StockDriftsStockDriftsTop 35 Broussard Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | 14.3% | 354.7K | $17.9M | -4.90%(-18.26K) | $50.30(+0.24%) | 2026-06-30 | |
| UAUG | INNOVATOR ETFS TRUST | 13.54% | 401.8K | $16.9M | -2.32%(-9.55K) | $39.61(+8.61%) | 2026-06-30 | |
| IOCT | INNOVATOR ETFS TRUST | 11.31% | 381.7K | $14.1M | -2.89%(-11.37K) | $34.53(+9.68%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 8.66% | 143.1K | $10.8M | -8.90%(-13.98K) | $76.97(+7.49%) | 2026-06-30 | |
| EOCT | INNOVATOR ETFS TRUST | 7.76% | 283.6K | $9.7M | -6.53%(-19.82K) | $31.39(+10.22%) | 2026-06-30 | |
| AGGY | WISDOMTREE TR | 6.26% | 179.8K | $7.8M | -2.11%(-3.87K) | $44.13(-3.14%) | 2026-06-30 | |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | 5.72% | 349.4K | $7.1M | -6.13%(-22.82K) | $21.86(-6.86%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 4.77% | 98.0K | $6.0M | -4.14%(-4.23K) | $56.11(+12.99%) | 2026-06-30 | |
| FXY | INVESCO CURRENCYSHARES | 4.16% | 92.1K | $5.2M | -7.93%(-7.93K) | $60.04(-4.02%) | 2026-06-30 | |
| VSS | VANGUARD INTL EQUITY INDEX F | 3.3% | 26.7K | $4.1M | +741.88%(+23.54K) | $147.48(+7.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +1.24% |
| Top 20 Holdings Unweighted | — | — | — | — | +1.05% |
Broussard Financial Group LLC reports $124.85M in US-listed equity holdings across 35 positions in its most recent 13F filing. Its largest disclosed positions are USFR (14.3%), UAUG (13.5%) and IOCT (11.3%). The top 20 holdings account for 95.82% of reported assets. Its disclosed equity book has returned +1.24% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Broussard Financial Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1548136). View Broussard Financial Group LLC’s 13F filings on SEC