Briaud Financial Planning Inc

Q1 2026 13F-HR Holdings

Location
College Station, TX
Holdings as of
3/31/2026
Date filed
4/10/2026
Form type
13F-HR
Num holdings
38
Total value ($000)
$381,383
Net value change ($000)
-24,492 (-6.0%)
New positions
6
Sold out positions
5
Turnover %
6.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
PDBA 21,692 NEW
PDBC 11,927 32.5%
GLD 6,745 8.6%
IAU 532 8.1%
XOM 474 41.0%
EEM 445 NEW
ADI 254 14.7%
CVX 246 NEW
BIL 245 43.7%
LMT 222 NEW
Top Reduces (Value $000, Stocks/ETFs)
QQQ -36,359 -98.0%
SLV -17,969 -44.5%
VTI -11,565 -6.3%
SPYM -313 -100.0%
AAPL -307 -11.0%
MDY -261 -100.0%
VHT -206 -100.0%
PG -202 -100.0%
MSFT -157 -23.4%
LLY -155 -13.8%
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