The Analysis of Briaud Financial Planning, Inc's Holdings

Currently, Briaud Financial Planning, Inc holds 36 types of securities in its portfolio with a total value $306.0M. In the most recent quarter, they have increased their positions in SLV (+610.0K shares, valued at $25.8M), VTI (+37.3K shares, valued at $12.2M), PDBC (+169.0K shares, valued at $2.3M); decreased their positions in XOM (-5.4K shares, valued at $604.8K), IAU (-1.9K shares, valued at $140.2K), QQQ (-230 shares, valued at $138.1K); initiated new positions in LOAN (+24.7K shares, valued at $24.7K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS339.4K shares12.35%2025-09-302025-11-25

GLD SPDR GOLD TR195.8K shares0.32%2025-09-302025-11-25

PDBC INVESCO ACTVELY MNGD ETC FD2.7M shares6.65%2025-09-302025-11-25

QQQ INVESCO QQQ TR60.5K shares-0.38%2025-09-302025-11-25

SLV ISHARES SILVER TR621.1K shares5493.16%2025-09-302025-11-25

IAU ISHARES GOLD TR87.0K shares-2.17%2025-09-302025-11-25

AAPL APPLE INC9.9K shares-5.09%2025-09-302025-11-25

IVV ISHARES TR3.7K shares2.48%2025-09-302025-11-25

Sponsored

NVDA NVIDIA CORPORATION9.6K shares-0.73%2025-09-302025-11-25

ADI ANALOG DEVICES INC6.5K shares0.00%2025-09-302025-11-25

XOM EXXON MOBIL CORP9.9K shares-35.22%2025-09-302025-11-25

PPLT ABRDN PLATINUM ETF TRUST6.6K shares0.00%2025-09-302025-11-25

LLY ELI LILLY & CO1.1K shares-11.64%2025-09-302025-11-25

BRK.B BERKSHIRE HATHAWAY INC DEL1.5K shares0.00%2025-09-302025-11-25

MSFT MICROSOFT CORP1.4K shares-4.24%2025-09-302025-11-25

TLT ISHARES TR7.3K shares0.01%2025-09-302025-11-25

Sponsored

SPY SPDR S&P 500 ETF TR962 shares10.96%2025-09-302025-11-25

BIL SPDR SERIES TRUST6.7K shares30.25%2025-09-302025-11-25

APD AIR PRODS & CHEMS INC2.1K shares0.05%2025-09-302025-11-25

AMZN AMAZON COM INC2.3K shares-1.68%2025-09-302025-11-25

ITA ISHARES TR1.9K shares1.33%2025-09-302025-11-25

VYM VANGUARD WHITEHALL FDS2.8K shares27980.00%2025-09-302025-11-25

VUG VANGUARD INDEX FDS812 shares0.00%2025-09-302025-11-25

RSP INVESCO EXCHANGE TRADED FD T1.7K shares0.00%2025-09-302025-11-25

Sponsored

SPYM SPDR SERIES TRUST3.9K shares0.00%2025-09-302025-11-25

VV VANGUARD INDEX FDS894 shares0.00%2025-09-302025-11-25

XLE SELECT SECTOR SPDR TR2.8K shares0.00%2025-09-302025-11-25

JPM JPMORGAN CHASE & CO.747 shares3.89%2025-09-302025-11-25

JNJ JOHNSON & JOHNSON1.3K shares0.00%2025-09-302025-11-25

PFM INVESCO EXCHANGE TRADED FD T4.6K shares17.58%2025-09-302025-11-25

AMGN AMGEN INC815 shares0.00%2025-09-302025-11-25

PG PROCTER AND GAMBLE CO1.5K shares-14.47%2025-09-302025-11-25

Sponsored

ABBV ABBVIE INC937 shares-6.21%2025-09-302025-11-25

JBL JABIL INC971 shares0.00%2025-09-302025-11-25

SABR SABRE CORP14.0K shares0.00%2025-09-302025-11-25

LOAN MANHATTAN BRDG CAP INC24.7K sharesnew addition2025-09-302025-11-25

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available