Briaud Financial Planning, Inc Portfolio Holdings - 13F Filings | 13F Fund Database
Briaud Financial Planning, Inc 13F Holdings
CIK 0001800586 · COLLEGE STATION, TX
As of Sep 30, 2025, Briaud Financial Planning, Inc reported
36 positions worth $306.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 339,446 |
|
11.4M36.40% |
| SPDR GOLD TRUST | GQ9 | — | 195,758 | $69.6M | 22.74% |
| INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | PDBC | — | 2,709,276 | $36.4M | 11.89% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 60,517 | $36.3M | 11.87% |
| ISHARES SILVER TRUST | SLV | — | 621,064 | $26.3M | 8.60% |
| ISHARES GOLD TRUST | IAU | — | 87,038 | $6.3M | 2.07% |
| APPLE INC | AAPL | Technology | 9,914 | $2.5M | 0.82% |
| ISHARES CORE S&P 500 ETF | IVV | — | 3,719 | $2.5M | 0.81% |
| NVIDIA CORP | NVDA | Technology | 9,614 |
.8M | 0.59% |
| ANALOG DEVICES INC | ADI | Technology | 6,518 |
.6M | 0.52% |
| EXXON MOBIL CORP | XOM | Energy | 9,865 |
.1M | 0.36% |
| ABRDN PLATINUM ETF TRUST | PPLT | — | 6,624 | $946.4K | 0.31% |
| ELI LILLY & CO | LLY | Healthcare | 1,055 | $805.0K | 0.26% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 1,509 | $758.6K | 0.25% |
| MICROSOFT CORP | MSFT | Technology | 1,399 | $724.4K | 0.24% |
| ISHARES 20+ YEAR TREASURY BOND ETF | TLT | — | 7,313 | $653.5K | 0.21% |
| SPDR S&P 500 ETF TRUST | SPY | — | 962 | $640.9K | 0.21% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 6,734 | $617.8K | 0.20% |
| AIR PRODUCTS & CHEMICALS INC | APD | Basic Materials | 2,062 | $562.2K | 0.18% |
| AMAZON.COM INC | AMZN | Equity | 2,285 | $501.7K | 0.16% |
| ISHARES US AEROSPACE & DEFENSE ETF | ITA | — | 1,906 | $398.9K | 0.13% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 2,808 | $395.9K | 0.13% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 812 | $389.4K | 0.13% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 1,676 | $317.9K | 0.10% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 3,905 | $305.9K | 0.10% |