Briaud Financial Planning Inc
Net buyer this quarter
$380M
26
+$2.67M
29.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GLD | $73.6M | 19.37% | 0.06% | +0.8% | Q4 2019 |
 SLV | $17.9M | 4.71% | 0.06% | +1.8% | Q1 2022 |
| IAU | $6.1M | 1.61% | 0.01% | Not reported | Q4 2019 |
 AAPL | $3.36M | 0.88% | 0.00% | +18.9% | Q4 2019 |
 ADI | $2.34M | 0.62% | 0.00% | -5.0% | Q1 2025 |
 QQQ | $1.94M | 0.51% | Not reported | +101.5% | Q2 2021 |
 NVDA | $1.75M | 0.46% | 0.00% | -3.6% | Q2 2024 |
 XOM | $1.32M | 0.35% | 0.00% | +0.2% | Q4 2019 |
 LLY | $1.27M | 0.33% | 0.00% | Not reported | Q3 2023 |
 VYM | $1.12M | 0.29% | Not reported | +10.0% | Q1 2025 |
 PPLT | $936K | 0.25% | 0.05% | -0.4% | Q1 2021 |
 BRK.B | $774K | 0.20% | Not reported | Not reported | Q4 2019 |
| SPY | $718K | 0.19% | Not reported | -38.8% | Q4 2019 |
 APD | $618K | 0.16% | 0.00% | -1.9% | Q4 2019 |
 AMZN | $545K | 0.14% | 0.00% | Not reported | Q3 2023 |
 INTC | $536K | 0.14% | 0.00% | Not reported | Q3 2023 |
 MSFT | $517K | 0.14% | 0.00% | Not reported | Q2 2020 |
 AMGN | $460K | 0.12% | 0.00% | -2.8% | Q3 2023 |
 JBL | $374K | 0.10% | 0.00% | Not reported | Q2 2025 |
 JNJ | $313K | 0.08% | 0.00% | Not reported | Q4 2019 |
 CSCO | $285K | 0.08% | 0.00% | Not reported | Q3 2023 |
 MU | $245K | 0.06% | 0.00% | Not reported | Q1 2025 |
 JPM | $234K | 0.06% | 0.00% | Not reported | Q3 2023 |
 FFIN | $203K | 0.05% | 0.00% | Not reported | Q1 2021 |
 WMT | $202K | 0.05% | 0.00% | +6.0% | Q3 2023 |
| SOC | $53.4K | 0.01% | 0.01% | Not reported | Q1 2024 |
| Q1 2026 | |||||
| GLD | $85.3M | 22.37% | 0.05% | 0.0% | Q4 2019 |
| SLV | $22.4M | 5.88% | 0.06% | -47.5% | Q1 2022 |
| IAU | $7.13M | 1.87% | 0.01% | -0.5% | Q4 2019 |
| AAPL | $2.48M | 0.65% | 0.00% | -4.7% | Q4 2019 |
| ADI | $1.98M | 0.52% | 0.00% | -2.2% | Q1 2025 |
| XOM | $1.63M | 0.43% | 0.00% | Not reported | Q4 2019 |
| NVDA | $1.58M | 0.41% | 0.00% | 0.0% | Q2 2024 |
| PPLT | $1.19M | 0.31% | 0.05% | +0.4% | Q1 2021 |
| SPY | $1.02M | 0.27% | Not reported | -8.6% | Q4 2019 |
| LLY | $971K | 0.25% | 0.00% | +0.8% | Q3 2023 |
| VYM | $953K | 0.25% | Not reported | +11.7% | Q1 2025 |
| QQQ | $754K | 0.20% | Not reported | -97.8% | Q2 2021 |
| BRK.B | $741K | 0.19% | Not reported | +2.5% | Q4 2019 |
| APD | $625K | 0.16% | 0.00% | +4.3% | Q4 2019 |
| MSFT | $513K | 0.13% | 0.00% | Not reported | Q2 2020 |
| AMZN | $476K | 0.12% | 0.00% | Not reported | Q3 2023 |
| AMGN | $460K | 0.12% | 0.00% | -1.1% | Q3 2023 |
| JNJ | $301K | 0.08% | 0.00% | Not reported | Q4 2019 |
| JBL | $258K | 0.07% | 0.00% | Not reported | Q2 2025 |
 CVX | $246K | 0.06% | 0.00% | Not reported | Q3 2023 |
 LMT | $222K | 0.06% | 0.00% | Not reported | Q4 2019 |
| JPM | $210K | 0.06% | 0.00% | -18.0% | Q3 2023 |
