Paul R. Ried Financial Group, LLC: 13F holdings
CIK 20330532026Q2
| Positions | 47 |
|---|---|
| Reported value | $228.9m |
| Filed | 2026-07-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MFS ACTIVE EXCHANGE TRADED F | 1,138,859 | $32.5m | 14.2% |
| SPROTT FDS TR | 923,972 | $28.8m | 12.6% |
| EWU GOLDMAN SACHS ETF TR | 484,829 | $22.2m | 9.7% |
| GSLC GOLDMAN SACHS ETF TR | 138,880 | $19.7m | 8.6% |
| MSFT MICROSOFT CORP | 52,068 | $19.4m | 8.5% |
| GOLDMAN SACHS ETF TR | 191,659 | $17.5m | 7.6% |
| ABRDN PRECIOUS METALS BASKET | 80,558 | $14.6m | 6.4% |
| QUS SPDR SERIES TRUST | 76,485 | $14.3m | 6.2% |
| INDB AMERICAN CENTY ETF TR | 117,691 | $10.0m | 4.4% |
| AAPL APPLE INC | 27,727 | $8.0m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2033053")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.