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Briaud Financial Planning Inc
hedge fundUpdated 16 days agoManaged by Briaud Financial Planning Inc • Latest filing Q3 2026
Portfolio value
$453.3M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
48.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $306M |
| Q4 2025 | $405.9M |
| Q1 2026 | $381.4M |
| Q2 2026 | $380.2M |
| Q3 2026 | $453.3M |
Top holdings
44 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $207.6M | 554.6K | 45.78% | Trimmed(-0.3%) | |
| 2 | $78.3M | 205.6K | 17.28% | Added(+2.9%) | |
| 3 | $47.6M | 2.47M | 10.51% | Added(+47.6%) | |
| 4 | $44.4M | 722.3K | 9.80% | Added(+12855.5%) | |
| 5 | ? N/A INVESCO ACTVELY MNGD ETC FD | $23.8M | 633.4K | 5.25% | Added(+1.9%) |
| 6 | $18.6M | 340.5K | 4.09% | Added(+1.6%) | |
| 7 | $6M | 76.3K | 1.31% | Trimmed(-5.6%) | |
| 8 | $4M | 12.0K | 0.89% | Added(+3.8%) | |
| 9 | $2.3M | 5.9K | 0.52% | Unchanged | |
| 10 | $2M | 8.9K | 0.45% | Added(+1.7%) | |
| 11 | $1.7M | 2.3K | 0.37% | Trimmed(-14.0%) | |
| 12 | $1.6M | 9.6K | 0.35% | — | |
| 13 | $1.2M | 1.1K | 0.27% | Unchanged | |
| 14 | $1.1M | 1.5K | 0.25% | Trimmed(-61.8%) | |
| 15 | $1.1M | 7.1K | 0.24% | Unchanged | |
| 16 | $1M | 66.2K | 0.23% | Unchanged | |
| 17 | $1M | 11.1K | 0.22% | Trimmed(-10.7%) | |
| 18 | $818K | 3.3K | 0.18% | Added(+43.8%) | |
| 19 | $813K | 1.6K | 0.18% | Added(+14.3%) | |
| 20 | $770K | 1.5K | 0.17% | Unchanged |