StockDriftsStockDriftsTop 19 James Reed Financial Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SIZE | ISHARES TR | 22.3% | 163.9K | $29.2M | -0.05%(-85) | $149.12(+23.88%) | 2026-06-30 | |
| VV | VANGUARD INDEX FDS | 22.21% | 84.6K | $29.1M | -1.33%(-1.14K) | $268.82(+32.50%) | 2026-06-30 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 19.9% | 424.1K | $26.1M | +0.67%(+2.83K) | $55.61(+7.31%) | 2026-06-30 | |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | 15.91% | 591.5K | $20.8M | +0.92%(+5.38K) | $28.97(+23.71%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 12.84% | 208.8K | $16.8M | +0.01%(+31) | $66.28(+25.25%) | 2026-06-30 | |
| AIQ | GLOBAL X FDS | 1.48% | 29.5K | $1.9M | -3.06%(-930) | $39.41(+60.21%) | 2026-06-30 | |
| AAPL | APPLE INC | 0.99% | 4.5K | $1.3M | +0.00%(+0) | $234.56(+30.74%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 0.93% | 3.3K | $1.2M | +0.00%(+0) | $428.15(+17.43%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 0.68% | 4.5K | $894K | -0.42%(-19) | $137.30(+60.57%) | 2026-06-30 | |
| PGR | PROGRESSIVE CORP | 0.57% | 3.4K | $751K | +0.00%(+0) | $246.96(-13.52%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -12.02% |
| Top 20 Holdings Unweighted | — | — | — | — | -7.94% |
James Reed Financial Services, Inc. reports $131.01M in US-listed equity holdings across 19 positions in its most recent 13F filing. Its largest disclosed positions are SIZE (22.3%), VV (22.2%) and JEPQ (19.9%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -12.02% cumulatively over 10 quarters. 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 James Reed Financial Services, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911052). View James Reed Financial Services, Inc.’s 13F filings on SEC