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The Analysis of Briaud Financial Planning Inc's Holdings & P&L

Currently, Briaud Financial Planning Inc holds 38 types of securities in its portfolio with a total value $381.4M. In the most recent quarter, they have increased their positions in PDBA (+594.8K shares, valued at $21.7M), PDBC (+37.9K shares, valued at $656.0K), EEM (+7.8K shares, valued at $444.7K); decreased their positions in N/A (-59.1K shares, valued at $34.1M), SLV (-297.8K shares, valued at $20.3M), VTI (-11.2K shares, valued at $3.6M); initiated new positions in PDBA (+594.8K shares, valued at $21.7M), EEM (+7.8K shares, valued at $444.7K), CVX (+1.2K shares, valued at $245.8K).

1M P&L

+11.3M+4.00%

3M P&L

+24.7M+9.20%

HY P&L

+36.1M+14.03%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A360.3M

96.7%

2Semiconductors3.6M

1.0%

3Consumer Electronics2.5M

0.7%

Top Industries by Stock Count

1N/A18 stocks

52.9%

2Drug Manufacturers - General3 stocks

8.8%

3Semiconductors2 stocks

5.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS539.1K shares-2.03%2026-03-312026-04-10

GLD SPDR GOLD TR198.3K shares0.02%2026-03-312026-04-10

PDBC INVESCO ACTVELY MNGD ETC FD2.8M shares1.37%2026-03-312026-04-10

SLV ISHARES SILVER TR329.2K shares-47.50%2026-03-312026-04-10

PDBA INVESCO ACTVELY MNGD ETC FD594.8K sharesnew addition2026-03-312026-04-10

ISHARES GOLD TR ISHARES GOLD TR80.8K shares-0.49%2026-03-312026-04-10

IVV ISHARES TR3.9K shares0.10%2026-03-312026-04-10

AAPL APPLE INC9.8K shares-4.67%2026-03-312026-04-10

Sponsored

ADI ANALOG DEVICES INC6.2K shares-2.20%2026-03-312026-04-10

XOM EXXON MOBIL CORP9.6K shares0.00%2026-03-312026-04-10

NVDA NVIDIA CORPORATION9.1K shares-0.01%2026-03-312026-04-10

PPLT ABRDN PLATINUM ETF TRUST6.7K shares0.39%2026-03-312026-04-10

SPY STATE STR SPDR S&P 500 ETF T1.6K shares-8.55%2026-03-312026-04-10

LLY ELI LILLY & CO1.1K shares0.76%2026-03-312026-04-10

VYM VANGUARD WHITEHALL FDS6.4K shares11.72%2026-03-312026-04-10

BIL SPDR SERIES TRUST8.8K shares43.35%2026-03-312026-04-10

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.3K shares-97.84%2026-03-312026-04-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.5K shares2.52%2026-03-312026-04-10

APD AIR PRODUCTS AND CHEMICALS I2.2K shares4.32%2026-03-312026-04-10

MSFT MICROSOFT CORP1.4K shares0.00%2026-03-312026-04-10

AMZN AMAZON COM INC2.3K shares0.00%2026-03-312026-04-10

ITA ISHARES TR2.1K shares4.57%2026-03-312026-04-10

VUG VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-10

AMGN AMGEN INC1.3K shares-1.06%2026-03-312026-04-10

Sponsored

EEM ISHARES TR7.8K sharesnew addition2026-03-312026-04-10

TLT ISHARES TR4.0K shares0.00%2026-03-312026-04-10

XLE SELECT SECTOR SPDR TR5.6K shares0.00%2026-03-312026-04-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.7K shares0.00%2026-03-312026-04-10

