SEC Form 13F

James Reed Financial Services, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-17
Reported value$131,010,630
Positions19

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRSIZEMSCI USA SZE FT$29,216,776163,881
VANGUARD INDEX FDSVVLARGE CAP ETF$29,093,90584,597
J P MORGAN EXCHANGE TRADED FJEPQNASDAQ EQT PREM$26,066,440424,120
CAPITAL GROUP GLOBAL EQUITYCGGESHS$20,844,848591,511
VANGUARD INDEX FDSVOMID CAP ETF$16,819,364208,755
GLOBAL X FDSAIQARTIFICIAL ETF$1,934,38029,483
APPLE INCAAPLCOM$1,293,1504,469
MICROSOFT CORPMSFTCOM$1,221,6413,275
NVIDIA CORPORATIONNVDACOM$894,2034,469
PROGRESSIVE CORPPGRCOM$751,4683,440

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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