Briaud Financial Planning Inc
CIK
1800586
Location
COLLEGE STATION, TX
Portfolio Value
Small
$116,635,458
Diversification
Highly concentrated
Filing Date
Global Rank
#5,815
/ 8,700
▼ 1690
Top Industry
Semiconductors
31.7%
Period ended 2 months ago
Filed Jul 30, 2026 · 45d
26 quarters · since Mar 2020
Portfolio Concentration
25 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
63.1%
+17.6 pts
Top 5
88.6%
−5.5 pts
Top 10
94.8%
−2.2 pts
HHI
4,273
Highly concentrated+1,318
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 86.8% | $101,259,211 |
| Technology | 8.1% | $9,407,450 |
| Healthcare | 1.7% | $2,039,127 |
| Energy | 1.2% | $1,353,728 |
| Financial Services | 1.0% | $1,211,125 |
| Basic Materials | 0.5% | $618,609 |
| Consumer Cyclical | 0.5% | $544,606 |
| Consumer Defensive | 0.2% | $201,602 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PPLT | abrdn Platinum ETF Trust | +59,590 | 66,240 | $935,971 | |
| SLV | iShares Silver Trust | +5,894 | 335,142 | $17,920,042 | |
| AAPL | Apple Inc. | +1,844 | 11,605 | $3,358,022 | |
| GLD | Spdr Gold Trust | +1,567 | 199,910 | $73,642,845 | |
| QQQ | Invesco Qqq Trust, Series 1 | +1,326 | 2,633 | $1,938,941 | |
| WMT | Walmart Inc. | +101 | 1,780 | $201,602 | |
| XOM | ExxonMobil Holdings Corp | +16 | 9,631 | $1,316,750 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exited
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VB | Vanguard Morningstar Small-Cap ETF | 542,084 | $173,497,080 | |
| EVMT | Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF | 3,401,944 | $70,311,764 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | 10,020 | $3,358,458 | |
| VIGI | Vanguard International Dividend Appreciation ETF | 6,433 | $952,727 | |
| — | 8,796 | $806,065 | ||
| ABI | VictoryShares Pioneer Asset-Based Income ETF | 6,250 | $555,342 | |
| BKF | iShares MSCI BIC ETF | 7,830 | $444,665 | |
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | 5,558 | $340,483 | |
| CVX | Chevron Corp | 1,188 | $245,797 | |
| LMT | Lockheed Martin Corp | 367 | $221,811 | |
| LOAN | Manhattan Bridge Capital, Inc | 21,006 | $93,476 | |
| No positions match the current search. | ||||
25 tracked positions ·
$116,635,458 total
· filing declares
42 positions · $380,226,343
· as of Jun 30, 2026
All sectors
Basic Materials
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Added | 199,910 | $73,642,845 | 63.14% | |
| SLV |
iShares Silver Trust
|
Added | 335,142 | $17,920,042 | 15.36% | |
| IAU |
Ishares Gold Trust
|
Held | 80,824 | $6,103,020 | 5.23% | |
| AAPL |
Apple Inc.
Technology
|
Added | 11,605 | $3,358,022 | 2.88% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 5,902 | $2,344,097 | 2.01% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 2,633 | $1,938,941 | 1.66% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 8,738 | $1,748,386 | 1.50% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 9,631 | $1,316,750 | 1.13% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 1,056 | $1,266,598 | 1.09% | |
| PPLT |
abrdn Platinum ETF Trust
|
Added | 66,240 | $935,971 | 0.80% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,547 | $774,103 | 0.66% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 962 | $718,392 | 0.62% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 2,110 | $618,609 | 0.53% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 2,285 | $544,606 | 0.47% | |
| INTC |
Intel Corp
Technology
|
NEW | 3,836 | $535,620 | 0.46% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 1,386 | $517,005 | 0.44% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 1,270 | $459,892 | 0.39% | |
| JBL |
Jabil Inc
Technology
|
Held | 971 | $374,301 | 0.32% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,231 | $312,637 | 0.27% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
NEW | 2,429 | $285,310 | 0.24% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 212 | $244,709 | 0.21% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 714 | $233,713 | 0.20% | |
| FFIN |
First Financial Bankshares Inc
Financial Services
|
NEW | 5,876 | $203,309 | 0.17% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 1,780 | $201,602 | 0.17% | |
| SOC |
Sable Offshore Corp.
Energy
|
NEW | 12,006 | $36,978 | 0.03% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.