Briaud Financial Planning
COLLEGE STATION, TXfiles as Briaud Financial Planning Inc
$380m in 42 US stocks at the end of 30 June 2026. The top 10 are 95.4% of the money. It changed about 10.6% of the portfolio this quarter.
Value
$380m
Stocks
42
Top 10 share
95.4%
Turnover
10.6%
What changed this quarter
New
Bought for the first time this quarter.
- IntelINTC0.1% of the fund
- Cisco SystemsCSCO<0.1% of the fund
- Micron TechnologyMU<0.1% of the fund
- Vanguard Index FDSVOO<0.1% of the fund
- Vanguard World FDVHT<0.1% of the fund
- First Financial BanksharesFFIN<0.1% of the fund
- Sable OffshoreSOC<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Index FDSVTI54.1% of the fund+3%
- Invesco Actvely Mngd ETC FDPDBA5.8% of the fund+5%
- AppleAAPL0.9% of the fund+19%
- Invesco QQQ TRQQQ0.5% of the fund+101%
- Spdr Series TrustBIL0.3% of the fund+41%
- Vanguard Whitehall FDSVYM0.3% of the fund+10%
- WalmartWMT<0.1% of the fund+6%
Cut
Sold some of their stake.
- Invesco Actvely Mngd ETC FDPDBC7.0% of the fund-40%
- Analog DevicesADI0.6% of the fund-5%
- NvidiaNVDA0.5% of the fund-4%
- State STR Spdr S&P 500 ETF TSPY0.2% of the fund-39%
- AmgenAMGN0.1% of the fund-3%
Sold out
Sold their entire stake.
- ChevronCVX-100%
- Lockheed MartinLMT-100%
- Manhattan Bridge CapitalLOAN-100%
Holdings
- Vanguard Index FDSVTI
- Share
- 54.1%
- Value
- $206m
- Shares
- 556,358
+3%
- Spdr Gold TRGLD
- Share
- 19.4%
- Value
- $74m
- Shares
- 199,910
Held
- Invesco Actvely Mngd ETC FDPDBC
- Share
- 7.0%
- Value
- $27m
- Shares
- 1,672,011
-40%
- Invesco Actvely Mngd ETC FDPDBA
- Share
- 5.8%
- Value
- $22m
- Shares
- 621,833
+5%
- Ishares Silver TRSLV
- Share
- 4.7%
- Value
- $18m
- Shares
- 335,142
Held
- Ishares Gold TRIAU
- Share
- 1.6%
- Value
- $6m
- Shares
- 80,824
Held
- Ishares TRIVV
- Share
- 0.8%
- Value
- $3m
- Shares
- 3,903
Held
- Invesco QQQ TRQQQ
- Share
- 0.5%
- Value
- $2m
- Shares
- 2,633
+101%
- Spdr Series TrustBIL
- Share
- 0.3%
- Value
- $1m
- Shares
- 12,441
+41%
- Vanguard Whitehall FDSVYM
- Share
- 0.3%
- Value
- $1m
- Shares
- 7,074
+10%
- Abrdn Platinum ETF TrustPPLT
- Share
- 0.2%
- Value
- $935,971
- Shares
- 66,240
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.2%
- Value
- $718,393
- Shares
- 962
-39%
- Vanguard Index FDSVUG
- Share
- 0.1%
- Value
- $544,749
- Shares
- 6,324
Held
- Ishares TREEM
- Share
- 0.1%
- Value
- $535,650
- Shares
- 7,830
Held
- Ishares TRITA
- Share
- 0.1%
- Value
- $520,961
- Shares
- 2,149
Held
- Invesco Exchange Traded FD TRSP
- Share
- <0.1%
- Value
- $357,879
- Shares
- 1,682
Held
- Ishares TRTLT
- Share
- <0.1%
- Value
- $347,266
- Shares
- 3,977
Held
- Vanguard Index FDSVV
- Share
- <0.1%
- Value
- $307,456
- Shares
- 894
Held
- Select Sector Spdr TRXLE
- Share
- <0.1%
- Value
- $296,088
- Shares
- 5,575
Held
- Invesco Exchange Traded FD TPFM
- Share
- <0.1%
- Value
- $253,648
- Shares
- 4,574
