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Briaud Financial Planning’s LGI Homes LGIH Stock Holding History

Briaud Financial Planning’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-100
Closed -$5K – 205
2025
Q2 		$5K Hold
100
– – ﹤0.01% 282
2025
Q1 		$6K Hold
100
– – ﹤0.01% 155
2024
Q4 		$8K Hold
100
– – ﹤0.01% 143
2024
Q3 		$11K Hold
100
– – 0.01% 106
2024
Q2 		$8K Hold
100
– – ﹤0.01% 107
2024
Q1 		$12K Buy
+100
New +$11.8K 0.01% 98
2023
Q4 		– Sell
-100
Closed -$9K – 95
2023
Q3 		$9K Buy
+100
New +$12.4K 0.01% 107

Other funds holding LGIH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Briaud Financial Planning's LGIH Position: Q3 2025 in Review

Briaud Financial Planning sold out of LGI Homes (LGIH) in Q3 2025, closing a stake of 100 shares — an estimated $5K sold.

Briaud Financial Planning first reported a position in LGIH in Q3 2023 and held it in 7 quarters. The position peaked at $12K in Q1 2024. 239 funds tracked by Wall St. Rank hold LGIH as of Q3 2025.

  • Briaud Financial Planning reported no remaining LGI Homes position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 100 LGI Homes shares in Q3 2025, an estimated $5K.
  • Briaud Financial Planning first reported a position in LGI Homes in Q3 2023 and held it in 7 quarters.
  • Briaud Financial Planning's LGI Homes position peaked at $12K in Q1 2024.
  • 239 funds tracked by Wall St. Rank held LGI Homes as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.