Filed: 8/3/2026ACC: 0001765380-26-000261
📋 What this filing means
HARDY REED LLC filed this quarterly 13F‑HR report disclosing 252 equity positions with a total reported market value of $1.56B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
252
Positions
$1.56B
Total AUM (reported)
11.47M
Total Shares
Allocation by class
COM$341.06M21.9%
TOTAL STK MKT$289.38M18.6%
S&P 500 ETF SHS$188.97M12.1%
CORE MSCI TOTAL$151.30M9.7%
TOTAL INT BD ETF$74.38M4.8%
FUNDAMENTAL INTL$55.34M3.6%
CL A$37.21M2.4%
Portfolio Concentration
Top 3$629.65M40.4%
4–10$393.29M25.3%
11–25$234.22M15.0%
Rest$300.38M19.3%
Top 3 weight
40.4%
Top 10 weight
65.7%
Voting Authority Distribution
Total shares with voting rights: 11.47M
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
11.47M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole252
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings252
Rows:
VANGUARD INDEX FDS
SOLEShares782.02K
TypeSH
Market value$289.38M
18.58%
Sole
0.00
Shared
0.00
None
782.02K
VANGUARD INDEX FDS
SOLEShares275.14K
TypeSH
Market value$188.97M
12.13%
Sole
0.00
Shared
0.00
None
275.14K
ISHARES TR
SOLEShares1.59M
TypeSH
Market value$151.30M
9.71%
Sole
0.00
Shared
0.00
None
1.59M
JPMORGAN CHASE & CO
SOLEShares401.33K
TypeSH
Market value$131.37M
8.43%
Sole
0.00
Shared
0.00
None
401.33K
VANGUARD CHARLOTTE FDS
SOLEShares1.54M
TypeSH
Market value$74.38M
4.78%
Sole
0.00
Shared
0.00
None
1.54M
SCHWAB STRATEGIC TR
SOLEShares1.05M
TypeSH
Market value$55.34M
3.55%
Sole
0.00
Shared
0.00
None
1.05M
APPLE INC
SOLEShares134.67K
TypeSH
Market value$38.97M
2.50%
Sole
0.00
Shared
0.00
None
134.67K
VANGUARD STAR FDS
SOLEShares381.60K
TypeSH
Market value$32.62M
2.09%
Sole
0.00
Shared
0.00
None
381.60K
DIMENSIONAL ETF TRUST
SOLEShares397.07K
TypeSH
Market value$32.55M
2.09%
Sole
0.00
Shared
0.00
None
397.07K
VANGUARD SCOTTSDALE FDS
SOLEShares355.13K
TypeSH
Market value$28.07M
1.80%
Sole
0.00
Shared
0.00
None
355.13K
BERKSHIRE HATHAWAY INC DEL
SOLEShares36.00
TypeSH
Market value$26.96M
1.73%
Sole
0.00
Shared
0.00
None
36.00
STATE STR SPDR S&P 500 ETF T
SOLEShares30.94K
TypeSH
Market value$23.11M
1.48%
Sole
0.00
Shared
0.00
None
30.94K
ALPHABET INC
SOLEShares56.84K
TypeSH
Market value$20.31M
1.30%
Sole
0.00
Shared
0.00
None
56.84K
ISHARES TR
SOLEShares132.43K
TypeSH
Market value$19.64M
1.26%
Sole
0.00
Shared
0.00
None
132.43K
ISHARES TR
SOLEShares24.27K
TypeSH
Market value$18.17M
1.17%
Sole
0.00
Shared
0.00
None
24.27K
VANGUARD WHITEHALL FDS
SOLEShares111.42K
TypeSH
Market value$17.61M
1.13%
Sole
0.00
Shared
0.00
None
111.42K
SPDR SERIES TRUST
SOLEShares577.54K
TypeSH
Market value$17.33M
1.11%
Sole
0.00
Shared
0.00
None
577.54K
ISHARES TR
SOLEShares189.27K
TypeSH
Market value$14.59M
0.94%
Sole
0.00
Shared
0.00
None
189.27K
ISHARES TR
SOLEShares110.54K
TypeSH
Market value$13.73M
0.88%
Sole
0.00
Shared
0.00
None
110.54K
ISHARES TR
SOLEShares125.82K
TypeSH
Market value$12.15M
0.78%
Sole
0.00
Shared
0.00
None
125.82K
