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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
Page 2 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NEW YORK LIFE INVESTMENTS ET 26,329.0 $1.0M 0.44% -146.0 -0.6% $38.29
22 NEW YORK LIFE INVESTMENTS ET 15,607.0 $977K 0.43% $62.59
23 NVDA NVIDIA CORPORATION Technology 3,891.0 $779K 0.34% +583.0 +17.6% $200.09 +15.1%
24 INTC INTEL CORP Technology 4,237.0 $592K 0.26% NEW $139.63 -31.4%
25 AVUS AMERICAN CENTY ETF TR 4,197.0 $538K 0.23% +2K +129.1% $128.08 +2.5%
26 GOOGL ALPHABET INC Communication Services 1,391.0 $497K 0.22% +312.0 +28.9% $357.37 -5.3%
27 ORCL ORACLE CORP Technology 3,325.0 $487K 0.21% +286.0 +9.4% $146.55 +8.4%
28 JPM JPMORGAN CHASE & CO Financial Services 1,472.0 $482K 0.21% +247.0 +20.2% $327.33 +9.6%
29 VTI VANGUARD INDEX FDS 1,281.0 $474K 0.21% NEW $370.04 +2.6%
30 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 471.0 $455K 0.20% NEW $965.00 -12.0%
31 SIVR ABRDN SILVER ETF TRUST Financial Services 7,709.0 $433K 0.19% -6K -42.7% $56.22 +11.9%
32 SPY STATE STR SPDR S&P 500 ETF T Financial Services 547.0 $408K 0.18% +217.0 +65.8% $746.77 +3.1%
33 AVLV AMERICAN CENTY ETF TR 4,231.0 $386K 0.17% +191.0 +4.7% $91.20 +3.8%
34 IVV ISHARES TR 514.0 $385K 0.17% $748.89 +3.3%
35 META META PLATFORMS INC Communication Services 662.0 $373K 0.16% -38.0 -5.4% $563.29 +9.5%
36 BERKSHIRE HATHAWAY INC DEL 652.0 $326K 0.14% -10.0 -1.5% $500.39
37 GS GOLDMAN SACHS GROUP INC Financial Services 310.0 $314K 0.14% $1011.37 +2.7%
38 V VISA INC Financial Services 888.0 $305K 0.13% -280.0 -24.0% $343.09 +9.3%
39 QQQ INVESCO QQQ TR Financial Services 409.0 $301K 0.13% NEW $736.40 -2.4%
40 JNJ JOHNSON & JOHNSON Healthcare 1,106.0 $281K 0.12% -86.0 -7.2% $254.04 +8.3%
Page 2 of 3  ·  47 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 48.1%
Financial Services 31.3%
Consumer Cyclical 8.8%
Industrials 7.1%
Consumer Defensive 2.6%
Communication Services 1.4%
Healthcare 0.8%