Broussard Financial Group LLC

CIK

1548136

Location

KAPLAN, LA

Portfolio Value

Small $124,853,544

Diversification

Diversified

Filing Date

Global Rank

#7,905 / 8,794 ▼ 645 · as of Jun 2026

Top Industry

Banks - Regional 62.9%

3Y Alpha vs SPY

-23.6%

Period ended 3 months ago

Filed Jul 27, 2026 · 2mo

3 quarters · since Dec 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

25 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

20.6%

−2.1 pts

Top 5

67.5%

−7.1 pts

Top 10

87.5%

−7.1 pts

HHI

1,177

Diversified−190

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	99.2%	$123,893,462	22
Financial Services	0.5%	$603,944	2
Technology	0.3%	$356,138	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
—		+57,002	94,829	$2,599,262
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+42,919	51,883	$5,703,444
VEU	Vanguard FTSE All-World Ex-US ETF	+23,540	26,713	$4,121,548
—		+13,529	23,193	$2,125,406
BNDW	Vanguard Total World Bond ETF	+6,721	22,160	$1,289,712
BAB	Invesco Taxable Municipal Bond ETF	+650	9,236	$691,776
AFK	VanEck Africa Index ETF	+8	6,868	$518,190
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−39,646	82,193	$3,726,630
BAPR	Innovator U.S. Equity Buffer ETF - April	−31,191	665,254	$23,803,877
AGGH	Simplify Aggregate Bond ETF	−22,820	349,430	$7,137,107
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−22,123	534,463	$25,675,212
IAU	Ishares Gold Trust	−13,982	143,120	$10,806,991
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	−9,547	401,796	$16,909,584
FXY	Invesco CurrencyShares Japanese Yen Trust	−7,933	92,075	$5,196,713
IBIT	iShares Bitcoin Trust ETF	−5,508	64,970	$2,162,851
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−4,230	100,652	$6,190,369
SLV	iShares Silver Trust	−4,023	47,059	$2,516,244
VCRM	Vanguard Core Tax-Exempt Bond ETF	−59	10,801	$546,314
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	45,527	$1,228,429
FBTC	Fidelity Wise Origin Bitcoin Fund	7,460	$380,833
CSCO	Cisco Systems, Inc.	3,032	$356,138
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
SNDK	Sandisk Corp	540	$343,083
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

25 tracked positions · $124,853,544 total · filing declares 35 positions · $124,853,425 · as of Jun 30, 2026

All sectors Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	534,463	-22,123	$25,675,212	−4.0%	20.56%
BAPR	Innovator U.S. Equity Buffer ETF - April	Reduced	665,254	-31,191	$23,803,877	+1.4%	19.07%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Reduced	401,796	-9,547	$16,909,584	+4.5%	13.54%
IAU	Ishares Gold Trust	Reduced	143,120	-13,982	$10,806,991	−22.0%	8.66%
AGGH	Simplify Aggregate Bond ETF	Reduced	349,430	-22,820	$7,137,107	−9.1%	5.72%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	100,652	-4,230	$6,190,369	+3.4%	4.96%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	51,883	+42,919	$5,703,444	—	4.57%
FXY	Invesco CurrencyShares Japanese Yen Trust	Reduced	92,075	-7,933	$5,196,713	−10.2%	4.16%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	26,713	+23,540	$4,121,548	+791.0%	3.30%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	82,193	-39,646	$3,726,630	−33.3%	2.98%
		Added	94,829	+57,002	$2,599,262	+153.1%	2.08%
SLV	iShares Silver Trust	Reduced	47,059	-4,023	$2,516,244	−27.7%	2.02%
IBIT	iShares Bitcoin Trust ETF	Reduced	64,970	-5,508	$2,162,851	−20.1%	1.73%
		Added	23,193	+13,529	$2,125,406	+140.0%	1.70%
BNDW	Vanguard Total World Bond ETF	Added	22,160	+6,721	$1,289,712	+42.7%	1.03%
FNDA	Schwab Fundamental U.S. Small Company ETF	NEW	45,527	NEW	$1,228,429	NEW	0.98%
BAB	Invesco Taxable Municipal Bond ETF	Added	9,236	+650	$691,776	+10.2%	0.55%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Reduced	10,801	-59	$546,314	+0.8%	0.44%
AFK	VanEck Africa Index ETF	Added	6,868	+8	$518,190	−17.7%	0.42%
FBTC	Fidelity Wise Origin Bitcoin Fund	NEW	7,460	NEW	$380,833	NEW	0.31%
CSCO	Cisco Systems, Inc. Technology	NEW	3,032	NEW	$356,138	NEW	0.29%
HBCP	Home Bancorp, Inc. Financial Services	Held	5,150	0	$352,878	+13.1%	0.28%
BKF	iShares MSCI BIC ETF	Held	1,117	0	$281,740	+39.0%	0.23%
VB	Vanguard Morningstar Small-Cap ETF	Held	760	0	$281,230	+15.3%	0.23%
FHN	First Horizon Corp Financial Services	Held	9,792	0	$251,066	+12.7%	0.20%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.