Briaud Financial Planning Inc Portfolio Stock Holdings
Briaud Financial Planning Inc disclosed 38 stock positions valued at approximately $381.4 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 March 31, 2026 and was filed on April 10, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 38
- Portfolio Value
- $381.4M
Holdings by Sector
Briaud Financial Planning Inc Portfolio Holdings in Q1 2026
37 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 45.34% | 539,110 | -11,163 | -2.03% | $172,925,011 |
| SPDR GOLD TR | GLD | Other | 22.37% | 198,343 | +39 | +0.02% | $85,325,311 |
| INVESCO ACTVELY MNGD ETC FD | PDBC | Other | 12.75% | 2,807,161 | +37,873 | +1.37% | $48,620,248 |
| ISHARES SILVER TR | SLV | Other | 5.88% | 329,248 | -297,847 | -47.50% | $22,427,973 |
| ISHARES GOLD TR | IAU | Other | 1.87% | 80,824 | -401 | -0.49% | $7,125,444 |
| ISHARES TR | IVV | Other | 0.67% | 3,894 | +4 | +0.10% | $2,543,600 |
| APPLE INC | AAPL | Technology | 0.65% | 9,761 | -478 | -4.67% | $2,477,298 |
| ANALOG DEVICES INC | ADI | Technology | 0.52% | 6,215 | -140 | -2.20% | $1,977,240 |
| EXXON MOBIL CORP | XOM | Energy | 0.43% | 9,615 | - | - | $1,631,315 |
| NVIDIA CORPORATION | NVDA | Technology | 0.41% | 9,064 | -1 | -0.01% | $1,580,762 |
| ABRDN PLATINUM ETF TRUST | PPLT | Other | 0.31% | 6,650 | +26 | +0.39% | $1,185,230 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.27% | 1,572 | -147 | -8.55% | $1,022,334 |
| ELI LILLY & CO | LLY | Healthcare | 0.25% | 1,056 | +8 | +0.76% | $971,277 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.25% | 6,433 | +675 | +11.72% | $952,796 |
| SPDR SERIES TRUST | BIL | Other | 0.21% | 8,796 | +2,660 | +43.35% | $806,083 |
| INVESCO QQQ TR | QQQ | Other | 0.20% | 1,307 | -59,107 | -97.84% | $754,374 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.19% | 1,547 | +38 | +2.52% | $741,322 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 0.16% | 2,151 | +89 | +4.32% | $624,747 |
| MICROSOFT CORP | MSFT | Technology | 0.13% | 1,386 | - | - | $513,056 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.12% | 2,285 | - | - | $475,897 |
| ISHARES TR | ITA | Other | 0.12% | 2,149 | +94 | +4.57% | $470,094 |
| VANGUARD INDEX FDS | VUG | Other | 0.12% | 1,054 | - | - | $460,377 |
| AMGEN INC | AMGN | Healthcare | 0.12% | 1,306 | -14 | -1.06% | $459,516 |
| ISHARES TR | EEM | Other | 0.12% | 7,830 | +7,830 | +100.00% | $444,666 |
| ISHARES TR | TLT | Other | 0.09% | 3,977 | - | - | $345,107 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.09% | 5,558 | - | - | $340,483 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.08% | 1,676 | - | - | $321,658 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.08% | 1,231 | - | - | $300,906 |
| VANGUARD INDEX FDS | VV | Other | 0.07% | 894 | - | - | $267,172 |
| JABIL INC | JBL | Technology | 0.07% | 971 | - | - | $257,927 |
| CHEVRON CORPORATION | CVX | Energy | 0.06% | 1,188 | +1,188 | +100.00% | $245,797 |
| INVESCO EXCHANGE TRADED FD T | PFM | Other | 0.06% | 4,574 | - | - | $233,694 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.06% | 367 | +367 | +100.00% | $221,811 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.06% | 714 | -157 | -18.03% | $210,030 |
| WALMART INC | WMT | Consumer Defensive | 0.05% | 1,679 | +1,679 | +100.00% | $208,670 |
| VANGUARD INDEX FDS | VTV | Other | 0.05% | 1,026 | +1,026 | +100.00% | $201,301 |
| MANHATTAN BRDG CAP INC | LOAN | Real Estate | 0.01% | 21,006 | -3,717 | -15.03% | $21,006 |