Briaud Financial Planning Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$381.4M
Q ending 2026-03-31
Prior quarter
$405.9M
Q ending 2025-12-31
Change
-6.0% QoQ · +151445.2% YoY
Positions
38
reported holdings
Largest positions
All 38 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTI | Shares | $172.9M | 539K |
| Spdr Gold Tr | GLD | Shares | $85.3M | 198K |
| Invesco Actvely Mngd Etc Fd | PDBC | Shares | $48.6M | 2.8M |
| Ishares Silver Tr | SLV | Shares | $22.4M | 329K |
| Invesco Actvely Mngd Etc Fd | PDBA | Shares | $21.7M | 595K |
| Ishares Gold Tr | IAU | Shares | $7.1M | 81K |
| Ishares Tr | IVV | Shares | $2.5M | 4K |
| Apple Inc | AAPL | Shares | $2.5M | 10K |
| Analog Devices Inc | ADI | Shares | $2.0M | 6K |
| Exxon Mobil Corp | XOM | Shares | $1.6M | 10K |
| Nvidia Corporation | NVDA | Shares | $1.6M | 9K |
| Abrdn Platinum Etf Trust | PPLT | Shares | $1.2M | 7K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.0M | 2K |
| Eli Lilly & Co | LLY | Shares | $971K | 1K |
| Vanguard Whitehall Fds | VYM | Shares | $953K | 6K |
| Spdr Series Trust | BIL | Shares | $806K | 9K |
| Invesco Qqq Tr | QQQ | Shares | $754K | 1K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $741K | 2K |
| Air Products And Chemicals I | APD | Shares | $625K | 2K |
| Microsoft Corp | MSFT | Shares | $513K | 1K |
| Amazon Com Inc | AMZN | Shares | $476K | 2K |
| Ishares Tr | ITA | Shares | $470K | 2K |
| Vanguard Index Fds | VUG | Shares | $460K | 1K |
| Amgen Inc | AMGN | Shares | $460K | 1K |
| Ishares Tr | EEM | Shares | $445K | 8K |
| Ishares Tr | TLT | Shares | $345K | 4K |
| Select Sector Spdr Tr | XLE | Shares | $340K | 6K |
| Invesco Exchange Traded Fd T | RSP | Shares | $322K | 2K |
| Johnson & Johnson | JNJ | Shares | $301K | 1K |
| Vanguard Index Fds | VV | Shares | $267K | 894 |
| Jabil Inc | JBL | Shares | $258K | 971 |
| Chevron Corporation | CVX | Shares | $246K | 1K |
| Invesco Exchange Traded Fd T | PFM | Shares | $234K | 5K |
| Lockheed Martin Corp | LMT | Shares | $222K | 367 |
| Jpmorgan Chase & Co | JPM | Shares | $210K | 714 |
| Walmart Inc | WMT | Shares | $209K | 2K |
| Vanguard Index Fds | VTV | Shares | $201K | 1K |
| Manhattan Brdg Cap Inc | LOAN | Shares | $21K | 21K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.