Broussard Financial Group LLC

Est. AUM

$125.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	WISDOMTREE TR	FLOATNG RAT TREA	$18.8M	372953	15.02%	SOLE
2	INNOVATOR ETFS TRUST	US EQT ULTRA BF	$16.2M	411343	12.95%	SOLE
3	ISHARES GOLD TR	ISHARES NEW	$13.8M	157102	11.08%	SOLE
4	INNOVATOR ETFS TRUST	INTERNATIONAL DV	$13.8M	393075	11.02%	SOLE
5	INNOVATOR ETFS TRUST	EMERGING MKT PWR	$9.7M	303370	7.75%	SOLE
6	WISDOMTREE TR	YIELD ENHANCD US	$8.0M	183633	6.38%	SOLE
7	SIMPLIFY EXCHANGE TRADED FUN	SHORT TERM TREA	$7.9M	372250	6.28%	SOLE
8	INVESCO CURRENCYSHARES	JAPANESE YEN	$5.8M	100008	4.63%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$5.8M	102234	4.63%	SOLE
10	SELECT SECTOR SPDR TR	STATE STREET UTI	$5.6M	121839	4.47%	SOLE
11	ISHARES TR	CORE HIGH DV ETF	$5.1M	37827	4.11%	SOLE
12	ISHARES SILVER TR	ISHARES	$3.5M	51082	2.79%	SOLE
13	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$2.7M	70478	2.17%	SOLE
14	ISHARES TR	CORE S&P500 ETF	$1.8M	2808	1.47%	SOLE
15	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$904K	15439	0.72%	SOLE
16	SPDR SERIES TRUST	STATE STREET SPD	$886K	9664	0.71%	SOLE
17	VANECK ETF TRUST	GOLD MINERS ETF	$630K	6860	0.50%	SOLE
18	INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$628K	8586	0.50%	SOLE
19	VANGUARD MUN BD FDS	TAX EXEMPT BD	$542K	10860	0.43%	SOLE
20	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$463K	3173	0.37%	SOLE
21	ISHARES TR	ESG AWR MSCI USA	$377K	2668	0.30%	SOLE
22	SANDISK CORP	COM	$343K	540	0.27%	SOLE
23	ISHARES TR	RUSSELL 3000 ETF	$324K	873	0.26%	SOLE
24	HOMEBANCORP INC	COM	$312K	5150	0.25%	SOLE
25	ISHARES TR	NATIONAL MUN ETF	$278K	2615	0.22%	SOLE
26	VANGUARD INDEX FDS	TOTAL STK MKT	$244K	760	0.20%	SOLE
27	FIRST HORIZON CORPORATION	COM	$223K	9792	0.18%	SOLE
28	SPDR SERIES TRUST	STATE STREET SPD	$203K	2648	0.16%	SOLE
29	ISHARES TR	U.S. TECH ETF	$203K	1117	0.16%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.