Briaud Financial Planning

Briaud Financial Planning as of Sept. 30, 2026

Portfolio Holdings for Briaud Financial Planning

Briaud Financial Planning holds 44 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds MRNGSTR TTL STK (VTI) 45.8 $208M 555k 374.24
Spdr Gold Tr Gold Shs (GLD) 17.3 $78M 206k 380.85
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 10.5 $48M 2.5M 19.30
Select Sector Spdr Tr St Str Energ Etf (XLE) 9.8 $44M 722k 61.50
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA) 5.2 $24M 633k 37.56
Ishares Silver Tr Ishares (SLV) 4.1 $19M 341k 54.51
Ishares Gold Tr Ishares New (IAU) 1.3 $6.0M 76k 78.10
Apple (AAPL) 0.9 $4.0M 12k 333.02
Analog Devices (ADI) 0.5 $2.3M 5.9k 396.71
NVIDIA Corporation (NVDA) 0.4 $2.0M 8.9k 228.38
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.7M 2.3k 739.77
Exxonmobil Holdings Corp Com Shs (XOM) 0.3 $1.6M 9.6k 162.76
Eli Lilly & Co. (LLY) 0.3 $1.2M 1.1k 1157.08
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.1M 1.5k 765.85
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.1M 7.1k 155.21
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) 0.2 $1.0M 66k 15.41
Spdr Series Trust St Str Blo 1 Etf (BIL) 0.2 $1.0M 11k 91.65
Amazon (AMZN) 0.2 $819k 3.3k 249.15
Microsoft Corporation (MSFT) 0.2 $813k 1.6k 513.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $770k 1.5k 497.95
Air Products & Chemicals (APD) 0.1 $587k 2.1k 278.19
Amgen (AMGN) 0.1 $533k 1.3k 421.51
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $523k 7.8k 66.79
Intel Corporation (INTC) 0.1 $458k 3.8k 120.23
Vanguard Index Fds Mrngstr Grwt Etf (VUG) 0.1 $450k 5.0k 90.11
Ishares Tr Us Aer Def Etf (ITA) 0.1 $445k 2.1k 207.18
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $350k 500.00 700.76
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $349k 1.7k 208.02
Johnson & Johnson (JNJ) 0.1 $339k 1.3k 264.74
Vanguard Index Fds Mrngstr Lrg Cap (VV) 0.1 $315k 894.00 351.85
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $285k 374.00 762.63
Jabil Circuit (JBL) 0.1 $279k 971.00 286.86
Cisco Systems (CSCO) 0.1 $275k 2.6k 107.63
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $269k 3.4k 78.24
Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.1 $251k 4.6k 54.88
Chevron Corporation (CVX) 0.1 $243k 1.2k 204.21
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $241k 5.1k 47.34
JPMorgan Chase & Co. (JPM) 0.1 $236k 714.00 330.83
Vanguard World Health Car Etf (VHT) 0.0 $226k 716.00 316.08
Micron Technology (MU) 0.0 $223k 209.00 1065.11
Vanguard Index Fds Mrngstr Val Etf (VTV) 0.0 $222k 1.0k 216.08
UnitedHealth (UNH) 0.0 $212k 578.00 366.88
Abbvie (ABBV) 0.0 $204k 781.00 261.59
Sable Offshore Corp Com Shs (SOC) 0.0 $41k 12k 3.44