Briaud Financial Planning, Inc Portfolio Holdings

Briaud Financial Planning, Inc

  • $306 Million
  • Q3 2025

Briaud Financial Planning, Inc has filed its 13F form on November 25, 2025 for Q3 2025 where it was disclosed a total value porftolio of $306 Million distributed in 36 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 $111M, Spdr Gold Trust with a value of $69.6M, Invesco Act Mge Et Cmdt Fd Tr with a value of $36.4M, Invesco Qqq Trust, Series 1 with a value of $36.3M, and I Shares Silver Trust with a value of $26.3M.

Examining the 13F form we can see an increase of $52.2M in the current position value, from $254M to 306M.

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 $306 Million
ETFs: $294 Million
Technology: $6.85 Million
Healthcare: $1.48 Million
Energy: $1.11 Million
Financial Services: $993,000
Basic Materials: $562,000
Consumer Cyclical: $526,000
Consumer Defensive: $229,000
Other: $135,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$2.52 Million 0.83% of portfolio
9,914
Q3 2025 Reduced 5.09%
$465B
$1.79 Million 0.59% of portfolio
9,614
Q3 2025 Reduced 0.73%
$490B
$1.11 Million 0.36% of portfolio
9,865
Q3 2025 Reduced 35.22%
$971B
$804,000 0.26% of portfolio
1,055
Q3 2025 Reduced 11.64%
$662B
$758,000 0.25% of portfolio
1,509
Q2 2025 Added 2.72%
$3.78T
$724,000 0.24% of portfolio
1,399
Q3 2025 Reduced 4.24%
$2.39T
$501,000 0.16% of portfolio
2,285
Q3 2025 Reduced 1.68%
$522B
$232,000 0.08% of portfolio
1,253
Q3 2024 Added 8.67%
$881B
$235,000 0.08% of portfolio
747
Q3 2025 Added 3.89%
$346B
$229,000 0.07% of portfolio
1,495
Q3 2025 Reduced 14.47%
$414B
$216,000 0.07% of portfolio
937
Q3 2025 Reduced 6.21%

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $306 Million
  • Prior Value $254 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 25, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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