Filed: 4/28/2026ACC: 0001765380-26-000128
📋 What this filing means
HARDY REED LLC filed this quarterly 13F‑HR report disclosing 243 equity positions with a total reported market value of $1.37B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
243
Positions
$1.37B
Total AUM (reported)
11.14M
Total Shares
Allocation by class
COM$298.46M21.8%
TOTAL STK MKT$247.20M18.0%
S&P 500 ETF SHS$165.93M12.1%
CORE MSCI TOTAL$137.39M10.0%
TOTAL INT BD ETF$69.86M5.1%
FUNDAMENTAL INTL$52.20M3.8%
CL A$35.39M2.6%
Portfolio Concentration
Top 3$550.52M40.2%
4–10$355.22M25.9%
11–25$210.99M15.4%
Rest$254.07M18.5%
Top 3 weight
40.2%
Top 10 weight
66.1%
Voting Authority Distribution
Total shares with voting rights: 11.14M
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
11.14M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole243
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings243
Rows:
VANGUARD INDEX FDS
SOLEShares770.56K
TypeSH
Market value$247.20M
18.03%
Sole
0.00
Shared
0.00
None
770.56K
VANGUARD INDEX FDS
SOLEShares277.68K
TypeSH
Market value$165.93M
12.10%
Sole
0.00
Shared
0.00
None
277.68K
ISHARES TR
SOLEShares1.59M
TypeSH
Market value$137.39M
10.02%
Sole
0.00
Shared
0.00
None
1.59M
JPMORGAN CHASE & CO
SOLEShares400.32K
TypeSH
Market value$117.76M
8.59%
Sole
0.00
Shared
0.00
None
400.32K
VANGUARD CHARLOTTE FDS
SOLEShares1.45M
TypeSH
Market value$69.86M
5.10%
Sole
0.00
Shared
0.00
None
1.45M
SCHWAB STRATEGIC TR
SOLEShares1.07M
TypeSH
Market value$52.20M
3.81%
Sole
0.00
Shared
0.00
None
1.07M
APPLE INC
SOLEShares134.83K
TypeSH
Market value$34.22M
2.50%
Sole
0.00
Shared
0.00
None
134.83K
VANGUARD STAR FDS
SOLEShares383.41K
TypeSH
Market value$29.56M
2.16%
Sole
0.00
Shared
0.00
None
383.41K
BERKSHIRE HATHAWAY INC DEL
SOLEShares36.00
TypeSH
Market value$25.85M
1.89%
Sole
0.00
Shared
0.00
None
36.00
VANGUARD SCOTTSDALE FDS
SOLEShares325.16K
TypeSH
Market value$25.78M
1.88%
Sole
0.00
Shared
0.00
None
325.16K
DIMENSIONAL ETF TRUST
SOLEShares350.64K
TypeSH
Market value$25.27M
1.84%
Sole
0.00
Shared
0.00
None
350.64K
STATE STR SPDR S&P 500 ETF T
SOLEShares31.45K
TypeSH
Market value$20.46M
1.49%
Sole
0.00
Shared
0.00
None
31.45K
VANGUARD WHITEHALL FDS
SOLEShares117.63K
TypeSH
Market value$17.42M
1.27%
Sole
0.00
Shared
0.00
None
117.63K
SPDR SERIES TRUST
SOLEShares578.91K
TypeSH
Market value$17.41M
1.27%
Sole
0.00
Shared
0.00
None
578.91K
ISHARES TR
SOLEShares132.38K
TypeSH
Market value$16.46M
1.20%
Sole
0.00
Shared
0.00
None
132.38K
ISHARES TR
SOLEShares25.16K
TypeSH
Market value$16.44M
1.20%
Sole
0.00
Shared
0.00
None
25.16K
ALPHABET INC
SOLEShares56.83K
TypeSH
Market value$16.34M
1.19%
Sole
0.00
Shared
0.00
None
56.83K
ISHARES TR
SOLEShares189.22K
TypeSH
Market value$12.78M
0.93%
Sole
0.00
Shared
0.00
None
189.22K
ISHARES TR
SOLEShares27.63K
TypeSH
Market value$11.78M
0.86%
Sole
0.00
Shared
0.00
None
27.63K
ISHARES TR
SOLEShares125.74K
TypeSH
Market value$11.38M
0.83%
Sole
0.00
Shared
0.00
None
125.74K
MICROSOFT CORP
