Q2 2026 13F · SEC CIK 1761871

Hardy Reed LLC

Wealth managerFiled 2026-08-03 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.6B
Reported positions: 252
Top holdings a year, 3 yrs: +18.6%
Assets under management: $2.9B

Hardy Reed LLC is a wealth manager that reported 252 positions worth $1.6B in its Q2 2026 13F, filed 2026-08-03. Its largest holdings were Vanguard Index Fds (VTI, 18.6%), Vanguard Index Fds (VOO, 12.1%), Ishares Tr (IXUS, 9.7%). A portfolio copying its top holdings returned 18.6% a year over the last 3 years, against 20.4% for the S&P 500.

Hardy Reed LLC holdings largest 50 of 252 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hardy Reed LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	18.6%	18.0%	782,023	+1.5%	$289.4M
VOOVanguard Index Fds	12.1%	12.1%	275,145	-0.9%	$189.0M
IXUSIshares Tr	9.7%	10.0%	1,585,303	-0.0%	$151.3M
JPMJpmorgan Chase & Co	8.4%	8.6%	401,332	+0.3%	$131.4M
BNDXVanguard Charlotte Fds	4.8%	5.1%	1,535,784	+5.6%	$74.4M
FNDFSchwab Strategic Tr	3.6%	3.8%	1,048,812	-1.7%	$55.3M
AAPLApple Inc	2.5%	2.5%	134,673	-0.1%	$39.0M
VXUSVanguard Star Fds	2.1%	2.2%	381,595	-0.5%	$32.6M
DCORDimensional US Core Equity 1 ETF	2.1%	1.8%	397,070	+13.2%	$32.6M
VCSHVanguard Scottsdale Fds	1.8%	1.9%	355,131	+9.2%	$28.1M
BRK-ABerkshire Hathaway Inc Del	1.7%	1.9%	36	+0.0%	$27.0M
SPYState Str Spdr S&p 500 ETF T	1.5%	1.5%	30,942	-1.6%	$23.1M
GOOGLAlphabet Inc	1.3%	1.2%	56,840	+0.0%	$20.3M
IJRIshares Tr	1.3%	1.2%	132,425	+0.0%	$19.6M
IVVIshares Tr	1.2%	1.2%	24,265	-3.6%	$18.2M
VYMVanguard Whitehall Fds	1.1%	1.3%	111,422	-5.3%	$17.6M
SPSBSpdr Series Trust	1.1%	1.3%	577,536	-0.2%	$17.3M
IJHIshares Tr	0.9%	0.9%	189,272	+0.0%	$14.6M
IWFIshares Tr	0.9%	0.9%	110,536	+300.0%	$13.7M
IEFAIshares Tr	0.8%	0.8%	125,821	+0.1%	$12.2M
NVDANvidia Corporation	0.7%	0.7%	54,000	+0.3%	$10.8M
DFASDimensional ETF Trust	0.7%	0.6%	126,528	+2.9%	$10.4M
MSFTMicrosoft Corp	0.7%	0.8%	27,831	-0.3%	$10.4M
HBANHuntington Bancshares Inc	0.6%	0.6%	536,380	+3.4%	$9.5M
AMZNAmazon Com Inc	0.6%	0.6%	39,862	+0.1%	$9.5M
VTVVanguard Index Fds	0.6%	0.6%	43,336	+0.1%	$9.4M
ITOTIshares Tr	0.6%	0.6%	55,978	+0.0%	$9.2M
GOOGAlphabet Inc	0.6%	0.6%	25,073	-5.9%	$8.9M
DFAUDimensional ETF Trust	0.5%	0.5%	140,652	-0.1%	$7.3M
IWDIshares Tr	0.5%	0.5%	29,678	+0.0%	$7.2M
VNQVanguard Index Fds	0.4%	0.5%	70,572	+0.0%	$6.8M
GEVGe Vernova Inc	0.4%	0.3%	5,305	-0.6%	$6.2M
BIVVanguard Bd Index Fds	0.4%	0.4%	72,316	-0.5%	$5.5M
VWOVanguard Intl Equity Index F	0.4%	0.4%	92,125	+0.1%	$5.5M
AVGOBroadcom Inc	0.3%	0.4%	14,351	-8.7%	$5.4M
AMATApplied Matls Inc	0.3%	0.2%	7,378	-2.1%	$5.3M
DFUSDimensional ETF Trust	0.3%	0.3%	64,006	+0.0%	$5.2M
SOXQInvesco Exch Traded Fd Tr II	0.3%	0.2%	45,000	+0.0%	$5.0M
QQQInvesco Qqq Tr	0.3%	0.3%	6,613	+0.1%	$4.9M
VVisa Inc	0.3%	0.3%	14,012	-3.0%	$4.8M
NSCNorfolk Southn Corporation	0.3%	0.3%	15,083	+0.3%	$4.7M
CATCaterpillar Inc	0.3%	0.2%	4,378	+2.9%	$4.7M
AZOAutozone Inc	0.3%	—	1,420	—	$4.5M
APHAmphenol Corp	0.3%	0.2%	24,667	-0.2%	$4.3M
TTTrane Technologies PLC	0.3%	0.3%	8,675	-0.1%	$4.3M
LLYEli Lilly & Co	0.3%	—	3,509	—	$4.2M
HDHome Depot Inc	0.2%	0.2%	10,654	+4.5%	$3.8M
PANWPalo Alto Networks Inc	0.2%	—	10,539	—	$3.6M
XOMExxon Mobil Corp	0.2%	0.3%	25,439	+2.2%	$3.5M
JNJJohnson & Johnson	0.2%	0.2%	13,023	+2.9%	$3.3M

