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James Reed Financial Services, Inc.

Q1 2026 13F Holdings

  • Location
    cleveland, OH
  • Num holdings

    17

  • Value ($000)

    $115,513

  • Date Filed
    04/21/2026
  • Form type
    13F-HR
  • CIK
    0001911052
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SIZE

ISHARES TR

MSCI USA SZE FT
46432F370
$26.15M
23 %

163,966

V
VV

VANGUARD INDEX FDS

LARGE CAP ETF
922908637
$25.62M
22 %

85,734

J
JEPQ

J P MORGAN EXCHANGE TRADED F

NASDAQ EQT PREM
46654Q203
$23.39M
20 %

421,287

C
CGGE

CAPITAL GROUP GLOBAL EQUITY

SHS
14020R107
$17.88M
16 %

586,128

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$14.99M
13 %

52,181

A
AIQ

GLOBAL X FDS

ARTIFICIAL ETF
37954Y632
$1.42M
1 %

30,413

M
MSFT

MICROSOFT CORP

COM
594918104
$1.21M
1 %

3,275

A
AAPL

APPLE INC

COM
037833100
$1.13M
1 %

4,469

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$782.71K
1 %

4,488

P
PGR

PROGRESSIVE CORP

COM
743315103
$681.95K
1 %

3,440

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