Briaud Financial Planning Inc

Briaud Financial Planning Inc reported 42 holdings worth US$380M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 30, 2026

Briaud Financial Planning Inc reported 42 holdings worth US$380M as of Jun 30, 2026. Largest: Apple Inc, Analog Devices, Inc. and Nvidia Corporation. Filed Jul 30, 2026 (Form 13F).

Holdings
42
Value as reported
US$380M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc11,605US$3.36M0.88%
Analog Devices, Inc.5,902US$2.34M0.62%
Nvidia Corporation8,738US$1.75M0.46%
Exxon Mobil Corporation9,631US$1.32M0.35%
Eli Lilly And Company1,056US$1.27M0.33%
Berkshire Hathaway Inc.1,547US$774K0.20%
Air Products And Chemicals, Inc.2,110US$618K0.16%
Amazon.com, Inc.2,285US$545K0.14%
Intel Corporation3,836US$536K0.14%
Microsoft Corp.1,386US$517K0.14%
Amgen Inc.1,270US$460K0.12%
Jabil Inc.971US$374K0.10%
Johnson & Johnson1,231US$313K0.08%
Cisco Systems, Inc.2,429US$285K0.08%
Micron Technology, Inc.212US$245K0.06%
Jp Morgan Chase & Co.714US$234K0.06%
First Financial Bankshares, Inc.5,876US$203K0.05%
Walmart Inc.1,780US$202K0.05%
Sable Offshore Corp.12,006US$53,4490.01%
Manhattan Bridge Capital, Inc0US$00.00%
Lockheed Martin Corporation0US$00.00%
Chevron Corporation0US$00.00%

Source

View original at SEC

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