Briaud Financial Planning Inc
Briaud Financial Planning Inc reported 44 holdings worth US$453M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 20, 2026
Briaud Financial Planning Inc reported 44 holdings worth US$453M as of Sep 30, 2026. Largest: Vanguard Morningstar Total Stock Market ETF, SPDR Gold Shares and Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF. Filed Oct 20, 2026 (Form 13F).
- Holdings
- 44
- Value as reported
- US$453M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Vanguard Morningstar Total Stock Market ETF | 555K | US$208M | 45.8% |
| SPDR Gold Shares | 206K | US$78.3M | 17.3% |
| Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | 2.47M | US$47.6M | 10.5% |
| State Street Energy Select Sector SPDR ETF | 722K | US$44.4M | 9.8% |
| Invesco Agriculture Commodity Strategy No K-1 ETF | 633K | US$23.8M | 5.2% |
| iShares Silver Trust | 340K | US$18.6M | 4.1% |
| iShares Gold Trust | 76,303 | US$5.96M | 1.3% |
| Apple Inc | 12,047 | US$4.01M | 0.88% |
| Analog Devices, Inc. | 5,902 | US$2.34M | 0.52% |
| Nvidia Corporation | 8,889 | US$2.03M | 0.45% |
| Invesco QQQ Trust | 2,265 | US$1.68M | 0.37% |
| Eli Lilly And Company | 1,056 | US$1.22M | 0.27% |
| iShares Core S&P 500 ETF | 1,492 | US$1.14M | 0.25% |
| Vanguard High Dividend Yield Index ETF | 7,074 | US$1.1M | 0.24% |
| abrdn Physical Platinum Shares ETF | 66,240 | US$1.02M | 0.23% |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 11,116 | US$1.02M | 0.22% |
| Amazon.com, Inc. | 3,285 | US$818K | 0.18% |
| Microsoft Corp. | 1,584 | US$813K | 0.18% |
| Berkshire Hathaway Inc. | 1,547 | US$770K | 0.17% |
| Air Products And Chemicals, Inc. | 2,110 | US$587K | 0.13% |
| Amgen Inc. | 1,264 | US$533K | 0.12% |
| iShares MSCI Emerging Markets ETF | 7,830 | US$523K | 0.12% |
| Intel Corporation | 3,809 | US$458K | 0.10% |
| Vanguard Morningstar Growth ETF | 4,998 | US$450K | 0.10% |
| iShares U.S. Aerospace & Defense ETF | 2,149 | US$445K | 0.10% |
| Vanguard S&P 500 ETF | 500 | US$350K | 0.08% |
| Invesco S&P 500 Equal Weight ETF | 1,676 | US$349K | 0.08% |
| Johnson & Johnson | 1,281 | US$339K | 0.07% |
| Vanguard Morningstar Large-Cap ETF | 894 | US$315K | 0.07% |
| State Street SPDR S&P 500 ETF | 374 | US$285K | 0.06% |
| Jabil Inc. | 971 | US$279K | 0.06% |
| Cisco Systems, Inc. | 2,553 | US$275K | 0.06% |
| iShares 20+ Year Treasury Bond ETF | 3,439 | US$269K | 0.06% |
| Invesco Dividend Achievers ETF | 4,574 | US$251K | 0.06% |
| Chevron Corporation | 1,188 | US$243K | 0.05% |
| iShares Bitcoin Trust ETF | 5,088 | US$241K | 0.05% |
| Jp Morgan Chase & Co. | 714 | US$236K | 0.05% |
| Vanguard Health Care ETF | 716 | US$226K | 0.05% |
| Micron Technology, Inc. | 209 | US$223K | 0.05% |
| Vanguard Morningstar Value ETF | 1,026 | US$222K | 0.05% |
| Unitedhealth Group Incorporated | 578 | US$212K | 0.05% |
| Abbvie Inc. | 781 | US$204K | 0.05% |
| Sable Offshore Corp. | 12,006 | US$41,287 | <0.01% |
| First Financial Bankshares, Inc. | 0 | US$0 | 0.00% |
| Walmart Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
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