Briaud Financial Planning

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

  • Top 5 stock holdings are VTI, GLD, SLV, QQQ, PDBC, and represent 92.95% of Briaud Financial Planning's stock portfolio.
  • Added to shares of these 10 stocks: VTI (+$71M), GLD, PDBC, SPY, VYM, SLV, MDY, VHT, AMGN, XLE.
  • Started 2 new stock positions in VHT, MDY.
  • Reduced shares in these 10 stocks: IAU, TLT, , NVDA, QQQ, BIL, ADI, XOM, PG, LLY.
  • Sold out of its position in ABBV.
  • Briaud Financial Planning was a net buyer of stock by $74M.
  • Briaud Financial Planning has $406M in assets under management (AUM), dropping by 32.62%.
  • Central Index Key (CIK): 0001800586

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Portfolio Holdings for Briaud Financial Planning

Briaud Financial Planning holds 37 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 45.5 $185M +62% 550k 335.27
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Spdr Gold Tr Gold Shs (GLD) 19.4 $79M 198k 396.26
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Ishares Silver Tr Ishares (SLV) 10.0 $40M 627k 64.42
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Invesco Qqq Tr Unit Ser 1 (QQQ) 9.1 $37M 60k 614.30
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 9.0 $37M +2% 2.8M 13.25
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Ishares Gold Tr Ishares New (IAU) 1.6 $6.6M -6% 81k 81.17
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Apple (AAPL) 0.7 $2.8M +3% 10k 271.87
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Ishares Tr Core S&p500 Etf (IVV) 0.7 $2.7M +4% 3.9k 684.94
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Analog Devices (ADI) 0.4 $1.7M -2% 6.4k 271.20
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NVIDIA Corporation (NVDA) 0.4 $1.7M -5% 9.1k 186.50
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Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) 0.3 $1.2M 6.6k 186.43
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.2M +78% 1.7k 681.92
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Exxon Mobil Corporation (XOM) 0.3 $1.2M -2% 9.6k 120.34
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Eli Lilly & Co. (LLY) 0.3 $1.1M 1.0k 1074.68
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $827k +105% 5.8k 143.53
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $759k 1.5k 502.65
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Microsoft Corporation (MSFT) 0.2 $670k 1.4k 483.62
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Spdr Series Trust State Street Spd (BIL) 0.1 $561k -8% 6.1k 91.38
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Amazon (AMZN) 0.1 $527k 2.3k 230.82
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Vanguard Index Fds Growth Etf (VUG) 0.1 $514k +29% 1.1k 487.86
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Air Products & Chemicals (APD) 0.1 $509k 2.1k 246.97
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Ishares Tr Us Aer Def Etf (ITA) 0.1 $441k +7% 2.1k 214.69
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Amgen (AMGN) 0.1 $432k +61% 1.3k 327.31
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $347k -45% 4.0k 87.17
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $321k 1.7k 191.56
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Spdr Series Trust State Street Spd (SPYM) 0.1 $313k 3.9k 80.22
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $281k 894.00 314.80
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JPMorgan Chase & Co. (JPM) 0.1 $281k +16% 871.00 322.22
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $261k NEW 432.00 603.28
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Johnson & Johnson (JNJ) 0.1 $255k 1.2k 206.95
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Select Sector Spdr Tr State Street Ene (XLE) 0.1 $249k +100% 5.6k 44.71
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Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.1 $236k 4.6k 51.50
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Jabil Circuit (JBL) 0.1 $221k 971.00 228.02
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Vanguard World Health Car Etf (VHT) 0.1 $206k NEW 716.00 287.85
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Procter & Gamble Company (PG) 0.0 $202k -5% 1.4k 143.31
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Manhattan Bridge Capital (LOAN) 0.0 $25k 25k 1.00
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Sabre (SABR) 0.0 $19k 14k 1.36
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Past Filings by Briaud Financial Planning

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

View all past filings