Institutions / Broussard Financial Group LLC

Broussard Financial Group LLC

CIK 1548136 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$123.34M
Positions
34
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
WisdomTree Trโ€”$17.27M343,17014.0%
Innovator Etfs Trustโ€”$15.70M393,22312.7%
iShares Gold Trโ€”$13.59M167,46711.0%
Innovator Etfs Trustโ€”$13.28M380,92710.8%
Innovator Etfs Trustโ€”$9.22M291,1837.5%
Simplify Exchange Traded Funโ€”$7.58M346,1426.1%
WisdomTree Trโ€”$7.54M171,1216.1%
SPDR Series Trustโ€”$5.46M96,0854.4%
Select Sector SPDR Trโ€”$5.10M119,4264.1%
Invesco Currencyshares Japanโ€”$4.79M81,5943.9%
iShares Silver Trโ€”$4.74M73,6073.8%
iShares Trโ€”$4.59M37,7453.7%
iShares Trโ€”$2.04M2,9751.7%
iShares Bitcoin Trust ETFโ€”$2.03M40,8901.6%
SPDR Series Trustโ€”$1.51M16,4841.2%
Chevron Corpโ€”$1.23M8,0501.0%
iShares Trโ€”$1.12M22,1370.9%
Vanguard Scottsdale Fdsโ€”$829.5K14,1240.7%
VanEck ETF Trustโ€”$598.6K6,9790.5%
Invesco Exch Traded Fd Tr IIโ€”$570.0K7,9810.5%
Vanguard Mun Bd Fdsโ€”$542.3K10,7840.4%
First Horizon Corpโ€”$468.0K19,5830.4%
iShares Trโ€”$458.3K3,0760.4%
BlackRock ETF Trust - iShares International Country Rotation Active ETFโ€”$385.6K6,3410.3%
iShares Trโ€”$381.8K9870.3%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.