James Reed Financial Services, Inc. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, James Reed Financial Services, Inc. held in its portfolio 17 assets valued at $124,776,590 (i.e. $124.78M).

The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($28.32M), ISHARES TR ($27.26M), and J P MORGAN EXCHANGE TRADED F ($25.56M).

The chart below shows the top 10 valuable assets, and the table below shows the top 17 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in James Reed Financial Services, Inc. Portfolio

VANGUARD INDEX FDS

ISHARES TR

J P MORGAN EXCHANGE TRADED F

CAPITAL GROUP GLOBAL EQUITY

VANGUARD INDEX FDS

GLOBAL X FDS

MICROSOFT CORP

APPLE INC

NVIDIA CORPORATION

PROGRESSIVE CORP

James Reed Financial Services, Inc. - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
VANGUARD INDEX FDS	89975	28324273	LARGE CAP ETF
ISHARES TR	168732	27262038	MSCI USA SZE FT
J P MORGAN EXCHANGE TRADED F	439846	25563827	NASDAQ EQT PREM
CAPITAL GROUP GLOBAL EQUITY	598625	18934522	SHS
VANGUARD INDEX FDS	54175	15722746	MID CAP ETF
GLOBAL X FDS	32869	1671718	ARTIFICIAL ETF
MICROSOFT CORP	3290	1591110	COM
APPLE INC	4798	1304385	COM
NVIDIA CORPORATION	5266	982109	COM
PROGRESSIVE CORP	3440	783357	COM
EXXON MOBIL CORP	4706	566338	COM
JPMORGAN CHASE & CO.	1684	542619	COM
3M CO	2474	396088	COM
VANGUARD SCOTTSDALE FDS	2450	298288	VNG RUS1000GRW
AMGEN INC	905	296216	COM
VANGUARD INDEX FDS	430	269666	S&P 500 ETF SHS
AMAZON COM INC	1158	267290	COM