Portfolio (Quarterly) Guide ↗

Briaud Financial Planning Inc

· CIK 0001800586

13F Portfolio $381M AUM 38 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 New 7 Added 9 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SPYM	SPDR SERIES TRUST	—	3,905	$313K	0.08%	SOLD
2	MDY	SPDR S&P MIDCAP 400 ETF TR	Financial Services	432	$261K	0.06%	SOLD
3	VHT	VANGUARD WORLD FD	—	716	$206K	0.05%	SOLD
4	PG	PROCTER AND GAMBLE CO	Consumer Defensive	1,410	$202K	0.05%	SOLD
5	SABR	SABRE CORP	Consumer Cyclical	14,000	$19K	0.01%	SOLD

Sector Allocation

Financial Services 90.8%

Technology 5.2%

Energy 1.4%

Healthcare 1.3%

Basic Materials 0.5%

Consumer Cyclical 0.4%

Industrials 0.2%

Consumer Defensive 0.2%

Real Estate 0.0%