What Hardy Reed LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

IWF Ishares Tr+300.0% shares
DCOR Dimensional US Core Equity 1 ETF+13.2% shares
VCSH Vanguard Scottsdale Fds+9.2% shares
BNDX Vanguard Charlotte Fds+5.6% shares

Reduced

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.6% /yr; S&P 500 +20.1%
3 years: +18.6% /yr; S&P 500 +20.4%
5 years: +9.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.6B	252
Q1 2026	$1.4B	243
Q4 2025	$1.4B	239
Q3 2025	$1.4B	240
Q2 2025	$1.2B	247
Q1 2025	$1.1B	236
Q4 2024	$1.1B	246
Q3 2024	$1.1B	243
Q2 2024	$995.6M	228
Q1 2024	$805.0M	117
Q4 2023	$738.4M	116
Q3 2023	$551.7M	104

Questions about Hardy Reed LLC's portfolio

What stocks does Hardy Reed LLC own?

Hardy Reed LLC's latest 13F, for Q2 2026 and filed Aug 3, 2026, lists 252 positions worth $1.6B. The largest are Vanguard Index Fds (VTI) at 18.6%, Vanguard Index Fds (VOO) at 12.1%, Ishares Tr (IXUS) at 9.7%, Jpmorgan Chase & Co (JPM) at 8.4% and Vanguard Charlotte Fds (BNDX) at 4.8%.

What did Hardy Reed LLC buy last quarter?

In Q2 2026, Hardy Reed LLC added Ishares Tr (IWF) (+300.0% shares), Dimensional US Core Equity 1 ETF (DCOR) (+13.2% shares) and Vanguard Scottsdale Fds (VCSH) (+9.2% shares), compared with its Q1 2026 filing.

What did Hardy Reed LLC sell last quarter?

In Q2 2026, Hardy Reed LLC cut from its top 50 Meta Platforms Inc (META), cut from its top 50 Ishares Tr (IAGG), cut from its top 50 American Express Co (AXP), Broadcom Inc (AVGO) (-8.7% shares), Alphabet Inc (GOOG) (-5.9% shares) and Vanguard Whitehall Fds (VYM) (-5.3% shares), compared with its Q1 2026 filing.

How has Hardy Reed LLC's portfolio performed?

A portfolio copying Hardy Reed LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.6% against +20.1%. Over 5 years: +9.0% a year against +11.6%.

When is Hardy Reed LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Hardy Reed LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Hardy Reed LLC manage?

Hardy Reed LLC reported $2.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.6B.