Brucke Financial, Inc.

Name: Brucke Financial, Inc. 13F holdings, Q1 2025
Creator: Brucke Financial, Inc.
Published: 2025-05-08

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024

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%
MRK Merck & Co. Inc.	0.26%	3,496	$298K	Add +14.7%
BUD Anheuser-Busch Inbev-SPN ADR	0.26%	4,496	$296K	New
PEP Pepsico Inc.	0.26%	2,178	$295K	Add +51.0%
LIN Linde PLC	0.25%	645	$292K	Reduce -0.8%
AVT Avnet Inc.	0.25%	6,154	$289K	Add +27.9%
NGG National Grid PLC-SP ADR	0.24%	3,810	$278K	Add +3.5%
ARGX Argenx SE - ADR	0.24%	425	$274K	Reduce -32.4%
SPTI SS SPDR P Int Term TSY ETF	0.24%	9,434	$272K	Reduce -1.0%
FELE Franklin Electric Co. Inc.	0.24%	3,202	$272K	Add +4.5%
CHKP Check Point Software Tech	0.24%	1,236	$271K	Add +7.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.23%	2,952	$268K	Add +7.2%
MATX Matson Inc.	0.23%	2,435	$266K	Reduce -2.0%
ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS	0.22%	30,937	$255K	Add +9.4%
LMT Lockheed Martin Corp.	0.22%	520	$249K	Reduce -2.4%
SCHK Schwab 1000 Index ETF	0.22%	9,293	$248K	Add +17.1%
RIO Rio Tinto PLC-Spon ADR	0.21%	4,165	$247K	Reduce -7.5%
CI The Cigna Group	0.21%	718	$244K	New
APP AppLovin Corp. Class A	0.21%	906	$244K	Add +11.4%
GILD Gilead Sciences Inc.	0.21%	2,289	$244K	New
TTE Totalenergies SE -Spon ADR	0.21%	4,279	$243K	Reduce -1.7%
LRCX Lam Research Corp.	0.21%	3,393	$243K	Add +9.0%
SEM Select Medical Holdings Corp.	0.20%	12,740	$232K	Add +2.3%
MDT Medtronic PLC	0.20%	2,657	$225K	Add +20.4%
ADSK Autodesk Inc.	0.19%	812	$223K	Add +22.3%
TRI Thomson Reuters Corp.	0.19%	1,194	$222K	Reduce -0.1%
MS Morgan Stanley	0.19%	1,869	$216K	Add +13.3%
KO The Coca-Cola Co.	0.18%	2,930	$213K	New
EFOR Everforth Inc. filed as ASGN INC	0.18%	4,142	$209K	Reduce -5.6%
CNI Canadian Natl Railway Co.	0.18%	2,142	$207K	Add +2.1%
ABT Abbott Laboratories	0.18%	1,562	$204K	New
PAGP Plains GP Holdings LP	0.16%	10,113	$189K	New
BCS Barclays PLC-Spons ADR	0.15%	10,647	$171K	New
AEO American Eagle Outfitters	0.14%	15,393	$162K	Reduce -3.0%
VOD Vodafone Group PLC-SP ADR	0.12%	14,700	$143K	Add +9.8%
COMP Compass Inc. Class A	0.10%	14,575	$113K	Add +20.6%
HLN Haleon PLC-ADR	0.09%	10,159	$103K	Add +0.2%
PTEN Patterson-Uti Energy Inc.	0.08%	16,758	$95K	Reduce -0.1%
TDOC Teladoc Health Inc.	0.06%	10,119	$73K	Add +0.1%
TMC TMC the Metals Co. Inc.	0.06%	21,000	$66K	Add +6.2%

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