Held
- Vanguard Index FDSVOO
- Share
- <0.1%
- Value
- $225,908
- Shares
- 329
New
- Vanguard Index FDSVTV
- Share
- <0.1%
- Value
- $223,596
- Shares
- 1,026
Held
- Vanguard World FDVHT
- Share
- <0.1%
- Value
- $214,091
- Shares
- 716
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVTI | 54.1% | $206m | 556,358 | +3% |
| Spdr Gold TRGLD | 19.4% | $74m | 199,910 | Held |
| Invesco Actvely Mngd ETC FDPDBC | 7.0% | $27m | 1,672,011 | -40% |
| Invesco Actvely Mngd ETC FDPDBA | 5.8% | $22m | 621,833 | +5% |
| Ishares Silver TRSLV | 4.7% | $18m | 335,142 | Held |
| Ishares Gold TRIAU | 1.6% | $6m | 80,824 | Held |
| AppleAAPL | 0.9% | $3m | 11,605 | +19% |
| Ishares TRIVV | 0.8% | $3m | 3,903 | Held |
| Analog DevicesADI | 0.6% | $2m | 5,902 | -5% |
| Invesco QQQ TRQQQ | 0.5% | $2m | 2,633 | +101% |
| NvidiaNVDA | 0.5% | $2m | 8,738 | -4% |
| ExxonMobil HoldingsXOM | 0.3% | $1m | 9,631 | Held |
| Eli LillyLLY | 0.3% | $1m | 1,056 | Held |
| Spdr Series TrustBIL | 0.3% | $1m | 12,441 | +41% |
| Vanguard Whitehall FDSVYM | 0.3% | $1m | 7,074 | +10% |
| Abrdn Platinum ETF TrustPPLT | 0.2% | $935,971 | 66,240 | Held |
| Berkshire HathawayBRK-B | 0.2% | $774,103 | 1,547 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.2% | $718,393 | 962 | -39% |
| Air Products & ChemicalsAPD | 0.2% | $618,498 | 2,110 | Held |
| Vanguard Index FDSVUG | 0.1% | $544,749 | 6,324 | Held |
| Amazon.comAMZN | 0.1% | $544,607 | 2,285 | Held |
| Ishares TREEM | 0.1% | $535,650 | 7,830 | Held |
| IntelINTC | 0.1% | $535,621 | 3,836 | New |
| Ishares TRITA | 0.1% | $520,961 | 2,149 | Held |
| MicrosoftMSFT | 0.1% | $517,006 | 1,386 | Held |
| AmgenAMGN | 0.1% | $459,892 | 1,270 | -3% |
| JabilJBL | <0.1% | $374,301 | 971 | Held |
| Invesco Exchange Traded FD TRSP | <0.1% | $357,879 | 1,682 | Held |
| Ishares TRTLT | <0.1% | $347,266 | 3,977 | Held |
| Johnson & JohnsonJNJ | <0.1% | $312,637 | 1,231 | Held |
| Vanguard Index FDSVV | <0.1% | $307,456 | 894 | Held |
| Select Sector Spdr TRXLE | <0.1% | $296,088 | 5,575 | Held |
| Cisco SystemsCSCO | <0.1% | $285,310 | 2,429 | New |
| Invesco Exchange Traded FD TPFM | <0.1% | $253,648 | 4,574 | Held |
| Micron TechnologyMU | <0.1% | $244,709 | 212 | New |
| JPMorgan ChaseJPM | <0.1% | $233,714 | 714 | Held |
| Vanguard Index FDSVOO | <0.1% | $225,908 | 329 | New |
| Vanguard Index FDSVTV | <0.1% | $223,596 | 1,026 | Held |
| Vanguard World FDVHT | <0.1% | $214,091 | 716 | New |
| First Financial BanksharesFFIN | <0.1% | $203,310 | 5,876 | New |
| WalmartWMT | <0.1% | $201,614 | 1,780 | +6% |
| Sable OffshoreSOC | <0.1% | $53,449 | 12,006 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 49.9% since 30 June 2025.
Where the money is
Technology2.5%
Health care0.5%
Energy0.4%
Financial services0.3%
Materials0.2%
Retail & consumer0.1%
Everyday goods0.1%
Other96.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.