Brucke Financial, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 8, 2025), Brucke Financial, Inc. reported 139 stock positions worth $115.2 million. Its top holding was Vanguard Int-Term Corporate (VCIT) at 4.9% of the portfolio, followed by Vanguard Intermediate-Term T (VGIT, 4.9%) and Schwab Intl Small-Cap Equity (SCHC, 3.7%). Compared with Q4 2024, it opened 8 new positions, sold out of 7, added to 82 and reduced 49. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +17%) and the biggest sale Tesla (TSLA, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- INDIANAPOLIS, IN
- CIK
- 0002058446
- Portfolio Value
- $115.2M (Q1 2025)
- SEC Filing
- 0001085146-25-002740 ↗ filed May 8, 2025
Holdings Value
Holdings 139 stocks · $115.2M
| VCIT Vanguard Int-Term Corporate | 4.91% | 69,153 | $5.7M | Reduce -0.6% |
| VGIT Vanguard Intermediate-Term T | 4.90% | 94,137 | $5.6M | Reduce -2.7% |
| SCHC Schwab Intl Small-Cap Equity | 3.66% | 111,494 | $4.2M | Reduce -4.0% |
| NVDA Nvidia Corp. | 3.16% | 33,446 | $3.6M | Add +18.8% |
| BNDX Vanguard Total Intl Bond ETF | 3.14% | 73,002 | $3.6M | Reduce -1.0% |
| AMZN Amazon.com Inc. | 3.14% | 19,614 | $3.6M | Add +3.3% |
| AAPL Apple Inc. | 2.93% | 15,903 | $3.4M | Add +32.3% |
| VEA Vanguard Ftse Developed ETF | 2.86% | 62,244 | $3.3M | Add +1.9% |
| META Meta Platforms Inc. Class A | 2.72% | 5,716 | $3.1M | Add +1.5% |
| VTWO Vanguard Russell 2000 ETF | 2.72% | 39,792 | $3.1M | Add +14.3% |
| MSFT Microsoft Corp. | 2.44% | 7,096 | $2.8M | Add +18.1% |
| WMT Walmart Inc. | 2.42% | 28,616 | $2.8M | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 2.34% | 16,965 | $2.7M | Add +13.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.17% | 31,569 | $2.5M | Add +3.9% |
| VGSH Vanguard Short-Term Treasury | 2.11% | 41,125 | $2.4M | Add +5.2% |
| SCHX Schwab US Large-Cap ETF | 2.10% | 110,327 | $2.4M | Add +6.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.99% | 4,307 | $2.3M | Add +17.0% |
| JPM JPMorgan Chase & Co. | 1.62% | 7,650 | $1.9M | Add +6.9% |
| AVGO Broadcom Inc. | 1.13% | 6,760 | $1.3M | Add +0.6% |
| CRM Salesforce Inc. | 1.05% | 4,479 | $1.2M | Add +5.6% |
| MUB iShares National Muni Bond E | 1.01% | 11,105 | $1.2M | Add +9.2% |
| SAP Sap SE-Sponsored ADR | 0.98% | 3,848 | $1.1M | Add +1.6% |
| WFC Wells Fargo & Co. | 0.93% | 15,088 | $1.1M | Add +4.6% |
| HD Home Depot Inc. | 0.89% | 2,838 | $1.0M | Reduce -6.9% |
| LLY Eli Lilly & Co. | 0.86% | 1,106 | $995K | Reduce -1.0% |
| V Visa Inc. Class A | 0.86% | 2,874 | $993K | Add +0.2% |
| CAT Caterpillar Inc. | 0.85% | 3,164 | $979K | Add +0.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.80% | 18,827 | $926K | Reduce -17.0% |
| AXP American Express Co. | 0.77% | 3,314 | $883K | Add +6.7% |
| NFLX Netflix Inc. | 0.74% | 755 | $854K | Reduce -2.1% |
