Briaud Financial Planning
Briaud Financial Planning reported 44 stocks worth $453M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are VTI (45.8%), GLD (17.3%) and PDBC (10.5%). Compared with Q2 2026, the fund opened new positions in XOM, CVX and IBIT, added to GLD, PDBC and XLE, trimmed VTI, IAU and QQQ and sold out of XOM, FFIN and WMT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $208M | 45.8% | 555K | −1,761 (−0%) | 8 of 8 | |
| 2 |  GLD Spdr Gold TR | $78.3M | 17.3% | 206K | +5,738 (+3%) | 8 of 8 | |
| 3 |  PDBC Invesco Actvely Mngd Etc FD | $47.6M | 10.5% | 2.5M | +796K (+48%) | 8 of 8 | |
| 4 |  XLE Select Sector Spdr TR | $44.4M | 9.8% | 722K | +717K (+12855%) | 8 of 8 | |
| 5 |  PDBA Invesco Exchange-traded Fund Trust Ii | $23.8M | 5.3% | 633K | +12K (+2%) | 3 of 8 | |
| 6 |  SLV Ishares Silver Trust | $18.6M | 4.1% | 340K | +5,329 (+2%) | 8 of 8 | |
| 7 |  IAU Ishares Gold TR | $6M | 1.3% | 76K | −4,521 (−6%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $4M | 0.9% | 12K | +442 (+4%) | 8 of 8 | |
| 9 |  ADI Analog Devices Inc | $2.3M | 0.5% | 5,902 | No change | 8 of 8 | |
| 10 |  NVDA Nvidia Corporation | $2M | 0.5% | 8,889 | +151 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Briaud Financial Planning 13F FAQ
What does Briaud Financial Planning own?
Briaud Financial Planning reported 44 stocks worth $453M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are VTI (45.8%), GLD (17.3%) and PDBC (10.5%). The table above lists every position in the filing (the top 10 without an account).
What did Briaud Financial Planning buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 12 added to, 12 trimmed and 3 sold out. New positions include XOM, CVX and IBIT. It sold all of XOM, FFIN and WMT.
When will Briaud Financial Planning file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Briaud Financial Planning's portfolio worth?
The Q3 2026 filing reports $453M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.