BFP
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Briaud Financial Planning’s iShares US Equity Factor ETF LRGF Stock Holding History

Briaud Financial Planning’s Portfolio LRGF Stock Details LRGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-51
Closed -$3K – 209
2025
Q2 		$3K Buy
+51
New +$3.02K ﹤0.01% 310

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

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

Briaud Financial Planning sold out of iShares US Equity Factor ETF (LRGF) in Q3 2025, closing a stake of 51 shares — an estimated $3K sold.

Briaud Financial Planning first reported a position in LRGF in Q2 2025 and held it in 1 quarter. The position peaked at $3K in Q2 2025. 218 funds tracked by Wall St. Rank hold LRGF as of Q3 2025.

  • Briaud Financial Planning reported no remaining iShares US Equity Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 51 iShares US Equity Factor ETF shares in Q3 2025, an estimated $3K.
  • Briaud Financial Planning first reported a position in iShares US Equity Factor ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's iShares US Equity Factor ETF position peaked at $3K in Q2 2025.
  • 218 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2025.

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