Briaud Financial Planning, Inc
All 13F Filings
- Location
- College Station, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 405,875
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 354.4 K | 87.3% | 85.23 K | 0 | 85.23 K |
| ETFs | 51.44 K | 12.7% | 14.59 K | 0 | 14.59 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
405,875
Holdings
37
QoQ value change ($000)
99,826
(32.6%)
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.