Briaud Financial Planning, Inc Top Holdings and 13F Report (2025)

About Briaud Financial Planning, Inc

Investment Activity

Briaud Financial Planning, Inc has $253.58 thousand in total holdings as of June 30, 2025.
Briaud Financial Planning, Inc owns shares of 365 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
Approximately 2.14% of the portfolio was purchased this quarter.
About 8.57% of the portfolio was sold this quarter.
This quarter, Briaud Financial Planning, Inc has purchased 208 new stocks and bought additional shares in 43 stocks.
Briaud Financial Planning, Inc sold shares of 12 stocks and completely divested from 32 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $91,824
SPDR Gold Shares: $59,477
Invesco QQQ: $33,509
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF: $33,125
iShares Gold Trust: $5,547

Largest New Holdings this Quarter

78464A854 - SPDR Portfolio S&P 500 ETF: $283 Holding
466313103 - Jabil: $211 Holding
46137V506 - Invesco Dividend Achievers ETF: $187 Holding
33740F755 - FT Vest Laddered Buffer ETF: $126 Holding
46137V142 - Invesco Water Resources ETF: $121 Holding

Largest Purchases this Quarter

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF: 30,796 shares (about $401.58)
iShares U.S. Aerospace & Defense ETF: 1,550 shares (about $291.71)
SPDR Portfolio S&P 500 ETF: 3,905 shares (about $283.00)
iShares Core S&P 500 ETF: 359 shares (about $222.88)
NVIDIA: 1,364 shares (about $215.48)

