13F Insight
DOSSIER · 13F-HR · Q1 2026

Hardy Reed LLC

Hardy Reed's holding co. based in Boston, MA — $1.4B in tracked AUM across 243 positions as of Q1 2026.

HR
Hardy Reed·Boston, MA·Holding Co.
CIK 0001761871 · last filed Mar 31, 2026
Total AUM
$1.4B
▲ 1.8%
vs prior
Holdings
243
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
Top sector
Tech
7% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Hardy Reed LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$247M771K18.0%
02
VOO
VANGUARD INDEX FDS
$166M278K12.1%
03
IXUS
ISHARES TR
$137M1.6M10.0%
04
JPM
JPMORGAN CHASE & CO
$118M400K8.6%
05
BNDX
VANGUARD CHARLOTTE FDS
$70M1.5M5.1%
06
FNDF
SCHWAB STRATEGIC TR
$52M1.1M3.8%
07
AAPL
APPLE INC
$34M135K2.5%
08
VXUS
VANGUARD STAR FDS
$30M383K2.2%
09
BRK/A
BERKSHIRE HATHAWAY INC DEL
$26M361.9%
10
VCSH
VANGUARD SCOTTSDALE FDS
$26M325K1.9%

Filing history

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