§ 13F · FUND PROFILE
Briaud Financial Planning Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $306M (13F)Positions · 36Turnover · — · Q1Filed · Apr 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$23M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 539K | $173M | 45.3% | −2% |
| 2 | GLD | SPDR GOLD TR | 198K | $85M | 22.4% | ±0% |
| 3 | PDBC | INVESCO ACTVELY MNGD ETC FD | 2.81M | $49M | 12.7% | +1% |
| 4 | SLV | ISHARES SILVER TR | 329K | $22M | 5.9% | −47% |
| 5 | PDBA | INVESCO ACTVELY MNGD ETC FD | 595K | $22M | 5.7% | NEW |
| 6 | IAU | ISHARES GOLD TR | 81K | $7M | 1.9% | ±0% |
| 7 | IVV | ISHARES TR | 4K | $3M | 0.7% | ±0% |
| 8 | AAPL | APPLE INC | 10K | $2M | 0.6% | −5% |
| 9 | ADI | ANALOG DEVICES INC | 6K | $2M | 0.5% | −2% |
| 10 | XOM | EXXON MOBIL CORP | 10K | $2M | 0.4% | ±0% |
§ 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 $306 million in assets. The fund runs a portfolio of 36 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed