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Paul R. Ried Financial Group, LLC
Paul R. Ried Financial Group, LLC is an independent, SEC-registered investment adviser headquartered in Bellevue, Washington. The firm was founded by Paul R. Ried and serves primarily individual clients, including many high net worth individuals. As of 2024–2025, the firm manages nearly $1 billion in assets and has approximately 8–10 employees with a majority in investment roles. The firm's client base is almost entirely United States-based individuals, including a substantial number of high net worth clients.
Investment Strategy
Paul R. Ried Financial Group, LLC offers comprehensive wealth management and investment advisory services, focusing primarily on diversified, long-term portfolio management for individuals and high net worth individuals. The firm constructs portfolios using equity and fixed income securities, as well as ETFs and mutual funds, tailored to each client’s financial objectives, risk tolerance, and time horizon. Their approach emphasizes personalized financial planning and disciplined asset allocation, seeking to manage risk while helping clients meet long-term financial goals.
Latest 13F Filing Activity
Paul R. Ried Financial Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 31 equity positions with a total 13F market value of $165M. The fund increased holdings in Microsoft Corp., Sprott FDS TR, American Centy Etf TR among other positions. Paul R. Ried Financial Group, LLC reduced exposure to Apple Inc., Goldman Sachs Etf TR, World Gold TR among others.
Top Holdings
Equity Positions (31)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 16.35% | $27.0M | 54,326 | $422.14 | $497.41 | +$6.8M |
S SETM | SPROTT FDS TR | 13.56% | $22.4M | 1,294,375 | $15.14 | $17.32 | +$5.6M |
G GSIE | GOLDMAN SACHS ETF TR | 10.90% | $18.0M | 454,486 | $33.45 | $39.66 | +$2.1M |
G GSLC | GOLDMAN SACHS ETF TR | 9.84% | $16.3M | 134,025 | $115.21 | $121.38 | +$1.8M |
G GLTR | ABRDN PRECIOUS METALS BASKET | 8.85% | $14.6M | 105,880 | $109.80 | $138.15 | +$292.8K |
Industry Allocation
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