Largest Sales this Quarter

SPDR Gold Shares: 61,616 shares (about $18.78K)
Vanguard Total Stock Market ETF: 4,380 shares (about $1.33K)
iShares Gold Trust: 17,881 shares (about $1.11K)
abrdn Physical Platinum Shares ETF: 2,331 shares (about $286.10)
Invesco QQQ: 67 shares (about $36.96)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$91,824	$1,331 ▼	-1.4%	302,127	36.2%	ETF
GLD SPDR Gold Shares	$59,477	$18,781 ▼	-24.0%	195,132	23.5%	Finance
QQQ Invesco QQQ	$33,509	$37 ▼	-0.1%	60,747	13.2%	Finance
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	$33,125	$402 ▲	1.2%	2,540,275	13.1%	Manufacturing
IAU iShares Gold Trust	$5,547	$1,115 ▼	-16.7%	88,965	2.2%	Finance
IVV iShares Core S&P 500 ETF	$2,253	$223 ▲	11.0%	3,629	0.9%	ETF
AAPL Apple	$2,143	$16 ▲	0.8%	10,446	0.8%	Computer and Technology
XOM Exxon Mobil	$1,641	$18 ▲	1.1%	15,229	0.6%	Energy
ADI Analog Devices	$1,551		0.0%	6,518	0.6%	Computer and Technology
NVDA NVIDIA	$1,530	$215 ▲	16.4%	9,685	0.6%	Computer and Technology
LLY Eli Lilly and Company	$930		0.0%	1,194	0.4%	Medical
PPLT abrdn Physical Platinum Shares ETF	$813	$286 ▼	-26.0%	6,624	0.3%	ETF
BRK.B Berkshire Hathaway	$733	$19 ▲	2.7%	1,509	0.3%	Finance
MSFT Microsoft	$727	$45 ▲	6.6%	1,461	0.3%	Computer and Technology
TLT iShares 20+ Year Treasury Bond ETF	$641	$18 ▼	-2.7%	7,312	0.3%	ETF
APD Air Products and Chemicals	$581	$2 ▲	0.3%	2,061	0.2%	Basic Materials
SPY SPDR S&P 500 ETF Trust	$535	$156 ▲	41.0%	867	0.2%	Finance
DIS Walt Disney	$516		0.0%	4,169	0.2%	Consumer Discretionary
AMZN Amazon.com	$509	$49 ▲	10.6%	2,324	0.2%	Retail/Wholesale
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$474		0.0%	5,170	0.2%	ETF
SLV iShares Silver Trust	$364	$1 ▲	0.2%	11,104	0.1%	ETF
VUG Vanguard Growth ETF	$355		0.0%	812	0.1%	ETF
ITA iShares U.S. Aerospace & Defense ETF	$354	$292 ▲	468.3%	1,881	0.1%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$304		0.0%	1,676	0.1%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$283	$283 ▲	New Holding	3,905	0.1%	ETF
PG Procter & Gamble	$278		0.0%	1,748	0.1%	Consumer Staples
VV Vanguard Large-Cap ETF	$255		0.0%	894	0.1%	ETF
XLE Energy Select Sector SPDR Fund	$235	$26 ▲	12.5%	2,779	0.1%	ETF
WMT Walmart	$232	$14 ▼	-5.6%	2,375	0.1%	Retail/Wholesale
AMGN Amgen	$227	$58 ▲	34.5%	815	0.1%	Medical
FFIN First Financial Bankshares	$211		0.0%	5,876	0.1%	Finance
JBL Jabil	$211	$211 ▲	New Holding	971	0.1%	Computer and Technology
V Visa	$210	$28 ▲	15.3%	594	0.1%	Business Services
JPM JPMorgan Chase & Co.	$208	$4 ▲	2.1%	719	0.1%	Finance
IJH iShares Core S&P Mid-Cap ETF	$207	$35 ▲	20.1%	3,345	0.1%	ETF
COP ConocoPhillips	$195		0.0%	2,183	0.1%	Energy
ELV Elevance Health	$194		0.0%	501	0.1%	Medical
JNJ Johnson & Johnson	$191		0.0%	1,253	0.1%	Medical
PFM Invesco Dividend Achievers ETF	$187	$187 ▲	New Holding	3,890	0.1%	Manufacturing
ABBV AbbVie	$185	$11 ▲	6.6%	999	0.1%	Medical
VTV Vanguard Value ETF	$181		0.0%	1,026	0.1%	ETF
NOBL ProShares S&P 500 Aristocrats ETF	$180		0.0%	1,791	0.1%	ETF
VHT Vanguard Health Care ETF	$177		0.0%	716	0.1%	ETF
LMT Lockheed Martin	$174		0.0%	377	0.1%	Aerospace
CAT Caterpillar	$173		0.0%	446	0.1%	Industrials
QQQM Invesco NASDAQ 100 ETF	$171	$144 ▲	522.3%	753	0.1%	ETF
CVX Chevron	$170	$100 ▲	143.9%	1,188	0.1%	Energy
T AT&T	$170	$28 ▲	19.8%	5,882	0.1%	Computer and Technology
CSCO Cisco Systems	$168		0.0%	2,429	0.1%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$160		0.0%	786	0.1%	ETF
ZTS Zoetis	$159	$5 ▲	3.5%	1,022	0.1%	Medical
