Briaud Financial Planning, Inc - Q22026 Holdings
Briaud Financial Planning, Inc holds 42 stocks with a total portfolio value of $ 380.23M as of Q22026. In Q22026, Briaud Financial Planning, Inc added 7 new positions, increased stakes in 15 stocks, reduced 6 holdings, and fully exited 3 positions. The largest holding is Vanguard Index Fds (VTI), representing 54.14% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options