Briaud Financial Planning, Inc
โขCIK: 1800586โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other96.7%
Technology1.3%
ETF0.9%
Healthcare0.4%
Energy0.3%
Consumer0.1%
Materials0.1%
Financial0.1%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
โ13 increased
โ11 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022