Institutional Fund
Broussard Financial Group LLC
Kaplan, LACIK 15481362 filings on record
Portfolio Value
$124.99M
Q1 2026
Holdings
29
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+1.3%
from $123.34M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Wisdomtree Tr15.0%
- Innovator Etfs Trust12.9%
- Ishares Gold Tr11.1%
- Innovator Etfs Trust11.0%
- Innovator Etfs Trust7.8%
- Wisdomtree Tr6.4%
- Other35.8%
Portfolio Holdings
29 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree Tr | 373.0K | $18.77M | 15.0% | +29.8K | Added |
| 2 | Innovator Etfs Trust | 411.3K | $16.18M | 12.9% | +18.1K | Added |
| 3 | Ishares Gold Tr | 157.1K | $13.85M | 11.1% | −10.4K | Reduced |
| 4 | Innovator Etfs Trust | 393.1K | $13.78M | 11.0% | +12.1K | Added |
| 5 | Innovator Etfs Trust | 303.4K | $9.69M | 7.8% | +12.2K | Added |
| 6 | Wisdomtree Tr | 183.6K | $7.98M | 6.4% | +12.5K | Added |
| 7 | Simplify Exchange Traded Fun | 372.3K | $7.85M | 6.3% | +26.1K | Added |
| 8 | Invesco Currencyshares Japan | 100.0K | $5.79M | 4.6% | +18.4K | Added |
| 9 | Spdr Series Trust | 102.2K | $5.78M | 4.6% | +6.1K | Added |
| 10 | Select Sector Spdr Tr | 121.8K | $5.59M | 4.5% | +2.4K | Added |
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