Hardy Reed LLC
RIA/Wealth
Hardy Reed LLC is a RIA/Wealth based in Tupelo, MS led by George Scott Reed, reporting $2.4B in AUM as of Q3 2025 with 70% ETF concentration, 66% concentrated in top 10 holdings, and 18% allocation to VTI.
CEOGeorge Scott Reed
- Portfolio Value
- $1.4B
- Positions
- 240
- Top Holding
- VTI at 18.37%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Hardy Reed LLC's portfolio (66.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $249.4M | 18.37% | -$1.2M Sold | — 760.1K shares | |
ETF ETF | $171.7M | 12.64% | -$105.9K Sold | — 280.4K shares | |
ETF ETF | $130.3M | 9.60% | +$689.5K Bought | — 1.6M shares | |
Banks - Diversified Financial Services | $126.4M | 9.31% | +$114.2K Bought | 0.01% 400.9K shares | |
ETF ETF | $64.2M | 4.73% | +$3.1M Bought | — 1.3M shares | |
ETF ETF | $44.6M | 3.29% | -$341.8K Sold | — 1.0M shares | |
Consumer Electronics Technology | $34.2M | 2.51% | +$762.1K Bought | 0.00% 134.1K shares | |
ETF ETF | $29.0M | 2.13% | -$474.5K Sold | — 394.6K shares | |
Insurance - Diversified Financial Services | $27.2M | 2.00% | — | 0.00% 36.0 shares | |
ETF ETF | $21.4M | 1.58% | +$1.1M Bought | — 297.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Hardy Reed LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Hardy Reed LLC
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