Briaud Financial Planning Inc
CIK: 1800586SEC EDGAR →
Portfolio Value
$102.3B
Holdings
38
As of
Q1 2026
New Positions
38
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INVESCO ACTVELY MNGD ETC FD | 2,807,161 | $48.6B | 47.51% |
| 2 | ISHARES SILVER TR | 329,248 | $22.4B | 21.92% |
| 3 | INVESCO ACTVELY MNGD ETC FD | 594,783 | $21.7B | 21.20% |
| 4 | ISHARES GOLD TR | 80,824 | $7.1B | 6.96% |
| 5 | SPDR SERIES TRUST | 8,796 | $806.1M | 0.79% |
| 6 | ISHARES TR | 7,830 | $444.7M | 0.43% |
| 7 | ISHARES TR | 3,977 | $345.1M | 0.34% |
| 8 | SELECT SECTOR SPDR TR | 5,558 | $340.5M | 0.33% |
| 9 | INVESCO EXCHANGE TRADED FD T | 4,574 | $233.7M | 0.23% |
| 10 | VANGUARD INDEX FDS | 539,110 | $172.9M | 0.17% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 16 | $72.7B | 71.0% |
| Technology | 7 | $22.4B | 21.9% |
| Unknown | 5 | $7.2B | 7.0% |
| Real Estate | 1 | $21.0M | 0.0% |
| Energy | 2 | $1.9M | 0.0% |
| Healthcare | 3 | $1.7M | 0.0% |
| Basic Materials | 1 | $625K | 0.0% |
| Consumer Cyclical | 1 | $476K | 0.0% |
| Industrials | 1 | $222K | 0.0% |
| Consumer Defensive | 1 | $209K | 0.0% |