Briaud Financial Planning Inc. has filed a Form 13F-HR with the Securities and Exchange Commission disclosing its equity holdings as of September 30, 2026. The filing lists the firm's Chief Compliance Officer, Natalie Pine, as the authorized representative responsible for the report.
The report details a portfolio of 44 individual securities. The largest position in the portfolio is Apple Inc., with 12,047 shares. This is followed by Sable Offshore Corp., which holds 12,006 shares, and NVIDIA Corporation, with 8,889 shares.
The filing indicates that the firm holds significant exposure to exchange-traded funds (ETFs). Key ETF holdings include the Invesco Active Exchange Traded Fund Optimum Yield (24.68 million shares), the Invesco Exchange Traded Fund T S&P500 Equal Weight (1,676 shares), and the Invesco Active Exchange Traded Fund Agricultural Commodities (633,415 shares). The firm also holds substantial physical commodity trusts, including shares of the SPDR Gold Trust (205,648 shares) and the iShares Silver Trust (340,471 shares).
Other notable common stock positions listed in the filing include ExxonMobil Holdings Corp. (9,631 shares), Analog Devices Inc. (5,902 shares), and Berkshire Hathaway Inc. (1,547 shares).
