James Reed Financial Services, Inc.
James Reed Financial Services, Inc. is a registered investment adviser headquartered in Cleveland, Ohio, serving primarily individual clients, including high-net-worth individuals and pension plans. Founded in Ohio, the firm has 12 employees, 100% of whom are investment professionals. Its clients are predominantly U.S. persons and it manages more than 1,150 discretionary accounts.
Investment Strategy
James Reed Financial Services, Inc. employs a discretionary, client-focused investment strategy with significant assets allocated to diversified index ETFs (such as large cap, mid cap, and global equity funds) and selective direct holdings in large-cap technology and financial stocks. The firm prioritizes broad market exposure for long-term growth and risk management, with particular attention to aligning investment choices to individual client objectives.
Latest 13F Filing Activity
James Reed Financial Services, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 17 equity positions with a total 13F market value of $112M. The fund increased holdings in Vanguard Index FDS, J P Morgan Exchange Traded F, Ishares TR among other positions. James Reed Financial Services, Inc. reduced exposure to FS KKR Cap Corp., Capital Group Global Equity, Progressive Corp. among others.
Top Holdings
Equity Positions (17)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VV | VANGUARD INDEX FDS | 23.69% | $26.4M | 85,813 | $270.76 | $307.86 | +$553.1K |
S SIZE | ISHARES TR | 23.48% | $26.2M | 162,878 | $148.81 | $160.78 | +$283.1K |
J JEPQ | J P MORGAN EXCHANGE TRADED F | 21.30% | $23.8M | 412,977 | $56.23 | $57.52 | +$483.9K |
V VO | VANGUARD INDEX FDS | 13.77% | $15.4M | 52,298 | $264.80 | $293.74 | +$122.6K |
C CGGE | CAPITAL GROUP GLOBAL EQUITY | 10.28% | $11.5M | 372,345 | $29.19 | $30.79 | -$79.5K |