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Briaud Financial Planning Inc

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13F filer, CIK 1800586, COLLEGE STATION, TX

Briaud Financial Planning Inc reported $306,049,352 across 36 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-25. Its ten largest share positions make up 96.31% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-25-001455

Period
2025-09-30
Reported value
$306M
Holdings
36
Top 10 weight
96.31%
New
1
Sold out
330

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SLVadded+609,960$25.8M
VTIadded+37,319$12.2M
PDBCadded+169,001$2.27M
VYMadded+2,798$394K
GLDadded+626$223K

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
XOMreduced-5,364-$605K
DISexited-4,169-$516K
WMTexited-2,375-$232K
FFINexited-5,876-$211K
Vexited-594-$210K

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.

Back to all 36 share positions

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
DISDISNEY WALT CO4,169$516Kshares
WMTWALMART INC2,375$232Kshares
FFINFIRST FINL BANKSHARES INC5,876$211Kshares
VVISA INC594$210Kshares
IJHISHARES TR3,345$207Kshares
COPCONOCOPHILLIPS2,183$195Kshares
ELVELEVANCE HEALTH INC FORMERLY501$194Kshares
VTVVANGUARD INDEX FDS1,026$181Kshares
NOBLPROSHARES TR1,791$180Kshares
VHTVANGUARD WORLD FD716$177Kshares
LMTLOCKHEED MARTIN CORP377$174Kshares
CATCATERPILLAR INC446$173Kshares
QQQMINVESCO EXCH TRADED FD TR II753$171Kshares
TAT&T INC5,882$170Kshares
CVXCHEVRON CORPORATION1,188$170Kshares
CSCOCISCO SYS INC2,429$168Kshares
VIGVANGUARD SPECIALIZED FUNDS786$160Kshares
ZTSZOETIS INC1,022$159Kshares
UNHUNITEDHEALTH GROUP INC466$145Kshares
SHWSHERWIN WILLIAMS CO420$144Kshares
IVEISHARES TR727$142Kshares
WMWASTE MGMT INC DEL585$133Kshares
IVWISHARES TR1,150$126Kshares
BUFRFIRST TR EXCHNG TRADED FD VI3,981$126Kshares
ADPAUTOMATIC DATA PROCESSING IN400$123Kshares
PHOINVESCO EXCHANGE TRADED FD T1,744$121Kshares
PFFISHARES TR3,463$106Kshares
BNBROOKFIELD CORP1,624$100Kshares
FANGDIAMONDBACK ENERGY INC670$92Kshares
SFNCSIMMONS FIRST NATL CORP4,811$91Kshares
IJRISHARES TR832$90Kshares
IBMINTERNATIONAL BUSINESS MACHS303$89Kshares
LOWLOWES COS INC402$89Kshares
XNEAXNUVEEN AMT FREE QLTY MUN INC8,073$88Kshares
SPDWSPDR INDEX SHS FDS2,157$87Kshares
ETRENTERGY CORP NEW1,048$87Kshares
STZCONSTELLATION BRANDS INC533$86Kshares
INTCINTEL CORP3,809$85Kshares
SHELSHELL PLC1,193$83Kshares
NEXTNEXTDECADE CORP9,333$83Kshares
VOOVANGUARD INDEX FDS145$82Kshares
VEAVANGUARD TAX-MANAGED FDS1,412$80Kshares
