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Briaud Financial Planning Inc → QQQ

Briaud Financial Planning Inc QQQ Position History

Invesco QQQ Trust • Technology

Quarters held
5
Latest value
$1.7M
Q3 2026
Peak value
$37.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$36.3M
Q4 2025$37.1M
Q1 2026$754K
Q2 2026$1.9M
Q3 2026$1.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.7M2.3K——
Q2 2026$1.9M2.6K——
Q1 2026$754K1.3K——
Q4 2025$37.1M60.4K——
Q3 2025$36.3M60.5K——

Other funds holding QQQ

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