Broussard Financial Group LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, Broussard Financial Group LLC held in its portfolio 32 assets valued at $123,339,508 (i.e. $123.34M).
The most valuable assets in the portfolio included: WISDOMTREE TR ($17.27M), INNOVATOR ETFS TRUST ($15.70M), and ISHARES GOLD TR ($13.59M).
The chart below shows the top 10 valuable assets, and the table below shows the top 32 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Broussard Financial Group LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| WISDOMTREE TR | 343170 | 17268314 | FLOATNG RAT TREA |
| INNOVATOR ETFS TRUST | 393223 | 15697462 | US EQT ULTRA BF |
| ISHARES GOLD TR | 167467 | 13593296 | ISHARES NEW |
| INNOVATOR ETFS TRUST | 380927 | 13279115 | INTERNATIONAL DV |
| INNOVATOR ETFS TRUST | 291183 | 9219174 | EMERGING MKT PWR |
| SIMPLIFY EXCHANGE TRADED FUN | 346142 | 7581548 | SHORT TERM TREA |
| WISDOMTREE TR | 171121 | 7537863 | YIELD ENHANCD US |
| SPDR SERIES TRUST | 115307 | 7184541 | STATE STREET SPD |
| SELECT SECTOR SPDR TR | 119426 | 5098296 | STATE STREET UTI |
| INVESCO CURRENCYSHARES JAPAN | 81594 | 4787120 | JAPANESE YEN |
| ISHARES SILVER TR | 73607 | 4741763 | ISHARES |
| ISHARES TR | 37745 | 4590169 | CORE HIGH DV ETF |
| ISHARES TR | 2975 | 2037696 | CORE S&P500 ETF |
| ISHARES BITCOIN TRUST ETF | 40890 | 2030189 | SHS BEN INT |
| CHEVRON CORP NEW | 8050 | 1226901 | COM |
| ISHARES TR | 22137 | 1117033 | TRS FLT RT BD |
| VANGUARD SCOTTSDALE FDS | 14124 | 829503 | SHORT TERM TREAS |
| VANECK ETF TRUST | 6979 | 598589 | GOLD MINERS ETF |
| INVESCO EXCH TRADED FD TR II | 7981 | 570003 | S&P500 LOW VOL |
| VANGUARD MUN BD FDS | 10784 | 542327 | TAX EXEMPT BD |
| FIRST HORIZON CORPORATION | 19583 | 468034 | COM |
| ISHARES TR | 3076 | 458262 | ESG AWR MSCI USA |
| BLACKROCK ETF TRUST | 6341 | 385596 | ISHARES US EQUIT |
| ISHARES TR | 987 | 381821 | RUSSELL 3000 ETF |
| VANGUARD INDEX FDS | 951 | 318842 | TOTAL STK MKT |
| HOME BANCORP INC | 5150 | 297670 | COM |
| ISHARES TR | 2615 | 280093 | NATIONAL MUN ETF |
| ISHARES TR | 3804 | 271644 | EAFE VALUE ETF |
| ISHARES TR | 2055 | 253299 | S&P 500 GRWT ETF |
| MICROSOFT CORP | 504 | 243744 | COM |
| ISHARES TR | 1201 | 239816 | U.S. TECH ETF |
| FIDELITY WISE ORIGIN BITCOIN | 2752 | 209785 | SHS |
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