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Natalie Pine

Briaud Financial Planning Inc

Assets Managed
$381.383M
Holdings
38
Last Quarter
2026 - Q1
Filed Date
1mo 11d ago
Growth Rate
-6.03%(2Q avg: 13.3%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Briaud Financial Planning Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 38 positions.

Assets under management

The assets under management (AUM) of Briaud Financial Planning Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 381.383M in assets, with a quarterly growth rate of -6.03% and a 2-quarter average growth rate of 13.3%. The portfolio is managed by Natalie Pine, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -2.02%
45.35%
$172.925M
539,110 shares@ $320.77 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 0.02%
22.38%
$85.325M
198,343 shares@ $430.2 avg price
PDBC
Invesco Optimum Yield Divers
Recent Activity
Increased 1.37%
12.75%
$48.62M
2.807M shares@ $17.33 avg price
SLV
Ishares Silver Trust
Recent Activity
Decreased -47.49%
5.89%
$22.428M
329,248 shares@ $68.12 avg price
PDBA
Invesco Agriculture Cmdtyk-1
Recent Activity
New Position
5.69%
$21.692M
594,783 shares@ $36.47 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -0.49%
1.87%
$7.125M
80,824 shares@ $88.17 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.11%
0.67%
$2.544M
3,894 shares@ $653.22 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.66%
0.65%
$2.477M
9,761 shares@ $253.8 avg price
ADI
Analog Devices Inc
Recent Activity
Decreased -2.2%
0.52%
$1.977M
6,215 shares@ $318.14 avg price
XOM
Exxon Mobil Corp
Recent Activity
0.43%
$1.631M
9,615 shares@ $169.67 avg price

1-10 of 38