James Reed Financial Services Q2 2026 Portfolio Activity

As of June 30th, 2026, James Reed Financial Services Inc.'s portfolio has undergone notable shifts during the Q2 period. The firm focused on index funds and exchange-traded funds (ETFs), while also establishing new positions in individual stocks.

New Positions Established

James Reed Financial Services Inc. significantly increased its exposure to several large-cap index funds this quarter, reflecting confidence in broad market segments or specific size factors:

• VO, the Vanguard Index Fund (12.84% allocation), saw a substantial increase of over 300% in shares, indicating a major new investment.
• The firm also initiated or significantly boosted its position in AMD (Advanced Micro Devices Inc.), allocating approximately 0.19% of the portfolio to this Technology stock.
• SNDK, Sandisk Corp, was another new position added by James Reed Financial Services Inc., representing about 0.16% of the portfolio value.

Adjustments to Existing Holdings

In addition to these new investments, the firm made adjustments to its existing positions:

• The large-cap stock AAPL (Apple Inc.) maintained its position unchanged.
• MSFT, Microsoft Corp, also remained static in terms of share count during Q2.
• The Technology sector allocation saw minor additions with the new position in AMD and a small increase in NVDA shares (albeit slight).

  James Reed Financial Services Inc. continued to manage its concentration on index funds, particularly those tracking size or broader market indices:

  • VV, Vanguard Index Fund (22.21% allocation), experienced a small decrease in shares (-1.33%).
  • The firm also slightly reduced its position in the IShares TR (SIZE) ETF (-0.05%) and decreased holdings of Global X Funds (AIQ) by -3.06%.
  • There was a minor reduction in Vanguard Scottsdale Fund shares (-2.82%), while other individual stock positions like JPM remained unchanged.

    The overall portfolio allocation remains heavily concentrated, with the top five holdings accounting for approximately 79% of the total value as reported by James Reed Financial Services Inc., according to their own data. The Technology sector holds a significant portion (3.61%) through individual stocks and index funds like VO.

    For more detailed information on James Reed Financial Services Inc.'s portfolio holdings, you can visit JamesReedFinancialServicesInc. To explore specific stock positions mentioned here, such as the Vanguard Index Fund (VO), Advanced Micro Devices Inc. (AMD), and Sandisk Corp (SNDK), please check their respective pages on InsiderSet.