Briaud Financial Planning Inc
CIK: 1800586
Holdings (44)
Q3 2026 13F, quarter ended Sep 30, 2026, filed Oct 20, 2026
- VTI
VANGUARD INDEX FDS
$207.55M
554,597 sh45.78%-0.3% - GLD
SPDR GOLD TR
$78.32M
205,648 sh17.28%+2.9% - PDBC
INVESCO ACTVELY MNGD ETC FD
$47.64M
2.47M sh10.51%+47.6% - XLE
SELECT SECTOR SPDR TR
$44.42M
722,267 sh9.80%+12855.5% - PDBA
INVESCO ACTVELY MNGD ETC FD
$23.79M
633,415 sh5.25%+1.9% - SLV
ISHARES SILVER TR
$18.56M
340,471 sh4.09%+1.6% - IAU
ISHARES GOLD TR
$5.96M
76,303 sh1.31%-5.6% - AAPL
APPLE INC
$4.01M
12,047 sh0.88%+3.8% - ADI
ANALOG DEVICES INC
$2.34M
5,902 sh0.52%+0.0% - NVDA
NVIDIA CORPORATION
$2.03M
8,889 sh0.45%+1.7% - QQQ
INVESCO QQQ TR
$1.68M
2,265 sh0.37%-14.0% - XOM
EXXONMOBIL HOLDINGS CORP
$1.57M
9,631 sh0.35%+0.0% - LLY
ELI LILLY & CO
$1.22M
1,056 sh0.27%+0.0% - IVV
ISHARES TR
$1.14M
1,492 sh0.25%-61.8% - VYM
VANGUARD WHITEHALL FDS
$1.1M
7,074 sh0.24%+0.0% - PPLT
ABRDN PLATINUM ETF TRUST
$1.02M
66,240 sh0.23%+0.0% - BIL
SPDR SERIES TRUST
$1.02M
11,116 sh0.22%-10.7% - AMZN
AMAZON COM INC
$818K
3,285 sh0.18%+43.8% - MSFT
MICROSOFT CORP
$813K
1,584 sh0.18%+14.3% - BRK.B
BERKSHIRE HATHAWAY INC DEL
$770K
1,547 sh0.17%+0.0% - APD
AIR PRODUCTS AND CHEMICALS I
$587K
2,110 sh0.13%+0.0% - AMGN
AMGEN INC
$533K
1,264 sh0.12%-0.5% - EEM
ISHARES TR
$523K
7,830 sh0.12%+0.0% - INTC
INTEL CORP
$458K
3,809 sh0.10%-0.7% - VUG
VANGUARD INDEX FDS
$450K
4,998 sh0.10%-21.0% - ITA
ISHARES TR
$445K
2,149 sh0.10%+0.0% - VOO
VANGUARD INDEX FDS
$350K
500 sh0.08%+52.0% - RSP
INVESCO EXCHANGE TRADED FD T
$349K
1,676 sh0.08%-0.4% - JNJ
JOHNSON & JOHNSON
$339K
1,281 sh0.07%+4.1% - VV
VANGUARD INDEX FDS
$315K
894 sh0.07%+0.0% - SPY
STATE STR SPDR S&P 500 ETF T
$285K
374 sh0.06%-61.1% - JBL
JABIL INC
$279K
971 sh0.06%+0.0% - CSCO
CISCO SYS INC
$275K
2,553 sh0.06%+5.1% - TLT
ISHARES TR
$269K
3,439 sh0.06%-13.5% - PFM
INVESCO EXCHANGE TRADED FD T
$251K
4,574 sh0.06%+0.0% - CVX
CHEVRON CORPORATION
$243K
1,188 sh0.05%New - IBIT
ISHARES BITCOIN TRUST ETF
$241K
5,088 sh0.05%New - JPM
JPMORGAN CHASE & CO
$236K
714 sh0.05%+0.0% - VHT
VANGUARD WORLD FD
$226K
716 sh0.05%+0.0% - MU
MICRON TECHNOLOGY INC
$223K
209 sh0.05%-1.4% - VTV
VANGUARD INDEX FDS
$222K
1,026 sh0.05%+0.0% - UNH
UNITEDHEALTH GROUP INC
$212K
578 sh0.05%New - ABBV
ABBVIE INC
$204K
781 sh0.05%New - SOC
SABLE OFFSHORE CORP
$41K
12,006 sh0.01%+0.0%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 VTI VANGUARD INDEX FDS | 554,597 | $207.55M | -0.3% | 45.78% | Q3 2026 |
 GLD SPDR GOLD TR | 205,648 | $78.32M | +2.9% | 17.28% | Q3 2026 |
 PDBC INVESCO ACTVELY MNGD ETC FD | 2.47M | $47.64M | +47.6% | 10.51% | Q3 2026 |
 XLE SELECT SECTOR SPDR TR | 722,267 | $44.42M | +12855.5% | 9.80% | Q3 2026 |
 PDBA INVESCO ACTVELY MNGD ETC FD | 633,415 | $23.79M | +1.9% | 5.25% | Q3 2026 |
 SLV ISHARES SILVER TR | 340,471 | $18.56M | +1.6% | 4.09% | Q3 2026 |
 IAU ISHARES GOLD TR | 76,303 | $5.96M | -5.6% | 1.31% | Q3 2026 |
 AAPL APPLE INC | 12,047 | $4.01M | +3.8% | 0.88% | Q3 2026 |
 ADI ANALOG DEVICES INC | 5,902 | $2.34M | +0.0% | 0.52% | Q3 2026 |
 NVDA NVIDIA CORPORATION | 8,889 | $2.03M | +1.7% | 0.45% | Q3 2026 |
 QQQ INVESCO QQQ TR | 2,265 | $1.68M | -14.0% | 0.37% | Q3 2026 |
 XOM EXXONMOBIL HOLDINGS CORP | 9,631 | $1.57M | +0.0% | 0.35% | Q3 2026 |
 LLY ELI LILLY & CO | 1,056 | $1.22M | +0.0% | 0.27% | Q3 2026 |
