Broussard Financial Group LLC ETF holdings
Kaplan, LA
Reported $123.9M in 32 ETFs in its Form 13F for June 30, 2026.
ETF value
$123.9M
ETFs held
32
Change from prior quarter
-0.2%
With price moves
ETFs as a share of its 13F
99.2%
of $124.9M
Top 10 of 32 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| USFR | WisdomTree Floating Rate Treasury Fund | $17.9M | 354,696 | −18,257 shares |
| UAUG | Innovator U.S. Equity Ultra Buffer ETF - Aug | $16.9M | 401,796 | −9,547 shares |
| IOCT | Innovator Intl Developed Power Buffer ETF - Oct | $14.1M | 381,703 | −11,372 shares |
| IAU | iShares Gold Trust | $10.8M | 143,120 | −13,982 shares |
| EOCT | Innovator Emerging Markets Power Buffer ETF - Oct | $9.7M | 283,551 | −19,819 shares |
| AGGY | WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | $7.8M | 179,767 | −3,866 shares |
| TUA | Simplify Short Term Treasury Futures Strategy ETF | $7.1M | 349,430 | −22,820 shares |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $6.0M | 98,004 | −4,230 shares |
| FXY | Invesco CurrencyShares Japanese Yen Trust | $5.2M | 92,075 | −7,933 shares |
| VSS | Vanguard FTSE All-World ex-US Small-Cap ETF | $4.1M | 26,713 | +23,540 shares |
22 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001548136. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Broussard Financial Group LLC own?
Broussard Financial Group LLC reported 32 ETF positions worth $123.9M in its Form 13F for June 30, 2026. The largest was USFR, at $17.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.