Briaud Financial Planning, Inc Portfolio Holdings
Briaud Financial Planning, Inc
- $254 Million
- Q2 2025
Briaud Financial Planning, Inc has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $254 Million distributed in 365 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 $91.8M, Spdr Gold Trust with a value of $59.5M, Invesco Qqq Trust, Series 1 with a value of $33.5M, Invesco Act Mge Et Cmdt Fd Tr with a value of $33.1M, and Ishares Gold Trust with a value of $5.55M.
Examining the 13F form we can see an increase of $1.91M in the current position value, from $252M to 254M.
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.
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 365
- Current Value $254 Million
- Prior Value $252 Million
- Filing
- Period Q2 2025
- Filing Date July 30, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 164 stocks
- Additional Purchases 43 stocks
- Sold out of 0 stocks
- Reduced holdings in 12 stocks