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Briaud Financial Planning Inc

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13F filer, CIK 1800586, COLLEGE STATION, TX

Briaud Financial Planning Inc reported $380,226,343 across 42 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-30. Its ten largest share positions make up 95.42% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-001091

Period
2026-06-30
Reported value
$380M
Holdings
42
Top 10 weight
95.42%
New
7
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VTIadded+17,248$6.38M
QQQadded+1,326$977K
PDBAadded+27,050$964K
PPLTadded+59,590$842K
GLDadded+1,567$577K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PDBCreduced-1,135,150-$18M
SPYreduced-610-$456K
CVXexited-1,188-$246K
LMTexited-367-$222K
ADIreduced-313-$124K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001951757-26-001091, largest first. % of portfolio is the value over $380,226,343, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,785 shares; 2024Q4: 298,786 shares; 2025Q1: 306,507 shares; 2025Q2: 302,127 shares; 2025Q3: 339,446 shares; 2025Q4: 550,273 shares; 2026Q1: 539,110 shares; 2026Q2: 556,358 shares 556,358$206M54.14%+17,248Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255,412 shares; 2024Q4: 256,770 shares; 2025Q1: 256,748 shares; 2025Q2: 195,132 shares; 2025Q3: 195,758 shares; 2025Q4: 198,304 shares; 2026Q1: 198,343 shares; 2026Q2: 199,910 shares 199,910$73.6M19.37%+1,567Timeline
PDBCINVESCO ACTVELY MNGD ETC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,650,044 shares; 2024Q4: 2,808,359 shares; 2025Q1: 2,509,479 shares; 2025Q2: 2,540,275 shares; 2025Q3: 2,709,276 shares; 2025Q4: 2,769,288 shares; 2026Q1: 2,807,161 shares; 2026Q2: 1,672,011 shares 1,672,011$26.6M6.98%-1,135,150Timeline
PDBAINVESCO ACTVELY MNGD ETC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 594,783 shares; 2026Q2: 621,833 shares 621,833$22.1M5.83%+27,050Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,064 shares; 2024Q4: 11,081 shares; 2025Q1: 11,081 shares; 2025Q2: 11,104 shares; 2025Q3: 621,064 shares; 2025Q4: 627,095 shares; 2026Q1: 329,248 shares; 2026Q2: 335,142 shares 335,142$17.9M4.71%+5,894Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,904 shares; 2024Q4: 107,672 shares; 2025Q1: 106,846 shares; 2025Q2: 88,965 shares; 2025Q3: 87,038 shares; 2025Q4: 81,225 shares; 2026Q1: 80,824 shares; 2026Q2: 80,824 shares 80,824$6.1M1.61%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,456 shares; 2024Q4: 10,321 shares; 2025Q1: 10,366 shares; 2025Q2: 10,446 shares; 2025Q3: 9,914 shares; 2025Q4: 10,239 shares; 2026Q1: 9,761 shares; 2026Q2: 11,605 shares 11,605$3.36M0.88%+1,844Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,900 shares; 2024Q4: 3,001 shares; 2025Q1: 3,270 shares; 2025Q2: 3,629 shares; 2025Q3: 3,719 shares; 2025Q4: 3,890 shares; 2026Q1: 3,894 shares; 2026Q2: 3,903 shares 3,903$2.92M0.77%+9Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,518 shares; 2025Q1: 6,518 shares; 2025Q2: 6,518 shares; 2025Q3: 6,518 shares; 2025Q4: 6,355 shares; 2026Q1: 6,215 shares; 2026Q2: 5,902 shares 5,902$2.34M0.62%-313Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,820 shares; 2024Q4: 60,944 shares; 2025Q1: 60,814 shares; 2025Q2: 60,747 shares; 2025Q3: 60,517 shares; 2025Q4: 60,414 shares; 2026Q1: 1,307 shares; 2026Q2: 2,633 shares 2,633$1.94M0.51%+1,326Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,221 shares; 2025Q1: 8,321 shares; 2025Q2: 9,685 shares; 2025Q3: 9,614 shares; 2025Q4: 9,065 shares; 2026Q1: 9,064 shares; 2026Q2: 8,738 shares 8,738$1.75M0.46%-326Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,022 shares; 2024Q4: 15,058 shares; 2025Q1: 15,058 shares; 2025Q2: 15,229 shares; 2025Q3: 9,865 shares; 2025Q4: 9,615 shares; 2026Q1: 9,615 shares; 2026Q2: 9,631 shares 9,631$1.32M0.35%+16Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146 shares; 2024Q4: 1,194 shares; 2025Q1: 1,194 shares; 2025Q2: 1,194 shares; 2025Q3: 1,055 shares; 2025Q4: 1,048 shares; 2026Q1: 1,056 shares; 2026Q2: 1,056 shares 1,056$1.27M0.33%0Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,170 shares; 2024Q4: 5,170 shares; 2025Q1: 5,170 shares; 2025Q2: 5,170 shares; 2025Q3: 6,734 shares; 2025Q4: 6,136 shares; 2026Q1: 8,796 shares; 2026Q2: 12,441 shares 12,441$1.14M0.3%+3,645Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 2,808 shares; 2025Q4: 5,758 shares; 2026Q1: 6,433 shares; 2026Q2: 7,074 shares 7,074$1.12M0.29%+641Timeline
