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Briaud Financial Planning - Q1 2026 13F Filings

BR

Briaud Financial Planning INC

CIK: 0001800586
Address: Texas College Station 1611 Crescent Pointe Parkway
$381.38 M
Portfolio Value
38
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 04/10/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. PDBA Invesco Agriculture Commodity Strategy No K-1 Etf
+$21.69 M
2. PDBC Invesco Optimum Yield Divers
+$655,963.32
3. EEM Ishares Msci Emerging Markets Etf
+$444,666
4. CVX Chevron Corporation
+$245,797
5. BIL Spdr Bloomberg 1-3 Month T-Bill Etf
+$243,767.71

Top Sells

Q1 2026
1. QQQ Invesco Qqq Trust Series I
−$34.12 M
2. SLV Ishares Silver Trust
−$20.29 M
3. VTI Vanguard Total Stock Market Etf
−$3.58 M
4. SPLG Spdr Portfolio S&P 500 Etf
−$313,259
5. MDY Spdr S&P Midcap 400 Etf Trust
−$260,617

Asset Allocation

Stocks/ETFs
-6.03%
$381.38 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Briaud Financial Planning Q1 2026 Filing Summary

Briaud Financial Planning INC filed its 13F report for Q1 2026 on April 10, 2026. The portfolio totaled 381.38 M reflecting a -6.03% change from the prior quarter, spanning 38 assets. The top 10 holdings comprised 96.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 6 new positions and 5 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Briaud Financial Planning’s Q1 2026 Filing

Briaud Financial Planning submitted their Form 13F-HR for the Q1 2026 period on 04/10/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Briaud Financial Planning reported a managed portfolio value of 381.38 M, consisting of 38 individual positions.

This page displays the raw filing documents. To see which stocks Briaud Financial Planning bought or sold during Q1 2026, please visit Briaud Financial Planning's Portfolio Analysis page.