account_balance
Investment manager · 13F filer · SEC CIK 2033053
Paul R. Ried Financial Group, LLC
Reported value$252Mas of Sep 30, 2026
Positions47 3 new, 3 sold out
Top 10 weight80.7%MFSV alone is 14%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MFSVMFS Active Exchange Traded F
13.6%Added +7%
SETMSprott FDS Tr
10.7%
MSFTMicrosoft Corp
10.3%Trimmed −3%
GSIEGoldman Sachs ETF Tr
8.9%
GSLCGoldman Sachs ETF Tr
8.1%
GSSCGoldman Sachs ETF Tr
6.6%
GFLWVictory Portfolios II
6.4%New
GLTRabrdn Precious Metals Basket ETF Trust
6.2%Added +4%
QUSSPDR Series Trust
5.9%Added +2%
AVGVAmerican Centy ETF Tr
4.1%
AAPLApple Inc.
3.6%
AVSC2.0%
MFSVMFS Active Exchange Traded F
13.6%Added +7%
SETMSprott FDS Tr
10.7%
MSFTMicrosoft Corp
10.3%Trimmed −3%
GSIEGoldman Sachs ETF Tr
8.9%
GSLCGoldman Sachs ETF Tr
8.1%
GSSCGoldman Sachs ETF Tr
6.6%
GFLWVictory Portfolios II
6.4%
GLTRabrdn Precious Metals Basket ETF Trust
6.2%
QUSSPDR Series Trust
5.9%
AVGV4.1%
AAPLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MFSV MFS Active Exchange Traded F 13.6% Added +7%
SETM Sprott FDS Tr 10.7% Held
MSFT Microsoft Corp 10.3% Trimmed −3%GSIE Goldman Sachs ETF Tr 8.9% Held
GSLC Goldman Sachs ETF Tr 8.1% Held
GSSC Goldman Sachs ETF Tr 6.6% Held
GFLW Victory Portfolios II 6.4% New
GLTR abrdn Precious Metals Basket ETF Trust 6.2% Added +4%QUS SPDR Series Trust 5.9% Added +2%
AVGV American Centy ETF Tr 4.1% Added +5%
AAPL Apple Inc. 3.6% HeldAVSC American Centy ETF Tr 2.0% Trimmed −5%
What changed
Biggest moves since Jun 30, 2026
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