Briaud Financial Planning Inc

Q3 2026 13F-HR Holdings

Location
College Station, TX
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
44
Total value ($000)
$453,331
Net value change ($000)
+73,105 (19.2%)
New positions
5
Sold out positions
3
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
XLE 44,123 14906.4%
PDBC 21,087 79.4%
GLD 4,679 6.4%
VTI 1,689 0.8%
PDBA 1,641 7.4%
EXXONMOBIL HOLDINGS CORP 1,568 NEW
AAPL 654 19.5%
SLV 642 3.6%
MSFT 296 57.3%
NVDA 282 16.1%
Top Reduces (Value $000, Stocks/ETFs)
IVV -1,780 -60.9%
XOM -1,317 -100.0%
SPY -433 -60.3%
QQQ -263 -13.6%
FFIN -203 -100.0%
WMT -202 -100.0%
IAU -144 -2.4%
BIL -121 -10.6%
VUG -95 -17.4%
JBL -95 -25.4%
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