Briaud Financial Planning, Inc

Q4 2025 13F-HR Holdings

Location
College Station, TX
Holdings as of
12/31/2025
Date filed
1/28/2026
Form type
13F-HR
Num holdings
37
Total value ($000)
$405,875
Net value change ($000)
+99,826 (32.6%)
New positions
2
Sold out positions
1
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/25/2025 Next filing: 4/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VTI 73,094 65.6%
SLV 14,083 53.5%
GLD 8,994 12.9%
QQQ 781 2.1%
SPY 531 82.8%
VYM 430 108.6%
LLY 321 39.9%
PDBC 307 0.8%
PPLT 289 30.5%
MDY 261 NEW
Top Reduces (Value $000, Stocks/ETFs)
TLT -307 -46.9%
ABBV -217 -100.0%
NVDA -103 -5.7%
BIL -57 -9.2%
MSFT -54 -7.5%
APD -53 -9.4%
PG -28 -12.2%
SABR -7 -26.9%
BRK-B -1 -0.1%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type