Portfolio (Quarterly) Guide ↗

Paul R. Ried Financial Group, LLC

· CIK 0002033053

13F Portfolio $212M AUM 41 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 7 New 16 Added 10 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	TSLA	TESLA INC	Consumer Cyclical	473	$210K	0.11%	SOLD

Sector Allocation

Technology 50.2%

Financial Services 34.3%

Consumer Cyclical 6.0%

Industrials 5.4%

Consumer Defensive 2.4%

Communication Services 1.1%

Healthcare 0.6%