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 $380.2M across 42 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($205.9M, 54.14%), GLD ($73.6M, 19.37%), PDBC ($26.6M, 6.98%), PDBA ($22.1M, 5.83%), SLV ($17.9M, 4.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $205.9M | 54.14% | 556,358 | Added |
| 2 | GLD | SPDR GOLD TR | $73.6M | 19.37% | 199,910 | Added |
| 3 | PDBC | INVESCO ACTVELY MNGD ETC FD | $26.6M | 6.98% | 1.7M | Trimmed |
| 4 | PDBA | INVESCO ACTVELY MNGD ETC FD | $22.1M | 5.83% | 621,833 | Added |
| 5 | SLV | ISHARES SILVER TR | $17.9M | 4.71% | 335,142 | Added |
| 6 | IAU | ISHARES GOLD TR | $6.1M | 1.61% | 80,824 | Hold |
| 7 | AAPL | APPLE INC | $3.4M | 0.88% | 11,605 | Added |
| 8 | IVV | ISHARES TR | $2.9M | 0.77% | 3,903 | Added |
| 9 | ADI | ANALOG DEVICES INC | $2.3M | 0.62% | 5,902 | Trimmed |
| 10 | QQQ | INVESCO QQQ TR | $1.9M | 0.51% | 2,633 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $1.7M | 0.46% | 8,738 | Trimmed |
| 12 | XOM | EXXON MOBIL CORP | $1.3M | 0.35% | 9,631 | Added |
| 13 | LLY | ELI LILLY & CO | $1.3M | 0.33% | 1,056 | Hold |
| 14 | BIL | SPDR SERIES TRUST | $1.1M | 0.30% | 12,441 | Added |
| 15 | VYM | VANGUARD WHITEHALL FDS | $1.1M | 0.29% | 7,074 | Added |
| 16 | PPLT | ABRDN PLATINUM ETF TRUST | $935,971 | 0.25% | 66,240 | Added |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $774,103 | 0.20% | 1,547 | Hold |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $718,393 | 0.19% | 962 | Trimmed |
| 19 | APD | AIR PRODUCTS AND CHEMICALS I | $618,498 | 0.16% | 2,110 | Trimmed |
| 20 | AMZN | AMAZON COM INC | $544,607 | 0.14% | 2,285 | Hold |
| 21 | ITA | ISHARES TR | $520,961 | 0.14% | 2,149 | Hold |
| 22 | EEM | ISHARES TR | $535,650 | 0.14% | 7,830 | Hold |
| 23 | VUG | VANGUARD INDEX FDS | $544,749 | 0.14% | 6,324 | Added |
| 24 | MSFT | MICROSOFT CORP | $517,006 | 0.14% | 1,386 | Hold |
| 25 | INTC | INTEL CORP | $535,621 | 0.14% | 3,836 | New |
Source: SEC Form 13F filings · as of 2026-06-30