Brucke Financial, Inc.

Est. AUM

$197.1M

13F long equity, this entity only

Positions

166

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$23.5M	366593	11.92%	SOLE
2	PGIM ROCK ETF TR	LADDERED S&P 500	$18.9M	652859	9.60%	SOLE
3	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$6.6M	111632	3.37%	SOLE
4	NVIDIA CORPORATION	COM	$6.5M	37370	3.31%	SOLE
5	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$6.5M	78198	3.28%	SOLE
6	APPLE INC	COM	$5.6M	21976	2.83%	SOLE
7	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$5.2M	110871	2.63%	SOLE
8	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$5.0M	84813	2.52%	SOLE
9	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$4.9M	61938	2.49%	SOLE
10	AMAZON COM INC	COM	$4.7M	22595	2.39%	SOLE
11	ALPHABET INC	CAP STK CL A	$4.6M	16052	2.34%	SOLE
12	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$4.0M	40427	2.05%	SOLE
13	META PLATFORMS INC	CL A	$3.9M	6787	1.97%	SOLE
14	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.8M	69949	1.92%	SOLE
15	ISHARES TR	MBS ETF	$3.7M	39262	1.89%	SOLE
16	MICROSOFT CORP	COM	$3.5M	9324	1.75%	SOLE
17	WALMART INC	COM	$3.4M	27672	1.74%	SOLE
18	ISHARES TR	IBONDS 2026 TERM	$1.9M	84447	0.98%	SOLE
19	CATERPILLAR INC	COM	$1.8M	2610	0.94%	SOLE
20	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.8M	3852	0.94%	SOLE
21	BROADCOM INC	COM	$1.8M	5786	0.91%	SOLE
22	INVESCO ACTIVELY MANAGED EXC	AAA CLO FLTNG RT	$1.8M	69497	0.90%	SOLE
23	JANUS DETROIT STR TR	HENDRSON AAA CL	$1.7M	33507	0.86%	SOLE
24	JPMORGAN CHASE & CO	COM	$1.6M	5375	0.80%	SOLE
25	SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.5M	60402	0.79%	SOLE
26	VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.5M	30209	0.76%	SOLE
27	EXXON MOBIL CORP	COM	$1.3M	7937	0.68%	SOLE
28	T-MOBILE US INC	COM	$1.3M	6303	0.67%	SOLE
29	SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.3M	52129	0.65%	SOLE
30	BANK AMERICA CORP	COM	$1.3M	25910	0.64%	SOLE
31	ISHARES TR	NATIONAL MUN ETF	$1.2M	11724	0.63%	SOLE
32	NETFLIX INC.	COM	$1.2M	12694	0.62%	SOLE
33	TESLA INC	COM	$1.2M	3146	0.59%	SOLE
34	WELLS FARGO & CO	COM	$1.2M	14524	0.59%	SOLE
35	BONDBLOXX ETF TRUST	BONDBLOXX PRIVAT	$1.2M	23417	0.58%	SOLE
36	ELI LILLY & CO	COM	$1.1M	1218	0.57%	SOLE
37	AT&T INC	COM	$1.1M	37896	0.56%	SOLE
38	JOHNSON & JOHNSON	COM	$1.0M	4201	0.52%	SOLE
39	ASML HLDG NV	N Y REGISTRY SHS	$1.0M	766	0.51%	SOLE
40	DISNEY WALT CO	COM	$927K	9621	0.47%	SOLE
41	VISA INC	COM CL A	$881K	2916	0.45%	SOLE
42	CITIGROUP INC	COM NEW	$864K	7622	0.44%	SOLE
43	DOUBLELINE ETF TRUST	COMMERCIAL REAL	$856K	16481	0.43%	SOLE
44	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$818K	32849	0.41%	SOLE
45	COSTCO WHOLESALE CORPORATION	COM	$791K	794	0.40%	SOLE
46	ORACLE CORP	COM	$781K	5311	0.40%	SOLE
47	PROLOGIS INC.	COM	$778K	5886	0.39%	SOLE
48	ISHARES TR	ISHS 5-10YR INVT	$768K	14423	0.39%	SOLE
49	SALESFORCE INC	COM	$767K	4111	0.39%	SOLE
50	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$766K	15944	0.39%	SOLE

1–50 of 166

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.