PEPPEPSICO INC599$79Kshares
SCHGSCHWAB STRATEGIC TR2,736$79Kshares
EDVVANGUARD WORLD FD1,176$79Kshares
XLFSELECT SECTOR SPDR TR1,490$78Kshares
MDYGSPDR SERIES TRUST873$75Kshares
SRESEMPRA980$74Kshares
DRIDARDEN RESTAURANTS INC337$73Kshares
VZVERIZON COMMUNICATIONS INC1,683$72Kshares
PAYXPAYCHEX INC500$72Kshares
BMYBRISTOL-MYERS SQUIBB CO1,536$71Kshares
MRVLMARVELL TECHNOLOGY INC848$65Kshares
MCDMCDONALDS CORP225$65Kshares
HOLXHOLOGIC INC1,000$65Kshares
JTEKJ P MORGAN EXCHANGE TRADED F760$64Kshares
ABTABBOTT LABORATORIES469$63Kshares
GDGENERAL DYNAMICS CORP200$58Kshares
SCHVSCHWAB STRATEGIC TR2,112$58Kshares
MMM3M CO379$57Kshares
FTSDFRANKLIN ETF TR618$56Kshares
BKNGBOOKING HOLDINGS INC9$52Kshares
ROLROLLINS INC909$51Kshares
XLUSELECT SECTOR SPDR TR623$50Kshares
NEENEXTERA ENERGY INC710$49Kshares
JMUBJ P MORGAN EXCHANGE TRADED F977$48Kshares
VGITVANGUARD SCOTTSDALE FDS794$47Kshares
HDHOME DEPOT INC126$46Kshares
RTXRTX CORPORATION321$46Kshares
DDOMINION ENERGY INC819$46Kshares
FDLOFIDELITY COVINGTON TRUST722$45Kshares
SDYSPDR SERIES TRUST332$45Kshares
JMSTJ P MORGAN EXCHANGE TRADED F903$45Kshares
AEPAMERICAN ELEC PWR CO INC438$45Kshares
BPBP PLC1,475$44Kshares
SOCSABLE OFFSHORE CORP1,990$43Kshares
METAMETA PLATFORMS INC57$42Kshares
MOALTRIA GROUP INC710$41Kshares
NEMNEWMONT CORP716$41Kshares
INDAISHARES TR724$40Kshares
GOOGALPHABET INC222$39Kshares
MUNIPIMCO ETF TR772$39Kshares
FHEQFIDELITY GREENWOOD STREET TR1,361$39Kshares
CLOABLACKROCK ETF TRUST II733$38Kshares
CARRCARRIER GLOBAL CORPORATION515$37Kshares
VFHVANGUARD WORLD FD288$36Kshares
SPHQINVESCO EXCHANGE TRADED FD T517$36Kshares
ADBEADOBE INC90$34Kshares
DEDEERE & CO68$34Kshares
ORCLORACLE CORP151$33Kshares
TXNTEXAS INSTRS INC160$33Kshares
VGTVANGUARD WORLD FD50$33Kshares
EPOLISHARES TR1,045$33Kshares
CLCOLGATE PALMOLIVE CO361$32Kshares
TPBTURNING PT BRANDS INC418$31Kshares
PMPHILIP MORRIS INTL INC165$30Kshares
INFLLISTED FDS TR712$30Kshares
FUTYFIDELITY COVINGTON TRUST582$30Kshares
XMMOINVESCO EXCHANGE TRADED FD T226$29Kshares
FDXFEDEX CORP129$29Kshares
MLPXGLOBAL X FDS466$29Kshares
KIESPDR SERIES TRUST491$29Kshares
AMDADVANCED MICRO DEVICES INC200$28Kshares
PANWPALO ALTO NETWORKS INC140$28Kshares
AVGOBROADCOM INC100$27Kshares
DUKDUKE ENERGY CORP NEW230$27Kshares
FBTCFIDELITY WISE ORIGIN BITCOIN294$27Kshares
ITWILLINOIS TOOL WKS INC110$27Kshares
PLTRPALANTIR TECHNOLOGIES INC200$27Kshares
WBDWARNER BROS DISCOVERY INC2,370$27Kshares
PPAINVESCO EXCHANGE TRADED FD T194$27Kshares
