Broussard Financial Group LLC

KAPLAN, LA · CIK 1548136 · 13F filing filed 2026-07-27

SEC-registered investment adviser since 2024 · limited liability company

Assets managed$138.8m
Staff2 · 1 in investment roles
Main clients (by assets)High net worth individuals 82%, Individuals 18%
Form ADV · 2026-04-27SEC adviser record

$124.9m reported value -0.1% vs Q1 2026

35positions

79.8%in top 10

7 new 5 added 16 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	354,696	$17.9m14.30%	14.30%	Reduced -18.3k	-18,257 -4.9%
2	INNOVATOR ETFS TRUST US EQT ULTRA BF UAUG	UAUG	401,796	$16.9m13.54%	13.54%	Reduced -9.5k	-9,547 -2.3%
3	INNOVATOR ETFS TRUST INTERNATIONAL DV IOCT	IOCT	381,703	$14.1m11.31%	11.31%	Reduced -11.4k	-11,372 -2.9%
4	ISHARES GOLD TR ISHARES NEW IAU	IAU	143,120	$10.8m8.66%	8.66%	Reduced -14.0k	-13,982 -8.9%
5	INNOVATOR ETFS TRUST EMERGING MKT PWR EOCT	EOCT	283,551	$9.7m7.76%	7.76%	Reduced -19.8k	-19,819 -6.5%
6	WISDOMTREE TR YIELD ENHANCD US AGGY	AGGY	179,767	$7.8m6.26%	6.26%	Reduced -3.9k	-3,866 -2.1%
7	SIMPLIFY EXCHANGE TRADED FUN SHORT TERM TREA TUA	TUA	349,430	$7.1m5.72%	5.72%	Reduced -22.8k	-22,820 -6.1%
8	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	98,004	$6.0m4.77%	4.77%	Reduced -4.2k	-4,230 -4.1%
9	INVESCO CURRENCYSHARES JAPAN JAPANESE YEN FXY	FXY	92,075	$5.2m4.16%	4.16%	Reduced -7.9k	-7,933 -7.9%
10	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	26,713	$4.1m3.30%	3.30%	Added +23.5k	+23,540 741.9%
11	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	82,193	$3.7m2.98%	2.98%	Reduced -39.6k	-39,646 -32.5%
12	ISHARES TR CORE HIGH DV ETF HDV	HDV	94,829	$2.6m2.08%	2.08%	Reduced -94.3k	-94,306 -49.9%
13	ISHARES SILVER TR ISHARES SLV	SLV	47,059	$2.5m2.02%	2.02%	Reduced -4.0k	-4,023 -7.9%
14	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	64,970	$2.2m1.73%	1.73%	Reduced -5.5k	-5,508 -7.8%
15	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	23,193	$2.1m1.70%	1.70%	Added +13.5k	+13,529 140.0%
16	ISHARES TR CORE S&P500 ETF IVV	IVV	2,760	$2.1m1.66%	1.66%	Reduced -48	-48 -1.7%
17	ISHARES TR TRS FLT RT BD TFLO	TFLO	36,517	$1.8m1.48%	1.48%	New
18	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	22,160	$1.3m1.03%	1.03%	Added +6.7k	+6,721 43.5%
19	SCHWAB STRATEGIC TR INT-TRM U.S TRES SCHR	SCHR	41,020	$1.0m0.81%	0.81%	New
20	INVESCO EXCH TRADED FD TR II S&P500 LOW VOL SPLV	SPLV	9,236	$691.8k0.55%	0.55%	Added +650	+650 7.6%
21	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	10,801	$546.3k0.44%	0.44%	Reduced -59	-59 -0.5%
22	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	6,868	$518.2k0.42%	0.42%	Added +8	+8 0.1%
23	ISHARES TR CORE US AGGBD ET AGG	AGG	4,879	$482.9k0.39%	0.39%	New
24	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	2,604	$426.2k0.34%	0.34%	Reduced -64	-64 -2.4%
25	FIDELITY WISE ORIGIN BITCOIN SHS FBTC	FBTC	7,460	$380.8k0.31%	0.31%	New
26	ISHARES TR RUSSELL 3000 ETF IWV	IWV	873	$372.2k0.30%	0.30%	Unchanged
27	CISCO SYS INC COM CSCO	CSCO	3,032	$356.1k0.29%	0.29%	New
28	HOME BANCORP INC COM HBCP	HBCP	5,150	$352.9k0.28%	0.28%	Unchanged
29	ISHARES TR U.S. TECH ETF IYW	IYW	1,117	$281.7k0.23%	0.23%	Unchanged
30	ISHARES TR NATIONAL MUN ETF MUB	MUB	2,615	$281.4k0.23%	0.23%	Unchanged
31	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	760	$281.2k0.23%	0.23%	Unchanged
32	FIRST HORIZON CORPORATION COM FHN	FHN	9,792	$251.1k0.20%	0.20%	Unchanged
33	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	2,648	$232.7k0.19%	0.19%	Unchanged
34	ISHARES TR S&P 500 GRWT ETF IVW	IVW	1,635	$224.9k0.18%	0.18%	New
35	SCHWAB STRATEGIC TR INTL SCEQT ETF SCHC	SCHC	4,507	$216.9k0.17%	0.17%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SANDISK CORP SNDK	SNDK	540	$343.1k540 shares