James Reed Financial Services, Inc. holds a concentrated book of 19 stocks worth $131.0M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Ishares Msci USA Size Factor. Their largest long position is Ishares Msci USA Size Factor at 22% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1911052/holdings"
Use Arkolith to show James Reed Financial Services, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
5% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR MSCI USA SZE FT | $29.2M | 163.9K | 22.3% | ▼−0.1% Reduced · −85 sh | |
| 2 | Vanguard Index FDS LARGE CAP ETF | $29.1M | 84.6K | 22.2% | ▼−1.3% Reduced · −1K sh | |
| 3 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $26.1M | 424.1K | 19.9% | ▲+0.7% Added · +3K sh | |
| 4 | Capital Group Global Equity SHS | $20.8M | 591.5K | 15.9% | ▲+0.9% Added · +5K sh | |
| 5 | Vanguard Index FDS MID CAP ETF | $16.8M | 208.8K | 12.8% | ▲+300% Added · +157K sh | |
| 6 | Global X FDS ARTIFICIAL ETF | $1.9M | 29.5K | 1.5% | ▼−3.0% Reduced · −930 sh | |
| 7 | Apple Inc COM | $1.3M | 4.5K | 1.0% | —Held | |
| 8 | Microsoft Corp COM | $1.2M | 3.3K | 0.9% | —Held | |
| 9 | Nvidia Corporation COM | $894K | 4.5K | 0.7% | ▼−0.4% Reduced · −19 sh | |
| 10 | Progressive Corp COM | $751K | 3.4K | 0.6% | —Held | |
| 11 | JPMorgan Chase & Co COM | $551K | 1.7K | 0.4% | —Held | |
| 12 | 3M Co COM | $401K | 2.5K | 0.3% | —Held | |
| 13 | Amgen Inc COM | $328K | 905 | 0.3% | —Held | |
| 14 | Vanguard Scottsdale FDS VNG RUS1000GRW | $304K | 2.4K | 0.2% | ▼−2.8% Reduced · −69 sh | |
| 15 | Vanguard Index FDS S&P 500 ETF SHS | $295K | 430 | 0.2% | —Held | |
| 16 | Exxon Mobil Corp COM | $281K | 2.1K | 0.2% | —Held | |
| 17 | Advanced Micro Devices Inc COM | $254K | 438 | 0.2% | ▲New New position | |
| 18 | Amazon Com Inc COM | $246K | 1.0K | 0.2% | —Held | |
| 19 | Sandisk Corp COM | $214K | 94 | 0.2% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 19 | $131.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 17 | $115.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 17 | $124.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 16, 2025 | 17 | $111.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 18 | $110.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 16 | $89.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 18 | $95.8M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 12 | $66.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.