James Reed Financial Services, Inc. - Portfolio Stock Holdings

James Reed Financial Services, Inc. disclosed 19 stock positions in a recent SEC 13F filing. $131,010,403 of stock holdings were filed, with the largest holdings including SIZE, VV, and JEPQ. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $388,646,926 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.