Universe · entity
Broussard Financial Group LLC
Institutional manager (13F) · CIK 1548136
13F holdings · as of 2026-03-31 · top 29 · reported portfolio $125M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | WISDOMTREE TR | $19M | 372,953 |
| 2 | INNOVATOR ETFS TRUST | $16M | 411,343 |
| 3 | ISHARES GOLD TR | $14M | 157,102 |
| 4 | INNOVATOR ETFS TRUST | $14M | 393,075 |
| 5 | INNOVATOR ETFS TRUST | $10M | 303,370 |
| 6 | WISDOMTREE TR | $8M | 183,633 |
| 7 | SIMPLIFY EXCHANGE TRADED FUN | $8M | 372,250 |
| 8 | INVESCO CURRENCYSHARES | $6M | 100,008 |
| 9 | SPDR SERIES TRUST | $6M | 102,234 |
| 10 | SELECT SECTOR SPDR TR | $6M | 121,839 |
| 11 | ISHARES TR | $5M | 37,827 |
| 12 | ISHARES SILVER TR | $3M | 51,082 |
| 13 | ISHARES BITCOIN TRUST ETF | $3M | 70,478 |
| 14 | ISHARES TR | $2M | 2,808 |
| 15 | VANGUARD SCOTTSDALE FDS | $904k | 15,439 |
| 16 | SPDR SERIES TRUST | $886k | 9,664 |
| 17 | VANECK ETF TRUST | $630k | 6,860 |
| 18 | INVESCO EXCH TRADED FD TR II | $628k | 8,586 |
| 19 | VANGUARD MUN BD FDS | $542k | 10,860 |
| 20 | VANGUARD INTL EQUITY INDEX F | $463k | 3,173 |
| 21 | ISHARES TR | $377k | 2,668 |
| 22 | SANDISK CORP | $343k | 540 |
| 23 | ISHARES TR | $324k | 873 |
| 24 | HOMEBANCORP INC | $312k | 5,150 |
| 25 | ISHARES TR | $278k | 2,615 |
| 26 | VANGUARD INDEX FDS | $244k | 760 |
| 27 | FIRST HORIZON CORPORATION | $223k | 9,792 |
| 28 | SPDR SERIES TRUST | $203k | 2,648 |
| 29 | ISHARES TR | $203k | 1,117 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.