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CIK: 0001800586
Total reported value
$380.2M
$380.2M
209 檔
59.8%
As reported in its official Q1 2025 Form 13F filing, Briaud Financial Planning Inc's tracked investment portfolio stood at $380.2M with 209 total positions.
In Q1 2025, Briaud Financial Planning Inc displayed an active expansion posture, initiating 199 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 209 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 33.47% | +8.80% | +2.58% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 29.39% | -3.00% | -0.01% | |
| 3 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 13.59% | -5.77% | -10.64% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 11.33% | +0.31% | -0.21% | |
| 5 | IAU | Ishares Gold Trust | ETF-Commodities | 2.50% | -0.26% | -0.77% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 0.91% | +0.23% | +0.44% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | +0.10% | +8.96% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.08% | — | |
| 9 | ADI | Analog Devices Inc | Stock-Tech | 0.52% | +0.10% | — | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.39% | +0.08% | — | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 0.36% | +0.05% | +1.22% | |
| 12 | PPLT | Abrdn Physical Platinum Shrs | ETF-Commodities | 0.33% | -0.06% | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | +0.01% | — | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.27% | — | — | |
| 15 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.24% | — | -19.17% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | +0.01% | — | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.19% | +0.09% | — | |
| 18 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.16% | — | — | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | +0.02% | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.14% | -0.08% | — | |
| 21 | SLV | Ishares Silver Trust | ETF-Commodities | 0.14% | -1.17% | — | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 0.12% | +0.02% | +441.33% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.12% | — | — | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.12% | +0.01% | — | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.10% | — | — | |
| 26 | XLE | Ss Energy Select Sector | ETF-Other | 0.09% | -0.01% | — | |
| 27 | COP | Conocophillips | Stock-Energy | 0.09% | — | — | |
| 28 | VV | Vanguard Large-cap ETF | ETF-Other | 0.09% | +0.01% | — | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.09% | — | — | |
| 30 | ELV | Elevance Health Inc | Stock-Healthcare | 0.09% | — | — | |
| 31 | FFIN | First Finl Bankshares Inc | Stock-Financials | 0.08% | +0.05% | NEW | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.08% | — | — | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.08% | — | — | |
| 34 | VHT | Vanguard Health Care ETF | ETF-Other | 0.08% | +0.06% | NEW | |
| 35 | AMGN | Amgen Inc | Stock-Healthcare | 0.07% | — | +506.00% | |
| 36 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.07% | — | — | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.07% | — | — | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.07% | +0.01% | +407.92% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.07% | — | — | |
| 40 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.07% | -0.06% | EXIT | |
| 41 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.07% | — | -4.44% | |
| 42 | ZTS | Zoetis Inc | Stock-Healthcare | 0.06% | — | — | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.06% | — | — | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.06% | — | — | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.06% | +0.08% | NEW | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.06% | — | — | |
| 47 | T | At&t Inc | Stock-Comm Services | 0.05% | — | — | |
| 48 | WM | Waste Management Inc | Stock-Industrials | 0.05% | — | — | |
| 49 | ADP | Automatic Data Processing | Stock-Tech | 0.05% | — | — | |
| 50 | SFNC | Simmons First Natl Corp-cl A | Stock-Other | 0.04% | — | — |
According to official SEC Form 13F filings, Briaud Financial Planning Inc reported a total U.S. public equity portfolio value of $380.2M across 209 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, GLD, PDBC) accounted for 59.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
VTI
市值: $84.2M
During Q1 2025, Briaud Financial Planning Inc's top holdings by market value included VTI (33.5%)、GLD (29.4%)、PDBC (13.6%). The largest single position, VTI, represented 33.5% of total portfolio value.
In Q1 2025, Briaud Financial Planning Inc made 199 total portfolio adjustments, initiating 199 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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