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Portfolio (Quarterly) Guide ↗

Paul R. Ried Financial Group, LLC

· CIK 0002033053
13F Portfolio $229M AUM 47 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 7 New 16 Added 20 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SETM SPROTT FDS TR 923,972.0 $28.8M 12.58% -225K -19.6% $31.16 +9.0%
2 GSLC GOLDMAN SACHS ETF TR 138,880.0 $19.7M 8.61% -2K -1.1% $141.89 +3.6%
3 MSFT MICROSOFT CORP Technology 52,068.0 $19.4M 8.48% -3K -5.0% $373.02 +34.0%
4 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 80,558.0 $14.6M 6.38% -11K -11.8% $181.15 +11.2%
5 AAPL APPLE INC Technology 27,727.0 $8.0M 3.50% -3K -10.8% $289.36 +10.6%
6 AVSC AMERICAN CENTY ETF TR 77,739.0 $5.7M 2.49% -3K -4.2% $73.34 -0.1%
7 AVDE AMERICAN CENTY ETF TR 44,936.0 $4.0M 1.75% -547.0 -1.2% $89.20 +6.0%
8 FLQL FRANKLIN TEMPLETON ETF TR 40,764.0 $3.2M 1.39% -9K -17.6% $78.28 +0.9%
9 GLDM WORLD GOLD TR Financial Services 30,899.0 $2.5M 1.07% -8K -21.3% $79.42 +10.5%
10 IWB ISHARES TR 4,832.0 $2.0M 0.86% -1K -17.2% $409.50 +2.9%
11 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,717.0 $1.6M 0.70% -49.0 -2.8% $935.29 -2.1%
12 NEW YORK LIFE INVESTMENTS ET 26,329.0 $1.0M 0.44% -146.0 -0.6% $38.29
13 SIVR ABRDN SILVER ETF TRUST Financial Services 7,709.0 $433K 0.19% -6K -42.7% $56.22 +11.9%
14 META META PLATFORMS INC Communication Services 662.0 $373K 0.16% -38.0 -5.4% $563.29 +9.5%
15 BERKSHIRE HATHAWAY INC DEL 652.0 $326K 0.14% -10.0 -1.5% $500.39
16 V VISA INC Financial Services 888.0 $305K 0.13% -280.0 -24.0% $343.09 +9.3%
17 JNJ JOHNSON & JOHNSON Healthcare 1,106.0 $281K 0.12% -86.0 -7.2% $254.04 +8.3%
18 AVGO BROADCOM INC Technology 554.0 $209K 0.09% -56.0 -9.2% $377.75 -5.3%
19 AMGN AMGEN INC Healthcare 577.0 $209K 0.09% -56.0 -8.8% $362.12 +20.7%
20 GLD SPDR GOLD TR Financial Services 555.0 $204K 0.09% -89.0 -13.8% $368.38 +10.4%

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 48.1%
Financial Services 31.3%
Consumer Cyclical 8.8%
Industrials 7.1%
Consumer Defensive 2.6%
Communication Services 1.4%
Healthcare 0.8%