Briaud Financial Planning, Inc
CIK: 0001800586SEC EDGAR →
Portfolio Value
$405.9M
Holdings
37
As of
Q4 2025
New Positions
1
Closed Positions
330
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 550,273 | $184.5M | 45.45% |
| 2 | SPDR GOLD TR | 198,304 | $78.6M | 19.36% |
| 3 | ISHARES SILVER TR | 627,095 | $40.4M | 9.95% |
| 4 | INVESCO QQQ TR | 60,414 | $37.1M | 9.14% |
| 5 | INVESCO ACTVELY MNGD ETC FD | 2,769,288 | $36.7M | 9.04% |
| 6 | ISHARES GOLD TR | 81,225 | $6.6M | 1.62% |
| 7 | APPLE INC | 10,239 | $2.8M | 0.69% |
| 8 | ISHARES TR | 3,890 | $2.7M | 0.66% |
| 9 | ANALOG DEVICES INC | 6,355 | $1.7M | 0.42% |
| 10 | NVIDIA CORPORATION | 9,065 | $1.7M | 0.42% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 16 | $229.4M | 56.5% |
| Unknown | 5 | $123.5M | 30.4% |
| Technology | 7 | $48.7M | 12.0% |
| Healthcare | 3 | $1.8M | 0.4% |
| Energy | 1 | $1.2M | 0.3% |
| Consumer Cyclical | 2 | $546K | 0.1% |
| Basic Materials | 1 | $509K | 0.1% |
| Consumer Defensive | 1 | $202K | 0.0% |
| Real Estate | 1 | $24K | 0.0% |