Briaud Financial Planning, Inc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Briaud Financial Planning, Inc held in its portfolio 36 assets valued at $405,875,085 (i.e. $405.88M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($184.49M), SPDR GOLD TR ($78.58M), and ISHARES SILVER TR ($40.40M).
The chart below shows the top 10 valuable assets, and the table below shows the top 36 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Briaud Financial Planning, Inc - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 550273 | 184490147 | TOTAL STK MKT |
| SPDR GOLD TR | 198304 | 78580176 | GOLD SHS |
| ISHARES SILVER TR | 627095 | 40397460 | ISHARES |
| INVESCO QQQ TR | 60414 | 37112623 | UNIT SER 1 |
| INVESCO ACTVELY MNGD ETC FD | 2769288 | 36693069 | OPTIMUM YIELD |
| ISHARES GOLD TR | 81225 | 6593033 | ISHARES NEW |
| APPLE INC | 10239 | 2783632 | COM |
| ISHARES TR | 3890 | 2664417 | CORE S&P500 ETF |
| ANALOG DEVICES INC | 6355 | 1723476 | COM |
| NVIDIA CORPORATION | 9065 | 1690622 | COM |
| ABRDN PLATINUM ETF TRUST | 6624 | 1234912 | PHYSCL PLATM SHS |
| SPDR S&P 500 ETF TR | 1719 | 1172220 | TR UNIT |
| EXXON MOBIL CORP | 9615 | 1157094 | COM |
| ELI LILLY & CO | 1048 | 1126265 | COM |
| SPDR SERIES TRUST | 10041 | 873967 | STATE STREET SPD |
| VANGUARD WHITEHALL FDS | 5758 | 826455 | HIGH DIV YLD |
| BERKSHIRE HATHAWAY INC DEL | 1509 | 758499 | CL B NEW |
| MICROSOFT CORP | 1386 | 670297 | COM |
| AMAZON COM INC | 2285 | 527424 | COM |
| VANGUARD INDEX FDS | 1054 | 514204 | GROWTH ETF |
| AIR PRODS & CHEMS INC | 2062 | 509260 | COM |
| ISHARES TR | 2055 | 441188 | US AER DEF ETF |
| AMGEN INC | 1320 | 432049 | COM |
| ISHARES TR | 3977 | 346666 | 20 YR TR BD ETF |
| INVESCO EXCHANGE TRADED FD T | 1676 | 321055 | S&P500 EQL WGT |
| VANGUARD INDEX FDS | 894 | 281431 | LARGE CAP ETF |
| JPMORGAN CHASE & CO. | 871 | 280654 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 432 | 260617 | UTSER1 S&PDCRP |
| JOHNSON & JOHNSON | 1231 | 254755 | COM |
| SELECT SECTOR SPDR TR | 5558 | 248498 | STATE STREET ENE |
| INVESCO EXCHANGE TRADED FD T | 4574 | 235582 | DIVID ACHIEVEV |
| JABIL INC | 971 | 221407 | COM |
| VANGUARD WORLD FD | 716 | 206101 | HEALTH CAR ETF |
| PROCTER AND GAMBLE CO | 1410 | 202067 | COM |
| MANHATTAN BRDG CAP INC | 24723 | 24723 | COM |
| SABRE CORP | 14000 | 19040 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.