James Reed Financial Services, Inc.
Q4 2025 13F Holdings
- Locationcleveland, OH
- Num holdings
17
- Value ($000)
$124,777
- Date Filed01/14/2026
- Form type13F-HR
- CIK0001911052
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $28.32M | 23 % | 89,975 | ||
ISHARES TR | MSCI USA SZE FT | 46432F370 | $27.26M | 22 % | 168,732 | ||
J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $25.56M | 21 % | 439,846 | ||
CAPITAL GROUP GLOBAL EQUITY | SHS | 14020R107 | $18.93M | 15 % | 598,625 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $15.72M | 13 % | 54,175 | ||
GLOBAL X FDS | ARTIFICIAL ETF | 37954Y632 | $1.67M | 1 % | 32,869 | ||
MICROSOFT CORP | COM | 594918104 | $1.59M | 1 % | 3,290 | ||
APPLE INC | COM | 037833100 | $1.3M | 1 % | 4,798 | ||
NVIDIA CORPORATION | COM | 67066G104 | $982.11K | 1 % | 5,266 | ||
PROGRESSIVE CORP | COM | 743315103 | $783.36K | 1 % | 3,440 |
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