DXJWISDOMTREE TR244$27Kshares
AXPAMERICAN EXPRESS CO83$26Kshares
GSKGSK PLC666$25Kshares
FNCLFIDELITY COVINGTON TRUST346$25Kshares
IGIBISHARES TR486$25Kshares
XLCSELECT SECTOR SPDR TR224$24Kshares
MUMICRON TECHNOLOGY INC200$24Kshares
VXUSVANGUARD STAR FDS351$24Kshares
GPCGENUINE PARTS CO200$24Kshares
UNILEVER PLCUNILEVER PLC395$24Kshares
MINOPIMCO ETF TR546$24Kshares
ONEQFIDELITY COMWLTH TR288$23Kshares
TKOTKO GROUP HOLDINGS INC129$23Kshares
KOCOCA COLA CO316$22Kshares
SCHXSCHWAB STRATEGIC TR903$22Kshares
BAMBROOKFIELD ASSET MANAGMT LTD408$22Kshares
VLOVALERO ENERGY CORP166$22Kshares
JEPQJ P MORGAN EXCHANGE TRADED F409$22Kshares
EUSAISHARES INC212$21Kshares
MAMASTERCARD INCORPORATED38$21Kshares
TSMTAIWAN SEMICONDUCTOR MANUFAC95$21Kshares
ARANTERO RESOURCES CORP531$21Kshares
FBNDFIDELITY MERRIMACK STR TR460$21Kshares
SHYISHARES TR252$20Kshares
VBVANGUARD INDEX FDS88$20Kshares
MELIMERCADOLIBRE INC8$20Kshares
KMIKINDER MORGAN INC DEL681$20Kshares
COFCAPITAL ONE FINL CORP91$19Kshares
PFEPFIZER INC810$19Kshares
HUBSHUBSPOT INC35$19Kshares
WECWEC ENERGY GROUP INC184$19Kshares
TTWOTAKE-TWO INTERACTIVE SOFTWAR80$19Kshares
SUBISHARES TR181$19Kshares
MCKMCKESSON CORP26$19Kshares
ULSUL SOLUTIONS INC268$19Kshares
IDGTISHARES TR238$19Kshares
RINGISHARES INC438$19Kshares
FBOTFIDELITY COVINGTON TRUST667$19Kshares
TJXTJX COS INC NEW150$18Kshares
VDEVANGUARD WORLD FD155$18Kshares
CAHCARDINAL HEALTH INC111$18Kshares
OEFISHARES TR60$18Kshares
BNYBANK OF NY MELLON CORP208$18Kshares
PSAPUBLIC STORAGE64$18Kshares
CPTCAMDEN PPTY TR168$18Kshares
EWGISHARES INC434$18Kshares
FAFFIRST AMERN FINL CORP301$18Kshares
WOODISHARES TR249$18Kshares
IUSBISHARES TR389$17Kshares
MSTRSTRATEGY INC44$17Kshares
AWKAMERICAN WTR WKS CO INC NEW125$17Kshares
IRTINDEPENDENCE RLTY TR INC987$17Kshares
IGVISHARES TR150$16Kshares
NETCLOUDFLARE INC85$16Kshares
DLTRDOLLAR TREE INC165$16Kshares
COINCOINBASE GLOBAL INC46$16Kshares
UHSUNIVERSAL HLTH SVCS INC90$16Kshares
GISGENERAL MILLS INC300$15Kshares
ONONON HLDG AG300$15Kshares
MUBISHARES TR150$15Kshares
BAXBAXTER INTL INC500$15Kshares
VIKVIKING HOLDINGS LTD300$15Kshares
SMMUPIMCO ETF TR302$15Kshares
PRNINVESCO EXCHANGE TRADED FD T99$15Kshares
MRKMERCK & CO INC186$14Kshares
BJBJS WHSL CLUB HLDGS INC138$14Kshares
FVDFIRST TR EXCHANGE-TRADED FD335$14Kshares
SIZEISHARES TR92$14Kshares
CITHE CIGNA GROUP40$13Kshares
SGOVISHARES TR133$13Kshares
CRMSALESFORCE INC50$13Kshares
ENBENBRIDGE INC289$13Kshares
IWSISHARES TR100$13Kshares
YPFYPF SOCIEDAD ANONIMA432$13Kshares
