13F HOLDINGS REPORT
Briaud Financial Planning, Inc
Quarter ended Q3 2025 · Filed November 25, 2025 · Accession 0001951757-25-001455
Total Value
$306.0M
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 339,446 | $111.4M | 36.40% |
| 2 | SPDR GOLD TR | GLD | 195,758 | $69.6M | 22.74% |
| 3 | INVESCO ACTVELY MNGD ETC FD | IVZ | 2,709,276 | $36.4M | 11.89% |
| 4 | INVESCO QQQ TR | IVZ | 60,517 | $36.3M | 11.87% |
| 5 | ISHARES SILVER TR | SLV | 621,064 | $26.3M | 8.60% |
| 6 | ISHARES GOLD TR | IAU | 87,038 | $6.3M | 2.07% |
| 7 | APPLE INC | AAPL | 9,914 | $2.5M | 0.82% |
| 8 | ISHARES TR | 464287200 | 3,719 | $2.5M | 0.81% |
| 9 | NVIDIA CORPORATION | NVDA | 9,614 | $1.8M | 0.59% |
| 10 | ANALOG DEVICES INC | ADI | 6,518 | $1.6M | 0.52% |
| 11 | EXXON MOBIL CORP | XOM | 9,865 | $1.1M | 0.36% |
| 12 | ABRDN PLATINUM ETF TRUST | PPLT | 6,624 | $946,437 | 0.31% |
| 13 | ELI LILLY & CO | LLY | 1,055 | $804,965 | 0.26% |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,509 | $758,635 | 0.25% |
| 15 | MICROSOFT CORP | MSFT | 1,399 | $724,439 | 0.24% |
| 16 | ISHARES TR | 464287432 | 7,313 | $653,521 | 0.21% |
| 17 | SPDR S&P 500 ETF TR | SPY | 962 | $640,865 | 0.21% |
| 18 | SPDR SERIES TRUST | 78468R663 | 6,734 | $617,844 | 0.20% |
| 19 | AIR PRODS & CHEMS INC | AIIR | 2,062 | $562,230 | 0.18% |
| 20 | AMAZON COM INC | AMZN | 2,285 | $501,717 | 0.16% |
| 21 | ISHARES TR | 464288760 | 1,906 | $398,850 | 0.13% |
| 22 | VANGUARD WHITEHALL FDS | 921946406 | 2,808 | $395,853 | 0.13% |
| 23 | VANGUARD INDEX FDS | 922908736 | 812 | $389,443 | 0.13% |
| 24 | INVESCO EXCHANGE TRADED FD T | IVZ | 1,676 | $317,937 | 0.10% |
| 25 | SPDR SERIES TRUST | 78464A854 | 3,905 | $305,918 | 0.10% |
| 26 | VANGUARD INDEX FDS | 922908637 | 894 | $275,227 | 0.09% |
| 27 | SELECT SECTOR SPDR TR | 81369Y506 | 2,779 | $248,276 | 0.08% |
| 28 | JPMORGAN CHASE & CO. | VYLD | 747 | $235,551 | 0.08% |
| 29 | JOHNSON & JOHNSON | JNJ | 1,253 | $232,362 | 0.08% |
| 30 | INVESCO EXCHANGE TRADED FD T | IVZ | 4,574 | $232,096 | 0.08% |
| 31 | AMGEN INC | AMGN | 815 | $229,993 | 0.08% |
| 32 | PROCTER AND GAMBLE CO | 742718109 | 1,495 | $229,728 | 0.08% |
| 33 | ABBVIE INC | ABBV | 937 | $216,953 | 0.07% |
| 34 | JABIL INC | JBL | 971 | $210,872 | 0.07% |
| 35 | SABRE CORP | SABR | 14,000 | $25,620 | 0.01% |
| 36 | MANHATTAN BRDG CAP INC | 562803106 | 24,723 | $24,723 | 0.01% |