Investor
Briaud Financial Planning, Inc
CIK 0001800586 · filed 2026-04-10 · SEC filing
13F book
$381.4M
Positions
38
6 new · 5 sold
Largest name
45.3%
Vanguard Index Fds
Est. mark
$12M
Price effect on 32 names still held. Flow −$36.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 539.1K | $172.9M | 45.3% | −$7.82M | Cut−$11.6M |
| Spdr Gold Tr | — | 198.3K | $85.3M | 22.4% | $6.73M | Added$6.75M |
| Invesco Actvely Mngd Etc Fd | — | 2.81M | $48.6M | 12.7% | $11.3M | Added$11.9M |
| Ishares Silver Tr | — | 329.2K | $22.4M | 5.9% | $1.22M | Cut−$18M |
| Invesco Actvely Mngd Etc Fd | — | 594.8K | $21.7M | 5.7% | — | New |
| Ishares Gold Tr | — | 80.8K | $7.13M | 1.9% | $565K | Cut$532.4K |
| Ishares Tr | — | 3.89K | $2.54M | 0.7% | −$123.4K | Added−$120.8K |
| Apple Inc. | AAPL | 9.76K | $2.48M | 0.7% | −$176.4K | Cut−$306.3K |
| Analog Devices Inc | ADI | 6.21K | $1.98M | 0.5% | $291.7K | Cut$253.8K |
| Exxon Mobil Corp | — | 9.62K | $1.63M | 0.4% | $474.2K | Held |
| Nvidia Corp | NVDA | 9.06K | $1.58M | 0.4% | −$109.7K | Cut−$109.9K |
| Abrdn Platinum Etf Trust | PPLT | 6.65K | $1.19M | 0.3% | −$54.3K | Added−$49.7K |
| Spdr S&P 500 Etf Tr | — | 1.57K | $1.02M | 0.3% | −$49.6K | Cut−$149.9K |
| Eli Lilly & Co | LLY | 1.06K | $971.3K | 0.3% | −$162.3K | Added−$155K |
| Vanguard Whitehall Fds | — | 6.43K | $952.8K | 0.3% | $26.4K | Added$126.3K |
| Spdr Series Trust | — | 8.8K | $806.1K | 0.2% | $1.61K | Added$245.4K |
| Invesco Qqq Tr | — | 1.31K | $754.4K | 0.2% | −$48.5K | Cut−$36.4M |
| Berkshire Hathaway Inc Del | — | 1.55K | $741.3K | 0.2% | −$35.4K | Added−$17.2K |
| Air Prods & Chems Inc | — | 2.15K | $624.7K | 0.2% | $89.6K | Added$115.5K |
| Microsoft Corp | MSFT | 1.39K | $513.1K | 0.1% | −$157.2K | Held |
| Amazon Com Inc | AMZN | 2.29K | $475.9K | 0.1% | −$51.5K | Held |
| Ishares Tr | — | 2.15K | $470.1K | 0.1% | $8.34K | Added$28.9K |
| Vanguard Growth Etf | — | 1.05K | $460.4K | 0.1% | −$53.8K | Held |
| Amgen Inc | AMGN | 1.31K | $459.5K | 0.1% | $32K | Cut$27.5K |
| Ishares Tr | — | 7.83K | $444.7K | 0.1% | — | New |
| Ishares Tr | — | 3.98K | $345.1K | 0.1% | −$1.56K | Held |
| Select Sector Spdr Tr | — | 5.56K | $340.5K | 0.1% | $92K | Held |
| Invesco Exchange Traded Fd T | — | 1.68K | $321.7K | 0.1% | $603 | Held |
| Johnson & Johnson | JNJ | 1.23K | $300.9K | 0.1% | $46.2K | Held |
| Vanguard Index Fds | — | 894 | $267.2K | 0.1% | −$14.3K | Held |
| Jabil Inc | JBL | 971 | $257.9K | 0.1% | $36.5K | Held |
| Chevron Corp New | CVX | 1.19K | $245.8K | 0.1% | — | New |
| Invesco Exchange Traded Fd T | — | 4.57K | $233.7K | 0.1% | −$1.89K | Held |
| Lockheed Martin Corp | LMT | 367 | $221.8K | 0.1% | — | New |
| Jpmorgan Chase & Co. | — | 714 | $210K | 0.1% | −$20K | Cut−$70.6K |
| Walmart Inc. | WMT | 1.68K | $208.7K | 0.1% | — | New |
| Vanguard Index Fds | — | 1.03K | $201.3K | 0.1% | — | New |
| Manhattan Brdg Cap Inc | — | 21K | $21K | 0.0% | $0 | Cut−$3.72K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.