Briaud Financial Planning, Inc has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $252 Million distributed in 209 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $84.2M, Spdr Gold Trust with a value of $74M, Invesco Act Mge Et Cmdt Fd Tr with a value of $34.2M, Invesco Qqq Trust, Series 1 with a value of $28.5M, and Ishares Gold Trust with a value of $6.3M.
Examining the 13F form we can see an increase of $6.38M in the current position value, from $245M to 252M.
Briaud Financial Planning, Inc is based out at College Station, TX
Below you can find more details about Briaud Financial Planning, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$252 Million
ETFs: $235 Million
Technology: $5.55 Million
Healthcare: $2.5 Million
Energy: $2.42 Million
Financial Services: $1.57 Million
Industrials: $908,000
Consumer Cyclical: $829,000
Consumer Defensive: $818,000
Other: $1.83 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
