P
Paul R. Ried Financial Group, LLC
RIA/Wealth
Paul R. Ried Financial Group, LLC is a RIA/Wealth based in Bellevue, WA led by Paul Richard Ried, reporting $1.1B in AUM as of Q3 2025 with 62% ETF concentration, 85% concentrated in top 10 holdings, and 17% allocation to SETM.
CEOPaul Richard Ried
- Portfolio Value
- $190.6M
- Positions
- 33
- Top Holding
- SETM at 17.19%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Paul R. Ried Financial Group, LLC's portfolio (84.9% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $32.8M | 17.19% | +$219.9K Bought | — 1.3M shares | |
Software - Infrastructure Technology | $29.2M | 15.31% | +$1.1M Bought | 0.00% 56.4K shares | |
ETF ETF | $19.5M | 10.24% | +$826.9K Bought | — 474.6K shares | |
ETF ETF | $18.2M | 9.54% | +$722.7K Bought | — 139.6K shares | |
Unknown Unknown | $17.1M | 8.97% | -$412.5K Sold | — 103.4K shares | |
ETF ETF | $13.3M | 6.99% | +$989.6K Bought | — 177.9K shares | |
ETF ETF | $12.0M | 6.29% | +$728.1K Bought | — 70.0K shares | |
Consumer Electronics Technology | $9.6M | 5.03% | -$194.0K Sold | 0.00% 37.7K shares | |
ETF ETF | $5.4M | 2.84% | +$872.5K Bought | — 76.9K shares | |
ETF ETF | $4.7M | 2.45% | -$43.7K Sold | — 81.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Paul R. Ried Financial Group, LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+19.24% | |
+8.02% | |
+6.47% | |
+4.43% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-38.56% | |
-26.55% | |
-19.09% | |
-17.1% | |
-11.69% |
Analytics
Portfolio insights and performance metrics for Paul R. Ried Financial Group, LLC
GthenA