§ 13F · FUND PROFILE
Briaud Financial Planning Inc.
AUM · $380M (13F)Positions · 42Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 556K | $206M | 54.1% | +3% |
| 2 | GLD | SPDR GOLD TR | 200K | $74M | 19.4% | +1% |
| 3 | PDBC | INVESCO ACTVELY MNGD ETC FD | 1.67M | $27M | 7.0% | −40% |
| 4 | PDBA | INVESCO ACTVELY MNGD ETC FD | 622K | $22M | 5.8% | +5% |
| 5 | SLV | ISHARES SILVER TR | 335K | $18M | 4.7% | +2% |
| 6 | IAU | ISHARES GOLD TR | 81K | $6M | 1.6% | ±0% |
| 7 | AAPL | APPLE INC | 12K | $3M | 0.9% | +19% |
| 8 | IVV | ISHARES TR | 4K | $3M | 0.8% | ±0% |
| 9 | ADI | ANALOG DEVICES INC | 6K | $2M | 0.6% | −5% |
| 10 | QQQ | INVESCO QQQ TR | 3K | $2M | 0.5% | +101% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRIAUD SIGNAL
AC read
Briaud Financial Planning Inc is a Other fund managing $380 million in assets. The fund runs a portfolio of 42 positions.
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