Briaud Financial Planning

Latest statistics and disclosures from Briaud Financial Planning's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTI, GLD, PDBC, QQQ, SLV, and represent 91.49% of Briaud Financial Planning's stock portfolio.
  • Added to shares of these 10 stocks: SLV (+$26M), VTI (+$12M), PDBC, VYM, GLD, BIL, SPY, IVV, PFM, LOAN.
  • Started 1 new stock position in LOAN.
  • Reduced shares in these 10 stocks: XOM, DIS, WMT, , , IJH, , ELV, VTV, NOBL.
  • Sold out of its positions in T, ABT, ADBE, AMD, WMS, ALLY, GOOG, GOOGL, MO, AEP.
  • Briaud Financial Planning was a net buyer of stock by $29M.
  • Briaud Financial Planning has $306M in assets under management (AUM), dropping by 20.69%.
  • Central Index Key (CIK): 0001800586

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Portfolio Holdings for Briaud Financial Planning

Briaud Financial Planning holds 36 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 36.4 $111M +12% 339k 328.17
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Spdr Gold Tr Gold Shs (GLD) 22.7 $70M 196k 355.47
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 11.9 $36M +6% 2.7M 13.43
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Invesco Qqq Tr Unit Ser 1 (QQQ) 11.9 $36M 61k 600.37
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Ishares Silver Tr Ishares (SLV) 8.6 $26M +5493% 621k 42.37
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Ishares Gold Tr Ishares New (IAU) 2.1 $6.3M -2% 87k 72.77
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Apple (AAPL) 0.8 $2.5M -5% 9.9k 254.64
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Ishares Tr Core S&p500 Etf (IVV) 0.8 $2.5M +2% 3.7k 669.30
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NVIDIA Corporation (NVDA) 0.6 $1.8M 9.6k 186.58
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Analog Devices (ADI) 0.5 $1.6M 6.5k 245.70
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Exxon Mobil Corporation (XOM) 0.4 $1.1M -35% 9.9k 112.75
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Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) 0.3 $946k 6.6k 142.88
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Eli Lilly & Co. (LLY) 0.3 $805k -11% 1.1k 763.00
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $759k 1.5k 502.74
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Microsoft Corporation (MSFT) 0.2 $724k -4% 1.4k 517.83
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $654k 7.3k 89.36
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $641k +10% 962.00 666.18
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Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.2 $618k +30% 6.7k 91.75
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Air Products & Chemicals (APD) 0.2 $562k 2.1k 272.66
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Amazon (AMZN) 0.2 $502k 2.3k 219.57
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Ishares Tr Us Aer Def Etf (ITA) 0.1 $399k 1.9k 209.26
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $396k +27980% 2.8k 140.97
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Vanguard Index Fds Growth Etf (VUG) 0.1 $389k 812.00 479.61
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $318k 1.7k 189.70
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Spdr Series Trust Portfolio S&p500 (SPLG) 0.1 $306k 3.9k 78.34
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $275k 894.00 307.86
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Select Sector Spdr Tr Energy (XLE) 0.1 $248k 2.8k 89.34
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JPMorgan Chase & Co. (JPM) 0.1 $236k +3% 747.00 315.33
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Johnson & Johnson (JNJ) 0.1 $232k 1.3k 185.44
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Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.1 $232k +17% 4.6k 50.74
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Amgen (AMGN) 0.1 $230k 815.00 282.20
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Procter & Gamble Company (PG) 0.1 $230k -14% 1.5k 153.66
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Abbvie (ABBV) 0.1 $217k -6% 937.00 231.54
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Jabil Circuit (JBL) 0.1 $211k 971.00 217.17
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Sabre (SABR) 0.0 $26k 14k 1.83
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Manhattan Bridge Capital (LOAN) 0.0 $25k NEW 25k 1.00
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Past Filings by Briaud Financial Planning

SEC 13F filings are viewable for Briaud Financial Planning going back to 2019

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