JNJ JOHNSON & JOHNSON1.2K shares0.00%2026-03-312026-04-10

VV VANGUARD INDEX FDS894 shares0.00%2026-03-312026-04-10

JBL JABIL INC971 shares0.00%2026-03-312026-04-10

CVX CHEVRON CORPORATION1.2K sharesnew addition2026-03-312026-04-10

Sponsored

PFM INVESCO EXCHANGE TRADED FD T4.6K shares0.00%2026-03-312026-04-10

LMT LOCKHEED MARTIN CORP367 sharesnew addition2026-03-312026-04-10

JPM JPMORGAN CHASE & CO714 shares-18.03%2026-03-312026-04-10

WMT WALMART INC1.7K sharesnew addition2026-03-312026-04-10

VTV VANGUARD INDEX FDS1.0K sharesnew addition2026-03-312026-04-10

LOAN MANHATTAN BRDG CAP INC21.0K shares-15.03%2026-03-312026-04-10

VTI

VANGUARD INDEX FDS

-2.03%

Shares539.1K

Event2026-03-31

Filed2026-04-10

GLD

SPDR GOLD TR

0.02%

Shares198.3K

Event2026-03-31

Filed2026-04-10

PDBC

INVESCO ACTVELY MNGD ETC FD

1.37%

Shares2.8M

Event2026-03-31

Filed2026-04-10

SLV

ISHARES SILVER TR

-47.50%

Shares329.2K

Event2026-03-31

Filed2026-04-10

PDBA

INVESCO ACTVELY MNGD ETC FD

New

Shares594.8K

Event2026-03-31

Filed2026-04-10

ISHARES GOLD TR

-0.49%

Shares80.8K

Event2026-03-31

Filed2026-04-10

IVV

ISHARES TR

0.10%

Shares3.9K

Event2026-03-31

Filed2026-04-10

AAPL

APPLE INC

-4.67%

Shares9.8K

Event2026-03-31

Filed2026-04-10

ADI

ANALOG DEVICES INC

-2.20%

Shares6.2K

Event2026-03-31

Filed2026-04-10

XOM

EXXON MOBIL CORP

0.00%

Shares9.6K

Event2026-03-31

Filed2026-04-10

NVDA

NVIDIA CORPORATION

-0.01%

Shares9.1K

Event2026-03-31

Filed2026-04-10

PPLT

ABRDN PLATINUM ETF TRUST

0.39%

Shares6.7K

Event2026-03-31

Filed2026-04-10

SPY

STATE STR SPDR S&P 500 ETF T

-8.55%

Shares1.6K

Event2026-03-31

Filed2026-04-10

LLY

ELI LILLY & CO

0.76%

Shares1.1K

Event2026-03-31

Filed2026-04-10

VYM

VANGUARD WHITEHALL FDS

11.72%

Shares6.4K

Event2026-03-31

Filed2026-04-10

BIL

SPDR SERIES TRUST

43.35%

Shares8.8K

Event2026-03-31

Filed2026-04-10

INVESCO QQQ TR

-97.84%

Shares1.3K

Event2026-03-31

Filed2026-04-10

BERKSHIRE HATHAWAY INC DEL

2.52%

Shares1.5K

Event2026-03-31

Filed2026-04-10

APD

AIR PRODUCTS AND CHEMICALS I

4.32%

Shares2.2K

Event2026-03-31

Filed2026-04-10

MSFT

MICROSOFT CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-10

AMZN

AMAZON COM INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-10

ITA

ISHARES TR

4.57%

Shares2.1K

Event2026-03-31

Filed2026-04-10

VUG

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-10

AMGN

AMGEN INC

-1.06%

Shares1.3K

Event2026-03-31

Filed2026-04-10

EEM

ISHARES TR

New

Shares7.8K

Event2026-03-31

Filed2026-04-10

TLT

ISHARES TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-10

XLE

SELECT SECTOR SPDR TR

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-10

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-10

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-10

VANGUARD INDEX FDS

0.00%

Shares894

Event2026-03-31

Filed2026-04-10

JBL

JABIL INC

0.00%

Shares971

Event2026-03-31

Filed2026-04-10

CVX

CHEVRON CORPORATION

New

Shares1.2K

Event2026-03-31

Filed2026-04-10

PFM

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-10

LMT

LOCKHEED MARTIN CORP

New

Shares367

Event2026-03-31

Filed2026-04-10

JPM

JPMORGAN CHASE & CO

-18.03%

Shares714

Event2026-03-31

Filed2026-04-10

WMT

WALMART INC

New

Shares1.7K

Event2026-03-31

Filed2026-04-10

VTV

VANGUARD INDEX FDS

New

Shares1.0K

Event2026-03-31

Filed2026-04-10

LOAN

MANHATTAN BRDG CAP INC

-15.03%

Shares21.0K

Event2026-03-31

Filed2026-04-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available