Paul R. Ried Financial Group, LLC
Annual return '25
+33.6%
SPY '25
+17.7%
Alpha
+15.9ptsvs SPY
Invested
$215.1M
Holdings
43
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SETM
SPROTT FDS TR
Held since at least Q1 2024
15.4%
02
$MFSV
MFS ACTIVE EXCHANGE TRADED F
Held since at least Q1 2024
11.9%
03
$GSIE
GOLDMAN SACHS ETF TR
Held since at least Q1 2024
9.6%
04
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
9.6%
05
$GLTR
ABRDN PRECIOUS METALS BASKET
Held since at least Q1 2024
8.4%
06
$GSLC
GOLDMAN SACHS ETF TR
Held since at least Q1 2024
8.0%
07
$GSSC
GOLDMAN SACHS ETF TR
Held since at least Q1 2024
6.5%
08
$QUS
SPDR SERIES TRUST
Held since at least Q1 2024
5.9%
09
$AVGV
AMERICAN CENTY ETF TR
Held since at least Q1 2024
3.8%
10
$AAPL
APPLE INC
Held since at least Q1 2024
3.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:42 UTC.