Portfolio (Quarterly) Guide ↗

Briaud Financial Planning Inc

· CIK 0001800586

13F Portfolio $380M AUM 42 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 7 New 11 Added 6 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CVX	CHEVRON CORPORATION	Energy	1,188	$246K	0.06%	SOLD
2	LMT	LOCKHEED MARTIN CORP	Industrials	367	$222K	0.06%	SOLD
3	LOAN	MANHATTAN BRDG CAP INC	Real Estate	21,006	$21K	0.01%	SOLD

Sector Allocation

Financial Services 87.8%

Technology 8.1%

Healthcare 1.8%

Energy 1.2%

Basic Materials 0.5%

Consumer Cyclical 0.5%

Consumer Defensive 0.2%