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Briaud Financial Planning Inc → AAPL

Briaud Financial Planning Inc AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$4M
Q3 2026
Peak value
$4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.5M
Q4 2025$2.8M
Q1 2026$2.5M
Q2 2026$3.4M
Q3 2026$4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4M12.0K——
Q2 2026$3.4M11.6K——
Q1 2026$2.5M9.8K——
Q4 2025$2.8M10.2K——
Q3 2025$2.5M9.9K——

Other funds holding AAPL

Other Briaud Financial Planning Inc positions

VGES

VANGUARD INDEX FDS

$207.6M
VGES

VANGUARD INDEX FDS

$205.9M
VGES

VANGUARD INDEX FDS

$184.5M
VGES

VANGUARD INDEX FDS

$172.9M
VGES

VANGUARD INDEX FDS

$111.4M
GLD

SPDR GOLD TR

$85.3M
GLD

SPDR GOLD TR

$78.6M
GLD

SPDR GOLD TR

$78.3M