13F Insight
DOSSIER · 13F-HR · Q1 2026

Briaud Financial Planning, Inc

$381M in tracked AUM across 38 positions as of Q1 2026.

BF
CIK 0001800586 · last filed Mar 31, 2026
Total AUM
$381M
as of Q1 2026
Holdings
38
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Briaud Financial Planning, Inc filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$173M539K45.3%02
GLD
SPDR GOLD TR
$85M198K22.4%03
PDBC
INVESCO ACTVELY MNGD ETC FD
$49M2.8M12.7%04
SLV
ISHARES SILVER TR
$22M329K5.9%05
PDBA
INVESCO ACTVELY MNGD ETC FD
$22M595K5.7%06
IAU
ISHARES GOLD TR
$7M81K1.9%07
IVV
ISHARES TR
$3M4K0.7%08
AAPL
APPLE INC
$2M10K0.6%09
ADI
ANALOG DEVICES INC
$2M6K0.5%10
XOM
EXXON MOBIL CORP
$2M10K0.4%

Filing history

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 positionsLocked2023Q2Jun 30
$106M▲ 0.2%
21 positionsLocked
Showing 12 of 25