NVIDIA CORPORATION
SOLEShares54K
TypeSH
Market value$10.80M
0.69%
Sole
0.00
Shared
0.00
None
54K
DIMENSIONAL ETF TRUST
SOLEShares126.53K
TypeSH
Market value$10.42M
0.67%
Sole
0.00
Shared
0.00
None
126.53K
MICROSOFT CORP
SOLEShares27.83K
TypeSH
Market value$10.38M
0.67%
Sole
0.00
Shared
0.00
None
27.83K
HUNTINGTON BANCSHARES INC
SOLEShares536.38K
TypeSH
Market value$9.51M
0.61%
Sole
0.00
Shared
0.00
None
536.38K
AMAZON COM INC
SOLEShares39.86K
TypeSH
Market value$9.50M
0.61%
Sole
0.00
Shared
0.00
None
39.86K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 782.02K | SH | $289.38M 18.58% | 0.00 | 0.00 | 782.02K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 275.14K | SH | $188.97M 12.13% | 0.00 | 0.00 | 275.14K |
ISHARES TRSOLE | CORE MSCI TOTAL | 1.59M | SH | $151.30M 9.71% | 0.00 | 0.00 | 1.59M |
JPMORGAN CHASE & COSOLE | COM | 401.33K | SH | $131.37M 8.43% | 0.00 | 0.00 | 401.33K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 1.54M | SH | $74.38M 4.78% | 0.00 | 0.00 | 1.54M |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 1.05M | SH | $55.34M 3.55% | 0.00 | 0.00 | 1.05M |
APPLE INCSOLE | COM | 134.67K | SH | $38.97M 2.50% | 0.00 | 0.00 | 134.67K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 381.60K | SH | $32.62M 2.09% | 0.00 | 0.00 | 381.60K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 1 ETF | 397.07K | SH | $32.55M 2.09% | 0.00 | 0.00 | 397.07K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 355.13K | SH | $28.07M 1.80% | 0.00 | 0.00 | 355.13K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 36.00 | SH | $26.96M 1.73% | 0.00 | 0.00 | 36.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 30.94K | SH | $23.11M 1.48% | 0.00 | 0.00 | 30.94K |
ALPHABET INCSOLE | CAP STK CL A | 56.84K | SH | $20.31M 1.30% | 0.00 | 0.00 | 56.84K |
ISHARES TRSOLE | CORE S&P SCP ETF | 132.43K | SH | $19.64M 1.26% | 0.00 | 0.00 | 132.43K |
ISHARES TRSOLE | CORE S&P500 ETF | 24.27K | SH | $18.17M 1.17% | 0.00 | 0.00 | 24.27K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 111.42K | SH | $17.61M 1.13% | 0.00 | 0.00 | 111.42K |
SPDR SERIES TRUSTSOLE | ST SHOR CORP ETF | 577.54K | SH | $17.33M 1.11% | 0.00 | 0.00 | 577.54K |
ISHARES TRSOLE | CORE S&P MCP ETF | 189.27K | SH | $14.59M 0.94% | 0.00 | 0.00 | 189.27K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 110.54K | SH | $13.73M 0.88% | 0.00 | 0.00 | 110.54K |
ISHARES TRSOLE | CORE MSCI EAFE | 125.82K | SH | $12.15M 0.78% | 0.00 | 0.00 | 125.82K |
NVIDIA CORPORATIONSOLE | COM | 54K | SH | $10.80M 0.69% | 0.00 | 0.00 | 54K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 126.53K | SH | $10.42M 0.67% | 0.00 | 0.00 | 126.53K |
MICROSOFT CORPSOLE | COM | 27.83K | SH | $10.38M 0.67% | 0.00 | 0.00 | 27.83K |
HUNTINGTON BANCSHARES INCSOLE | COM | 536.38K | SH | $9.51M 0.61% | 0.00 | 0.00 | 536.38K |
AMAZON COM INCSOLE | COM | 39.86K | SH | $9.50M 0.61% | 0.00 | 0.00 | 39.86K |
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