Filed: 11/7/2025ACC: 0001765380-25-000440
📋 What this filing means
HARDY REED LLC filed this quarterly 13F‑HR report disclosing 240 equity positions with a total reported market value of $1.36B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
240
Positions
$1.36B
Total AUM (reported)
10.45M
Total Shares
Allocation by class
COM$311.31M22.9%
TOTAL STK MKT$249.43M18.4%
S&P 500 ETF SHS$171.73M12.6%
CORE MSCI TOTAL$130.35M9.6%
TOTAL INT BD ETF$64.21M4.7%
FUNDAMENTAL INTL$44.62M3.3%
CL A$38.14M2.8%
Portfolio Concentration
Top 3$551.51M40.6%
4–10$346.99M25.5%
11–25$208.75M15.4%
Rest$250.92M18.5%
Top 3 weight
40.6%
Top 10 weight
66.2%
Voting Authority Distribution
Total shares with voting rights: 10.45M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.45M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole240
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings240
Rows:
VANGUARD INDEX FDS
SOLEShares760.08K
TypeSH
Market value$249.43M
18.37%
Sole
0.00
Shared
0.00
None
760.08K
VANGUARD INDEX FDS
SOLEShares280.43K
TypeSH
Market value$171.73M
12.64%
Sole
0.00
Shared
0.00
None
280.43K
ISHARES TR
SOLEShares1.58M
TypeSH
Market value$130.35M
9.60%
Sole
0.00
Shared
0.00
None
1.58M
JPMORGAN CHASE & CO.
SOLEShares400.87K
TypeSH
Market value$126.45M
9.31%
Sole
0.00
Shared
0.00
None
400.87K
VANGUARD CHARLOTTE FDS
SOLEShares1.30M
TypeSH
Market value$64.21M
4.73%
Sole
0.00
Shared
0.00
None
1.30M
SCHWAB STRATEGIC TR
SOLEShares1.04M
TypeSH
Market value$44.62M
3.29%
Sole
0.00
Shared
0.00
None
1.04M
APPLE INC
SOLEShares134.12K
TypeSH
Market value$34.15M
2.51%
Sole
0.00
Shared
0.00
None
134.12K
VANGUARD STAR FDS
SOLEShares394.61K
TypeSH
Market value$28.99M
2.13%
Sole
0.00
Shared
0.00
None
394.61K
BERKSHIRE HATHAWAY INC DEL
SOLEShares36.00
TypeSH
Market value$27.15M
2.00%
Sole
0.00
Shared
0.00
None
36.00
DIMENSIONAL ETF TRUST
SOLEShares297.77K
TypeSH
Market value$21.42M
1.58%
Sole
0.00
Shared
0.00
None
297.77K
SPDR S&P 500 ETF TR
SOLEShares31.52K
TypeSH
Market value$21.00M
1.55%
Sole
0.00
Shared
0.00
None
31.52K
VANGUARD SCOTTSDALE FDS
SOLEShares257.74K
TypeSH
Market value$20.60M
1.52%
Sole
0.00
Shared
0.00
None
257.74K
VANGUARD WHITEHALL FDS
SOLEShares128.61K
TypeSH
Market value$18.13M
1.33%
Sole
0.00
Shared
0.00
None
128.61K
ISHARES TR
SOLEShares25.39K
TypeSH
Market value$17.00M
1.25%
Sole
0.00
Shared
0.00
None
25.39K
SPDR SERIES TRUST
SOLEShares556.68K
TypeSH
Market value$16.86M
1.24%
Sole
0.00
Shared
0.00
None
556.68K
ISHARES TR
SOLEShares132.43K
TypeSH
Market value$15.74M
1.16%
Sole
0.00
Shared
0.00
None
132.43K
MICROSOFT CORP
SOLEShares28.36K
TypeSH
Market value$14.69M
1.08%
Sole
0.00
Shared
0.00
None
28.36K
ALPHABET INC
SOLEShares56.10K
TypeSH
Market value$13.64M
1.00%
Sole
0.00
Shared
0.00
None
56.10K
ISHARES TR
SOLEShares27.67K
TypeSH
Market value$12.96M
0.95%
Sole
0.00
Shared
0.00
None
27.67K
ISHARES TR
SOLEShares188.78K
TypeSH
Market value$12.32M
0.91%
Sole
0.00
Shared
0.00
None
