Briaud Financial Planning Inc
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), Briaud Financial Planning Inc reported 42 stock positions worth $380.2 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 54.1% of the portfolio, followed by SPDR Gold Shares (GLD, 19.4%) and Invesco Optimum Yield Divers (PDBC, 7.0%). Compared with Q1 2026, it opened 7 new positions, sold out of 3, added to 13 and reduced 7. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +3%) and the biggest sale Invesco Optimum Yield Divers (PDBC, shares −40%).
- Most Recent 13F
- Q2 2026
- Location
- COLLEGE STATION, TX
- CIK
- 0001800586
- Portfolio Value
- $380.2M (Q2 2026)
- SEC Filing
- 0001951757-26-001091 ↗ filed Jul 30, 2026
Holdings Value
Holdings 42 stocks · $380.2M
| VTI VG Morningstar TS MKT ETF-US | 54.14% | 556,358 | $205.9M | Add +3.2% |
| GLD SPDR Gold Shares | 19.37% | 199,910 | $73.6M | Add +0.8% |
| PDBC Invesco Optimum Yield Divers | 6.98% | 1,672,011 | $26.6M | Reduce -40.4% |
| PDBA Invesco Agriculture Cmdtyk-1 | 5.83% | 621,833 | $22.1M | Add +4.5% |
| SLV iShares Silver Trust | 4.71% | 335,142 | $17.9M | Add +1.8% |
| IAU iShares Gold Trust | 1.61% | 80,824 | $6.1M | No change |
| AAPL Apple Inc. | 0.88% | 11,605 | $3.4M | Add +18.9% |
| IVV iShares Core S&P 500 ETF | 0.77% | 3,903 | $2.9M | Add +0.2% |
| ADI Analog Devices Inc. | 0.62% | 5,902 | $2.3M | Reduce -5.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.51% | 2,633 | $1.9M | Add +101.5% |
| NVDA Nvidia Corp. | 0.46% | 8,738 | $1.7M | Reduce -3.6% |
| XOM Exxon Mobil Corp. | 0.35% | 9,631 | $1.3M | Add +0.2% |
| LLY Eli Lilly & Co. | 0.33% | 1,056 | $1.3M | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.30% | 12,441 | $1.1M | Add +41.4% |
| VYM Vanguard High DVD Yield ETF | 0.29% | 7,074 | $1.1M | Add +10.0% |
| PPLT Abrdn Physical Platinum SHRS | 0.25% | 66,240 | $936K | Reduce -0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 1,547 | $774K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.19% | 962 | $718K | Reduce -38.8% |
| APD Air Products & Chemicals Inc. | 0.16% | 2,110 | $618K | Reduce -1.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.14% | 6,324 | $545K | No change |
| AMZN Amazon.com Inc. | 0.14% | 2,285 | $545K | No change |
| EEM iShares MSCI Emerging Market | 0.14% | 7,830 | $536K | No change |
| INTC Intel Corp. | 0.14% | 3,836 | $536K | New |
| ITA iShares U.S. Aerospace & Def | 0.14% | 2,149 | $521K | No change |
| MSFT Microsoft Corp. | 0.14% | 1,386 | $517K | No change |
| AMGN Amgen Inc. | 0.12% | 1,270 | $460K | Reduce -2.8% |
| JBL Jabil Inc. | 0.10% | 971 | $374K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.09% | 1,682 | $358K | Add +0.4% |
| TLT iShares 20+ Year Treasury BD | 0.09% | 3,977 | $347K | No change |
| JNJ Johnson & Johnson | 0.08% | 1,231 | $313K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.08% | 894 | $307K | No change |
| XLE SS Energy Select Sector | 0.08% | 5,575 | $296K | Add +0.3% |
| CSCO Cisco Systems Inc. | 0.07% | 2,429 | $285K | New |
