Briaud Financial Planning, Inc

Est. AUM

$381.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$172.9M	539110	45.34%	SOLE
2	SPDR GOLD TR	GOLD SHS	$85.3M	198343	22.37%	SOLE
3	INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$48.6M	2807161	12.75%	SOLE
4	ISHARES SILVER TR	ISHARES	$22.4M	329248	5.88%	SOLE
5	INVESCO ACTVELY MNGD ETC FD	AGRI CMDTY STRA	$21.7M	594783	5.69%	SOLE
6	ISHARES GOLD TR	ISHARES NEW	$7.1M	80824	1.87%	SOLE
7	ISHARES TR	CORE S&P500 ETF	$2.5M	3894	0.67%	SOLE
8	APPLE INC	COM	$2.5M	9761	0.65%	SOLE
9	ANALOG DEVICES INC	COM	$2.0M	6215	0.52%	SOLE
10	EXXON MOBIL CORP	COM	$1.6M	9615	0.43%	SOLE
11	NVIDIA CORPORATION	COM	$1.6M	9064	0.41%	SOLE
12	ABRDN PLATINUM ETF TRUST	PHYSCL PLATM SHS	$1.2M	6650	0.31%	SOLE
13	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.0M	1572	0.27%	SOLE
14	ELI LILLY & CO	COM	$971K	1056	0.25%	SOLE
15	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$952K	6433	0.25%	SOLE
16	SPDR SERIES TRUST	STATE STREET SPD	$806K	8796	0.21%	SOLE
17	INVESCO QQQ TR	UNIT SER 1	$754K	1307	0.20%	SOLE
18	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$741K	1547	0.19%	SOLE
19	AIR PRODUCTS AND CHEMICALS I	COM	$624K	2151	0.16%	SOLE
20	MICROSOFT CORP	COM	$513K	1386	0.13%	SOLE
21	AMAZON COM INC	COM	$475K	2285	0.12%	SOLE
22	ISHARES TR	US AER DEF ETF	$470K	2149	0.12%	SOLE
23	VANGUARD INDEX FDS	GROWTH ETF	$460K	1054	0.12%	SOLE
24	AMGEN INC	COM	$459K	1306	0.12%	SOLE
25	ISHARES TR	MSCI EMG MKT ETF	$444K	7830	0.12%	SOLE
26	ISHARES TR	20 YR TR BD ETF	$345K	3977	0.09%	SOLE
27	SELECT SECTOR SPDR TR	STATE STREET ENE	$340K	5558	0.09%	SOLE
28	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$321K	1676	0.08%	SOLE
29	JOHNSON & JOHNSON	COM	$300K	1231	0.08%	SOLE
30	VANGUARD INDEX FDS	LARGE CAP ETF	$267K	894	0.07%	SOLE
31	JABIL INC	COM	$257K	971	0.07%	SOLE
32	CHEVRON CORPORATION	COM	$245K	1188	0.06%	SOLE
33	INVESCO EXCHANGE TRADED FD T	DIVID ACHIEVEV	$233K	4574	0.06%	SOLE
34	LOCKHEED MARTIN CORP	COM	$221K	367	0.06%	SOLE
35	JPMORGAN CHASE & CO	COM	$210K	714	0.06%	SOLE
36	WALMART INC	COM	$208K	1679	0.05%	SOLE
37	VANGUARD INDEX FDS	VALUE ETF	$201K	1026	0.05%	SOLE
38	MANHATTAN BRDG CAP INC	COM	$21K	21006	0.01%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.