Paul R. Ried Financial Group, LLC - Portfolio Stock Holdings
Paul R. Ried Financial Group, LLC disclosed 47 stock positions in a recent SEC 13F filing. $228,915,842 of stock holdings were filed, with the largest holdings including MFSV, SETM, and GSIE. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $1,268,180,179 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
47Est. Stock Holding Value:
$228,915,842Top Stock Holdings By Sector
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Portfolio Stock Holdings - Paul R. Ried Financial Group, LLC
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