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Briaud Financial Planning, Inc Top Holdings and 13F Report (2026)

About Briaud Financial Planning, Inc

Investment Activity

  • Briaud Financial Planning, Inc has $380.23 million in total holdings as of June 30, 2026.
  • Briaud Financial Planning, Inc owns shares of 42 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
  • Approximately 3.49% of the portfolio was purchased this quarter.
  • About 5.05% of the portfolio was sold this quarter.
  • This quarter, Briaud Financial Planning, Inc has purchased 38 new stocks and bought additional shares in 15 stocks.
  • Briaud Financial Planning, Inc sold shares of 6 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

458140100 - Intel
$535,621 Holding
17275R102 - Cisco Systems
$285,310 Holding
595112103 - Micron Technology
$244,709 Holding
922908363 - Vanguard S&P 500 ETF
$225,908 Holding
92204A504 - Vanguard Health Care ETF
$214,091 Holding

Largest Purchases this Quarter

Vanguard Total Stock Market ETF
17,248 shares (about $6.38M)
Invesco QQQ
1,326 shares (about $976.63K)
abrdn Physical Platinum Shares ETF
59,590 shares (about $842.01K)
SPDR Gold Shares
1,567 shares (about $577.25K)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust
610 shares (about $455.53K)
Analog Devices
313 shares (about $124.31K)
NVIDIA
326 shares (about $65.23K)
Amgen
36 shares (about $13.04K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBriaud Financial Planning, Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$205,865,581$6,382,167 â–²3.2%556,35854.1%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$73,643,056$577,253 â–²0.8%199,91019.4%ETF
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock logo
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
$26,551,542$18,026,187 â–¼-40.4%1,672,0117.0%ETF
Invesco Agriculture Commodity Strategy No K-1 ETF stock logo
PDBA
Invesco Agriculture Commodity Strategy No K-1 ETF
$22,149,684$963,521 â–²4.5%621,8335.8%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$17,918,848$315,131 â–²1.8%335,1424.7%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$6,103,0200.0%80,8241.6%ETF
Apple Inc. stock logo
AAPL
Apple
$3,358,017$533,579 â–²18.9%11,6050.9%Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,922,918$6,740 â–²0.2%3,9030.8%ETF
Analog Devices, Inc. stock logo
ADI
Analog Devices
$2,344,097$124,314 â–¼-5.0%5,9020.6%Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,939,258$976,626 â–²101.5%2,6330.5%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,748,427$65,231 â–¼-3.6%8,7380.5%Technology
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,316,787$2,188 â–²0.2%9,6310.3%Energy
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,266,5980.0%1,0560.3%Healthcare
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$1,140,105$334,031 â–²41.4%12,4410.3%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$1,117,978$101,304 â–²10.0%7,0740.3%ETF
abrdn Physical Platinum Shares ETF stock logo
PPLT
abrdn Physical Platinum Shares ETF
$935,971$842,007 â–²896.1%66,2400.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$774,1030.0%1,5470.2%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$718,393$455,530 â–¼-38.8%9620.2%ETF
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$618,498$12,018 â–¼-1.9%2,1100.2%Materials
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$544,749$453,958 â–²500.0%6,3240.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$544,6070.0%2,2850.1%Consumer Discretionary
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$535,6500.0%7,8300.1%ETF
Intel Corporation stock logo
INTC
Intel
$535,621$535,621 â–²New Holding3,8360.1%Technology
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$520,9610.0%2,1490.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$517,0060.0%1,3860.1%Technology
Amgen Inc. stock logo
AMGN
Amgen
$459,892$13,036 â–¼-2.8%1,2700.1%Healthcare
Jabil, Inc. stock logo
JBL
Jabil
$374,3010.0%9710.1%Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$357,879$1,277 â–²0.4%1,6820.1%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$347,2660.0%3,9770.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$312,6370.0%1,2310.1%Healthcare
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$307,4560.0%8940.1%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$296,088$903 â–²0.3%5,5750.1%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$285,310$285,310 â–²New Holding2,4290.1%Technology
Invesco Dividend Achievers ETF stock logo
PFM
Invesco Dividend Achievers ETF
$253,6480.0%4,5740.1%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$244,709$244,709 â–²New Holding2120.1%Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$233,7140.0%7140.1%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$225,908$225,908 â–²New Holding3290.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$223,5960.0%1,0260.1%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$214,091$214,091 â–²New Holding7160.1%ETF
First Financial Bankshares, Inc. stock logo
FFIN
First Financial Bankshares
$203,310$203,310 â–²New Holding5,8760.1%Finance
WALMART INC
$201,614$11,440 â–²6.0%1,7800.1%COM
SABLE OFFSHORE CORP
$53,449$53,449 â–²New Holding12,0060.0%COM SHS
Chevron Corporation stock logo
CVX
Chevron
$0$245,797 â–¼-100.0%00.0%Energy
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$0$221,811 â–¼-100.0%00.0%Industrials
Manhattan Bridge Capital, Inc stock logo
LOAN
Manhattan Bridge Capital
$0$21,006 â–¼-100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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