 IVV ISHARES TR | 1,492 | $1.14M | -61.8% | 0.25% | Q3 2026 |
 VYM VANGUARD WHITEHALL FDS | 7,074 | $1.1M | +0.0% | 0.24% | Q3 2026 |
 PPLT ABRDN PLATINUM ETF TRUST | 66,240 | $1.02M | +0.0% | 0.23% | Q3 2026 |
 BIL SPDR SERIES TRUST | 11,116 | $1.02M | -10.7% | 0.22% | Q3 2026 |
 AMZN AMAZON COM INC | 3,285 | $818K | +43.8% | 0.18% | Q3 2026 |
 MSFT MICROSOFT CORP | 1,584 | $813K | +14.3% | 0.18% | Q3 2026 |
 BRK.B BERKSHIRE HATHAWAY INC DEL | 1,547 | $770K | +0.0% | 0.17% | Q3 2026 |
 APD AIR PRODUCTS AND CHEMICALS I | 2,110 | $587K | +0.0% | 0.13% | Q3 2026 |
 AMGN AMGEN INC | 1,264 | $533K | -0.5% | 0.12% | Q3 2026 |
 EEM ISHARES TR | 7,830 | $523K | +0.0% | 0.12% | Q3 2026 |
 INTC INTEL CORP | 3,809 | $458K | -0.7% | 0.10% | Q3 2026 |
 VUG VANGUARD INDEX FDS | 4,998 | $450K | -21.0% | 0.10% | Q3 2026 |
 ITA ISHARES TR | 2,149 | $445K | +0.0% | 0.10% | Q3 2026 |
 VOO VANGUARD INDEX FDS | 500 | $350K | +52.0% | 0.08% | Q3 2026 |
 RSP INVESCO EXCHANGE TRADED FD T | 1,676 | $349K | -0.4% | 0.08% | Q3 2026 |
 JNJ JOHNSON & JOHNSON | 1,281 | $339K | +4.1% | 0.07% | Q3 2026 |
 VV VANGUARD INDEX FDS | 894 | $315K | +0.0% | 0.07% | Q3 2026 |
 SPY STATE STR SPDR S&P 500 ETF T | 374 | $285K | -61.1% | 0.06% | Q3 2026 |
 JBL JABIL INC | 971 | $279K | +0.0% | 0.06% | Q3 2026 |
 CSCO CISCO SYS INC | 2,553 | $275K | +5.1% | 0.06% | Q3 2026 |
 TLT ISHARES TR | 3,439 | $269K | -13.5% | 0.06% | Q3 2026 |
 PFM INVESCO EXCHANGE TRADED FD T | 4,574 | $251K | +0.0% | 0.06% | Q3 2026 |
 CVX CHEVRON CORPORATION | 1,188 | $243K | New | 0.05% | Q3 2026 |
 IBIT ISHARES BITCOIN TRUST ETF | 5,088 | $241K | New | 0.05% | Q3 2026 |
 JPM JPMORGAN CHASE & CO | 714 | $236K | +0.0% | 0.05% | Q3 2026 |
 VHT VANGUARD WORLD FD | 716 | $226K | +0.0% | 0.05% | Q3 2026 |
 MU MICRON TECHNOLOGY INC | 209 | $223K | -1.4% | 0.05% | Q3 2026 |
 VTV VANGUARD INDEX FDS | 1,026 | $222K | +0.0% | 0.05% | Q3 2026 |
 UNH UNITEDHEALTH GROUP INC | 578 | $212K | New | 0.05% | Q3 2026 |
 ABBV ABBVIE INC | 781 | $204K | New | 0.05% | Q3 2026 |
 SOC SABLE OFFSHORE CORP | 12,006 | $41K | +0.0% | 0.01% | Q3 2026 |
1-44 of 44 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Briaud Financial Planning Inc
Briaud Financial Planning Inc is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1800586). Signal8 holds 15 13F filings from it. Its SEC filings list Texas as its state of incorporation.
Its most recent 13F holdings report covers Q3 2026 (the quarter ended Sep 30, 2026) and was filed on Oct 20, 2026. That report lists 44 securities, not counting options, up from 42 in Q2 2026.
Its five largest reported positions, in order, are VANGUARD INDEX FDS (VTI), SPDR GOLD TR (GLD), INVESCO ACTVELY MNGD ETC FD (PDBC), SELECT SECTOR SPDR TR (XLE) and INVESCO ACTVELY MNGD ETC FD (PDBA). The next five are ISHARES SILVER TR (SLV), ISHARES GOLD TR (IAU), APPLE INC (AAPL), ANALOG DEVICES INC (ADI) and NVIDIA CORPORATION (NVDA).
Recent 13F filings by Briaud Financial Planning Inc
- Q3 2026: 13F-HR filed Oct 20, 2026, listing 44 securities.
- Q2 2026: 13F-HR filed Jul 30, 2026, listing 42 securities.
- Q1 2026: 13F-HR filed Apr 9, 2026, listing 38 securities.
- Q4 2025: 13F-HR filed Jan 28, 2026, listing 37 securities.
- Q3 2025: 13F-HR filed Nov 25, 2025, listing 36 securities.
- Q2 2025: 13F-HR filed Jul 30, 2025, listing 365 securities.