Hardy Reed Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 3, 2026, Hardy Reed Llc disclosed 250 stock positions valued at approximately $1.56B as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD INDEX FDS, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 250
- Portfolio Value
- $1.56B
Holdings by Sector
Hardy Reed Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 18.58% | 782,023 | +11,464 | +1.49% | $289,379,766 |
| VANGUARD INDEX FDS | VOO | Other | 12.13% | 275,145 | -2,533 | -0.91% | $188,972,510 |
| ISHARES TR | IXUS | Other | 9.71% | 1,585,303 | -508 | -0.03% | $151,301,356 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 8.43% | 401,332 | +1,014 | +0.25% | $131,368,004 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 4.78% | 1,535,784 | +81,916 | +5.63% | $74,378,020 |
| SCHWAB STRATEGIC TR | FNDF | Other | 3.55% | 1,048,812 | -17,937 | -1.68% | $55,335,322 |
| APPLE INC | AAPL | Technology | 2.50% | 134,673 | -158 | -0.12% | $38,968,980 |
| VANGUARD STAR FDS | VXUS | Other | 2.09% | 381,595 | -1,811 | -0.47% | $32,622,557 |
| DIMENSIONAL ETF TRUST | DCOR | Other | 2.09% | 397,070 | +46,427 | +13.24% | $32,551,826 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 1.80% | 355,131 | +29,972 | +9.22% | $28,066,003 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 1.73% | 36 | - | - | $26,958,600 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.48% | 30,942 | -511 | -1.62% | $23,106,558 |
| ALPHABET INC | GOOGL | Communication Services | 1.30% | 56,840 | +7 | +0.01% | $20,312,911 |
| ISHARES TR | IJR | Other | 1.26% | 132,425 | +48 | +0.04% | $19,639,952 |
| ISHARES TR | IVV | Other | 1.17% | 24,265 | -895 | -3.56% | $18,171,854 |
| VANGUARD WHITEHALL FDS | VYM | Other | 1.13% | 111,422 | -6,206 | -5.28% | $17,608,019 |
| SPDR SERIES TRUST | SPSB | Other | 1.11% | 577,536 | -1,376 | -0.24% | $17,331,856 |
| ISHARES TR | IJH | Other | 0.94% | 189,272 | +55 | +0.03% | $14,594,765 |
| ISHARES TR | IWF | Other | 0.88% | 110,536 | +82,902 | +300.00% | $13,725,256 |
| ISHARES TR | IEFA | Other | 0.78% | 125,821 | +82 | +0.07% | $12,151,793 |
| NVIDIA CORPORATION | NVDA | Technology | 0.69% | 54,000 | +136 | +0.25% | $10,804,860 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.67% | 126,528 | +3,522 | +2.86% | $10,418,275 |
| MICROSOFT CORP | MSFT | Technology | 0.67% | 27,831 | -79 | -0.28% | $10,381,520 |
| HUNTINGTON BANCSHARES INC | HBAN | Financial Services | 0.61% | 536,380 | +17,598 | +3.39% | $9,510,026 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.61% | 39,862 | +59 | +0.15% | $9,500,710 |
| VANGUARD INDEX FDS | VTV | Other | 0.61% | 43,336 | +55 | +0.13% | $9,444,215 |
| ISHARES TR | ITOT | Other | 0.59% | 55,978 | - | - | $9,195,507 |
| ALPHABET INC | GOOG | Communication Services | 0.57% | 25,073 | -1,573 | -5.90% | $8,859,044 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.47% | 140,652 | -151 | -0.11% | $7,270,302 |
| ISHARES TR | IWD | Other | 0.46% | 29,678 | - | - | $7,194,838 |
Showing 30 of 250 holdings in the latest reporting period.