Briaud Financial Planning Inc holds a concentrated book of 42 stocks worth $380.2M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Intel Corp and trimmed Invesco Optimum Yield Divers. Their largest long position is Vanguard Total Stock MKT ETF at 54% of the equity book.
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Use Arkolith to show Briaud Financial Planning Inc's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
30% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Briaud Financial Planning Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Rockefeller Capital Management L.P. | 80 / 42 | $17.0B |
| OSAIC HOLDINGS, INC. | 80 / 42 | $16.7B |
| Farther Finance Advisors, LLC | 80 / 42 | $2.7B |
| MORGAN STANLEY | 79 / 42 | $460.7B |
| BANK OF AMERICA CORP /DE/ | 79 / 42 | $361.2B |
| ROYAL BANK OF CANADA | 79 / 42 | $134.0B |
| LPL Financial LLC | 79 / 42 | $78.1B |
| CWM, LLC | 79 / 42 | $7.0B |
Ranked by how many of Briaud Financial Planning Inc's top 42 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $205.9M | 556.4K | 54.1% | ▲+3.2% Added · +17K sh | |
| 2 | SPDR Gold TR GOLD SHS | $73.6M | 199.9K | 19.4% | ▲+0.8% Added · +2K sh | |
| 3 | Invesco Actvely MNGD Etc FD OPTIMUM YIELD | $26.6M | 1.67M | 7.0% | ▼−40% Reduced · −1.1M sh | |
| 4 | Invesco Actvely MNGD Etc FD AGRI CMDTY STRA | $22.1M | 621.8K | 5.8% | ▲+4.5% Added · +27K sh | |
| 5 | Ishares Silver TR ISHARES | $17.9M | 335.1K | 4.7% | ▲+1.8% Added · +6K sh | |
| 6 | Ishares Gold TR ISHARES NEW | $6.1M | 80.8K | 1.6% | —Held | |
| 7 | Apple Inc COM | $3.4M | 11.6K | 0.9% | ▲+19% Added · +2K sh | |
| 8 | Ishares TR CORE S&P500 ETF | $2.9M | 3.9K | 0.8% | ▲+0.2% Added · +9 sh | |
| 9 | Analog Devices Inc COM | $2.3M | 5.9K | 0.6% | ▼−5.0% Reduced · −313 sh | |
| 10 | Invesco QQQ TR UNIT SER 1 | $1.9M | 2.6K | 0.5% | ▲+101% Added · +1K sh | |
| 11 | Nvidia Corporation COM | $1.7M | 8.7K | 0.5% | ▼−3.6% Reduced · −326 sh | |
| 12 | Exxon Mobil Corp COM | $1.3M | 9.6K | 0.3% | ▲+0.2% Added · +16 sh | |
| 13 | Eli Lilly & Co COM | $1.3M | 1.1K | 0.3% | —Held | |
| 14 | SPDR Series Trust ST STR BLO 1 ETF | $1.1M | 12.4K | 0.3% | ▲+41% Added · +4K sh | |
| 15 | Vanguard Whitehall FDS HIGH DIV YLD | $1.1M | 7.1K | 0.3% | ▲+10.0% Added · +641 sh | |
| 16 | Abrdn Platinum ETF Trust PHYSCL PLATM SHS | $936K | 66.2K | 0.2% | ▲+896% Added · +60K sh | |
| 17 | Berkshire Hathaway Inc Del CL B NEW | $774K | 1.5K | 0.2% | —Held | |
| 18 | State STR SPDR S&P 500 ETF T TR UNIT | $718K | 962 | 0.2% | ▼−39% Reduced · −610 sh | |
| 19 | Air Products And Chemicals I COM | $618K | 2.1K | 0.2% | ▼−1.9% Reduced · −41 sh | |
| 20 | Vanguard Index FDS GROWTH ETF | $545K | 6.3K | 0.1% | ▲+500% Added · +5K sh | |
| 21 | Amazon Com Inc COM | $545K | 2.3K | 0.1% | —Held | |
| 22 | Ishares TR MSCI EMG MKT ETF | $536K | 7.8K | 0.1% | —Held | |
| 23 | Intel Corp COM | $536K | 3.8K | 0.1% | ▲New New position | |
| 24 | Ishares TR US AER DEF ETF | $521K | 2.1K | 0.1% | —Held | |
| 25 | Microsoft Corp COM | $517K | 1.4K | 0.1% | —Held | |
| 26 | Amgen Inc COM | $460K | 1.3K | 0.1% | ▼−2.8% Reduced · −36 sh | |
| 27 | Jabil Inc COM | $374K | 971 | 0.1% | —Held | |
| 28 | Invesco Exchange Traded FD T S&P500 EQL WGT | $358K | 1.7K | 0.1% | ▲+0.3% Added · +6 sh | |
| 29 | Ishares TR 20 YR TR BD ETF | $347K | 4.0K | 0.1% | —Held | |
| 30 | Johnson & Johnson COM | $313K | 1.2K | 0.1% | —Held | |
| 31 | Vanguard Index FDS LARGE CAP ETF | $307K | 894 | 0.1% | —Held | |
| 32 | Select Sector SPDR TR ST STR ENERG ETF | $296K | 5.6K | 0.1% | ▲+0.3% Added · +17 sh | |
| 33 | Cisco Sys Inc COM | $285K | 2.4K | 0.1% | ▲New New position | |
| 34 | Invesco Exchange Traded FD T DIVID ACHIEVEV | $254K | 4.6K | 0.1% | —Held | |
| 35 | Micron Technology Inc COM | $245K | 212 | 0.1% | ▲New New position | |
| 36 | JPMorgan Chase & Co COM | $234K | 714 | 0.1% | —Held | |
| 37 | Vanguard Index FDS S&P 500 ETF SHS | $226K | 329 | 0.1% | ▲New New position | |
| 38 | Vanguard Index FDS VALUE ETF | $224K | 1.0K | 0.1% | —Held | |
| 39 | Vanguard World FD HEALTH CAR ETF | $214K | 716 | 0.1% | ▲New New position | |
| 40 | First Finl Bankshares Inc COM | $203K | 5.9K | 0.1% | ▲New New position | |
| 41 | Walmart Inc COM | $202K | 1.8K | 0.1% | ▲+6.0% Added · +101 sh | |
| 42 | Sable Offshore Corp COM SHS | $53K | 12.0K | 0.0% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 42 | $380.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 10, 2026 | 38 | $381.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 37 | $405.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 25, 2025 | 36 | $306.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 365 | $253.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 209 | $251.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 218 | $245.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 141 | $193.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.