Briaud Financial Planning Inc holds a concentrated book of 42 reported positions 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 reported non-option book. Cloning the disclosed picks since 2024 would be +43% (+21.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Briaud Financial Planning Inc is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Briaud Financial Planning Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Excluding Vanguard Total Stock MKT ETF (54% of the book), the rest is a 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
+6 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Briaud Financial Planning Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Power Alpha Investment Ltd | 4 / 42 | $993.6M |
| Innovator Capital Management, LLC | 5 / 42 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 6 / 42 | $4.4B |
| Swiss Re Ltd | 15 / 42 | $1.0B |
| Marino Management, LLC | 4 / 42 | $439.8M |
| Karnit Road Accident Victims Compensation Fund | 4 / 42 | $159.7M |
| Stenham Asset Management Ltd | 4 / 42 | $122.2M |
| Ramsey Quantitative Systems | 5 / 42 | $95.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Briaud Financial Planning Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 | <0.1% | ▲New New position |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Briaud Financial Planning Inc's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 30d | 42 | $380.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 10, 2026 | 10d | 38 | $381.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 28d | 37 | $405.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 25, 2025 | 56d | 36 | $306.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 31d | 365 | $253.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 39d | 209 | $251.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 38d | 218 | $245.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 39d | 141 | $193.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.