13F HOLDINGS REPORT
Briaud Financial Planning, Inc
Quarter ended Q4 2025 · Filed January 28, 2026 · Accession 0001951757-26-000324
Total Value
$405.9M
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 550,273 | $184.5M | 45.45% |
| 2 | SPDR GOLD TR | GLD | 198,304 | $78.6M | 19.36% |
| 3 | ISHARES SILVER TR | SLV | 627,095 | $40.4M | 9.95% |
| 4 | INVESCO QQQ TR | IVZ | 60,414 | $37.1M | 9.14% |
| 5 | INVESCO ACTVELY MNGD ETC FD | IVZ | 2,769,288 | $36.7M | 9.04% |
| 6 | ISHARES GOLD TR | IAU | 81,225 | $6.6M | 1.62% |
| 7 | APPLE INC | AAPL | 10,239 | $2.8M | 0.69% |
| 8 | ISHARES TR | 464287200 | 3,890 | $2.7M | 0.66% |
| 9 | ANALOG DEVICES INC | ADI | 6,355 | $1.7M | 0.42% |
| 10 | NVIDIA CORPORATION | NVDA | 9,065 | $1.7M | 0.42% |
| 11 | ABRDN PLATINUM ETF TRUST | PPLT | 6,624 | $1.2M | 0.30% |
| 12 | SPDR S&P 500 ETF TR | SPY | 1,719 | $1.2M | 0.29% |
| 13 | EXXON MOBIL CORP | XOM | 9,615 | $1.2M | 0.29% |
| 14 | ELI LILLY & CO | LLY | 1,048 | $1.1M | 0.28% |
| 15 | VANGUARD WHITEHALL FDS | 921946406 | 5,758 | $826,455 | 0.20% |
| 16 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,509 | $758,499 | 0.19% |
| 17 | MICROSOFT CORP | MSFT | 1,386 | $670,297 | 0.17% |
| 18 | SPDR SERIES TRUST | 78468R663 | 6,136 | $560,708 | 0.14% |
| 19 | AMAZON COM INC | AMZN | 2,285 | $527,424 | 0.13% |
| 20 | VANGUARD INDEX FDS | 922908736 | 1,054 | $514,204 | 0.13% |
| 21 | AIR PRODS & CHEMS INC | AIIR | 2,062 | $509,260 | 0.13% |
| 22 | ISHARES TR | 464288760 | 2,055 | $441,188 | 0.11% |
| 23 | AMGEN INC | AMGN | 1,320 | $432,049 | 0.11% |
| 24 | ISHARES TR | 464287432 | 3,977 | $346,666 | 0.09% |
| 25 | INVESCO EXCHANGE TRADED FD T | IVZ | 1,676 | $321,055 | 0.08% |
| 26 | SPDR SERIES TRUST | 78464A854 | 3,905 | $313,259 | 0.08% |
| 27 | VANGUARD INDEX FDS | 922908637 | 894 | $281,431 | 0.07% |
| 28 | JPMORGAN CHASE & CO. | VYLD | 871 | $280,654 | 0.07% |
| 29 | SPDR S&P MIDCAP 400 ETF TR | MDY | 432 | $260,617 | 0.06% |
| 30 | JOHNSON & JOHNSON | JNJ | 1,231 | $254,755 | 0.06% |
| 31 | SELECT SECTOR SPDR TR | 81369Y506 | 5,558 | $248,498 | 0.06% |
| 32 | INVESCO EXCHANGE TRADED FD T | IVZ | 4,574 | $235,582 | 0.06% |
| 33 | JABIL INC | JBL | 971 | $221,407 | 0.05% |
| 34 | VANGUARD WORLD FD | 92204A504 | 716 | $206,101 | 0.05% |
| 35 | PROCTER AND GAMBLE CO | 742718109 | 1,410 | $202,067 | 0.05% |
| 36 | MANHATTAN BRDG CAP INC | 562803106 | 24,723 | $24,723 | 0.01% |
| 37 | SABRE CORP | SABR | 14,000 | $19,040 | 0.00% |