Broussard Financial Group LLC

All 13F Filings

Location
Kaplan, LA
Most recent 13F
Q2 2026
Holdings value ($000)
124,853
Description
—
Website
—
Founded
—
Chairman
—
CEO
—
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/27/2026 35 124,853 13F-HR Broussard Financial Group LLC
Q1 2026 4/29/2026 29 124,989 13F-HR Broussard Financial Group LLC
Q4 2025 2/2/2026 34 123,340 13F-HR Broussard Financial Group LLC
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 67.73 K 55.1% 445 0 445
ETFs 55.28 K 44.9% 0 2.43 K -2.43 K
Swipe for more columns

Fund Snapshot

Q2 2026
Latest filed
7/27/2026
Total value ($000)
124,853
Holdings
35
QoQ value change ($000)
-136 (-0.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.