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Briaud Financial Planning Inc

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13F filer, CIK 1800586, COLLEGE STATION, TX

Briaud Financial Planning Inc reported $381,383,269 across 38 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-10. Its ten largest share positions make up 96.16% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-000584

Period
2026-03-31
Reported value
$381M
Holdings
38
Top 10 weight
96.16%
New
6
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PDBAnew+594,783$21.7M
PDBCadded+37,873$656K
EEMnew+7,830$445K
CVXnew+1,188$246K
BILadded+2,660$244K

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
QQQreduced-59,107-$34.1M
SLVreduced-297,847-$20.3M
VTIreduced-11,163-$3.58M
SPYMexited-3,905-$313K
MDYexited-432-$261K

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, Q1 2026

Share positions as resolved from 13F-HR 0001951757-26-000584, largest first. % of portfolio is the value over $381,383,269, 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; 2024Q2: restricted; 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 539,110$173M45.34%-11,163Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 198,343$85.3M22.37%+39Timeline
PDBCINVESCO ACTVELY MNGD ETC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,807,161$48.6M12.75%+37,873Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 329,248$22.4M5.88%-297,847Timeline
PDBAINVESCO ACTVELY MNGD ETC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 594,783 shares 594,783$21.7M5.69%newTimeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 80,824$7.13M1.87%-401Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,894$2.54M0.67%+4Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 9,761$2.48M0.65%-478Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 6,215$1.98M0.52%-140Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 9,615$1.63M0.43%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 9,064$1.58M0.41%-1Timeline
PPLTABRDN PLATINUM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 6,650$1.19M0.31%+26Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 867 shares; 2025Q3: 962 shares; 2025Q4: 1,719 shares; 2026Q1: 1,572 shares 1,572$1.02M0.27%-147Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,056$971K0.25%+8Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 2,808 shares; 2025Q4: 5,758 shares; 2026Q1: 6,433 shares 6,433$953K0.25%+675Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 8,796$806K0.21%+2,660Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,307$754K0.2%-59,107Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,547$741K0.19%+38Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,151$625K0.16%+89Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,386$513K0.13%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,285$476K0.12%0Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,149$470K0.12%+94Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 812 shares; 2025Q2: 812 shares; 2025Q3: 812 shares; 2025Q4: 1,054 shares; 2026Q1: 1,054 shares 1,054$460K0.12%0Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 606 shares; 2025Q2: 815 shares; 2025Q3: 815 shares; 2025Q4: 1,320 shares; 2026Q1: 1,306 shares 1,306$460K0.12%-14Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,830 shares 7,830$445K0.12%newTimeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,977$345K0.09%0Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,558$340K0.09%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,676$322K0.08%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,231$301K0.08%0Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 894 shares; 2025Q2: 894 shares; 2025Q3: 894 shares; 2025Q4: 894 shares; 2026Q1: 894 shares 894$267K0.07%0Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 971 shares; 2025Q3: 971 shares; 2025Q4: 971 shares; 2026Q1: 971 shares 971$258K0.07%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: 487 shares; 2025Q1: 487 shares; 2025Q2: 1,188 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,188 shares 1,188$246K0.06%newTimeline
PFMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,574$234K0.06%0Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 367 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 367 shares 367$222K0.06%newTimeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 704 shares; 2025Q1: 704 shares; 2025Q2: 719 shares; 2025Q3: 747 shares; 2025Q4: 871 shares; 2026Q1: 714 shares 714$210K0.06%-157Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,679$209K0.05%newTimeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 1,026 shares; 2025Q2: 1,026 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,026 shares 1,026$201K0.05%newTimeline
LOANMANHATTAN BRDG CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,723 shares; 2025Q4: 24,723 shares; 2026Q1: 21,006 shares 21,006$21K0.01%-3,717Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
SPYMSPDR SERIES TRUST3,905$313Kshares
MDYSTATE STR SPDR S&P MIDCAP 40432$261Kshares
VHTVANGUARD WORLD FD716$206Kshares
PGPROCTER & GAMBLE CO1,410$202Kshares
SABRSABRE CORP14,000$19Kshares

How Q1 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 0001951757-26-000584 base2026-04-10acceptance time not in the bulk data set