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Latest Briaud Financial Planning, Inc Stock Portfolio

Briaud Financial Planning, Inc Performance:
2025 Q4: 7.1%YTD: 29.23%2024: 17.43%
Performance for 2025 Q4 is 7.1%, and YTD is 29.23%, and 2024 is 17.43%.

About Briaud Financial Planning, Inc and 13F Hedge Fund Stock Holdings

On 2026-01-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Briaud Financial Planning, Inc reported an equity portfolio of $405.9 Millions as of 31 Dec, 2025.

The top stock holdings of Briaud Financial Planning, Inc are VB, GLD, SLV. The fund has invested 45.5% of it's portfolio in VANGUARD INDEX FDS and 19.4% of portfolio in SPDR GOLD TR.

The fund managers got completely rid off ABBVIE INC (ABBV) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), SPDR SERIES TRUST (BIL) and ISHARES GOLD TR (IAU). Briaud Financial Planning, Inc opened new stock positions in SPDR S&P MIDCAP 400 ETF TR (MDY) and VANGUARD WORLD FD (VAW). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WHITEHALL FDS (VIGI), SELECT SECTOR SPDR TR (XLB) and SPDR S&P 500 ETF TR (SPY).

Briaud Financial Planning, Inc Annual Return Estimates Vs S&P 500

Our best estimate is that Briaud Financial Planning, Inc made a return of 7.1% in the last quarter. In trailing 12 months, it's portfolio return was 29.23%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
spdr s&p midcap 400 etf tr260,617
vanguard world fd206,101
New stocks bought by Briaud Financial Planning, Inc

Additions

Ticker% Inc.
vanguard whitehall fds105
select sector spdr tr100
spdr s&p 500 etf tr78.69
vanguard index fds62.11
amgen inc61.96
vanguard index fds29.8
jpmorgan chase & co.16.6
ishares tr7.82
Additions to existing portfolio by Briaud Financial Planning, Inc

Reductions

Ticker% Reduced
ishares tr-45.62
spdr series trust-8.88
ishares gold tr-6.68
nvidia corporation-5.71
procter and gamble co-5.69
exxon mobil corp-2.53
analog devices inc-2.5
johnson & johnson-1.76
Briaud Financial Planning, Inc reduced stake in above stock

Sold off

Ticker$ Sold
abbvie inc-216,953
Briaud Financial Planning, Inc got rid off the above stocks

Sector Distribution

Briaud Financial Planning, Inc has about 97.1% of it's holdings in Others sector.

Sector%
Others97.1
Technology1.7

Market Cap. Distribution

Briaud Financial Planning, Inc has about 2.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED97.1
MEGA-CAP2.1

Stocks belong to which Index?

About 2.8% of the stocks held by Briaud Financial Planning, Inc either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others97.2
S&P 5002.8
Top 5 Winners (%)%
SLV
ishares silver tr
51.7 %
LLY
eli lilly & co
40.7 %
PPLT
abrdn platinum etf trust
30.5 %
AMGN
amgen inc
12.5 %
JNJ
johnson & johnson
11.5 %
Top 5 Winners ($)$
SLV
ishares silver tr
13.8 M
GLD
spdr gold tr
8.0 M
VB
vanguard index fds
3.2 M
QQQ
invesco qqq tr
0.8 M
IAU
ishares gold tr
0.7 M
Top 5 Losers (%)%
XLB
select sector spdr tr
-42.8 %
SABR
sabre corp
-25.7 %
APD
air prods & chems inc
-9.4 %
MSFT
microsoft corp
-6.6 %
PG
procter and gamble co
-6.5 %
Top 5 Losers ($)$
PDBC
invesco actvely mngd etc fd
-0.5 M
XLB
select sector spdr tr
-0.2 M
APD
air prods & chems inc
-0.1 M
MSFT
microsoft corp
0.0 M
PG
procter and gamble co
0.0 M

Briaud Financial Planning, Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Briaud Financial Planning, Inc

Briaud Financial Planning, Inc has 37 stocks in it's portfolio. About 96.8% of the portfolio is in top 10 stocks. PDBC proved to be the most loss making stock for the portfolio. SLV was the most profitable stock for Briaud Financial Planning, Inc last quarter.

Last Reported on: 28 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions