Briaud Financial Planning Inc Portfolio Stock Holdings
Briaud Financial Planning Inc disclosed 42 stock positions valued at approximately $380.2 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, SPDR GOLD TR, and INVESCO ACTVELY MNGD ETC FD. The filing reflects positions held as of June 30, 2026 and was filed on July 30, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 42
- Portfolio Value
- $380.2M
Holdings by Sector
Briaud Financial Planning Inc Portfolio Holdings in Q2 2026
41 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 54.14% | 556,358 | +17,248 | +3.20% | $205,865,581 |
| SPDR GOLD TR | GLD | Other | 19.37% | 199,910 | +1,567 | +0.79% | $73,643,056 |
| INVESCO ACTVELY MNGD ETC FD | PDBC | Other | 6.98% | 1,672,011 | -1,135,150 | -40.44% | $26,551,542 |
| ISHARES SILVER TR | SLV | Other | 4.71% | 335,142 | +5,894 | +1.79% | $17,918,848 |
| ISHARES GOLD TR | IAU | Other | 1.61% | 80,824 | - | - | $6,103,020 |
| APPLE INC | AAPL | Technology | 0.88% | 11,605 | +1,844 | +18.89% | $3,358,017 |
| ISHARES TR | IVV | Other | 0.77% | 3,903 | +9 | +0.23% | $2,922,918 |
| ANALOG DEVICES INC | ADI | Technology | 0.62% | 5,902 | -313 | -5.04% | $2,344,097 |
| INVESCO QQQ TR | QQQ | Other | 0.51% | 2,633 | +1,326 | +101.45% | $1,939,258 |
| NVIDIA CORPORATION | NVDA | Technology | 0.46% | 8,738 | -326 | -3.60% | $1,748,427 |
| EXXON MOBIL CORP | XOM | Energy | 0.35% | 9,631 | +16 | +0.17% | $1,316,787 |
| ELI LILLY & CO | LLY | Healthcare | 0.33% | 1,056 | - | - | $1,266,598 |
| SPDR SERIES TRUST | BIL | Other | 0.30% | 12,441 | +3,645 | +41.44% | $1,140,105 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.29% | 7,074 | +641 | +9.96% | $1,117,978 |
| ABRDN PLATINUM ETF TRUST | PPLT | Other | 0.25% | 66,240 | +59,590 | +896.09% | $935,971 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.20% | 1,547 | - | - | $774,103 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.19% | 962 | -610 | -38.80% | $718,393 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 0.16% | 2,110 | -41 | -1.91% | $618,498 |
| VANGUARD INDEX FDS | VUG | Other | 0.14% | 6,324 | +5,270 | +500.00% | $544,749 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.14% | 2,285 | - | - | $544,607 |
| ISHARES TR | EEM | Other | 0.14% | 7,830 | - | - | $535,650 |
| INTEL CORP | INTC | Technology | 0.14% | 3,836 | +3,836 | +100.00% | $535,621 |
| ISHARES TR | ITA | Other | 0.14% | 2,149 | - | - | $520,961 |
| MICROSOFT CORP | MSFT | Technology | 0.14% | 1,386 | - | - | $517,006 |
| AMGEN INC | AMGN | Healthcare | 0.12% | 1,270 | -36 | -2.76% | $459,892 |
| JABIL INC | JBL | Technology | 0.10% | 971 | - | - | $374,301 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.09% | 1,682 | +6 | +0.36% | $357,879 |
| ISHARES TR | TLT | Other | 0.09% | 3,977 | - | - | $347,266 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.08% | 1,231 | - | - | $312,637 |
| VANGUARD INDEX FDS | VV | Other | 0.08% | 894 | - | - | $307,456 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.08% | 5,575 | +17 | +0.31% | $296,088 |
| CISCO SYS INC | CSCO | Technology | 0.08% | 2,429 | +2,429 | +100.00% | $285,310 |
| INVESCO EXCHANGE TRADED FD T | PFM | Other | 0.07% | 4,574 | - | - | $253,648 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.06% | 212 | +212 | +100.00% | $244,709 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.06% | 714 | - | - | $233,714 |
| VANGUARD INDEX FDS | VOO | Other | 0.06% | 329 | +329 | +100.00% | $225,908 |
| VANGUARD INDEX FDS | VTV | Other | 0.06% | 1,026 | - | - | $223,596 |
| VANGUARD WORLD FD | VHT | Other | 0.06% | 716 | - | - | $214,091 |
| FIRST FINL BANKSHARES INC | FFIN | Financial Services | 0.05% | 5,876 | +5,876 | +100.00% | $203,310 |
| WALMART INC | WMT | Consumer Defensive | 0.05% | 1,780 | +101 | +6.02% | $201,614 |
| SABLE OFFSHORE CORP | SOC | Energy | 0.01% | 12,006 | +12,006 | +100.00% | $53,449 |