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Broussard Financial Group

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

Top 5 stock holdings are USFR, UAUG, IAU, IOCT, EOCT, and represent 57.83% of Broussard Financial Group's stock portfolio.
Added to shares of these 10 stocks: USFR, IBIT, FXY, UAUG, TUA, AGGY, VSS, IOCT, EOCT, SPYV.
Started 2 new stock positions in SNDK, VSS.
Reduced shares in these 10 stocks: SLV, CVX, TFLO, IAU, BIL, DYNF, EFV, IVW, MSFT, FHN.
Sold out of its positions in DYNF, CVX, FBTC, IVW, EFV, TFLO, MSFT.
Broussard Financial Group was a net buyer of stock by $417k.
Broussard Financial Group has $125M in assets under management (AUM), dropping by 1.34%.
Central Index Key (CIK): 0001548136

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Portfolio Holdings for Broussard Financial Group

Broussard Financial Group holds 29 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Tr Floatng Rat Trea (USFR)	15.0	$19M	+8%	373k	50.34	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	12.9	$16M	+4%	411k	39.34	View chart
Ishares Gold Tr Ishares New (IAU)	11.1	$14M	-6%	157k	88.16	View chart
Innovator Etfs Trust International Dv (IOCT)	11.0	$14M	+3%	393k	35.05	View chart
Innovator Etfs Trust Emerging Mkt Pwr (EOCT)	7.8	$9.7M	+4%	303k	31.95	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	6.4	$8.0M	+7%	184k	43.45	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	6.3	$7.9M	+7%	372k	21.10	View chart
Invesco Currencyshares Japanese Yen (FXY)	4.6	$5.8M	+22%	100k	57.88	View chart
Spdr Series Trust State Street Spd (SPYV)	4.6	$5.8M	+6%	102k	56.58	View chart
Select Sector Spdr Tr State Street Uti (XLU)	4.5	$5.6M	+2%	122k	45.89	View chart
Ishares Tr Core High Dv Etf (HDV)	4.1	$5.1M		38k	135.72	View chart
Ishares Silver Tr Ishares (SLV)	2.8	$3.5M	-30%	51k	68.14	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	2.2	$2.7M	+72%	71k	38.42	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$1.8M	-5%	2.8k	653.21	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.7	$904k	+9%	15k	58.54	View chart
Spdr Series Trust State Street Spd (BIL)	0.7	$886k	-41%	9.7k	91.64	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.5	$630k		6.9k	91.77	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.5	$628k	+7%	8.6k	73.14	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$542k		11k	49.89	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.4	$463k	NEW	3.2k	145.79	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$377k	-13%	2.7k	141.42	View chart
Sandisk Corp (SNDK)	0.3	$343k	NEW	540.00	635.34	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$324k	-11%	873.00	370.68	View chart
Home Ban (HBCP)	0.2	$312k		5.2k	60.58	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$278k		2.6k	106.15	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$244k	-20%	760.00	320.74	View chart
First Horizon National Corporation (FHN)	0.2	$223k	-49%	9.8k	22.76	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$203k	-3%	2.6k	76.54	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$203k	-6%	1.1k	181.42	View chart

Past Filings by Broussard Financial Group

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

Broussard Financial Group 2026 Q1 filed April 29, 2026
Broussard Financial Group 2025 Q4 filed Feb. 2, 2026

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