SOLEShares27.91K
TypeSH
Market value$10.33M
0.75%
Sole
0.00
Shared
0.00
None
27.91K
NVIDIA CORPORATION
SOLEShares53.86K
TypeSH
Market value$9.39M
0.69%
Sole
0.00
Shared
0.00
None
53.86K
DIMENSIONAL ETF TRUST
SOLEShares123.01K
TypeSH
Market value$8.75M
0.64%
Sole
0.00
Shared
0.00
None
123.01K
VANGUARD INDEX FDS
SOLEShares43.28K
TypeSH
Market value$8.49M
0.62%
Sole
0.00
Shared
0.00
None
43.28K
AMAZON COM INC
SOLEShares39.80K
TypeSH
Market value$8.29M
0.60%
Sole
0.00
Shared
0.00
None
39.80K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 770.56K | SH | $247.20M 18.03% | 0.00 | 0.00 | 770.56K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 277.68K | SH | $165.93M 12.10% | 0.00 | 0.00 | 277.68K |
ISHARES TRSOLE | CORE MSCI TOTAL | 1.59M | SH | $137.39M 10.02% | 0.00 | 0.00 | 1.59M |
JPMORGAN CHASE & COSOLE | COM | 400.32K | SH | $117.76M 8.59% | 0.00 | 0.00 | 400.32K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 1.45M | SH | $69.86M 5.10% | 0.00 | 0.00 | 1.45M |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 1.07M | SH | $52.20M 3.81% | 0.00 | 0.00 | 1.07M |
APPLE INCSOLE | COM | 134.83K | SH | $34.22M 2.50% | 0.00 | 0.00 | 134.83K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 383.41K | SH | $29.56M 2.16% | 0.00 | 0.00 | 383.41K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 36.00 | SH | $25.85M 1.89% | 0.00 | 0.00 | 36.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 325.16K | SH | $25.78M 1.88% | 0.00 | 0.00 | 325.16K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 350.64K | SH | $25.27M 1.84% | 0.00 | 0.00 | 350.64K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 31.45K | SH | $20.46M 1.49% | 0.00 | 0.00 | 31.45K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 117.63K | SH | $17.42M 1.27% | 0.00 | 0.00 | 117.63K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 578.91K | SH | $17.41M 1.27% | 0.00 | 0.00 | 578.91K |
ISHARES TRSOLE | CORE S&P SCP ETF | 132.38K | SH | $16.46M 1.20% | 0.00 | 0.00 | 132.38K |
ISHARES TRSOLE | CORE S&P500 ETF | 25.16K | SH | $16.44M 1.20% | 0.00 | 0.00 | 25.16K |
ALPHABET INCSOLE | CAP STK CL A | 56.83K | SH | $16.34M 1.19% | 0.00 | 0.00 | 56.83K |
ISHARES TRSOLE | CORE S&P MCP ETF | 189.22K | SH | $12.78M 0.93% | 0.00 | 0.00 | 189.22K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 27.63K | SH | $11.78M 0.86% | 0.00 | 0.00 | 27.63K |
ISHARES TRSOLE | CORE MSCI EAFE | 125.74K | SH | $11.38M 0.83% | 0.00 | 0.00 | 125.74K |
MICROSOFT CORPSOLE | COM | 27.91K | SH | $10.33M 0.75% | 0.00 | 0.00 | 27.91K |
NVIDIA CORPORATIONSOLE | COM | 53.86K | SH | $9.39M 0.69% | 0.00 | 0.00 | 53.86K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 123.01K | SH | $8.75M 0.64% | 0.00 | 0.00 | 123.01K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 43.28K | SH | $8.49M 0.62% | 0.00 | 0.00 | 43.28K |
AMAZON COM INCSOLE | COM | 39.80K | SH | $8.29M 0.60% | 0.00 | 0.00 | 39.80K |
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