Broussard Financial Group LLC
Long book
$125.0M
Q1 2026
Positions
29
Top-10 weight
84%
concentration
Last quarter
+1.5%
SPY +14.8%
Turnover
25%
of book per quarter
Strategy in plain words
auto-generated from filingsBroussard Financial Group LLC is a wealth-management firm allocating client money, specialised in financials (99% of the long book), running a $125.0M US long book across 29 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: WISDOMTREE FLOATING RATE TRE, INNOVATOR U.S. EQUITY ULTRA, ISHARES GOLD TRUST, INNOVATOR INT DEV POWER BUFF, INNOVATOR EMER MKT PWR BUFF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
+1.6%
Q1 2026
+1.5%
Sector allocation
Financials 61%
Technology 39%