Broussard Financial Group LLC

CIK 0001548136 · KAPLAN, LA · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source

Broussard Financial Group LLC reported 35 positions worth $124.9M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: USFR (14.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$124.9M
2026 Q2
Positions
35
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
79.8%
Est. Net Flow (Q)
2026 Q2
10 / 35 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1USFRWISDOMTREE TRSH$17.9M14.30%354,696
2UAUGINNOVATOR ETFS TRUSTSH$16.9M13.54%401,796
3IOCTINNOVATOR ETFS TRUSTSH$14.1M11.31%381,703
4IAUISHARES GOLD TRSH$10.8M8.66%143,120
5EOCTINNOVATOR ETFS TRUSTSH$9.7M7.76%283,551
6AGGYWISDOMTREE TRSH$7.8M6.26%179,767
7TUASIMPLIFY EXCHANGE TRADED FUNSH$7.1M5.72%349,430
8SPYVSPDR SERIES TRUSTSH$6.0M4.77%98,004
9FXYINVESCO CURRENCYSHARESSH$5.2M4.16%92,075
10VSSVANGUARD INTL EQUITY INDEX FSH$4.1M3.30%26,713

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Broussard Financial Group LLC hold as of Q2 2026?

Broussard Financial Group LLC reported 35 positions worth $124.9M in its Q2 2026 13F filing. Largest positions: USFR (14.3%), UAUG (13.5%), IOCT (11.3%), IAU (8.7%) and EOCT (7.8%).

What did Broussard Financial Group LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Broussard Financial Group LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.