $1.56B in US-listed equity holdings across 252 positions in its most recent 13F filing. Its largest disclosed positions are VTI (18.6%), VOO (12.1%) and IXUS (9.7%). The top 20 holdings account for 77.44% of reported assets. Its disclosed equity book has returned +59.93% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hardy Reed LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1761871). View Hardy Reed LLC’s 13F filings on SEC