Broussard Financial Group LLC
CIK: 1548136SEC EDGAR →
Portfolio Value
$115.8B
Holdings
29
As of
Q1 2026
New Positions
29
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WISDOMTREE TR | 372,953 | $18.8B | 16.21% |
| 2 | INNOVATOR ETFS TRUST | 411,343 | $16.2B | 13.98% |
| 3 | ISHARES GOLD TR | 157,102 | $13.9B | 11.96% |
| 4 | INNOVATOR ETFS TRUST | 393,075 | $13.8B | 11.90% |
| 5 | INNOVATOR ETFS TRUST | 303,370 | $9.7B | 8.37% |
| 6 | WISDOMTREE TR | 183,633 | $8.0B | 6.89% |
| 7 | SIMPLIFY EXCHANGE TRADED FUN | 372,250 | $7.9B | 6.78% |
| 8 | INVESCO CURRENCYSHARES | 100,008 | $5.8B | 5.00% |
| 9 | SPDR SERIES TRUST | 102,234 | $5.8B | 5.00% |
| 10 | SELECT SECTOR SPDR TR | 121,839 | $5.6B | 4.83% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 22 | $69.0B | 59.6% |
| Unknown | 4 | $37.5B | 32.4% |
| Technology | 3 | $9.3B | 8.0% |