StockDriftsStockDriftsTop 42 Briaud Financial Planning Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 54.14% | 556.4K | $205.9M | +3.20%(+17.25K) | $291.07(+31.71%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 19.37% | 199.9K | $73.6M | +0.79%(+1.57K) | $175.03(+130.92%) | 2026-06-30 | |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 6.98% | 1.67M | $26.6M | -40.44%(-1.14M) | $13.52(+34.73%) | 2026-06-30 | |
| PDBA | INVESCO ACTVELY MNGD ETC FD | 5.83% | 621.8K | $22.1M | +4.55%(+27.05K) | $35.26(+5.22%) | 2026-06-30 | |
| SLV | ISHARES SILVER TR | 4.71% | 335.1K | $17.9M | +1.79%(+5.89K) | $37.84(+58.63%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 1.61% | 80.8K | $6.1M | +0.00%(+0) | $34.48(+140.71%) | 2026-06-30 | |
| AAPL | APPLE INC | 0.88% | 11.6K | $3.4M | +18.89%(+1.84K) | $194.11(+57.32%) | 2026-06-30 | |
| IVV | ISHARES TR | 0.77% | 3.9K | $2.9M | +0.23%(+9) | $439.65(+77.17%) | 2026-06-30 | |
| ADI | ANALOG DEVICES INC | 0.62% | 5.9K | $2.3M | -5.04%(-313) | $221.32(+77.56%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 0.51% | 2.6K | $1.9M | +101.45%(+1.33K) | $554.80(+32.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.29% | +74.06% | +10.96% | +68.19% |
| Top 20 Holdings Unweighted | +16.00% | +56.10% | +7.80% | +45.55% |
Briaud Financial Planning Inc reports $380.23M in US-listed equity holdings across 42 positions in its most recent 13F filing. Its largest disclosed positions are VTI (54.1%), GLD (19.4%) and PDBC (7.0%). The top 20 holdings account for 98.09% of reported assets. Its disclosed equity book has returned +74.06% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Briaud Financial Planning Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1800586). View Briaud Financial Planning Inc’s 13F filings on SEC