Briaud Financial Planning Inc
All 13F Filings
- Location
- College Station, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 380,226
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 42 | 380,226 | 13F-HR | Briaud Financial Planning Inc |
| Q1 2026 | 4/10/2026 | 38 | 381,383 | 13F-HR | Briaud Financial Planning Inc |
| Q4 2025 | 1/28/2026 | 37 | 405,875 | 13F-HR | Briaud Financial Planning, Inc |
| Q3 2025 | 11/25/2025 | 36 | 306,049 | 13F-HR | Briaud Financial Planning, Inc |
| Q2 2025 | 7/31/2025 | 365 | 253,575 | 13F-HR | Briaud Financial Planning, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 15.39 K | 4.0% | 2.474 K | 0 | 2.474 K |
| ETFs | 364.8 K | 96.0% | 0 | 3.628 K | -3.628 K |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
380,226
Holdings
42
QoQ value change ($000)
-1,157
(-0.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.