| WMT | $209K | 0.05% | 0.00% | Not reported | Q3 2023 |
 LOAN | $21K | 0.01% | 0.18% | -15.0% | Q3 2025 |
| Q4 2025 | |||||
| GLD | $78.6M | 19.36% | 0.05% | +1.3% | Q4 2019 |
| SLV | $40.4M | 9.95% | 0.12% | +1.0% | Q1 2022 |
| QQQ | $37.1M | 9.14% | Not reported | -0.2% | Q2 2021 |
| IAU | $6.59M | 1.62% | 0.01% | -6.7% | Q4 2019 |
| AAPL | $2.78M | 0.69% | 0.00% | +3.3% | Q4 2019 |
| ADI | $1.72M | 0.42% | 0.00% | -2.5% | Q1 2025 |
| NVDA | $1.69M | 0.42% | 0.00% | -5.7% | Q2 2024 |
| PPLT | $1.23M | 0.30% | 0.00% | Not reported | Q1 2021 |
| SPY | $1.17M | 0.29% | Not reported | +78.7% | Q4 2019 |
| XOM | $1.16M | 0.29% | 0.00% | -2.5% | Q4 2019 |
| LLY | $1.13M | 0.28% | 0.00% | -0.7% | Q3 2023 |
| VYM | $826K | 0.20% | Not reported | +105.1% | Q1 2025 |
| BRK.B | $758K | 0.19% | Not reported | Not reported | Q4 2019 |
| MSFT | $670K | 0.17% | 0.00% | -0.9% | Q2 2020 |
| AMZN | $527K | 0.13% | 0.00% | Not reported | Q3 2023 |
| APD | $509K | 0.13% | 0.00% | Not reported | Q4 2019 |
| AMGN | $432K | 0.11% | 0.00% | +62.0% | Q3 2023 |
| JPM | $281K | 0.07% | 0.00% | +16.6% | Q3 2023 |
| MDY | $261K | 0.06% | Not reported | New | Q4 2025 |
| JNJ | $255K | 0.06% | 0.00% | -1.8% | Q4 2019 |
| JBL | $221K | 0.05% | 0.00% | Not reported | Q2 2025 |
 PG | $202K | 0.05% | 0.00% | -5.7% | Q4 2021 |
| LOAN | $24.7K | 0.01% | 0.22% | Not reported | Q3 2025 |
 SABR | $19K | 0.00% | 0.00% | Not reported | Q1 2025 |
| Q3 2025 | |||||
| GLD | $69.6M | 22.74% | 0.06% | +0.3% | Q4 2019 |
| QQQ | $36.3M | 11.87% | Not reported | -0.4% | Q2 2021 |
| SLV | $26.3M | 8.60% | 0.12% | +5493.2% | Q1 2022 |
| IAU | $6.33M | 2.07% | 0.01% | -2.2% | Q4 2019 |
| AAPL | $2.52M | 0.82% | 0.00% | -5.1% | Q4 2019 |
| NVDA | $1.79M | 0.59% | 0.00% | -0.7% | Q2 2024 |
| ADI | $1.6M | 0.52% | 0.00% | Not reported | Q1 2025 |
| XOM | $1.11M | 0.36% | 0.00% | -35.2% | Q4 2019 |
| PPLT | $946K | 0.31% | 0.05% | Not reported | Q1 2021 |
| LLY | $805K | 0.26% | 0.00% | -11.6% | Q3 2023 |
| BRK.B | $759K | 0.25% | Not reported | Not reported | Q4 2019 |
| MSFT | $724K | 0.24% | 0.00% | -4.2% | Q2 2020 |
| SPY | $641K | 0.21% | Not reported | +11.0% | Q4 2019 |
| APD | $562K | 0.18% | 0.00% | +0.1% | Q4 2019 |
| AMZN | $502K | 0.16% | 0.00% | -1.7% | Q3 2023 |
| VYM | $396K | 0.13% | Not reported | +27980.0% | Q1 2025 |
| JPM | $236K | 0.08% | 0.00% | +3.9% | Q3 2023 |
| JNJ | $232K | 0.08% | 0.00% | Not reported | Q4 2019 |
| AMGN | $230K | 0.08% | 0.00% | Not reported | Q3 2023 |
| PG | $230K | 0.08% | 0.00% | -14.5% | Q4 2021 |
 ABBV | $217K | 0.07% | 0.00% | -6.2% | Q2 2020 |
| JBL | $211K | 0.07% | 0.00% | Not reported | Q2 2025 |
| SABR | $25.6K | 0.01% | 0.00% | Not reported | Q1 2025 |
| LOAN | $24.7K | 0.01% | 0.22% | New | Q3 2025 |