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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 Chg Shares Chg % Period Price ① Since Period ①
1 SETM SPROTT FDS TR 1,148,526.0 $33.2M 15.70% -155K -11.9% $28.95 +21.0%
2 MSFT MICROSOFT CORP Technology 54,829.0 $26.5M 12.52% -2K -2.7% $483.62 -13.5%
3 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 91,325.0 $18.8M 8.87% -12K -11.7% $205.60 +3.6%
4 AAPL APPLE INC Technology 31,085.0 $8.5M 3.99% -7K -17.5% $271.86 +13.6%
5 AVSC AMERICAN CENTY ETF TR 81,192.0 $4.8M 2.25% -433.0 -0.5% $58.74 +15.9%
6 FLQL FRANKLIN TEMPLETON ETF TR 49,498.0 $3.4M 1.62% -2K -4.4% $69.33 +11.3%
7 GLDM WORLD GOLD TR Financial Services 39,274.0 $3.4M 1.58% -5K -11.7% $85.37 +4.5%
8 SBUX STARBUCKS CORP Consumer Cyclical 21,456.0 $1.8M 0.85% -135.0 -0.6% $84.21 +22.4%
9 SIVR ABRDN SILVER ETF TRUST Financial Services 13,457.0 $910K 0.43% -5K -28.9% $67.64 +6.2%
10 GLD SPDR SER TR Financial Services 644.0 $255K 0.12% -74.0 -10.3% $396.31 +4.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%