Broussard Financial Group LLC holds a focused book of 35 stocks worth $124.9M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Ishares Treasury Floating Ra and trimmed Wisdomtree Floating Rate Tre. Their largest long position is Wisdomtree Floating Rate Tre at 14% of the equity book. Cloning the disclosed picks since 2026 would be -0% (-0.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1548136/holdings"
Use Arkolith to show Broussard Financial Group LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Broussard Financial Group LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
18% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Broussard Financial Group LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 40 / 35 | $40.3B |
| OSAIC HOLDINGS, INC. | 40 / 35 | $6.1B |
| Farther Finance Advisors, LLC | 40 / 35 | $1.3B |
| Creative Planning | 39 / 35 | $27.2B |
| Steward Partners Investment Advisory, LLC | 39 / 35 | $2.0B |
| ENVESTNET ASSET MANAGEMENT INC | 38 / 35 | $57.7B |
| ROYAL BANK OF CANADA | 38 / 35 | $36.3B |
| COMMONWEALTH EQUITY SERVICES, LLC | 38 / 35 | $6.4B |
Ranked by how many of Broussard Financial Group LLC's top 35 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree TR FLOATNG RAT TREA | $17.9M | 354.7K | 14.3% | ▼−4.9% Reduced · −18K sh | |
| 2 | Innovator Etfs Trust US EQT ULTRA BF | $16.9M | 401.8K | 13.5% | ▼−2.3% Reduced · −10K sh | |
| 3 | Innovator Etfs Trust INTERNATIONAL DV | $14.1M | 381.7K | 11.3% | ▼−2.9% Reduced · −11K sh | |
| 4 | Ishares Gold TR ISHARES NEW | $10.8M | 143.1K | 8.7% | ▼−8.9% Reduced · −14K sh | |
| 5 | Innovator Etfs Trust EMERGING MKT PWR | $9.7M | 283.6K | 7.8% | ▼−6.5% Reduced · −20K sh | |
| 6 | Wisdomtree TR YIELD ENHANCD US | $7.8M | 179.8K | 6.3% | ▼−2.1% Reduced · −4K sh | |
| 7 | Simplify Exchange Traded Fun SHORT TERM TREA | $7.1M | 349.4K | 5.7% | ▼−6.1% Reduced · −23K sh | |
| 8 | SPDR Series Trust ST STR P500VAL | $6.0M | 98.0K | 4.8% | ▼−4.1% Reduced · −4K sh | |
| 9 | Invesco Currencyshares JAPANESE YEN | $5.2M | 92.1K | 4.2% | ▼−7.9% Reduced · −8K sh | |
| 10 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $4.1M | 26.7K | 3.3% | ▲+742% Added · +24K sh | |
| 11 | Select Sector SPDR TR ST STR UTIL ETF | $3.7M | 82.2K | 3.0% | ▼−33% Reduced · −40K sh | |
| 12 | Ishares TR CORE HIGH DV ETF | $2.6M | 94.8K | 2.1% | ▲+151% Added · +57K sh | |
| 13 | Ishares Silver TR ISHARES | $2.5M | 47.1K | 2.0% | ▼−7.9% Reduced · −4K sh | |
| 14 | Ishares Bitcoin Trust ETF SHS BEN INT | $2.2M | 65.0K | 1.7% | ▼−7.8% Reduced · −6K sh | |
| 15 | SPDR Series Trust ST STR BLO 1 ETF | $2.1M | 23.2K | 1.7% | ▲+140% Added · +14K sh | |
| 16 | Ishares TR CORE S&P500 ETF | $2.1M | 2.8K | 1.7% | ▼−1.7% Reduced · −48 sh | |
| 17 | Ishares TR TRS FLT RT BD | $1.8M | 36.5K | 1.5% | ▲New New position | |
| 18 | Vanguard Scottsdale FDS SHORT TERM TREAS | $1.3M | 22.2K | 1.0% | ▲+44% Added · +7K sh | |
| 19 | Schwab Strategic TR INT-TRM U.S TRES | $1.0M | 41.0K | 0.8% | ▲New New position | |
| 20 | Invesco Exch Traded FD TR II S&P500 LOW VOL | $692K | 9.2K | 0.6% | ▲+7.6% Added · +650 sh | |
| 21 | Vanguard Mun BD FDS TAX EXEMPT BD | $546K | 10.8K | 0.4% | ▼−0.5% Reduced · −59 sh | |
| 22 | Vaneck ETF Trust GOLD MINERS ETF | $518K | 6.9K | 0.4% | ▲+0.1% Added · +8 sh | |
| 23 | Ishares TR CORE US AGGBD ET | $483K | 4.9K | 0.4% | ▲New New position | |
| 24 | Ishares TR ESG AWR MSCI USA | $426K | 2.6K | 0.3% | ▼−2.4% Reduced · −64 sh | |
| 25 | Fidelity Wise Origin Bitcoin SHS | $381K | 7.5K | 0.3% | ▲New New position | |
| 26 | Ishares TR RUSSELL 3000 ETF | $372K | 873 | 0.3% | —Held | |
| 27 | Cisco Sys Inc COM | $356K | 3.0K | 0.3% | ▲New New position | |
| 28 | Homebancorp Inc COM | $353K | 5.2K | 0.3% | —Held | |
| 29 | Ishares TR U.S. TECH ETF | $282K | 1.1K | 0.2% | —Held | |
| 30 | Ishares TR NATIONAL MUN ETF | $281K | 2.6K | 0.2% | —Held | |
| 31 | Vanguard Index FDS TOTAL STK MKT | $281K | 760 | 0.2% | —Held | |
| 32 | First Horizon Corporation COM | $251K | 9.8K | 0.2% | —Held | |
| 33 | SPDR Series Trust ST STR P500ETF | $233K | 2.6K | 0.2% | —Held | |
| 34 | Ishares TR S&P 500 GRWT ETF | $225K | 1.6K | 0.2% | ▲New New position | |
| 35 | Schwab Strategic TR INTL SCEQT ETF | $217K | 4.5K | 0.2% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.