UNH UnitedHealth Group	$145		0.0%	466	0.1%	Medical
SHW Sherwin-Williams	$144	$18 ▼	-11.2%	420	0.1%	Basic Materials
IVE iShares S&P 500 Value ETF	$142	$70 ▲	97.0%	727	0.1%	ETF
WM Waste Management	$133		0.0%	585	0.1%	Business Services
IVW iShares S&P 500 Growth ETF	$126	$56 ▲	80.3%	1,150	0.0%	ETF
BUFR FT Vest Laddered Buffer ETF	$126	$126 ▲	New Holding	3,981	0.0%	ETF
ADP Automatic Data Processing	$123		0.0%	400	0.0%	Computer and Technology
PHO Invesco Water Resources ETF	$121	$121 ▲	New Holding	1,744	0.0%	ETF
PFF iShares Preferred and Income Securities ETF	$106	$9 ▲	9.7%	3,463	0.0%	ETF
BN Brookfield	$100		0.0%	1,624	0.0%	Finance
FANG Diamondback Energy	$92	$15 ▲	19.4%	670	0.0%	Energy
SFNC Simmons First National	$91		0.0%	4,811	0.0%	Finance
IJR iShares Core S&P Small-Cap ETF	$90		0.0%	832	0.0%	ETF
IBM International Business Machines	$89		0.0%	303	0.0%	Computer and Technology
LOW Lowe's Companies	$89		0.0%	402	0.0%	Retail/Wholesale
NEA Nuveen AMT-Free Quality Municipal Income Fund	$88		0.0%	8,073	0.0%	Financial Services
ETR Entergy	$87		0.0%	1,048	0.0%	Utilities
SPDW SPDR Portfolio Developed World ex-US ETF	$87	$87 ▲	New Holding	2,157	0.0%	ETF
STZ Constellation Brands	$86	$5 ▲	6.6%	533	0.0%	Consumer Staples
INTC Intel	$85		0.0%	3,809	0.0%	Computer and Technology
NEXT NextDecade	$83		0.0%	9,333	0.0%	Energy
SHEL Shell	$83	$9 ▲	12.2%	1,193	0.0%	Energy
VOO Vanguard S&P 500 ETF	$82		0.0%	145	0.0%	ETF
VEA Vanguard FTSE Developed Markets ETF	$80		0.0%	1,412	0.0%	ETF
EDV Vanguard Extended Duration Treasury ETF	$79		0.0%	1,176	0.0%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$79		0.0%	2,736	0.0%	ETF
PEP PepsiCo	$79		0.0%	599	0.0%	Consumer Staples
XLF Financial Select Sector SPDR Fund	$78		0.0%	1,490	0.0%	ETF
MDYG SPDR S&P 400 Mid Cap Growth ETF	$75	$75 ▲	New Holding	873	0.0%	ETF
SRE Sempra Energy	$74		0.0%	980	0.0%	Utilities
DRI Darden Restaurants	$73		0.0%	337	0.0%	Retail/Wholesale
PAYX Paychex	$72		0.0%	500	0.0%	Computer and Technology
VZ Verizon Communications	$72		0.0%	1,683	0.0%	Computer and Technology
BMY Bristol Myers Squibb	$71		0.0%	1,536	0.0%	Medical
HOLX Hologic	$65		0.0%	1,000	0.0%	Medical
MRVL Marvell Technology	$65		0.0%	848	0.0%	Computer and Technology
MCD McDonald's	$65	$20 ▼	-23.5%	225	0.0%	Retail/Wholesale
J P MORGAN EXCHANGE TRADED F	$64		0.0%	760	0.0%	U S TECH LEADERS
ABT Abbott Laboratories	$63		0.0%	469	0.0%	Medical
GD General Dynamics	$58	$22 ▲	60.0%	200	0.0%	Aerospace
SCHV Schwab U.S. Large-Cap Value ETF	$58		0.0%	2,112	0.0%	ETF
MMM 3M	$57		0.0%	379	0.0%	Multi-Sector Conglomerates
FTSD Franklin Liberty Short Duration US Government ETF	$56	$56 ▲	New Holding	618	0.0%	ETF
BKNG Booking	$52	$52 ▲	New Holding	9	0.0%	Retail/Wholesale
ROL Rollins	$51		0.0%	909	0.0%	Construction
XLU Utilities Select Sector SPDR Fund	$50		0.0%	623	0.0%	ETF
NEE NextEra Energy	$49		0.0%	710	0.0%	Utilities
JMUB JPMorgan Municipal ETF	$48	$48 ▲	New Holding	977	0.0%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$47		0.0%	794	0.0%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Briaud Financial Planning, Inc Top Holdings and 13F Report (2025)

About Briaud Financial Planning, Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Briaud Financial Planning, Inc Top Holdings and 13F Report (2025)

About Briaud Financial Planning, Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBriaud Financial Planning, Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools