Briaud Financial Planning, Inc Portfolio Holdings by Sector
Briaud Financial Planning, Inc
- $306 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
GLD PDBC QQQ SLV IAU IVV TLT SPY 18 stocks |
$182,503
59.68% of portfolio
|
  10  
|
  2  
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$111,395
36.43% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA ADI 2 stocks |
$3,394
1.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,524
0.83% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ AMGN ABBV 4 stocks |
$1,481
0.48% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$1,112
0.36% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$758
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$724
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$562
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$501
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$235
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
$229
0.07% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
|
Electronic Components | Technology
JBL 1 stocks |
$210
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
LOAN 1 stocks |
$135
0.04% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
SABR 1 stocks |
$25
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|