Broussard Financial Group LLC has filed its Form 13F-HR report for the period ending September 30, 2026. The filing details the firm's equity portfolio as of the close of the third quarter.
The report lists 38 total holdings, with the largest position being WisdomTree Treasury Floating Rate Fund, which holds 20,791,317 shares valued at $412,608. The firm also holds significant positions in WisdomTree Yield Enhanced US Fund, with 8,295,752 shares valued at $201,451, and SPDR Series Trust Short Term P500ETF, with 6,330,808 shares valued at $103,563.
Other notable holdings include various ETFs focused on commodities, such as iShares Gold Trust (130,386 shares) and iShares U.S. ETF Trust GSCI Commodity Strategy (157,197 shares). The portfolio also includes exposure to major technology and financial companies, such as Microsoft (605 shares), Visa (798 shares), and First Horizon Corporation (9,792 shares).
The filing was signed by Jerry Broussard, the Chief Compliance Officer for Broussard Financial Group LLC.
