13F Insight
DOSSIER · 13F-HR · Q2 2026

Briaud Financial Planning, Inc

$380M in tracked AUM across 42 positions as of Q2 2026.

BF
CIK 0001800586 · last filed Jun 30, 2026
Total AUM
$380M
as of Q2 2026
Holdings
42
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Briaud Financial Planning, Inc filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$206M556K54.1%02
GLD
SPDR GOLD TR
$74M200K19.4%03
PDBC
INVESCO ACTVELY MNGD ETC FD
$27M1.7M7.0%04
PDBA
INVESCO ACTVELY MNGD ETC FD
$22M622K5.8%05
SLV
ISHARES SILVER TR
$18M335K4.7%06
IAU
ISHARES GOLD TR
$6M81K1.6%07
AAPL
APPLE INC
$3M12K0.9%08
IVV
ISHARES TR
$3M4K0.8%09
ADI
ANALOG DEVICES INC
$2M6K0.6%10
QQQ
INVESCO QQQ TR
$2M3K0.5%

Filing history

2026Q2Jun 30
$380M▼ 0.3%
42 positionsView →2026Q1Mar 31
$381M▼ 6.0%
38 positionsView →2025Q4Dec 31
$406M▲ 32.6%
37 positionsView →2025Q3Sep 30
$306M▲ 20.7%
36 positionsView →2025Q2Jun 30
$254M▲ 0.8%
365 positionsLocked2025Q1Mar 31
$252M▲ 2.6%
209 positionsLocked2024Q4Dec 31
$245M▲ 26.7%
218 positionsLocked2024Q3Sep 30
$194M▲ 11.8%
141 positionsLocked2024Q2Jun 30
$173M▼ 1.5%
144 positionsLocked2024Q1Mar 31
$176M▲ 50.0%
127 positionsLocked2023Q4Dec 31
$117M▼ 5.0%
9 positionsLocked2023Q3Sep 30
$123M▲ 16.6%
178 positionsLocked
Showing 12 of 26