Paul R. Ried Financial Group, LLC
All 13F Filings
- Location
- Bellevue, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 228,916
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/6/2026 | 47 | 228,916 | 13F-HR | Paul R. Ried Financial Group, LLC |
| Q1 2026 | 5/7/2026 | 41 | 215,103 | 13F-HR | Paul R. Ried Financial Group, LLC |
| Q4 2025 | 2/6/2026 | 41 | 211,751 | 13F-HR | Paul R. Ried Financial Group, LLC |
| Q3 2025 | 11/17/2025 | 35 | 197,701 | 13F-HR | Paul R. Ried Financial Group, LLC |
| Q2 2025 | 8/11/2025 | 33 | 165,311 | 13F-HR | Paul R. Ried Financial Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 91.92 K | 40.2% | 0 | 4.663 K | -4.663 K |
| ETFs | 137 K | 59.8% | 18.48 K | 0 | 18.48 K |
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Fund Snapshot
Q2 2026
Latest filed
7/6/2026
Total value ($000)
228,916
Holdings
47
QoQ value change ($000)
13,813
(6.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.