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

About Briaud Financial Planning, Inc

Investment Activity

Briaud Financial Planning, Inc has $453.33 million in total holdings as of September 30, 2026.
Briaud Financial Planning, Inc owns shares of 44 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
Approximately 14.45% of the portfolio was purchased this quarter.
About 1.23% of the portfolio was sold this quarter.
This quarter, Briaud Financial Planning, Inc has purchased 42 new stocks and bought additional shares in 12 stocks.
Briaud Financial Planning, Inc sold shares of 12 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $207,554,813
SPDR Gold Shares: $78,321,507
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF: $47,638,855
Energy Select Sector SPDR Fund: $44,419,420
Invesco Agriculture Commodity Strategy No K-1 ETF: $23,791,060

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP: $1,567,505 Holding
166764100 - Chevron: $242,601 Holding
46438F101 - ISHARES BITCOIN TRUST ETF: $240,866 Holding
91324P102 - UnitedHealth Group: $212,056 Holding
00287Y109 - AbbVie: $204,302 Holding

Largest Purchases this Quarter

Energy Select Sector SPDR Fund: 716,692 shares (about $44.08M)
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF: 796,323 shares (about $15.37M)
SPDR Gold Shares: 5,738 shares (about $2.19M)
EXXONMOBIL HOLDINGS CORP: 9,631 shares (about $1.57M)
Invesco Agriculture Commodity Strategy No K-1 ETF: 11,582 shares (about $435.02K)

Largest Sales this Quarter

iShares Core S&P 500 ETF: 2,411 shares (about $1.85M)
Vanguard Total Stock Market ETF: 1,761 shares (about $659.04K)
SPDR S&P 500 ETF Trust: 588 shares (about $448.43K)
iShares Gold Trust: 4,521 shares (about $353.09K)
Invesco QQQ: 368 shares (about $272.24K)

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	$207,554,813	$659,044 ▼	-0.3%	554,597	45.8%	ETF
GLD SPDR Gold Shares	$78,321,507	$2,185,330 ▲	2.9%	205,648	17.3%	ETF
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	$47,638,855	$15,369,037 ▲	47.6%	2,468,334	10.5%	ETF
XLE Energy Select Sector SPDR Fund	$44,419,420	$44,076,558 ▲	12,855.5%	722,267	9.8%	ETF
PDBA Invesco Agriculture Commodity Strategy No K-1 ETF	$23,791,060	$435,020 ▲	1.9%	633,415	5.2%	ETF
SLV iShares Silver Trust	$18,560,541	$290,507 ▲	1.6%	340,471	4.1%	ETF
IAU iShares Gold Trust	$5,959,264	$353,090 ▼	-5.6%	76,303	1.3%	ETF
AAPL Apple	$4,011,883	$147,195 ▲	3.8%	12,047	0.9%	Technology
ADI Analog Devices	$2,341,382		0.0%	5,902	0.5%	Technology
NVDA NVIDIA	$2,030,083	$34,486 ▲	1.7%	8,889	0.4%	Technology
QQQ Invesco QQQ	$1,675,579	$272,235 ▼	-14.0%	2,265	0.4%	ETF
EXXONMOBIL HOLDINGS CORP	$1,567,505	$1,567,505 ▲	New Holding	9,631	0.3%	COM SHS
LLY Eli Lilly and Company	$1,221,876		0.0%	1,056	0.3%	Healthcare
IVV iShares Core S&P 500 ETF	$1,142,648	$1,846,464 ▼	-61.8%	1,492	0.3%	ETF
VYM Vanguard High Dividend Yield ETF	$1,097,957		0.0%	7,074	0.2%	ETF
PPLT abrdn Physical Platinum Shares ETF	$1,020,758		0.0%	66,240	0.2%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$1,018,740	$121,431 ▼	-10.7%	11,116	0.2%	ETF
AMZN Amazon.com	$818,458	$249,150 ▲	43.8%	3,285	0.2%	Consumer Discretionary
MSFT Microsoft	$812,604	$101,576 ▲	14.3%	1,584	0.2%	Technology
BRK.B Berkshire Hathaway	$770,329		0.0%	1,547	0.2%	Finance
APD Air Products and Chemicals	$586,975		0.0%	2,110	0.1%	Materials
AMGN Amgen	$532,789	$2,529 ▼	-0.5%	1,264	0.1%	Healthcare
EEM iShares MSCI Emerging Markets ETF	$522,966		0.0%	7,830	0.1%	ETF
INTC Intel	$457,956	$3,246 ▼	-0.7%	3,809	0.1%	Technology
VUG Vanguard Growth ETF	$450,370	$119,486 ▼	-21.0%	4,998	0.1%	ETF
ITA iShares U.S. Aerospace & Defense ETF	$445,230		0.0%	2,149	0.1%	ETF
VOO Vanguard S&P 500 ETF	$350,378	$119,829 ▲	52.0%	500	0.1%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$348,642	$1,248 ▼	-0.4%	1,676	0.1%	ETF
JNJ Johnson & Johnson	$339,132	$13,237 ▲	4.1%	1,281	0.1%	Healthcare
VV Vanguard Large-Cap ETF	$314,554		0.0%	894	0.1%	ETF
SPY SPDR S&P 500 ETF Trust	$285,224	$448,427 ▼	-61.1%	374	0.1%	ETF
JBL Jabil	$278,541		0.0%	971	0.1%	Technology
CSCO Cisco Systems	$274,779	$13,346 ▲	5.1%	2,553	0.1%	Technology
TLT iShares 20+ Year Treasury Bond ETF	$269,061	$42,092 ▼	-13.5%	3,439	0.1%	ETF
PFM Invesco Dividend Achievers ETF	$251,021		0.0%	4,574	0.1%	ETF
CVX Chevron	$242,601	$242,601 ▲	New Holding	1,188	0.1%	Energy
ISHARES BITCOIN TRUST ETF	$240,866	$240,866 ▲	New Holding	5,088	0.1%	SHS BEN INT
JPM JPMorgan Chase & Co.	$236,213		0.0%	714	0.1%	Finance
VHT Vanguard Health Care ETF	$226,313		0.0%	716	0.0%	ETF
MU Micron Technology	$222,608	$3,195 ▼	-1.4%	209	0.0%	Technology
VTV Vanguard Value ETF	$221,698		0.0%	1,026	0.0%	ETF
UNH UnitedHealth Group	$212,056	$212,056 ▲	New Holding	578	0.0%	Healthcare
ABBV AbbVie	$204,302	$204,302 ▲	New Holding	781	0.0%	Healthcare
SABLE OFFSHORE CORP	$41,287		0.0%	12,006	0.0%	COM SHS
XOM ExxonMobil	$0	$1,316,787 ▼	-100.0%	0	0.0%	Energy
FFIN First Financial Bankshares	$0	$203,310 ▼	-100.0%	0	0.0%	Finance
WALMART INC	$0	$201,614 ▼	-100.0%	0	0.0%	COM

Showing largest 100 holdings. View all holdings.

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

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

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

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

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Best-in-Class Portfolio Monitoring

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