Universe · entity
Briaud Financial Planning Inc
Institutional manager (13F) · CIK 1800586
13F holdings · as of 2026-03-31 · top 38 · reported portfolio $381M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $173M | 539,110 |
| 2 | SPDR GOLD TR | $85M | 198,343 |
| 3 | INVESCO ACTVELY MNGD ETC FD | $49M | 2,807,161 |
| 4 | ISHARES SILVER TR | $22M | 329,248 |
| 5 | INVESCO ACTVELY MNGD ETC FD | $22M | 594,783 |
| 6 | ISHARES GOLD TR | $7M | 80,824 |
| 7 | ISHARES TR | $3M | 3,894 |
| 8 | APPLE INC | $2M | 9,761 |
| 9 | ANALOG DEVICES INC | $2M | 6,215 |
| 10 | EXXON MOBIL CORP | $2M | 9,615 |
| 11 | NVIDIA CORPORATION | $2M | 9,064 |
| 12 | ABRDN PLATINUM ETF TRUST | $1M | 6,650 |
| 13 | STATE STR SPDR S&P 500 ETF T | $1M | 1,572 |
| 14 | ELI LILLY & CO | $971k | 1,056 |
| 15 | VANGUARD WHITEHALL FDS | $953k | 6,433 |
| 16 | SPDR SERIES TRUST | $806k | 8,796 |
| 17 | INVESCO QQQ TR | $754k | 1,307 |
| 18 | BERKSHIRE HATHAWAY INC DEL | $741k | 1,547 |
| 19 | AIR PRODUCTS AND CHEMICALS I | $625k | 2,151 |
| 20 | MICROSOFT CORP | $513k | 1,386 |
| 21 | AMAZON COM INC | $476k | 2,285 |
| 22 | ISHARES TR | $470k | 2,149 |
| 23 | VANGUARD INDEX FDS | $460k | 1,054 |
| 24 | AMGEN INC | $460k | 1,306 |
| 25 | ISHARES TR | $445k | 7,830 |
| 26 | ISHARES TR | $345k | 3,977 |
| 27 | SELECT SECTOR SPDR TR | $340k | 5,558 |
| 28 | INVESCO EXCHANGE TRADED FD T | $322k | 1,676 |
| 29 | JOHNSON & JOHNSON | $301k | 1,231 |
| 30 | VANGUARD INDEX FDS | $267k | 894 |
| 31 | JABIL INC | $258k | 971 |
| 32 | CHEVRON CORPORATION | $246k | 1,188 |
| 33 | INVESCO EXCHANGE TRADED FD T | $234k | 4,574 |
| 34 | LOCKHEED MARTIN CORP | $222k | 367 |
| 35 | JPMORGAN CHASE & CO | $210k | 714 |
| 36 | WALMART INC | $209k | 1,679 |
| 37 | VANGUARD INDEX FDS | $201k | 1,026 |
| 38 | MANHATTAN BRDG CAP INC | $21k | 21,006 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.