| TSLA Tesla Inc. | 0.72% | 2,935 | $828K | Reduce -11.5% |
| SCHF Schwab Intl Equity ETF | 0.71% | 39,766 | $817K | Add +0.8% |
| JNJ Johnson & Johnson | 0.71% | 5,226 | $817K | Reduce -2.2% |
| SCHR Schwab Intermediate-Term US | 0.69% | 31,500 | $791K | Add +1.4% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.65% | 14,287 | $750K | Add +1.2% |
| XOM Exxon Mobil Corp. | 0.62% | 6,792 | $717K | Add +2.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.62% | 17,834 | $711K | Add +34.7% |
| RELX Relx PLC - Spon ADR | 0.62% | 12,975 | $709K | Reduce -3.9% |
| ORCL Oracle Corp. | 0.61% | 4,967 | $699K | Add +1.9% |
| ASML ASML Holding NV-NY Reg SHS | 0.60% | 1,041 | $695K | Add +4.4% |
| NVS Novartis AG-Sponsored ADR | 0.60% | 6,052 | $687K | Reduce -1.1% |
| MA Mastercard Inc. Class A | 0.60% | 1,252 | $686K | Add +16.0% |
| QCOM Qualcomm Inc. | 0.59% | 4,589 | $681K | Add +53.8% |
| SHEL Shell PLC-ADR | 0.59% | 10,460 | $674K | Add +2.0% |
| CRH CRH PLC | 0.55% | 6,643 | $634K | Add +8.1% |
| TMUS T-Mobile US Inc. | 0.54% | 2,512 | $620K | Reduce -4.8% |
| AZN Astrazeneca PLC-Spons ADR | 0.53% | 8,542 | $613K | Reduce -3.0% |
| ADBE Adobe Inc. | 0.53% | 1,630 | $611K | Add +62.0% |
| UBS UBS Group AG-Reg | 0.52% | 19,678 | $595K | Reduce -3.3% |
| SHOP Shopify Inc. Class A | 0.51% | 6,136 | $583K | Reduce -0.2% |
| CSCO Cisco Systems Inc. | 0.49% | 9,721 | $561K | Add +96.3% |
| UL Unilever PLC | 0.48% | 8,748 | $556K | Reduce -0.9% |
| RACE Ferrari NV | 0.48% | 1,188 | $549K | Add +1.4% |
| SCHA Schwab US Small-Cap ETF | 0.47% | 23,671 | $540K | Add +10.5% |
| SPIB SS SPDR P Int C Corp. ETF | 0.46% | 15,866 | $528K | Add +0.4% |
| BP BP PLC-Spons ADR | 0.45% | 19,076 | $524K | Reduce -5.9% |
| SCZ iShares MSCI Eafe Small-Cap | 0.44% | 7,629 | $507K | Add +9.5% |
| ITGR Integer Holdings Corp. | 0.44% | 3,989 | $504K | Add +0.6% |
| ABBV Abbvie Inc. | 0.44% | 2,573 | $502K | Add +1.8% |
| RY Royal Bank of Canada | 0.44% | 4,185 | $502K | Add +8.2% |
| SCHO Schwab Short-Term US Treas | 0.44% | 20,487 | $501K | Reduce -1.3% |
| VZ Verizon Communications Inc. | 0.43% | 11,254 | $496K | Add +0.9% |
| SNY Sanofi-ADR | 0.42% | 8,892 | $489K | Reduce -8.7% |
| COST Costco Wholesale Corp. | 0.42% | 485 | $482K | Add +6.6% |
| LOW Lowe's Cos Inc. | 0.41% | 2,109 | $471K | Reduce -26.6% |
| UNH Unitedhealth Group Inc. | 0.40% | 1,131 | $465K | Add +24.7% |
| ACN Accenture PLC Class A | 0.40% | 1,543 | $462K | Reduce -5.5% |
| NEE Nextera Energy Inc. | 0.40% | 6,803 | $455K | Reduce -4.8% |
| INTU Intuit Inc. | 0.39% | 718 | $451K | Add +3.2% |
| NOC Northrop Grumman Corp. | 0.39% | 923 | $449K | Reduce -2.9% |
