DOSSIER · 13F-HR · Q1 2026

Broussard Financial Group LLC

$125M in tracked AUM across 29 positions as of Q1 2026.

BF
CIK 0001548136 · last filed Mar 31, 2026
Total AUM
$125M
as of Q1 2026
Holdings
29
positions
Whale Score
64
64
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Broussard Financial Group LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
USFR
WISDOMTREE TR
$19M373K15.0%
02
UAUG
INNOVATOR ETFS TRUST
$16M411K12.9%
03
IAU
ISHARES GOLD TR
$14M157K11.1%
04
IOCT
INNOVATOR ETFS TRUST
$14M393K11.0%
05
EOCT
INNOVATOR ETFS TRUST
$10M303K7.8%
06
AGGY
WISDOMTREE TR
$8M184K6.4%
07
TUA
SIMPLIFY EXCHANGE TRADED FUN
$8M372K6.3%
08
FXY
INVESCO CURRENCYSHARES
$6M100K4.6%
09
SPYV
SPDR SERIES TRUST
$6M102K4.6%
10
XLU
SELECT SECTOR SPDR TR
$6M122K4.5%

Filing history

2026Q1Mar 31
$125M 1.3%
29 positionsView →
2025Q4Dec 31
$123M
34 positionsView →