| PFM Invesco Dividend Achievers E | 0.07% | 4,574 | $254K | No change |
| MU Micron Technology Inc. | 0.06% | 212 | $245K | New |
| JPM JPMorgan Chase & Co. | 0.06% | 714 | $234K | No change |
| VOO Vanguard S&P 500 ETF | 0.06% | 329 | $226K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.06% | 1,026 | $224K | No change |
| VHT Vanguard Health Care ETF | 0.06% | 716 | $214K | New |
| FFIN First Finl Bankshares Inc. | 0.05% | 5,876 | $203K | New |
| WMT Walmart Inc. | 0.05% | 1,780 | $202K | Add +6.0% |
| SOC Sable Offshore Corp. | 0.01% | 12,006 | $53K | New |
Portfolio Sells Q1 2026 → Q2 2026
| PDBC Invesco Optimum Yield Divers | Reduce -40.4% | 6.98% | −5.77 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -38.8% | 0.19% | −0.08 |
| PPLT Abrdn Physical Platinum SHRS | Reduce -0.4% | 0.25% | −0.06 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.06 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.06 |
| LOAN Manhattan Bridge Capital Inc. | Sold out | 0.00% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -1.9% | 0.16% | −0.00 |
| AMGN Amgen Inc. | Reduce -2.8% | 0.12% | +0.00 |
| NVDA Nvidia Corp. | Reduce -3.6% | 0.46% | +0.05 |
| ADI Analog Devices Inc. | Reduce -5.0% | 0.62% | +0.10 |
Portfolio Buys Q1 2026 → Q2 2026
| VTI VG Morningstar TS MKT ETF-US | Add +3.2% | 54.14% | +8.80 |
| QQQ Invesco QQQ Trust Series 1 | Add +101.5% | 0.51% | +0.31 |
| AAPL Apple Inc. | Add +18.9% | 0.88% | +0.23 |
| INTC Intel Corp. | New | 0.14% | +0.14 |
| PDBA Invesco Agriculture Cmdtyk-1 | Add +4.5% | 5.83% | +0.14 |
| IVV iShares Core S&P 500 ETF | Add +0.2% | 0.77% | +0.10 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +41.4% | 0.30% | +0.09 |
| CSCO Cisco Systems Inc. | New | 0.07% | +0.07 |
| MU Micron Technology Inc. | New | 0.06% | +0.06 |
| VOO Vanguard S&P 500 ETF | New | 0.06% | +0.06 |
| VHT Vanguard Health Care ETF | New | 0.06% | +0.06 |
| FFIN First Finl Bankshares Inc. | New | 0.05% | +0.05 |
| VYM Vanguard High DVD Yield ETF | Add +10.0% | 0.29% | +0.04 |
| SOC Sable Offshore Corp. | New | 0.01% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +0.4% | 0.09% | +0.01 |
| WMT Walmart Inc. | Add +6.0% | 0.05% | −0.00 |
| XLE SS Energy Select Sector | Add +0.3% | 0.08% | −0.01 |
| XOM Exxon Mobil Corp. | Add +0.2% | 0.35% | −0.08 |
| SLV iShares Silver Trust | Add +1.8% | 4.71% | −1.17 |
| GLD SPDR Gold Shares | Add +0.8% | 19.37% | −3.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 42 | $380.2M | VTI, GLD, PDBC, PDBA, SLV |
| Q1 2026 | 38 | $381.4M | VTI, GLD, PDBC, SLV, PDBA |
| Q4 2025 | 37 | $405.9M | VTI, GLD, SLV, QQQ, PDBC |
| Q3 2025 | 36 | $306.0M | VTI, GLD, PDBC, QQQ, SLV |
| Q2 2025 | 364 | $253.6M | VTI, GLD, QQQ, PDBC, IAU |
| Q1 2025 | 207 | $251.7M | VTI, GLD, PDBC, QQQ, IAU |
| Q4 2024 | 201 | $245.3M | VTI, GLD, PDBC, QQQ, IAU |
| Q3 2024 | 139 | $193.6M | GLD, VTI, QQQ, PDBC, IAU |
| Q2 2024 | 142 | $173.2M | GLD, VTI, QQQ, PDBC, IAU |
| Q1 2024 | 126 | $175.9M | GLD, VTI, EWJ, PDBC, IAU |