| MCD McDonald's Corp. | 0.39% | 1,395 | $446K | Reduce -7.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.38% | 8,304 | $436K | Reduce -1.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.38% | 1,787 | $432K | Add +6.6% |
| TD Toronto-Dominion Bank | 0.37% | 6,614 | $422K | Reduce -2.5% |
| AMAT Applied Materials Inc. | 0.36% | 2,769 | $417K | Add +13.3% |
| PLTR Palantir Technologies Inc. Class A | 0.36% | 3,518 | $417K | New |
| CVNA Carvana Co. | 0.36% | 1,687 | $412K | Reduce -17.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.35% | 6,101 | $405K | Reduce -5.0% |
| UBER Uber Technologies Inc. | 0.35% | 4,917 | $398K | Reduce -9.8% |
| RTX RTX Corp. | 0.34% | 3,117 | $393K | Reduce -15.6% |
| GSK GSK PLC-Spon ADR | 0.34% | 9,855 | $393K | Reduce -25.3% |
| CMCSA Comcast Corp. Class A | 0.33% | 11,058 | $378K | Add +27.5% |
| BDC Belden Inc. | 0.32% | 3,599 | $371K | Add +5.3% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.32% | 8,263 | $369K | Add +34.9% |
| PG The Procter & Gamble Co. | 0.32% | 2,241 | $364K | Add +3.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.31% | 2,792 | $359K | Reduce -4.0% |
| BTI British American Tob-SP ADR | 0.31% | 8,231 | $358K | Add +10.4% |
| SFM Sprouts Farmers Market Inc. | 0.31% | 2,096 | $358K | Reduce -1.7% |
| TXN Texas Instruments Inc. | 0.30% | 2,162 | $346K | Add +5.5% |
| BCO The Brink's Co. | 0.29% | 3,754 | $335K | Reduce -0.1% |
| FLO Flowers Foods Inc. | 0.28% | 18,580 | $327K | Reduce -0.0% |
| NOW ServiceNow Inc. | 0.28% | 340 | $325K | Add +8.3% |
| EEFT Euronet Worldwide Inc. | 0.28% | 3,216 | $319K | Add +2.8% |
| AMD Advanced Micro Devices | 0.27% | 3,237 | $315K | Add +13.4% |
| BGC BGC Group Inc. Class A | 0.27% | 34,566 | $313K | Add +0.9% |
| SE Sea Ltd.-ADR | 0.27% | 2,323 | $311K | Add +17.0% |
| BKNG Booking Holdings Inc. | 0.27% | 61 | $311K | Reduce -3.2% |
| CVX Chevron Corp. | 0.27% | 2,281 | $310K | Add +5.7% |
| GE General Electric filed as GE AEROSPACE | 0.26% | 1,496 | $302K | Add +5.9% |
| T AT&T Inc. | 0.26% | 10,872 | $301K | Reduce -4.1% |
Portfolio Sells Q4 2024 → Q1 2025
| TSLA Tesla Inc. | Reduce -11.5% | 0.72% | −0.43 |
| LOW Lowe's Cos Inc. | Reduce -26.6% | 0.41% | −0.23 |
| VIRT Virtu Financial Inc. Class A | Sold out | 0.00% | −0.23 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.22 |
| ABG Asbury Automotive Group | Sold out | 0.00% | −0.21 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.20 |
| GTES Gates Industrial Corp. UK Ltd. | Sold out | 0.00% | −0.19 |
| HD Home Depot Inc. | Reduce -6.9% | 0.89% | −0.19 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.18 |
| CON Concentra Group Holdings Par | Sold out | 0.00% | −0.17 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -17.0% | 0.80% | −0.17 |
| EFOR Everforth Inc. | Reduce -5.6% | 0.18% | −0.15 |
| ACN Accenture PLC Class A | Reduce -5.5% | 0.40% | −0.14 |
