Broussard Financial Group LLC Investment Activity in Q2 2026

According to data from Insiderset covering the period up to June 30, 2026, Broussard Financial Group LLC has shown notable activity within its portfolio this quarter.

The investor's holdings indicate a focus on specific sectors and instruments. Among their top positions by weight are WisdomTree TR ETFs (USFR, AGGY) and Innovator ETFs (IOCT, EOCT), along with exposure to Gold (IAU) and CurrencyShares (FXY).

Several of these holdings experienced significant changes during the reporting period:

• VANGUARD INTL EQUITY INDEX F (VSS): Shares increased by a substantial +74,180%, representing one of the most dramatic additions to their portfolio.
• ISHARES TR (HDV): The investor purchased shares worth approximately $2.6 million in HDV during this quarter.
• SIMPLIFY EXCHANGE TRADED FUN (TUA): Broussard Financial Group increased their position in TUA by +$5.1 million, a significant addition to the fund.

Conversely, they also reduced positions in certain holdings:

• XLU (SELECT SECTOR SPDR TR): Shares decreased significantly by -32.54%, indicating an exit from this ETF.
• ISHARES GOLD TR (IAU): The position in IAU saw a reduction of -$8.9% based on share price change, though the absolute number of shares remained unchanged according to prior period data.

Their portfolio indicators show they have 35 holdings and their top five positions account for approximately 55.6% of the total value (top5_weight_pct). The investor has shown buying activity in ETFs but no large sell-offs during this quarter, as indicated by 'has_large_sells' being false.

For more detailed information on Broussard Financial Group's investment strategy and performance, you can visit their profile page. To explore specific holdings like VSS or HDV, links are available to each stock's individual page for further analysis.