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Q3 2026 13F · SEC CIK 1800586

Briaud Financial Planning Inc

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$453.3M
Reported positions
44
Top holdings a year, 3 yrs
+23.0%
Assets under management
$912.8M

Briaud Financial Planning Inc is a wealth manager that reported 44 positions worth $453.3M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Vanguard Index Fds (VTI, 45.8%), Spdr Gold Tr (GLD, 17.3%), Invesco Actvely Mngd Etc Fd (PDBC, 10.5%). A portfolio copying its top holdings returned 23.0% a year over the last 3 years, against 22.3% for the S&P 500.

Briaud Financial Planning Inc holdings all 44 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Briaud Financial Planning Inc 13F holdings
Stock% of 13F valueShare changeReported value
VTIVanguard Index Fds45.8%-0.3%$207.6M
GLDSpdr Gold Tr17.3%+2.9%$78.3M
PDBCInvesco Actvely Mngd Etc Fd10.5%+47.6%$47.6M
XLESelect Sector Spdr Tr9.8%+12855.5%$44.4M
PDBAInvesco Actvely Mngd Etc Fd5.2%+1.9%$23.8M
SLVIshares Silver Tr4.1%+1.6%$18.6M
IAUIshares Gold Tr1.3%-5.6%$6.0M
AAPLApple Inc0.9%+3.8%$4.0M
ADIAnalog Devices Inc0.5%+0.0%$2.3M
NVDANvidia Corporation0.4%+1.7%$2.0M
QQQInvesco Qqq Tr0.4%-14.0%$1.7M
XOMExxonmobil Holdings Corp0.3%—$1.6M
LLYEli Lilly & Co0.3%+0.0%$1.2M
IVVIshares Tr0.3%-61.8%$1.1M
VYMVanguard Whitehall Fds0.2%+0.0%$1.1M
PPLTAbrdn Platinum ETF Trust0.2%+0.0%$1.0M
BILSpdr Series Trust0.2%-10.7%$1.0M
AMZNAmazon Com Inc0.2%+43.8%$818K
MSFTMicrosoft Corp0.2%+14.3%$813K
BRK-BBerkshire Hathaway Inc Del0.2%+0.0%$770K
APDAir Products and Chemicals I0.1%+0.0%$587K
AMGNAmgen Inc0.1%-0.5%$533K
EEMIshares Tr0.1%+0.0%$523K
INTCIntel Corp0.1%-0.7%$458K
VUGVanguard Index Fds0.1%-21.0%$450K
ITAIshares Tr0.1%+0.0%$445K
VOOVanguard Index Fds0.1%+52.0%$350K
RSPInvesco Exchange Traded Fd T0.1%-0.4%$349K
JNJJohnson & Johnson0.1%+4.1%$339K
VVVanguard Index Fds0.1%+0.0%$315K
SPYState Str Spdr S&p 500 ETF T0.1%-61.1%$285K
JBLJabil Inc0.1%+0.0%$279K
CSCOCisco Sys Inc0.1%+5.1%$275K
TLTIshares Tr0.1%-13.5%$269K
PFMInvesco Exchange Traded Fd T0.1%+0.0%$251K
CVXChevron Corporation0.1%—$243K
IBITIshares Bitcoin Trust ETF0.1%—$241K
JPMJpmorgan Chase & Co0.1%+0.0%$236K
VHTVanguard World Fd0.1%+0.0%$226K
MUMicron Technology Inc0.0%-1.4%$223K
VTVVanguard Index Fds0.0%+0.0%$222K
UNHUnitedhealth Group Inc0.0%—$212K
ABBVAbbvie Inc0.0%—$204K
SOCSable Offshore Corp0.0%+0.0%$41K

What Briaud Financial Planning Inc bought and sold in Q3 2026, against Q2 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+15.9% /yr
S&P 500 +11.7%
3 years
+23.0% /yr
S&P 500 +22.3%
5 years
+12.2% /yr
S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q3 2026$453.3M44
Q2 2026$380.2M42
Q1 2026$381.4M38
Q4 2025$405.9M37
Q3 2025$306.0M36
Q2 2025$253.6M340
Q1 2025$251.7M194
Q4 2024$245.3M189
Q3 2024$193.6M130
Q2 2024$173.2M133
Q1 2024$175.9M127
Q4 2023$117.3M9

Questions about Briaud Financial Planning Inc's portfolio

What stocks does Briaud Financial Planning Inc own?

Briaud Financial Planning Inc's latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 44 positions worth $453.3M. The largest are Vanguard Index Fds (VTI) at 45.8%, Spdr Gold Tr (GLD) at 17.3%, Invesco Actvely Mngd Etc Fd (PDBC) at 10.5%, Select Sector Spdr Tr (XLE) at 9.8% and Invesco Actvely Mngd Etc Fd (PDBA) at 5.2%.

What did Briaud Financial Planning Inc buy last quarter?

In Q3 2026, Briaud Financial Planning Inc added a new position in Exxonmobil Holdings Corp (XOM), a new position in Chevron Corporation (CVX), a new position in Ishares Bitcoin Trust ETF (IBIT), a new position in Unitedhealth Group Inc (UNH), a new position in Abbvie Inc (ABBV), Select Sector Spdr Tr (XLE) (+12855.5% shares), Vanguard Index Fds (VOO) (+52.0% shares) and Invesco Actvely Mngd Etc Fd (PDBC) (+47.6% shares), compared with its Q2 2026 filing.

What did Briaud Financial Planning Inc sell last quarter?

In Q3 2026, Briaud Financial Planning Inc sold all of Exxon Mobil Corp (XOM), sold all of First Finl Bankshares Inc (FFIN), sold all of Walmart Inc (WMT), Ishares Tr (IVV) (-61.8% shares), State Str Spdr S&p 500 ETF T (SPY) (-61.1% shares) and Vanguard Index Fds (VUG) (-21.0% shares), compared with its Q2 2026 filing.

How has Briaud Financial Planning Inc's portfolio performed?

A portfolio copying Briaud Financial Planning Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.0% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +15.9% against +11.7%. Over 5 years: +12.2% a year against +10.6%.

When is Briaud Financial Planning Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Briaud Financial Planning Inc's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Briaud Financial Planning Inc manage?

Briaud Financial Planning Inc reported $912.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $453.3M.