Institutional Fund
Briaud Financial Planning Inc
College Station, TXCIK 18005865 filings on record
Portfolio Value
$381.38M
Q1 2026
Holdings
38
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-6.0%
from $405.88M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds45.3%
- Spdr Gold Tr22.4%
- Invesco Actvely Mngd Etc Fd12.7%
- Ishares Silver Tr5.9%
- Invesco Actvely Mngd Etc Fd5.7%
- Ishares Gold Tr1.9%
- Other6.1%
Portfolio Holdings
38 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 539.1K | $172.93M | 45.3% | −11.2K | Reduced |
| 2 | Spdr Gold Tr | 198.3K | $85.33M | 22.4% | +39 | Added |
| 3 | Invesco Actvely Mngd Etc Fd | 2.81M | $48.62M | 12.7% | +37.9K | Added |
| 4 | Ishares Silver Tr | 329.2K | $22.43M | 5.9% | −297.8K | Reduced |
| 5 | Invesco Actvely Mngd Etc Fd | 594.8K | $21.69M | 5.7% | +594.8K | New |
| 6 | Ishares Gold Tr | 80.8K | $7.13M | 1.9% | −401 | Reduced |
| 7 | Ishares Tr | 3.9K | $2.54M | 0.7% | +4 | Added |
| 8 | Apple Inc | 9.8K | $2.48M | 0.6% | −478 | Reduced |
| 9 | Analog Devices Inc | 6.2K | $1.98M | 0.5% | −140 | Reduced |
| 10 | Exxon Mobil Corp | 9.6K | $1.63M | 0.4% | 0 | Held |
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