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

Briaud Financial Planning, Inc

Briaud Financial Planning's hedge fund based in Stamford, CT — $381M in tracked AUM across 38 positions as of Q1 2026.

BF
Briaud Financial Planning·Stamford, CT·Hedge Fund
CIK 0001800586 · last filed Mar 31, 2026
Total AUM
$381M
▼ 11.3%
vs prior
Holdings
38
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · 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

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