Briaud Financial Planning Inc
Briaud Financial Planning Inc reported 42 positions worth $380.2M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: VTI (54.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $205.9M | 54.14% | 556,358 | — | — | |
| ▸ 2 | GLD | SH | $73.6M | 19.37% | 199,910 | — | — | |
| ▸ 3 | PDBC | SH | $26.6M | 6.98% | 1,672,011 | — | — | |
| ▸ 4 | PDBA | SH | $22.1M | 5.83% | 621,833 | — | — | |
| ▸ 5 | SLV | SH | $17.9M | 4.71% | 335,142 | — | — | |
| ▸ 6 | IAU | SH | $6.1M | 1.61% | 80,824 | — | — | |
| ▸ 7 | AAPL | SH | $3.4M | 0.88% | 11,605 | — | — | |
| ▸ 8 | IVV | SH | $2.9M | 0.77% | 3,903 | — | — | |
| ▸ 9 | ADI | SH | $2.3M | 0.62% | 5,902 | — | — | |
| ▸ 10 | QQQ | SH | $1.9M | 0.51% | 2,633 | — | — |
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Frequently Asked Questions
What stocks does Briaud Financial Planning Inc hold as of Q2 2026?
Briaud Financial Planning Inc reported 42 positions worth $380.2M in its Q2 2026 13F filing. Largest positions: VTI (54.1%), GLD (19.4%), PDBC (7.0%), PDBA (5.8%) and SLV (4.7%).
What did Briaud Financial Planning Inc buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Briaud Financial Planning Inc sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.