PPLTABRDN PLATINUM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,080 shares; 2024Q4: 8,955 shares; 2025Q1: 8,955 shares; 2025Q2: 6,624 shares; 2025Q3: 6,624 shares; 2025Q4: 6,624 shares; 2026Q1: 6,650 shares; 2026Q2: 66,240 shares 66,240$936K0.25%+59,590Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,369 shares; 2024Q4: 1,469 shares; 2025Q1: 1,469 shares; 2025Q2: 1,509 shares; 2025Q3: 1,509 shares; 2025Q4: 1,509 shares; 2026Q1: 1,547 shares; 2026Q2: 1,547 shares 1,547$774K0.2%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 615 shares; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 867 shares; 2025Q3: 962 shares; 2025Q4: 1,719 shares; 2026Q1: 1,572 shares; 2026Q2: 962 shares 962$718K0.19%-610Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,966 shares; 2024Q4: 2,541 shares; 2025Q1: 2,054 shares; 2025Q2: 2,061 shares; 2025Q3: 2,062 shares; 2025Q4: 2,062 shares; 2026Q1: 2,151 shares; 2026Q2: 2,110 shares 2,110$618K0.16%-41Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 812 shares; 2025Q2: 812 shares; 2025Q3: 812 shares; 2025Q4: 1,054 shares; 2026Q1: 1,054 shares; 2026Q2: 6,324 shares 6,324$545K0.14%+5,270Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 2,101 shares; 2025Q1: 2,101 shares; 2025Q2: 2,324 shares; 2025Q3: 2,285 shares; 2025Q4: 2,285 shares; 2026Q1: 2,285 shares; 2026Q2: 2,285 shares 2,285$545K0.14%0Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,830 shares; 2026Q2: 7,830 shares 7,830$536K0.14%0Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,809 shares; 2025Q1: 3,809 shares; 2025Q2: 3,809 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,836 shares 3,836$536K0.14%newTimeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 331 shares; 2025Q2: 1,881 shares; 2025Q3: 1,906 shares; 2025Q4: 2,055 shares; 2026Q1: 2,149 shares; 2026Q2: 2,149 shares 2,149$521K0.14%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 997 shares; 2024Q4: 1,371 shares; 2025Q1: 1,371 shares; 2025Q2: 1,461 shares; 2025Q3: 1,399 shares; 2025Q4: 1,386 shares; 2026Q1: 1,386 shares; 2026Q2: 1,386 shares 1,386$517K0.14%0Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 606 shares; 2025Q2: 815 shares; 2025Q3: 815 shares; 2025Q4: 1,320 shares; 2026Q1: 1,306 shares; 2026Q2: 1,270 shares 1,270$460K0.12%-36Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 971 shares; 2025Q3: 971 shares; 2025Q4: 971 shares; 2026Q1: 971 shares; 2026Q2: 971 shares 971$374K0.1%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,676 shares; 2024Q4: 1,676 shares; 2025Q1: 1,676 shares; 2025Q2: 1,676 shares; 2025Q3: 1,676 shares; 2025Q4: 1,676 shares; 2026Q1: 1,676 shares; 2026Q2: 1,682 shares 1,682$358K0.09%+6Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,448 shares; 2024Q4: 7,518 shares; 2025Q1: 7,518 shares; 2025Q2: 7,312 shares; 2025Q3: 7,313 shares; 2025Q4: 3,977 shares; 2026Q1: 3,977 shares; 2026Q2: 3,977 shares 3,977$347K0.09%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,253 shares; 2024Q4: 1,253 shares; 2025Q1: 1,253 shares; 2025Q2: 1,253 shares; 2025Q3: 1,253 shares; 2025Q4: 1,231 shares; 2026Q1: 1,231 shares; 2026Q2: 1,231 shares 1,231$313K0.08%0Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 894 shares; 2025Q2: 894 shares; 2025Q3: 894 shares; 2025Q4: 894 shares; 2026Q1: 894 shares; 2026Q2: 894 shares 894$307K0.08%0Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,018 shares; 2024Q4: 2,470 shares; 2025Q1: 2,470 shares; 2025Q2: 2,779 shares; 2025Q3: 2,779 shares; 2025Q4: 5,558 shares; 2026Q1: 5,558 shares; 2026Q2: 5,575 shares 5,575$296K0.08%+17Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 2,429 shares; 2025Q1: 2,429 shares; 2025Q2: 2,429 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,429 shares 2,429$285K0.08%newTimeline
PFMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,890 shares; 2025Q3: 4,574 shares; 2025Q4: 4,574 shares; 2026Q1: 4,574 shares; 2026Q2: 4,574 shares 4,574$254K0.07%0Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 212 shares 212$245K0.06%newTimeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199 shares; 2024Q4: 704 shares; 2025Q1: 704 shares; 2025Q2: 719 shares; 2025Q3: 747 shares; 2025Q4: 871 shares; 2026Q1: 714 shares; 2026Q2: 714 shares 714$234K0.06%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 329 shares 329$226K0.06%newTimeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 1,026 shares; 2025Q2: 1,026 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,026 shares; 2026Q2: 1,026 shares 1,026$224K0.06%0Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 716 shares; 2024Q4: 716 shares; 2025Q1: 716 shares; 2025Q2: 716 shares; 2025Q3: not reported; 2025Q4: 716 shares; 2026Q1: not reported; 2026Q2: 716 shares 716$214K0.06%newTimeline
FFINFIRST FINL BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,876 shares; 2024Q4: 5,876 shares; 2025Q1: 5,876 shares; 2025Q2: 5,876 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,876 shares 5,876$203K0.05%newTimeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,183 shares; 2024Q4: 2,516 shares; 2025Q1: 2,516 shares; 2025Q2: 2,375 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,679 shares; 2026Q2: 1,780 shares 1,780$202K0.05%+101Timeline
SOCSABLE OFFSHORE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,990 shares; 2024Q4: 1,990 shares; 2025Q1: 1,990 shares; 2025Q2: 1,990 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,006 shares 12,006$53.4K0.01%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CVXCHEVRON CORPORATION1,188$246Kshares
LMTLOCKHEED MARTIN CORP367$222Kshares
LOANMANHATTAN BRDG CAP INC21,006$21Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951757-26-001091 base2026-07-30acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001951757-26-001091 Quarter ended 2026-06-302026-07-30acceptance time not in the bulk data set
13F-HR 0001951757-26-000584 Quarter ended 2026-03-312026-04-10acceptance time not in the bulk data set
13F-HR 0001951757-26-000324 Quarter ended 2025-12-312026-01-28acceptance time not in the bulk data set
13F-HR 0001951757-25-001455 Quarter ended 2025-09-302025-11-25acceptance time not in the bulk data set
13F-HR 0001908380-25-000002 Quarter ended 2025-06-302025-07-31acceptance time not in the bulk data set
13F-HR 0001842974-25-000013 Quarter ended 2025-03-312025-05-09acceptance time not in the bulk data set
13F-HR 0001800586-25-000001 Quarter ended 2024-12-312025-02-07acceptance time not in the bulk data set
13F-HR 0001906937-24-000002 Quarter ended 2024-09-302024-11-08acceptance time not in the bulk data set
13F-HR 0001906967-24-000002 Quarter ended 2024-06-302024-07-26acceptance time not in the bulk data set
13F-HR 0001792704-24-000003 Quarter ended 2024-03-312024-05-03acceptance time not in the bulk data set
13F-HR 0001842974-24-000002 Quarter ended 2023-12-312024-02-02acceptance time not in the bulk data set
13F-HR 0001842974-23-000004 Quarter ended 2023-09-302023-11-06acceptance time not in the bulk data set
13F-HR 0001725888-23-000008 Quarter ended 2023-06-302023-08-07acceptance time not in the bulk data set
13F-HR 0001800586-23-000003 Quarter ended 2023-03-312023-05-05acceptance time not in the bulk data set
13F-HR 0001800586-23-000002 Quarter ended 2022-12-312023-02-13acceptance time not in the bulk data set
13F-HR 0001800586-22-000003 Quarter ended 2022-09-302022-11-04acceptance time not in the bulk data set
13F-HR 0001800586-22-000002 Quarter ended 2022-06-302022-08-11acceptance time not in the bulk data set
13F-HR 0001906349-22-000004 Quarter ended 2022-03-312022-05-03acceptance time not in the bulk data set
13F-HR 0001800586-22-000001 Quarter ended 2021-12-312022-02-08acceptance time not in the bulk data set
13F-HR 0001800586-21-000007 Quarter ended 2021-09-302021-10-20acceptance time not in the bulk data set
13F-HR 0001800586-21-000005 Quarter ended 2021-06-302021-07-28acceptance time not in the bulk data set
13F-HR 0001800586-21-000004 Quarter ended 2021-03-312021-05-05acceptance time not in the bulk data set
13F-HR 0001800586-21-000001 Quarter ended 2020-12-312021-01-27acceptance time not in the bulk data set
13F-HR 0000784045-20-000008 Quarter ended 2020-09-302020-10-30acceptance time not in the bulk data set
13F-HR 0001800745-20-000007 Quarter ended 2020-06-302020-07-28acceptance time not in the bulk data set
13F-HR 0001800745-20-000003 Quarter ended 2020-03-312020-04-22acceptance time not in the bulk data set
13F-HR 0001800586-20-000001 Quarter ended 2019-12-312020-01-30acceptance time not in the bulk data set