| ARGX Argenx SE - ADR | Reduce -32.4% | 0.24% | −0.12 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -5.0% | 0.35% | −0.11 |
| SHOP Shopify Inc. Class A | Reduce -0.2% | 0.51% | −0.11 |
| UBS UBS Group AG-Reg | Reduce -3.3% | 0.52% | −0.10 |
| BP BP PLC-Spons ADR | Reduce -5.9% | 0.45% | −0.09 |
| AEO American Eagle Outfitters | Reduce -3.0% | 0.14% | −0.08 |
| CVNA Carvana Co. | Reduce -17.3% | 0.36% | −0.08 |
| MATX Matson Inc. | Reduce -2.0% | 0.23% | −0.07 |
| RTX RTX Corp. | Reduce -15.6% | 0.34% | −0.07 |
| GSK GSK PLC-Spon ADR | Reduce -25.3% | 0.34% | −0.06 |
| NEE Nextera Energy Inc. | Reduce -4.8% | 0.40% | −0.04 |
| PTEN Patterson-Uti Energy Inc. | Reduce -0.1% | 0.08% | −0.03 |
| SNY Sanofi-ADR | Reduce -8.7% | 0.42% | −0.03 |
| FLO Flowers Foods Inc. | Reduce -0.0% | 0.28% | −0.03 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -7.5% | 0.21% | −0.02 |
| BCO The Brink's Co. | Reduce -0.1% | 0.29% | −0.01 |
| NOC Northrop Grumman Corp. | Reduce -2.9% | 0.39% | −0.01 |
| TTE Totalenergies SE -Spon ADR | Reduce -1.7% | 0.21% | −0.01 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -3.0% | 0.53% | −0.00 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -1.9% | 0.38% | −0.00 |
| TJX TJX Companies Inc. | Reduce -4.0% | 0.31% | −0.00 |
| SCHO Schwab Short-Term US Treas | Reduce -1.3% | 0.44% | +0.00 |
| LMT Lockheed Martin Corp. | Reduce -2.4% | 0.22% | +0.00 |
| LIN Linde PLC | Reduce -0.8% | 0.25% | +0.00 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -1.0% | 0.24% | +0.01 |
| TMUS T-Mobile US Inc. | Reduce -4.8% | 0.54% | +0.01 |
| JNJ Johnson & Johnson | Reduce -2.2% | 0.71% | +0.01 |
| MCD McDonald's Corp. | Reduce -7.7% | 0.39% | +0.01 |
| BKNG Booking Holdings Inc. | Reduce -3.2% | 0.27% | +0.01 |
| TRI Thomson Reuters Corp. | Reduce -0.1% | 0.19% | +0.02 |
| SFM Sprouts Farmers Market Inc. | Reduce -1.7% | 0.31% | +0.02 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -1.0% | 3.14% | +0.02 |
| T AT&T Inc. | Reduce -4.1% | 0.26% | +0.03 |
| UBER Uber Technologies Inc. | Reduce -9.8% | 0.35% | +0.03 |
| TD Toronto-Dominion Bank | Reduce -2.5% | 0.37% | +0.03 |
| RELX Relx PLC - Spon ADR | Reduce -3.9% | 0.62% | +0.04 |
| NVS Novartis AG-Sponsored ADR | Reduce -1.1% | 0.60% | +0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.B Berkshire Hathaway Inc. Class B | Add +17.0% | 1.99% | +0.51 |
| AAPL Apple Inc. | Add +32.3% | 2.93% | +0.50 |
| PLTR Palantir Technologies Inc. Class A | New | 0.36% | +0.36 |
| MSFT Microsoft Corp. | Add +18.1% | 2.44% | +0.29 |
| BUD Anheuser-Busch Inbev-SPN ADR | New | 0.26% | +0.26 |
| NVDA Nvidia Corp. | Add +18.8% | 3.16% | +0.26 |
| VEA Vanguard Ftse Developed ETF | Add +1.9% | 2.86% | +0.23 |
| CSCO Cisco Systems Inc. | Add +96.3% | 0.49% | +0.23 |
| CI The Cigna Group | New | 0.21% | +0.21 |
