Briaud Financial Planning, Inc
RIA/Wealth
Briaud Financial Planning, Inc is a RIA/Wealth based in College Station, TX led by Janet Briaud, reporting $775.3M in AUM as of Q3 2025 with 62% ETF concentration, 96% concentrated in top 10 holdings, and 36% allocation to VTI.
CIOJanet Briaud
- Portfolio Value
- $306.0M
- Positions
- 36
- Top Holding
- VTI at 36.4%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Briaud Financial Planning, Inc's portfolio (96.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $111.4M | 36.40% | +$12.2M Bought | — 339.4K shares | |
Unknown Unknown | $69.6M | 22.74% | +$69.6M New | — 195.8K shares | |
ETF ETF | $36.4M | 11.89% | +$2.3M Bought | — 2.7M shares | |
ETF ETF | $36.3M | 11.87% | -$138.1K Sold | — 60.5K shares | |
Unknown Unknown | $26.3M | 8.60% | +$26.3M New | — 621.1K shares | |
Unknown Unknown | $6.3M | 2.07% | +$6.3M New | — 87.0K shares | |
Consumer Electronics Technology | $2.5M | 0.82% | -$135.5K Sold | 0.00% 9.9K shares | |
ETF ETF | $2.5M | 0.81% | +$60.2K Bought | — 3.7K shares | |
Semiconductors Technology | $1.8M | 0.59% | -$13.2K Sold | 0.00% 9.6K shares | |
Semiconductors Technology | $1.6M | 0.52% | — | 0.00% 6.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Briaud Financial Planning, Inc's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Briaud Financial Planning, Inc
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