Briaud Financial Planning, Inc

Q3 2025 13F-HR Holdings

Location
College Station, TX
Holdings as of
9/30/2025
Date filed
11/25/2025
Form type
13F-HR
Num holdings
36
Total value ($000)
$306,049
Net value change ($000)
+52,474 (20.7%)
New positions
1
Sold out positions
328
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2025 Next filing: 1/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SLV 25,950 7129.1%
VTI 19,572 21.3%
GLD 10,109 17.0%
PDBC 3,261 9.8%
QQQ 2,823 8.4%
IAU 787 14.2%
VYM 395 39500.0%
AAPL 381 17.8%
NVDA 264 17.3%
IVV 236 10.5%
Top Reduces (Value $000, Stocks/ETFs)
XOM -529 -32.2%
DIS -516 -100.0%
WMT -232 -100.0%
FFIN -211 -100.0%
V -210 -100.0%
IJH -207 -100.0%
COP -195 -100.0%
ELV -194 -100.0%
VTV -181 -100.0%
NOBL -180 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type