| GILD Gilead Sciences Inc. | New | 0.21% | +0.21 |
| KO The Coca-Cola Co. | New | 0.18% | +0.18 |
| ABT Abbott Laboratories | New | 0.18% | +0.18 |
| PAGP Plains GP Holdings LP | New | 0.16% | +0.16 |
| ADBE Adobe Inc. | Add +62.0% | 0.53% | +0.15 |
| BCS Barclays PLC-Spons ADR | New | 0.15% | +0.15 |
| QCOM Qualcomm Inc. | Add +53.8% | 0.59% | +0.15 |
| VGSH Vanguard Short-Term Treasury | Add +5.2% | 2.11% | +0.14 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +3.9% | 2.17% | +0.12 |
| BAC Bank of America Corp. | Add +34.7% | 0.62% | +0.09 |
| MA Mastercard Inc. Class A | Add +16.0% | 0.60% | +0.08 |
| TFI SS SPDR N Ice Muni Bond ETF | Add +34.9% | 0.32% | +0.08 |
| MUB iShares National Muni Bond E | Add +9.2% | 1.01% | +0.08 |
| SAP Sap SE-Sponsored ADR | Add +1.6% | 0.98% | +0.08 |
| CMCSA Comcast Corp. Class A | Add +27.5% | 0.33% | +0.08 |
| PEP Pepsico Inc. | Add +51.0% | 0.26% | +0.07 |
| SCZ iShares MSCI Eafe Small-Cap | Add +9.5% | 0.44% | +0.07 |
| SE Sea Ltd.-ADR | Add +17.0% | 0.27% | +0.06 |
| BTI British American Tob-SP ADR | Add +10.4% | 0.31% | +0.06 |
| SCHF Schwab Intl Equity ETF | Add +0.8% | 0.71% | +0.05 |
| VZ Verizon Communications Inc. | Add +0.9% | 0.43% | +0.05 |
| NGG National Grid PLC-SP ADR | Add +3.5% | 0.24% | +0.05 |
| RACE Ferrari NV | Add +1.4% | 0.48% | +0.04 |
| ERIC Ericsson (lm) Tel-SP ADR | Add +9.4% | 0.22% | +0.04 |
| AVT Avnet Inc. | Add +27.9% | 0.25% | +0.04 |
| ABBV Abbvie Inc. | Add +1.8% | 0.44% | +0.04 |
| COST Costco Wholesale Corp. | Add +6.6% | 0.42% | +0.04 |
| SCHR Schwab Intermediate-Term US | Add +1.4% | 0.69% | +0.03 |
| INTU Intuit Inc. | Add +3.2% | 0.39% | +0.03 |
| RY Royal Bank of Canada | Add +8.2% | 0.44% | +0.03 |
| TMC TMC the Metals Co. Inc. | Add +6.2% | 0.06% | +0.03 |
| CRH CRH PLC | Add +8.1% | 0.55% | +0.03 |
| VOD Vodafone Group PLC-SP ADR | Add +9.8% | 0.12% | +0.03 |
| WMT Walmart Inc. | Add +1.0% | 2.42% | +0.02 |
| MDT Medtronic PLC | Add +20.4% | 0.20% | +0.02 |
| COMP Compass Inc. Class A | Add +20.6% | 0.10% | +0.02 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +1.2% | 0.65% | +0.02 |
| CHKP Check Point Software Tech | Add +7.8% | 0.24% | +0.02 |
| V Visa Inc. Class A | Add +0.2% | 0.86% | +0.02 |
| SCHK Schwab 1000 Index ETF | Add +17.1% | 0.22% | +0.02 |
| ADSK Autodesk Inc. | Add +22.3% | 0.19% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 175 | $225.1M | VEA, PBFR, NVDA, VGIT, VCIT |
| Q1 2026 | 166 | $197.1M | VEA, PBFR, VGIT, NVDA, VCIT |
| Q4 2025 | 169 | $182.9M | PBFR, VGIT, VCIT, NVDA, VEA |
| Q3 2025 | 161 | $170.8M | PBFR, NVDA, VCIT, VGIT, VEA |
| Q2 2025 | 147 | $143.9M | PBFR, VCIT, VGIT, NVDA, SCHC |
| Q1 2025 | 139 | $115.2M | VCIT, VGIT, SCHC, NVDA, BNDX |
| Q4 2024 | 138 | $116.3M | VGIT, VCIT, AMZN, SCHC, META |