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, SLV, PDBA, and represent 92.03% of Briaud Financial Planning's stock portfolio.
  • Added to shares of these 10 stocks: PDBA (+$22M), PDBC, EEM, CVX, BIL, LMT, WMT, VTV, VYM, APD.
  • Started 6 new stock positions in PDBA, LMT, WMT, CVX, VTV, EEM.
  • Reduced shares in these 10 stocks: QQQ (-$34M), SLV (-$20M), VTI, , , , PG, AAPL, SPY, JPM.
  • Sold out of its positions in PG, SPYM, MDY, SABR, VHT.
  • Briaud Financial Planning was a net seller of stock by $-35M.
  • Briaud Financial Planning has $381M in assets under management (AUM), dropping by -6.03%.
  • Central Index Key (CIK): 0001800586

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Portfolio Holdings for Briaud Financial Planning

Briaud Financial Planning holds 38 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 45.3 $173M -2% 539k 320.76
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Spdr Gold Tr Gold Shs (GLD) 22.4 $85M 198k 430.19
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 12.7 $49M 2.8M 17.32
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Ishares Silver Tr Ishares (SLV) 5.9 $22M -47% 329k 68.12
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Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA) 5.7 $22M NEW 595k 36.47
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Ishares Gold Tr Ishares New (IAU) 1.9 $7.1M 81k 88.16
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Ishares Tr Core S&p500 Etf (IVV) 0.7 $2.5M 3.9k 653.21
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Apple (AAPL) 0.6 $2.5M -4% 9.8k 253.80
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Analog Devices (ADI) 0.5 $2.0M -2% 6.2k 318.14
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Exxon Mobil Corporation (XOM) 0.4 $1.6M 9.6k 169.66
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NVIDIA Corporation (NVDA) 0.4 $1.6M 9.1k 174.40
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Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) 0.3 $1.2M 6.7k 178.23
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $1.0M -8% 1.6k 650.34
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Eli Lilly & Co. (LLY) 0.3 $971k 1.1k 919.77
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $953k +11% 6.4k 148.11
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Spdr Series Trust State Street Spd (BIL) 0.2 $806k +43% 8.8k 91.64
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $754k -97% 1.3k 577.18
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $741k +2% 1.5k 479.20
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Air Products & Chemicals (APD) 0.2 $625k +4% 2.2k 290.44
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Microsoft Corporation (MSFT) 0.1 $513k 1.4k 370.17
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Amazon (AMZN) 0.1 $476k 2.3k 208.27
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Ishares Tr Us Aer Def Etf (ITA) 0.1 $470k +4% 2.1k 218.75
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Vanguard Index Fds Growth Etf (VUG) 0.1 $460k 1.1k 436.79
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Amgen (AMGN) 0.1 $460k 1.3k 351.85
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $445k NEW 7.8k 56.79
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $345k 4.0k 86.78
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Select Sector Spdr Tr State Street Ene (XLE) 0.1 $341k 5.6k 61.26
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $322k 1.7k 191.92
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Johnson & Johnson (JNJ) 0.1 $301k 1.2k 244.44
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $267k 894.00 298.85
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Jabil Circuit (JBL) 0.1 $258k 971.00 265.63
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Chevron Corporation (CVX) 0.1 $246k NEW 1.2k 206.90
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Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.1 $234k 4.6k 51.09
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Lockheed Martin Corporation (LMT) 0.1 $222k NEW 367.00 604.39
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JPMorgan Chase & Co. (JPM) 0.1 $210k -18% 714.00 294.16
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Wal-Mart Stores (WMT) 0.1 $209k NEW 1.7k 124.28
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Vanguard Index Fds Value Etf (VTV) 0.1 $201k NEW 1.0k 196.20
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Manhattan Bridge Capital (LOAN) 0.0 $21k -15% 21k 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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