Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Briaud Financial Planning, Inc

•CIK: 1800586•Filing: Q4 2025

**Briaud Financial Planning, Inc.** manages $406M across 37 positions, exhibiting a clear focus on core market exposure alongside targeted sector allocations. The portfolio is heavily weighted toward broad market indices, notably VTI at $184.5M, complemented by significant allocations to specialized areas such as GQ9 ($78.6M) and SLV ($40.4M). Notable holdings also include NDQ ($37.1M) and PDBC ($36.7M), suggesting a strategic blend of growth, commodities, and technology exposure.

Total AUM

$405.9M

QoQ Performance

+32.6%

Positions

31

Top 10 Concentration

96.8%

Latest Filing

Q4 2025

Top Holdings Allocation

VTI

GQ9

SLV

NDQ

PDBC

VTI45.5%

GQ919.4%

SLV10.0%

NDQ9.1%

PDBC9.0%

IAU*1.6%

AAPL0.7%

IVV0.7%

📈 Biggest Buys

VANGUARD INDEX FDS

+62.1%

45.5% of portfolio

SPDR GOLD TR

+1.3%

19.4% of portfolio

INVESCO ACTVELY MNGD ETC FD

+2.2%

9.0% of portfolio

SPDR S&P 500 ETF TR

+78.7%

0.3% of portfolio

VANGUARD WHITEHALL FDS

+105.1%

0.2% of portfolio

📉 Biggest Sells

ISHARES GOLD TR

-6.7%

1.6% of portfolio

ISHARES TR

-45.6%

0.1% of portfolio

NVIDIA CORPORATION

-5.7%

0.4% of portfolio

INVESCO QQQ TR

-0.2%

9.1% of portfolio

SPDR SERIES TRUST

-8.9%

0.1% of portfolio

Sector Breakdown

Other96.5%

Technology1.3%

ETF0.9%

Healthcare0.4%

Energy0.3%

Financial0.3%

Consumer0.1%

Materials0.1%

🚪 Exited Positionssold since Q3 2025

ABBVIE INC

SOLD

$217.0K

Changes from Q3 2025

NEW2 new positions

↑13 increased

↓11 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VANGUARD INDEX FDS

ISHARES SILVER TR

INVESCO ACTVELY MNGD ETC FD

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