Briaud Financial Planning, Inc Portfolio Holdings

Briaud Financial Planning, Inc

  • $252 Million
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5,000 0.0% of portfolio
874
Q1 2024 New
$1.92B
$0 0.0% of portfolio
10
Q1 2024 New
$198B
$3,000 0.0% of portfolio
5
Q4 2024 New
$47.5B
$5,000 0.0% of portfolio
508
Q1 2024 New
$61.7B
$1,000 0.0% of portfolio
15
Q1 2024 New
$60.4B
$10,000 0.0% of portfolio
357
Q1 2025 Added 1.13%
Ge Healthcare Technologies I
-
$0 0.0% of portfolio
-
Q4 2024 New
$94.3B
$2,000 0.0% of portfolio
59
Q1 2024 New
$73B
$0 0.0% of portfolio
50
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 209
  • Current Value $252 Million
  • Prior Value $245 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 21 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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