James Reed Financial Services, Inc.
All 13F Filings
- Location
- Cleveland, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 131,011
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 19 | 131,011 | 13F-HR | James Reed Financial Services, Inc. |
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 27.28 K | 20.8% | 3.857 K | 0 | 3.857 K |
| ETFs | 103.7 K | 79.2% | 11.64 K | 0 | 11.64 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
131,011
Holdings
19
QoQ value change ($000)
15,498
(13.4%)
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.