Paul R. Ried Financial Group, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    bellevue, WA
  • CIK
    0002033053
  • All SEC filings

Q4 2025 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

41

$211.75M
SETM, MSFT, GSIE, GLTR
13F-HR
Feb 6, 2026
000203305326000003

35

$197.7M
SETM, MSFT, GSIE, GSLC
13F-HR
Nov 17, 2025
000203305325000010

33

$165.31M
MSFT, SETM, GSIE, GSLC
13F-HR
Aug 11, 2025
000203305325000007

29

$143.57M
MSFT, SETM, GSIE, GSLC
13F-HR
Apr 29, 2025
000203305325000006

30

$142.58M
MSFT, SETM, GSIE, GSLC
13F-HR
Jan 24, 2025
000203305325000003