FSTAFIDELITY COVINGTON TRUST256$13Kshares
IAGGISHARES TR259$13Kshares
PFIINVESCO EXCHANGE TRADED FD T236$13Kshares
IEOISHARES TR145$12Kshares
AVBAVALONBAY CMNTYS INC62$12Kshares
SPHDINVESCO EXCH TRADED FD TR II253$12Kshares
IBATISHARES TR555$12Kshares
FETHFIDELITY ETHEREUM FD446$11Kshares
FRELFIDELITY COVINGTON TRUST439$11Kshares
USBUS BANCORP250$11Kshares
ASMLASML HLDG NV14$11Kshares
FOOT LOCKER INCFOOT LOCKER INC450$11Kshares
DDOGDATADOG INC75$10Kshares
PINSPINTEREST INC304$10Kshares
HIIHUNTINGTON INGALLS INDS INC43$10Kshares
FICOFAIR ISAAC CORP6$10Kshares
MEARISHARES U S ETF TR204$10Kshares
VEEVVEEVA SYS INC36$10Kshares
LVSLAS VEGAS SANDS CORP240$10Kshares
DKNGDRAFTKINGS INC NEW234$10Kshares
IEIISHARES TR89$10Kshares
FDMOFIDELITY COVINGTON TRUST139$10Kshares
UNPUNION PAC CORP43$9Kshares
BDXBECTON DICKINSON & CO56$9Kshares
TTDTHE TRADE DESK INC130$9Kshares
SCZISHARES TR124$9Kshares
FRFIRST INDL RLTY TR INC206$9Kshares
AJGGALLAGHER ARTHUR J & CO30$9Kshares
ADSKAUTODESK INC30$9Kshares
CUBECUBESMART227$9Kshares
EVOEVOTEC AG2,160$9Kshares
FTBDFIDELITY MERRIMACK STR TR202$9Kshares
CLXCLOROX CO DEL73$8Kshares
SKXSKECHERS U S A INC129$8Kshares
FDIGFIDELITY COVINGTON TRUST236$8Kshares
ITDCISHARES TR275$8Kshares
DGROISHARES TR121$7Kshares
STIPISHARES TR72$7Kshares
GLWCORNING INC146$7Kshares
IAGIAMGOLD CORP1,072$7Kshares
WPCWP CAREY INC113$7Kshares
MNSOMINISO GROUP HLDG LTD426$7Kshares
NINISOURCE INC190$7Kshares
WMSADVANCED DRAIN SYS INC DEL69$7Kshares
XYZBLOCK INC112$7Kshares
SOLVSOLVENTUM CORP94$7Kshares
INTUINTUIT8$6Kshares
IBITISHARES BITCOIN TRUST ETF100$6Kshares
KVUEKENVUE INC300$6Kshares
FWRGFIRST WATCH RESTAURANT GROUP395$6Kshares
QTUMETF SER SOLUTIONS66$6Kshares
FFLGFIDELITY COVINGTON TRUST248$6Kshares
GEGE AEROSPACE23$5Kshares
TIPISHARES TR47$5Kshares
IFRAISHARES TR110$5Kshares
NOWSERVICENOW INC5$5Kshares
LWLAMB WESTON HLDGS INC105$5Kshares
HSYHERSHEY CO36$5Kshares
HLNHALEON PLC508$5Kshares
SONYSONY GROUP CORP230$5Kshares
LGIHLGI HOMES INC100$5Kshares
ALLYALLY FINL INC150$5Kshares
IJTISHARES TR40$5Kshares
DTCRGLOBAL X FDS303$5Kshares
ILMNILLUMINA INC60$5Kshares
CPRICAPRI HOLDINGS LIMITED317$5Kshares
BPOPPOPULAR INC49$5Kshares
BKSYBLACKSKY TECHNOLOGY INC250$5Kshares
RWKINVESCO EXCH TRADED FD TR II51$5Kshares
NBETNEUBERGER BERMAN ETF TRUST158$5Kshares
GOOGLALPHABET INC26$4Kshares
KKRKKR & CO INC35$4Kshares
SBACSBA COMMUNICATIONS CORP19$4Kshares
PHPARKER-HANNIFIN CORP7$4Kshares
LIILENNOX INTL INC7$4Kshares
COHRCOHERENT CORP50$4Kshares
SPGSIMON PPTY GROUP INC NEW26$4Kshares
