Paul R. Ried Financial Group
$229M 13F equity value
47 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Paul R. Ried Financial Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MFSV | MFS ACTIVE EXCHANGE TRADED F | 1,138,859 | $33M | 14.2% |
| SETM | SPROTT FDS TR | 923,972 | $29M | 12.6% |
| GSIE | GOLDMAN SACHS ETF TR | 484,829 | $22M | 9.7% |
| GSLC | GOLDMAN SACHS ETF TR | 138,880 | $20M | 8.6% |
| MSFT | MICROSOFT CORP | 52,068 | $19M | 8.5% |
| GSSC | GOLDMAN SACHS ETF TR | 191,659 | $17M | 7.6% |
| GLTR | ABRDN PRECIOUS METALS BASKET | 80,558 | $15M | 6.4% |
| QUS | SPDR SERIES TRUST | 76,485 | $14M | 6.2% |
| AVGV | AMERICAN CENTY ETF TR | 117,691 | $10M | 4.4% |
| AAPL | APPLE INC | 27,727 | $8M | 3.5% |
Track Paul R. Ried Financial Group's 13F portfolio: $229M in reported holdings, 47 positions. Top holdings and quarterly changes on SentiSense.
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