Briaud Financial Planning Inc - Portfolio overview

Briaud Financial Planning Inc has 332 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 45.34%
2. GLD - SPDR GOLD TR, 22.37%
3. PDBC - INVESCO ACTVELY MNGD ETC FD, 12.75%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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