HPQHP INC194$4Kshares
GBTCGRAYSCALE BITCOIN TRUST ETF50$4Kshares
IMCBISHARES TR60$4Kshares
FCPTFOUR CORNERS PPTY TR INC167$4Kshares
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR70$4Kshares
DSMBNY MELLON STRATEGIC MUN BD874$4Kshares
STOTSSGA ACTIVE TR99$4Kshares
RMTIROCKWELL MED INC5,500$4Kshares
GILDGILEAD SCIENCES INC30$3Kshares
LUVSOUTHWEST AIRLS CO100$3Kshares
EWEDWARDS LIFESCIENCES CORP48$3Kshares
DPZDOMINOS PIZZA INC8$3Kshares
FQALFIDELITY COVINGTON TRUST54$3Kshares
GNRCGENERAC HLDGS INC26$3Kshares
LRGFISHARES TR51$3Kshares
PHDGINVESCO ACTIVELY MANAGED EXC95$3Kshares
UUPINVESCO DB US DLR INDEX TR124$3Kshares
FDVVFIDELITY COVINGTON TRUST52$2Kshares
GEVGE VERNOVA INC5$2Kshares
IGMISHARES TR26$2Kshares
TMOTHERMO FISHER SCIENTIFIC INC5$2Kshares
TREXTREX INC49$2Kshares
ZBHZIMMER BIOMET HOLDINGS INC30$2Kshares
LTCLTC PPTYS INC68$2Kshares
IBLCISHARES TR68$2Kshares
CELHCELSIUS HLDGS INC57$2Kshares
GLDMWORLD GOLD TR31$2Kshares
IBRXIMMUNITYBIO INC1,000$2Kshares
BIPBROOKFIELD INFRASTRUCTURE PA63$2Kshares
OECORION S.A.282$2Kshares
RHRH15$2Kshares
AORISHARES TR47$2Kshares
SCHDSCHWAB STRATEGIC TR44$1Kshares
SRPTSAREPTA THERAPEUTICS INC90$1Kshares
METMETLIFE INC15$1Kshares
DOWDOW HLDGS INC65$1Kshares
FLDRFIDELITY MERRIMACK STR TR20$1Kshares
PSLVSPROTT ASSET MANAGEMENT LP100$1Kshares
NXHNEIGHBORHOOD INTELLIGENCE IN283$1Kshares
CMPXCOMPASS THERAPEUTICS INC700$1Kshares
STTKSHATTUCK LABS INC2,227$1Kshares
XMLVINVESCO EXCH TRADED FD TR II23$1Kshares
FDEVFIDELITY COVINGTON TRUST34$1Kshares
USMVISHARES TR2$0shares
TFLOISHARES TR4$0shares
GEHCGE HEALTHCARE TECHNOLOGIES I7$0shares
NAKNORTHERN DYNASTY MINERALS LT300$0shares
CTVACORTEVA INC2$0shares
CCCHEMOURS CO2$0shares
HPEHEWLETT PACKARD ENTERPRISE C15$0shares
DDDUPONT DE NEMOURS INC2$0shares
DOCHEALTHPEAK PROPERTIES INC54$0shares
IQLTISHARES TR13$0shares
FLTBFIDELITY MERRIMACK STR TR10$0shares
HLHECLA MINING COMPANY108$0shares
OLNOLIN CORP46$0shares
OMFLINVESCO EXCH TRD SLF IDX FD17$0shares
PBRPETROLEO BRASILEIRO S A50$0shares
AOKISHARES TR2$0shares
JPIBJ P MORGAN EXCHANGE TRADED F11$0shares
IGOVISHARES TR5$0shares
NLOPNET LEASE OFFICE PROPERTIES7$0shares
NOVNOV INC28$0shares
METCBRAMACO RES INC88$0shares
VALWSVALARIS LTD9$0shares
FRNWFIDELITY COVINGTON TRUST6$0shares
BBUBROOKFIELD BUSINESS PARTNERS L21$0shares
BBUCBROOKFIELD BUSINESS HOLDINGS10$0shares

How Q3 2025 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 0001951757-25-001455 base2025-11-25acceptance time not in the bulk data set