Briaud Financial Planning Inc
39 holdingsFiling period: 2026-03-31Current AUM: $393.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 539.1K | $172.9M | $198.5M | 50.39% | -11,163 | 2026-03-31 |
| 2 | GLD | SPDR GOLD TR | 198.3K | $85.3M | $73.7M | 18.71% | +39 | 2026-03-31 |
| 3 | PDBC | INVESCO ACTVELY MNGD ETC FD | 2.81M | $48.6M | $49.3M | 12.52% | +37.9K | 2026-03-31 |
| 4 | SLV | ISHARES SILVER TR | 329.2K | $22.4M | $17.2M | 4.38% | -297,847 | 2026-03-31 |
| 5 | PDBA | INVESCO ACTVELY MNGD ETC FD | 594.8K | $21.7M | $21.8M | 5.55% | -- | 2026-03-31 |
| 6 | IAU | ISHARES GOLD TR | 80.8K | $7.1M | $6.2M | 1.56% | -401 | 2026-03-31 |
| 7 | IVV | ISHARES TR | 3.9K | $2.5M | $2.9M | 0.74% | +4 | 2026-03-31 |
| 8 | AAPL | APPLE INC | 9.8K | $2.5M | $3.0M | 0.77% | -478 | 2026-03-31 |
| 9 | ADI | ANALOG DEVICES INC | 6.2K | $2.0M | $2.3M | 0.58% | -140 | 2026-03-31 |
| 10 | XOM | EXXON MOBIL CORP | 9.6K | $1.6M | $1.5M | 0.38% | -- | 2026-03-31 |
| 11 | XOM | EXXON MOBIL CORP | 9.6K | $1.6M | $1.5M | 0.38% | -- | 2026-03-31 |
| 12 | NVDA | NVIDIA CORPORATION | 9.1K | $1.6M | $1.8M | 0.46% | -1 | 2026-03-31 |
| 13 | PPLT | ABRDN PLATINUM ETF TRUST | 6.7K | $1.2M | $995K | 0.25% | +26 | 2026-03-31 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | 1.6K | $1.0M | $1.2M | 0.30% | -147 | 2026-03-31 |
| 15 | LLY | ELI LILLY & CO | 1.1K | $971K | $1.2M | 0.31% | +8 | 2026-03-31 |
| 16 | VYM | VANGUARD WHITEHALL FDS | 6.4K | $952K | $1.0M | 0.26% | +675 | 2026-03-31 |
| 17 | BIL | SPDR SERIES TRUST | 8.8K | $806K | $806K | 0.20% | +2.7K | 2026-03-31 |
| 18 | QQQ | INVESCO QQQ TR | 1.3K | $754K | $899K | 0.23% | -59,107 | 2026-03-31 |
| 19 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.5K | $741K | $741K | 0.19% | +38 | 2026-03-31 |
| 20 | APD | AIR PRODUCTS AND CHEMICALS I | 2.2K | $624K | $633K | 0.16% | +89 | 2026-03-31 |
| 21 | MSFT | MICROSOFT CORP | 1.4K | $513K | $644K | 0.16% | -- | 2026-03-31 |
| 22 | AMZN | AMAZON COM INC | 2.3K | $475K | $619K | 0.16% | -- | 2026-03-31 |
| 23 | ITA | ISHARES TR | 2.1K | $470K | $515K | 0.13% | +94 | 2026-03-31 |
| 24 | VUG | VANGUARD INDEX FDS | 1.1K | $460K | $538K | 0.14% | -- | 2026-03-31 |
| 25 | AMGN | AMGEN INC | 1.3K | $459K | $502K | 0.13% | -14 | 2026-03-31 |
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