BFP
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Briaud Financial Planning’s iShares S&P 100 ETF OEF Stock Holding History

Briaud Financial Planning’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-60
Closed -$18K – 246
2025
Q2 		$18K Buy
+60
New +$16.7K 0.01% 189

Other funds holding OEF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Briaud Financial Planning sold out of iShares S&P 100 ETF (OEF) in Q3 2025, closing a stake of 60 shares — an estimated $18K sold.

Briaud Financial Planning first reported a position in OEF in Q2 2025 and held it in 1 quarter. The position peaked at $18K in Q2 2025. 1,001 funds tracked by Wall St. Rank hold OEF as of Q3 2025.

  • Briaud Financial Planning reported no remaining iShares S&P 100 ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 60 iShares S&P 100 ETF shares in Q3 2025, an estimated $18K.
  • Briaud Financial Planning first reported a position in iShares S&P 100 ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's iShares S&P 100 ETF position peaked at $18K in Q2 2025.
  • 1,001 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2025.

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