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, PDBA, SLV, and represent 91.03% of Briaud Financial Planning's stock portfolio.
- Added to shares of these 10 stocks: VTI (+$6.4M), QQQ, PDBA, PPLT, GLD, INTC, AAPL, VUG, BIL, SLV.
- Started 7 new stock positions in MU, VHT, SOC, CSCO, VOO, INTC, FFIN.
- Reduced shares in these 9 stocks: PDBC (-$18M), SPY, CVX, LMT, ADI, NVDA, LOAN, AMGN, APD.
- Sold out of its positions in CVX, LMT, LOAN.
- Briaud Financial Planning was a net seller of stock by $-5.9M.
- Briaud Financial Planning has $380M in assets under management (AUM), dropping by -0.30%.
- Central Index Key (CIK): 0001800586
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Portfolio Holdings for Briaud Financial Planning
Briaud Financial Planning holds 42 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 54.1 | $206M | +3% | 556k | 370.02 |
|
| Spdr Gold Tr Gold Shs (GLD) | 19.4 | $74M | 200k | 368.38 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 7.0 | $27M | -40% | 1.7M | 15.88 |
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| Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA) | 5.8 | $22M | +4% | 622k | 35.62 |
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| Ishares Silver Tr Ishares (SLV) | 4.7 | $18M | 335k | 53.47 |
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| Ishares Gold Tr Ishares New (IAU) | 1.6 | $6.1M | 81k | 75.51 |
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| Apple (AAPL) | 0.9 | $3.4M | +18% | 12k | 289.36 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $2.9M | 3.9k | 748.89 |
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| Analog Devices (ADI) | 0.6 | $2.3M | -5% | 5.9k | 397.17 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.9M | +101% | 2.6k | 736.52 |
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| NVIDIA Corporation (NVDA) | 0.5 | $1.7M | -3% | 8.7k | 200.09 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $1.3M | 9.6k | 136.72 |
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| Eli Lilly & Co. (LLY) | 0.3 | $1.3M | 1.1k | 1199.43 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.3 | $1.1M | +41% | 12k | 91.64 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $1.1M | +9% | 7.1k | 158.04 |
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| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.2 | $936k | +896% | 66k | 14.13 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $774k | 1.5k | 500.39 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $718k | -38% | 962.00 | 746.77 |
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| Air Products & Chemicals (APD) | 0.2 | $619k | 2.1k | 293.13 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $545k | +500% | 6.3k | 86.14 |
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| Amazon (AMZN) | 0.1 | $545k | 2.3k | 238.34 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $536k | 7.8k | 68.41 |
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| Intel Corporation (INTC) | 0.1 | $536k | NEW | 3.8k | 139.63 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $521k | 2.1k | 242.42 |
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| Microsoft Corporation (MSFT) | 0.1 | $517k | 1.4k | 373.02 |
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| Amgen (AMGN) | 0.1 | $460k | -2% | 1.3k | 362.12 |
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| Jabil Circuit (JBL) | 0.1 | $374k | 971.00 | 385.48 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $358k | 1.7k | 212.77 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $347k | 4.0k | 87.32 |
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| Johnson & Johnson (JNJ) | 0.1 | $313k | 1.2k | 253.97 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $308k | 894.00 | 343.91 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $296k | 5.6k | 53.11 |
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| Cisco Systems (CSCO) | 0.1 | $285k | NEW | 2.4k | 117.46 |
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| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.1 | $254k | 4.6k | 55.45 |
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| Micron Technology (MU) | 0.1 | $245k | NEW | 212.00 | 1154.29 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $234k | 714.00 | 327.33 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $226k | NEW | 329.00 | 686.65 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $224k | 1.0k | 217.93 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $214k | NEW | 716.00 | 299.01 |
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| First Financial Bankshares (FFIN) | 0.1 | $203k | NEW | 5.9k | 34.60 |
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| Wal-Mart Stores (WMT) | 0.1 | $202k | +6% | 1.8k | 113.27 |
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| Sable Offshore Corp Com Shs (SOC) | 0.0 | $53k | NEW | 12k | 4.45 |
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Past Filings by Briaud Financial Planning
SEC 13F filings are viewable for Briaud Financial Planning going back to 2019
- Briaud Financial Planning 2026 Q2 filed July 30, 2026
- Briaud Financial Planning 2026 Q1 filed April 10, 2026
- Briaud Financial Planning 2025 Q4 filed Jan. 28, 2026
- Briaud Financial Planning 2025 Q3 filed Nov. 25, 2025
- Briaud Financial Planning 2025 Q2 filed July 31, 2025
- Briaud Financial Planning 2025 Q1 filed May 9, 2025
- Briaud Financial Planning 2024 Q4 filed Feb. 7, 2025
- Briaud Financial Planning 2024 Q3 filed Nov. 8, 2024
- Briaud Financial Planning 2024 Q2 filed July 26, 2024
- Briaud Financial Planning 2024 Q1 filed May 3, 2024
- Briaud Financial Planning 2023 Q4 filed Feb. 2, 2024
- Briaud Financial Planning 2023 Q3 filed Nov. 6, 2023
- Briaud Financial Planning 2023 Q2 filed Aug. 7, 2023
- Briaud Financial Planning 2023 Q1 filed May 5, 2023
- Briaud Financial Planning 2022 Q4 filed Feb. 13, 2023
- Briaud Financial Planning 2022 Q3 filed Nov. 4, 2022