Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| USFRWisdomtree Tr | $17.9M | 14.3% | −4.9% |
| UAUGInnovator Etfs Trust | $16.9M | 13.5% | −2.3% |
| IOCTInnovator Etfs Trust | $14.1M | 11.3% | −2.9% |
| IAUIshares Gold Tr | $10.8M | 8.7% | −8.9% |
| EOCTInnovator Etfs Trust | $9.7M | 7.8% | −6.5% |
| AGGYWisdomtree Tr | $7.8M | 6.3% | −2.1% |
| TUASimplify Exchange Traded Fun | $7.1M | 5.7% | −6.1% |
| SPYVSpdr Series Trust | $6.0M | 4.8% | −4.1% |
| FXYInvesco Currencyshares | $5.2M | 4.2% | −7.9% |
| VSSVanguard Intl Equity Index F | $4.1M | 3.3% | +741.9% |
| XLUSelect Sector Spdr Tr | $3.7M | 3.0% | −32.5% |
| HDVIshares Tr | $2.6M | 2.1% | −49.9% |
| SLVIshares Silver Tr | $2.5M | 2.0% | −7.9% |
| IBITIshares Bitcoin Trust Etf | $2.2M | 1.7% | −7.8% |
| BILSpdr Series Trust | $2.1M | 1.7% | +140.0% |
| IVVIshares Tr | $2.1M | 1.7% | −1.7% |
| TFLOIshares Tr | $1.8M | 1.5% | New |
| VGSHVanguard Scottsdale Fds | $1.3M | 1.0% | +43.5% |
| SCHRSchwab Strategic Tr | $1.0M | 0.8% | New |
| SPLVInvesco Exch Traded Fd Tr II | $692K | 0.6% | +7.6% |
| VTEBVanguard Mun Bd Fds | $546K | 0.4% | |
| GDXVaneck Etf Trust | $518K | 0.4% | |
| AGGIshares Tr | $483K | 0.4% | New |
| ESGUIshares Tr | $426K | 0.3% | −2.4% |
| FBTCFidelity Wise Origin Bitcoin | $381K | 0.3% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| IYWIshares Tr | December 31, 2025 | +26.3% | $282K |
| HBCPHomebancorp Inc | December 31, 2025 | +18.5% | $353K |
| HDVIshares Tr | December 31, 2025 | +12.7% | $2.6M |
| VTIVanguard Index Fds | December 31, 2025 | +10.4% | $281K |
| IWVIshares Tr | December 31, 2025 | +10.2% | $372K |
| ESGUIshares Tr | December 31, 2025 | +9.9% | $426K |
| SPYMSpdr Series Trust | December 31, 2025 | +9.5% | $233K |
| IVVIshares Tr | December 31, 2025 | +9.3% | $2.1M |
| EOCTInnovator Etfs Trust | December 31, 2025 | +7.9% | $9.7M |
| FHNFirst Horizon Corporation | December 31, 2025 | +7.3% | $251K |
Sold off last quarter
- SNDKSandisk Corp was $343K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +0.0% | +14.8% |
| March 31, 2026 | +1.3% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Broussard Financial Group LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1548136&type=13F-HR&dateb=&owner=include&count=40CIK 1548136
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1548136/000154813626000003/Filed July 27, 2026 · accession 0001548136-26-000003