Briaud Financial Planning Inc

Q2 2026 13F-HR Holdings

Location
College Station, TX
Holdings as of
6/30/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
42
Total value ($000)
$380,226
Net value change ($000)
-1,157 (-0.3%)
New positions
7
Sold out positions
3
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 32,941 19.0%
QQQ 1,185 157.2%
AAPL 881 35.6%
INTC 536 NEW
PDBA 458 2.1%
IVV 379 14.9%
ADI 367 18.6%
BIL 334 41.4%
LLY 296 30.5%
CSCO 285 NEW
Top Reduces (Value $000, Stocks/ETFs)
PDBC -22,068 -45.4%
GLD -11,682 -13.7%
SLV -4,509 -20.1%
IAU -1,022 -14.3%
XOM -314 -19.3%
SPY -304 -29.7%
PPLT -249 -21.0%
CVX -246 -100.0%
LMT -222 -100.0%
XLE -44 -12.9%
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