IE
Insider Edges

BRIAUD FINANCIAL PLANNING, INC 13F portfolio summary

BRIAUD FINANCIAL PLANNING, INC of BRIAUD FINANCIAL PLANNING, INC has 38 current stock holdings with a reported portfolio value of $381.4M. The portfolio 1 year return is +30.65%. Top holdings include SPY (0.00%), QQQ (0.00%), VTI (45.55%), GLD (22.48%), PDBC (12.81%).

Back to investors

BRIAUD FINANCIAL PLANNING, INC

BRIAUD FINANCIAL PLANNING, INC
Latest filing: 2026-03-31

BRIAUD FINANCIAL PLANNING, INC runs BRIAUD FINANCIAL PLANNING, INC and currently holds 38 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $381.38M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BRIAUD FINANCIAL PLANNING, INC ranks #464 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BRIAUD FINANCIAL PLANNING, INC's portfolio at BRIAUD FINANCIAL PLANNING, INC has delivered returns of +30.65%. Their 3-year annualized return is +65.66%. Looking at the 5-year horizon, BRIAUD FINANCIAL PLANNING, INC has achieved +79.61% annualized returns at BRIAUD FINANCIAL PLANNING, INC.

Sign in to enable email alerts for this investor.
Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+30.65%
#352/1000
3 Year
+65.66%
#549/1000
5 Year
+79.61%
#406/1000

Portfolio Value

$381.38M

Alpha Score

57.9

#464 of 1000

Holdings

38

Showper page

0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change