Broussard Financial Group LLC - Portfolio overview

Broussard Financial Group LLC has 29 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Financial Services.

Largest reported holdings by portfolio allocation

1. USFR - WISDOMTREE TR, 15.02%
2. UAUG - INNOVATOR ETFS TRUST, 12.95%
3. IAU - ISHARES GOLD TR, 11.08%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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