188.78K
ISHARES TR
SOLEShares125.83K
TypeSH
Market value$10.99M
0.81%
Sole
0.00
Shared
0.00
None
125.83K
NVIDIA CORPORATION
SOLEShares55.97K
TypeSH
Market value$10.44M
0.77%
Sole
0.00
Shared
0.00
None
55.97K
AMAZON COM INC
SOLEShares37.83K
TypeSH
Market value$8.31M
0.61%
Sole
0.00
Shared
0.00
None
37.83K
VANGUARD INDEX FDS
SOLEShares43.28K
TypeSH
Market value$8.07M
0.59%
Sole
0.00
Shared
0.00
None
43.28K
ISHARES TR
SOLEShares55K
TypeSH
Market value$8.01M
0.59%
Sole
0.00
Shared
0.00
None
55K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 760.08K | SH | $249.43M 18.37% | 0.00 | 0.00 | 760.08K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 280.43K | SH | $171.73M 12.64% | 0.00 | 0.00 | 280.43K |
ISHARES TRSOLE | CORE MSCI TOTAL | 1.58M | SH | $130.35M 9.60% | 0.00 | 0.00 | 1.58M |
JPMORGAN CHASE & CO.SOLE | COM | 400.87K | SH | $126.45M 9.31% | 0.00 | 0.00 | 400.87K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 1.30M | SH | $64.21M 4.73% | 0.00 | 0.00 | 1.30M |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 1.04M | SH | $44.62M 3.29% | 0.00 | 0.00 | 1.04M |
APPLE INCSOLE | COM | 134.12K | SH | $34.15M 2.51% | 0.00 | 0.00 | 134.12K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 394.61K | SH | $28.99M 2.13% | 0.00 | 0.00 | 394.61K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 36.00 | SH | $27.15M 2.00% | 0.00 | 0.00 | 36.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 297.77K | SH | $21.42M 1.58% | 0.00 | 0.00 | 297.77K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 31.52K | SH | $21.00M 1.55% | 0.00 | 0.00 | 31.52K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 257.74K | SH | $20.60M 1.52% | 0.00 | 0.00 | 257.74K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 128.61K | SH | $18.13M 1.33% | 0.00 | 0.00 | 128.61K |
ISHARES TRSOLE | CORE S&P500 ETF | 25.39K | SH | $17.00M 1.25% | 0.00 | 0.00 | 25.39K |
SPDR SERIES TRUSTSOLE | PORTFOLIO SHORT | 556.68K | SH | $16.86M 1.24% | 0.00 | 0.00 | 556.68K |
ISHARES TRSOLE | CORE S&P SCP ETF | 132.43K | SH | $15.74M 1.16% | 0.00 | 0.00 | 132.43K |
MICROSOFT CORPSOLE | COM | 28.36K | SH | $14.69M 1.08% | 0.00 | 0.00 | 28.36K |
ALPHABET INCSOLE | CAP STK CL A | 56.10K | SH | $13.64M 1.00% | 0.00 | 0.00 | 56.10K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 27.67K | SH | $12.96M 0.95% | 0.00 | 0.00 | 27.67K |
ISHARES TRSOLE | CORE S&P MCP ETF | 188.78K | SH | $12.32M 0.91% | 0.00 | 0.00 | 188.78K |
ISHARES TRSOLE | CORE MSCI EAFE | 125.83K | SH | $10.99M 0.81% | 0.00 | 0.00 | 125.83K |
NVIDIA CORPORATIONSOLE | COM | 55.97K | SH | $10.44M 0.77% | 0.00 | 0.00 | 55.97K |
AMAZON COM INCSOLE | COM | 37.83K | SH | $8.31M 0.61% | 0.00 | 0.00 | 37.83K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 43.28K | SH | $8.07M 0.59% | 0.00 | 0.00 | 43.28K |
ISHARES TRSOLE | CORE S&P TTL STK | 55K | SH | $8.01M 0.59% | 0.00 | 0.00 | 55K |
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