Briaud Financial Planning, Inc Top Holdings and 13F Report (2026) About Briaud Financial Planning, IncInvestment ActivityBriaud Financial Planning, Inc has $381.38 million in total holdings as of March 31, 2026.Briaud Financial Planning, Inc owns shares of 38 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 6.32% of the portfolio was purchased this quarter.About 15.56% of the portfolio was sold this quarter.This quarter, Briaud Financial Planning, Inc has purchased 37 new stocks and bought additional shares in 10 stocks.Briaud Financial Planning, Inc sold shares of 11 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $172,925,011SPDR Gold Shares $85,325,311Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $48,620,248iShares Silver Trust $22,427,973Invesco Agriculture Commodity Strategy No K-1 ETF $21,691,736 Largest New Holdings this Quarter 46090F308 - Invesco Agriculture Commodity Strategy No K-1 ETF $21,691,736 Holding464287234 - iShares MSCI Emerging Markets ETF $444,666 Holding166764100 - Chevron $245,797 Holding539830109 - Lockheed Martin $221,811 Holding931142103 - WALMART INC $208,670 Holding Largest Purchases this Quarter Invesco Agriculture Commodity Strategy No K-1 ETF 594,783 shares (about $21.69M)Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 37,873 shares (about $655.96K)iShares MSCI Emerging Markets ETF 7,830 shares (about $444.67K)Chevron 1,188 shares (about $245.80K)SPDR Bloomberg 1-3 Month T-Bill ETF 2,660 shares (about $243.77K) Largest Sales this Quarter Invesco QQQ 59,107 shares (about $34.12M)iShares Silver Trust 297,847 shares (about $20.29M)Vanguard Total Stock Market ETF 11,163 shares (about $3.58M)Apple 478 shares (about $121.31K)SPDR S&P 500 ETF Trust 147 shares (about $95.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBriaud Financial Planning, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$172,925,011$3,580,646 ▼-2.0%539,11045.3%ETFGLDSPDR Gold Shares$85,325,311$16,777 ▲0.0%198,34322.4%FinancePDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$48,620,248$655,963 ▲1.4%2,807,16112.7%ManufacturingSLViShares Silver Trust$22,427,973$20,288,975 ▼-47.5%329,2485.9%ETFPDBAInvesco Agriculture Commodity Strategy No K-1 ETF$21,691,736$21,691,736 ▲New Holding594,7835.7%ETFIAUiShares Gold Trust$7,125,444$35,352 ▼-0.5%80,8241.9%FinanceIVViShares Core S&P 500 ETF$2,543,600$2,613 ▲0.1%3,8940.7%ETFAAPLApple$2,477,298$121,314 ▼-4.7%9,7610.6%Computer and TechnologyADIAnalog Devices$1,977,240$44,540 ▼-2.2%6,2150.5%Computer and TechnologyXOMExxonMobil$1,631,3150.0%9,6150.4%EnergyNVDANVIDIA$1,580,762$174 ▼0.0%9,0640.4%Computer and TechnologyPPLTabrdn Physical Platinum Shares ETF$1,185,230$4,634 ▲0.4%6,6500.3%ETFSPYSPDR S&P 500 ETF Trust$1,022,334$95,600 ▼-8.6%1,5720.3%FinanceLLYEli Lilly and Company$971,277$7,358 ▲0.8%1,0560.3%MedicalVYMVanguard High Dividend Yield ETF$952,796$99,975 ▲11.7%6,4330.2%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$806,083$243,768 ▲43.4%8,7960.2%ETFQQQInvesco QQQ$754,374$34,115,367 ▼-97.8%1,3070.2%FinanceBRK.BBerkshire Hathaway$741,322$18,210 ▲2.5%1,5470.2%FinanceAPDAir Products and Chemicals$624,747$25,850 ▲4.3%2,1510.2%Basic MaterialsMSFTMicrosoft$513,0560.0%1,3860.1%Computer and TechnologyAMZNAmazon.com$475,8970.0%2,2850.1%Retail/WholesaleITAiShares U.S. Aerospace & Defense ETF$470,094$20,563 ▲4.6%2,1490.1%ETFVUGVanguard Growth ETF$460,3770.0%1,0540.1%ETFAMGNAmgen$459,516$4,926 ▼-1.1%1,3060.1%MedicalEEMiShares MSCI Emerging Markets ETF$444,666$444,666 ▲New Holding7,8300.1%FinanceTLTiShares 20+ Year Treasury Bond ETF$345,1070.0%3,9770.1%ETFXLEEnergy Select Sector SPDR Fund$340,4830.0%5,5580.1%ETFRSPInvesco S&P 500 Equal Weight ETF$321,6580.0%1,6760.1%ETFJNJJohnson & Johnson$300,9060.0%1,2310.1%MedicalVVVanguard Large-Cap ETF$267,1720.0%8940.1%ETFJBLJabil$257,9270.0%9710.1%Computer and TechnologyCVXChevron$245,797$245,797 ▲New Holding1,1880.1%EnergyPFMInvesco Dividend Achievers ETF$233,6940.0%4,5740.1%ManufacturingLMTLockheed Martin$221,811$221,811 ▲New Holding3670.1%AerospaceJPMJPMorgan Chase & Co.$210,030$46,183 ▼-18.0%7140.1%FinanceWALMART INC$208,670$208,670 ▲New Holding1,6790.1%COMVTVVanguard Value ETF$201,301$201,301 ▲New Holding1,0260.1%ETFLOANManhattan Bridge Capital$21,006$3,717 ▼-15.0%21,0060.0%FinanceSPLGSPDR Portfolio S&P 500 ETF$0$313,259 ▼-100.0%00.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$0$260,617 ▼-100.0%00.0%ETFVHTVanguard Health Care ETF$0$206,101 ▼-100.0%00.0%ETFPGProcter & Gamble$0$202,067 ▼-100.0%00.0%Consumer StaplesSABRSabre$0$19,040 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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