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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
Page 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NEW YORK LIFE INVESTMENTS ET 26,475.0 $931K 0.44% +2K +8.1% $35.17
22 SIVR ABRDN SILVER ETF TRUST Financial Services 13,457.0 $910K 0.43% -5K -28.9% $67.64 +6.2%
23 NEW YORK LIFE INVESTMENTS ET 15,647.0 $857K 0.41% +1K +7.6% $54.75
24 NVDA NVIDIA CORPORATION Technology 3,308.0 $617K 0.29% +918.0 +38.4% $186.50 +15.5%
25 ORCL ORACLE CORP Technology 3,039.0 $592K 0.28% $194.91 -1.5%
26 META META PLATFORMS INC Communication Services 700.0 $462K 0.22% $660.09 -7.5%
27 V VISA INC Financial Services 1,168.0 $410K 0.19% +280.0 +31.5% $350.71 -6.2%
28 JPM JPMORGAN CHASE & CO. Financial Services 1,225.0 $395K 0.19% +130.0 +11.9% $322.22 -4.9%
29 IVV ISHARES TR 514.0 $352K 0.17% NEW $684.94 +9.4%
30 GOOGL ALPHABET INC Communication Services 1,079.0 $338K 0.16% +185.0 +20.7% $313.00 +22.4%
31 BERKSHIRE HATHAWAY INC DEL 662.0 $333K 0.16% +77.0 +13.2% $502.65
32 AVLV AMERICAN CENTY ETF TR 4,040.0 $306K 0.14% +264.0 +7.0% $75.77 +17.9%
33 GS GOLDMAN SACHS GROUP INC Financial Services 310.0 $272K 0.13% $879.00 +13.4%
34 GLD SPDR SER TR Financial Services 644.0 $255K 0.12% -74.0 -10.3% $396.31 +4.4%
35 JNJ JOHNSON & JOHNSON Healthcare 1,192.0 $247K 0.12% NEW $207.08 +13.2%
36 SPY SPDR S&P 500 ETF TR Financial Services 330.0 $225K 0.11% $681.92 +9.3%
37 WMT WALMART INC Consumer Defensive 1,947.0 $217K 0.10% NEW $111.41 +8.0%
38 PPLT ABRDN PLATINUM ETF TRUST Financial Services 1,147.0 $214K 0.10% NEW $186.43 -90.6%
39 AVGO BROADCOM INC Technology 610.0 $211K 0.10% NEW $346.10 +19.7%
40 AMGN AMGEN INC Healthcare 633.0 $207K 0.10% NEW $327.31 +3.7%
Page 2 of 3  ·  41 positions

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%