Briaud Financial Planning

Briaud Financial Planning as of June 30, 2026

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 556k 370.02
Spdr Gold Tr Gold Shs (GLD) 19.4 $74M 200k 368.38
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 7.0 $27M 1.7M 15.88
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA) 5.8 $22M 622k 35.62
Ishares Silver Tr Ishares (SLV) 4.7 $18M 335k 53.47
Ishares Gold Tr Ishares New (IAU) 1.6 $6.1M 81k 75.51
Apple (AAPL) 0.9 $3.4M 12k 289.36
Ishares Tr Core S&p500 Etf (IVV) 0.8 $2.9M 3.9k 748.89
Analog Devices (ADI) 0.6 $2.3M 5.9k 397.17
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.9M 2.6k 736.52
NVIDIA Corporation (NVDA) 0.5 $1.7M 8.7k 200.09
Exxon Mobil Corporation (XOM) 0.3 $1.3M 9.6k 136.72
Eli Lilly & Co. (LLY) 0.3 $1.3M 1.1k 1199.43
Spdr Series Trust St Str Blo 1 Etf (BIL) 0.3 $1.1M 12k 91.64
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $1.1M 7.1k 158.04
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) 0.2 $936k 66k 14.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $774k 1.5k 500.39
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $718k 962.00 746.77
Air Products & Chemicals (APD) 0.2 $619k 2.1k 293.13
Vanguard Index Fds Growth Etf (VUG) 0.1 $545k 6.3k 86.14
Amazon (AMZN) 0.1 $545k 2.3k 238.34
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $536k 7.8k 68.41
Intel Corporation (INTC) 0.1 $536k 3.8k 139.63
Ishares Tr Us Aer Def Etf (ITA) 0.1 $521k 2.1k 242.42
Microsoft Corporation (MSFT) 0.1 $517k 1.4k 373.02
Amgen (AMGN) 0.1 $460k 1.3k 362.12
Jabil Circuit (JBL) 0.1 $374k 971.00 385.48
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $358k 1.7k 212.77
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $347k 4.0k 87.32
Johnson & Johnson (JNJ) 0.1 $313k 1.2k 253.97
Vanguard Index Fds Large Cap Etf (VV) 0.1 $308k 894.00 343.91
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.1 $296k 5.6k 53.11
Cisco Systems (CSCO) 0.1 $285k 2.4k 117.46
Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.1 $254k 4.6k 55.45
Micron Technology (MU) 0.1 $245k 212.00 1154.29
JPMorgan Chase & Co. (JPM) 0.1 $234k 714.00 327.33
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $226k 329.00 686.65
Vanguard Index Fds Value Etf (VTV) 0.1 $224k 1.0k 217.93
Vanguard World Health Car Etf (VHT) 0.1 $214k 716.00 299.01
First Financial Bankshares (FFIN) 0.1 $203k 5.9k 34.60
Wal-Mart Stores (WMT) 0.1 $202k 1.8k 113.27
Sable Offshore Corp Com Shs (SOC) 0.0 $53k 12k 4.45