Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Briaud Financial Planning, Inc (CIK 1800586) reported $381.4M across 38 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($172.9M, 45.34%), GLD ($85.3M, 22.37%), PDBC ($48.6M, 12.75%), SLV ($22.4M, 5.88%), PDBA ($21.7M, 5.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $172.9M | 45.34% | 539,110 | Trimmed |
| 2 | GLD | SPDR GOLD TR | $85.3M | 22.37% | 198,343 | Added |
| 3 | PDBC | INVESCO ACTVELY MNGD ETC FD | $48.6M | 12.75% | 2.8M | Added |
| 4 | SLV | ISHARES SILVER TR | $22.4M | 5.88% | 329,248 | Trimmed |
| 5 | PDBA | INVESCO ACTVELY MNGD ETC FD | $21.7M | 5.69% | 594,783 | New |
| 6 | IAU | ISHARES GOLD TR | $7.1M | 1.87% | 80,824 | Trimmed |
| 7 | IVV | ISHARES TR | $2.5M | 0.67% | 3,894 | Added |
| 8 | AAPL | APPLE INC | $2.5M | 0.65% | 9,761 | Trimmed |
| 9 | ADI | ANALOG DEVICES INC | $2.0M | 0.52% | 6,215 | Trimmed |
| 10 | XOM | EXXON MOBIL CORP | $1.6M | 0.43% | 9,615 | Hold |
| 11 | NVDA | NVIDIA CORPORATION | $1.6M | 0.41% | 9,064 | Trimmed |
| 12 | PPLT | ABRDN PLATINUM ETF TRUST | $1.2M | 0.31% | 6,650 | Added |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $1.0M | 0.27% | 1,572 | Trimmed |
| 14 | VYM | VANGUARD WHITEHALL FDS | $952,796 | 0.25% | 6,433 | Added |
| 15 | LLY | ELI LILLY & CO | $971,277 | 0.25% | 1,056 | Added |
| 16 | BIL | SPDR SERIES TRUST | $806,083 | 0.21% | 8,796 | Added |
| 17 | QQQ | INVESCO QQQ TR | $754,374 | 0.20% | 1,307 | Trimmed |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $741,322 | 0.19% | 1,547 | Added |
| 19 | APD | AIR PRODUCTS AND CHEMICALS I | $624,747 | 0.16% | 2,151 | Added |
| 20 | MSFT | MICROSOFT CORP | $513,056 | 0.13% | 1,386 | Hold |
| 21 | AMGN | AMGEN INC | $459,516 | 0.12% | 1,306 | Trimmed |
| 22 | ITA | ISHARES TR | $470,094 | 0.12% | 2,149 | Added |
| 23 | EEM | ISHARES TR | $444,666 | 0.12% | 7,830 | New |
| 24 | AMZN | AMAZON COM INC | $475,897 | 0.12% | 2,285 | Hold |
| 25 | VUG | VANGUARD INDEX FDS | $460,377 | 0.12% | 1,054 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31