Broussard Financial Group

Latest statistics and disclosures from Broussard Financial Group's latest quarterly 13F-HR filing:

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Positions held by Broussard Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Broussard Financial Group

Broussard Financial Group holds 34 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 14.0 $17M 343k 50.32
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Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) 12.7 $16M 393k 39.92
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Ishares Gold Tr Ishares New (IAU) 11.0 $14M 168k 81.17
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Innovator Etfs Trust International Dv (IOCT) 10.8 $13M 381k 34.86
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Innovator Etfs Trust Emerging Mkt Pwr (EOCT) 7.5 $9.2M 291k 31.66
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Simplify Exchange Traded Fun Short Term Trea (TUA) 6.1 $7.6M 346k 21.90
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Wisdomtree Tr Yield Enhancd Us (AGGY) 6.1 $7.5M 171k 44.05
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Spdr Series Trust State Street Spd (SPYV) 4.4 $5.5M 96k 56.81
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Select Sector Spdr Tr State Street Uti (XLU) 4.1 $5.1M 119k 42.69
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Invesco Currencyshares Japan Japanese Yen (FXY) 3.9 $4.8M 82k 58.67
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Ishares Silver Tr Ishares (SLV) 3.8 $4.7M 74k 64.42
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Ishares Tr Core High Dv Etf (HDV) 3.7 $4.6M 38k 121.61
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Ishares Tr Core S&p500 Etf (IVV) 1.7 $2.0M 3.0k 684.94
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.6 $2.0M 41k 49.65
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Spdr Series Trust State Street Spd (BIL) 1.2 $1.5M 17k 91.38
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Chevron Corporation (CVX) 1.0 $1.2M 8.1k 152.41
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Ishares Tr TRS FLT RT BD (TFLO) 0.9 $1.1M 22k 50.46
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.7 $830k 14k 58.73
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.5 $599k 7.0k 85.77
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.5 $570k 8.0k 71.42
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $542k 11k 50.29
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First Horizon National Corporation (FHN) 0.4 $468k 20k 23.90
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $458k 3.1k 148.98
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Blackrock Etf Trust Ishares Us Equit (DYNF) 0.3 $386k 6.3k 60.81
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Ishares Tr Russell 3000 Etf (IWV) 0.3 $382k 987.00 386.85
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $319k 951.00 335.27
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Home Ban (HBCP) 0.2 $298k 5.2k 57.80
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Ishares Tr National Mun Etf (MUB) 0.2 $280k 2.6k 107.11
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Ishares Tr Eafe Value Etf (EFV) 0.2 $272k 3.8k 71.41
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $253k 2.1k 123.26
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Microsoft Corporation (MSFT) 0.2 $244k 504.00 483.62
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Ishares Tr U.s. Tech Etf (IYW) 0.2 $240k 1.2k 199.68
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Spdr Series Trust State Street Spd (SPLG) 0.2 $220k 2.7k 80.22
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Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $210k 2.8k 76.23
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Past Filings by Broussard Financial Group

SEC 13F filings are viewable for Broussard Financial Group going back to 2025