James Reed Financial Services, Inc. has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, submitted on October 26, 2026, lists a total of 18 separate positions held by the firm.
The largest holding disclosed in the report is Capital Group Global Equity Shares, which the firm holds 602,227 shares. The firm also holds significant positions in exchange-traded funds, including the Vanguard S&P 500 ETF Shares (430 shares) and the Vanguard Index Funds Morningstar Large Cap (85,192 shares). Other notable ETF positions include the iShares TR MSCI USA SZE FT (165,407 shares) and the J.P. Morgan Exchange Traded Fund NASDAQ Equity Premium (433,531 shares).
Among individual equities, the firm lists Microsoft Corporation with 3,275 shares, Amazon.com Inc. with 1,034 shares, and Apple Inc. with 4,469 shares. The firm also holds positions in NVIDIA Corporation (4,468 shares), 3M Co. (2,474 shares), ExxonMobil Holdings Corp. (2,053 shares), Amgen Inc. (905 shares), and Progressive Corp. (3,440 shares).
The filing indicates that all positions are held as sole voting and dispositive power.
