Briaud Financial Planning Inc
CIK
1800586
Location
COLLEGE STATION, TX
Portfolio Value
Small
$128,160,405
Diversification
Highly concentrated
Filing Date
Global Rank
#5,146
/ 8,603
▼ 528
· as of Mar 2026
Top Industry
Semiconductors
31.3%
3Y Alpha vs SPY
+6.2%
Period ended 3 months ago
Filed Apr 10, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+104.6%
SPY
+76.5%
Annualised alpha
+6.1%
Max drawdown
−25.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
22 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
66.6%
+21.8 pts
Top 5
93.1%
−1.1 pts
Top 10
97.1%
−0.9 pts
HHI
4,782
Highly concentrated+1,782
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 91.1% | $116,800,640 |
| Technology | 5.3% | $6,806,226 |
| Healthcare | 1.4% | $1,731,698 |
| Financial Services | 0.7% | $951,352 |
| Basic Materials | 0.5% | $624,843 |
| Consumer Cyclical | 0.4% | $475,896 |
| Energy | 0.2% | $245,797 |
| Industrials | 0.2% | $221,811 |
| Consumer Defensive | 0.2% | $208,666 |
| Real Estate | 0.1% | $93,476 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| APD | Air Products & Chemicals, Inc. | +89 | 2,151 | $624,843 | |
| GLD | Spdr Gold Trust | +39 | 198,343 | $85,345,009 | |
| BRK-B | Berkshire Hathaway Inc | +38 | 1,547 | $741,322 | |
| PPLT | abrdn Platinum ETF Trust | +26 | 6,650 | $118,522 | |
| LLY | ELI LILLY & Co | +8 | 1,056 | $971,277 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SLV | iShares Silver Trust | −297,847 | 329,248 | $22,434,958 | |
| QQQ | Invesco Qqq Trust, Series 1 | −59,107 | 1,307 | $754,374 | |
| LOAN | Manhattan Bridge Capital, Inc | −3,717 | 21,006 | $93,476 | |
| AAPL | Apple Inc. | −478 | 9,761 | $2,477,244 | |
| IAU | Ishares Gold Trust | −401 | 80,824 | $7,125,443 | |
| JPM | Jpmorgan Chase & Co | −157 | 714 | $210,030 | |
| SPY | Spdr S&P 500 ETF Trust | −147 | 1,572 | $1,022,334 | |
| ADI | Analog Devices Inc | −140 | 6,215 | $1,977,240 | |
| AMGN | Amgen Inc | −14 | 1,306 | $459,516 | |
| NVDA | Nvidia Corp | −1 | 9,064 | $1,580,761 | |
| No positions match the current search. | |||||
22 positions ·
$128,160,405 total
· as of Mar 31, 2026
All sectors
Basic Materials
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Added | 198,343 | $85,345,009 | 66.59% | |
| SLV |
iShares Silver Trust
|
Reduced | 329,248 | $22,434,958 | 17.51% | |
| IAU |
Ishares Gold Trust
|
Reduced | 80,824 | $7,125,443 | 5.56% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 9,761 | $2,477,244 | 1.93% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 6,215 | $1,977,240 | 1.54% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 9,064 | $1,580,761 | 1.23% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,572 | $1,022,334 | 0.80% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,056 | $971,277 | 0.76% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 1,307 | $754,374 | 0.59% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,547 | $741,322 | 0.58% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Added | 2,151 | $624,843 | 0.49% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 1,386 | $513,055 | 0.40% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 2,285 | $475,896 | 0.37% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 1,306 | $459,516 | 0.36% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,231 | $300,905 | 0.23% | |
| JBL |
Jabil Inc
Technology
|
Held | 971 | $257,926 | 0.20% | |
| CVX |
Chevron Corp
Energy
|
NEW | 1,188 | $245,797 | 0.19% | |
| LMT |
Lockheed Martin Corp
Industrials
|
NEW | 367 | $221,811 | 0.17% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 714 | $210,030 | 0.16% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
NEW | 1,679 | $208,666 | 0.16% | |
| PPLT |
abrdn Platinum ETF Trust
|
Added | 6,650 | $118,522 | 0.09% | |
| LOAN |
Manhattan Bridge Capital, Inc
Real Estate
|
Reduced | 21,006 | $93,476 | 0.07% |