James Reed Financial Services, Inc.
All 13F Filings
- Location
- Cleveland, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 115,513
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/20/2026 | 17 | 115,513 | 13F-HR | James Reed Financial Services, Inc. |
| Q4 2025 | 1/14/2026 | 17 | 124,777 | 13F-HR | James Reed Financial Services, Inc. |
| Q3 2025 | 10/16/2025 | 17 | 111,537 | 13F-HR | James Reed Financial Services, Inc. |
| Q2 2025 | 7/22/2025 | 18 | 110,204 | 13F-HR | James Reed Financial Services, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 23.42 K | 20.3% | 0 | 55.36 K | -55.36 K |
| ETFs | 92.09 K | 79.7% | 46.1 K | 0 | 46.1 K |
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Fund Snapshot
Q1 2026
Latest filed
4/20/2026
Total value ($000)
115,513
Holdings
17
QoQ value change ($000)
-9,264
(-7.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.