James Reed Financial Services, Inc.
13F Portfolio Filings
Most recent 13F Q4 2025Location cleveland, OHCIK 0001911052All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
17 | $124.78M | VV, SIZE, JEPQ, CGGE | 13F-HR | Jan 14, 2026 | 000175496026000062 | ||
17 | $111.54M | VV, SIZE, JEPQ, VO | 13F-HR | Oct 16, 2025 | 000175496025000679 | ||
18 | $110.2M | SIZE, VV, JEPQ, VO | 13F-HR | Jul 22, 2025 | 000175496025000443 | ||
16 | $89.73M | SIZE, VV, JEPQ, VO | 13F-HR | Apr 17, 2025 | 000175496025000215 | ||
18 | $95.85M | SIZE, VV, JEPQ, VO | 13F-HR | Feb 6, 2025 | 000175496025000104 | ||
12 | $66.79M | VV, SIZE, CDC, VO | 13F-HR | Nov 14, 2022 | 000160658722002289 | ||
12 | $72.14M | VV, CDC, SIZE, VO | 13F-HR | Aug 8, 2022 | 000160658722001654 | ||
14 | $87.65M | VV, SPY, SIZE, VO | 13F-HR | Apr 26, 2022 | 000160658722000744 | ||
198 | $105.31M | VV, SPY, SIZE, VO | 13F-HR | Feb 14, 2022 | 000160658722000555 |