Paul R. Ried Financial Group, LLC
All 13F Filings
- Location
- Bellevue, WA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 211,751
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 186.3 K | 88.0% | 3.016 K | 0 | 3.016 K |
| ETFs | 25.46 K | 12.0% | 11.04 K | 0 | 11.04 K |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
211,751
Holdings
41
QoQ value change ($000)
14,050
(7.1%)
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.