James Reed Financial Services, Inc.

Est. AUM

$115.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	MSCI USA SZE FT	$26.1M	163966	22.64%	SOLE
2	VANGUARD INDEX FDS	LARGE CAP ETF	$25.6M	85734	22.18%	SOLE
3	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$23.4M	421287	20.25%	SOLE
4	CAPITAL GROUP GLOBAL EQUITY	SHS	$17.9M	586128	15.48%	SOLE
5	VANGUARD INDEX FDS	MID CAP ETF	$15.0M	52181	12.97%	SOLE
6	GLOBAL X FDS	ARTIFICIAL ETF	$1.4M	30413	1.23%	SOLE
7	MICROSOFT CORP	COM	$1.2M	3275	1.05%	SOLE
8	APPLE INC	COM	$1.1M	4469	0.98%	SOLE
9	NVIDIA CORPORATION	COM	$783K	4488	0.68%	SOLE
10	PROGRESSIVE CORP	COM	$682K	3440	0.59%	SOLE
11	JPMORGAN CHASE & CO	COM	$495K	1684	0.43%	SOLE
12	3M CO	COM	$359K	2474	0.31%	SOLE
13	EXXON MOBIL CORP	COM	$348K	2053	0.30%	SOLE
14	AMGEN INC	COM	$318K	905	0.28%	SOLE
15	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$269K	2450	0.23%	SOLE
16	VANGUARD INDEX FDS	S&P 500 ETF SHS	$257K	430	0.22%	SOLE
17	AMAZON COM INC	COM	$215K	1034	0.19%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.