Brucke Financial, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), Brucke Financial, Inc. reported 147 stock positions worth $143.9 million. Its top holding was Pgim La S&P 500 BUF20 ETF-US (PBFR) at 11.0% of the portfolio, followed by Vanguard Int-Term Corporate (VCIT, 4.2%) and Vanguard Intermediate-Term T (VGIT, 4.1%). Compared with Q1 2025, it opened 9 new positions, sold out of 1, added to 74 and reduced 62. The biggest buy was a new position in Pgim La S&P 500 BUF20 ETF-US (PBFR) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- INDIANAPOLIS, IN
- CIK
- 0002058446
- Portfolio Value
- $143.9M (Q2 2025)
- SEC Filing
- 0001085146-25-004152 ↗ filed Jul 24, 2025
Holdings Value
Holdings 147 stocks · $143.9M
| PBFR Pgim La S&P 500 BUF20 ETF-US | 11.02% | 573,635 | $15.9M | New |
| VCIT Vanguard Int-Term Corporate | 4.17% | 72,333 | $6.0M | Add +4.6% |
| VGIT Vanguard Intermediate-Term T | 4.12% | 99,041 | $5.9M | Add +5.2% |
| NVDA Nvidia Corp. | 3.43% | 31,270 | $4.9M | Reduce -6.5% |
| SCHC Schwab Intl Small-Cap Equity | 3.21% | 108,578 | $4.6M | Reduce -2.6% |
| AMZN Amazon.com Inc. | 2.94% | 19,278 | $4.2M | Reduce -1.7% |
| META Meta Platforms Inc. Class A | 2.76% | 5,374 | $4.0M | Reduce -6.0% |
| BNDX Vanguard Total Intl Bond ETF | 2.59% | 75,357 | $3.7M | Add +3.2% |
| VEA Vanguard Ftse Developed ETF | 2.55% | 64,339 | $3.7M | Add +3.4% |
| VTWO Vanguard Russell 2000 ETF | 2.47% | 40,772 | $3.6M | Add +2.5% |
| AAPL Apple Inc. | 2.46% | 17,276 | $3.5M | Add +8.6% |
| MSFT Microsoft Corp. | 2.40% | 6,940 | $3.5M | Reduce -2.2% |
| GOOGL Alphabet Inc. Class A | 2.14% | 17,466 | $3.1M | Add +3.0% |
| WMT Walmart Inc. | 1.95% | 28,702 | $2.8M | Add +0.3% |
| SCHX Schwab US Large-Cap ETF | 1.89% | 111,331 | $2.7M | Add +0.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.87% | 33,843 | $2.7M | Add +7.2% |
| VGSH Vanguard Short-Term Treasury | 1.81% | 44,230 | $2.6M | Add +7.5% |
| JPM JPMorgan Chase & Co. | 1.49% | 7,373 | $2.1M | Reduce -3.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.45% | 4,304 | $2.1M | Reduce -0.1% |
| AVGO Broadcom Inc. | 1.18% | 6,147 | $1.7M | Reduce -9.1% |
| CRM Salesforce Inc. | 0.89% | 4,669 | $1.3M | Add +4.2% |
| MUB iShares National Muni Bond E | 0.87% | 11,940 | $1.2M | Add +7.5% |
| CAT Caterpillar Inc. | 0.85% | 3,150 | $1.2M | Reduce -0.4% |
| WFC Wells Fargo & Co. | 0.83% | 14,991 | $1.2M | Reduce -0.6% |
| SAP Sap SE-Sponsored ADR | 0.81% | 3,841 | $1.2M | Reduce -0.2% |
| ORCL Oracle Corp. | 0.72% | 4,757 | $1.0M | Reduce -4.2% |
| V Visa Inc. Class A | 0.71% | 2,883 | $1.0M | Add +0.3% |
| HD Home Depot Inc. | 0.68% | 2,681 | $983K | Reduce -5.5% |
| AXP American Express Co. | 0.68% | 3,071 | $980K | Reduce -7.3% |
| NFLX Netflix Inc. | 0.64% | 684 | $916K | Reduce -9.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.63% | 18,629 | $913K | Reduce -1.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.62% | 18,866 | $893K | Add +5.8% |
| SCHR Schwab Intermediate-Term US | 0.60% | 34,690 | $868K | Add +10.1% |
| SCHF Schwab Intl Equity ETF | 0.60% | 38,847 | $859K | Reduce -2.3% |
| LLY Eli Lilly & Co. | 0.59% | 1,087 | $848K | Reduce -1.7% |
| TSLA Tesla Inc. | 0.59% | 2,651 | $842K | Reduce -9.7% |
| CSCO Cisco Systems Inc. | 0.58% | 12,013 | $833K | Add +23.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.58% | 1,033 | $828K | Reduce -0.8% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.56% | 15,155 | $808K | Add +6.1% |
| MA Mastercard Inc. Class A | 0.53% | 1,356 | $762K | Add +8.3% |
| JNJ Johnson & Johnson | 0.52% | 4,910 | $750K | Reduce -6.0% |
| SHEL Shell PLC-ADR | 0.51% | 10,512 | $740K | Add +0.5% |
| XOM Exxon Mobil Corp. | 0.51% | 6,847 | $738K | Add +0.8% |
| NVS Novartis AG-Sponsored ADR | 0.51% | 6,052 | $732K | No change |
| RELX Relx PLC - Spon ADR | 0.50% | 13,221 | $718K | Add +1.9% |
| TMUS T-Mobile US Inc. | 0.49% | 2,961 | $705K | Add +17.9% |
| ADBE Adobe Inc. | 0.49% | 1,805 | $698K | Add +10.7% |
| SHOP Shopify Inc. Class A | 0.48% | 6,010 | $693K | Reduce -2.0% |
| CRH CRH PLC | 0.45% | 7,105 | $652K | Add +7.0% |
| INTU Intuit Inc. | 0.45% | 823 | $648K | Add +14.6% |
| UBS UBS Group AG-Reg | 0.44% | 18,866 | $638K | Reduce -4.1% |
| QCOM Qualcomm Inc. | 0.44% | 3,985 | $635K | Reduce -13.2% |
| SCHA Schwab US Small-Cap ETF | 0.43% | 24,468 | $619K | Add +3.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.42% | 8,607 | $601K | Add +0.8% |
| RACE Ferrari NV | 0.41% | 1,191 | $584K | Add +0.3% |
| RY Royal Bank of Canada | 0.39% | 4,264 | $561K | Add +1.9% |
| SPIB SS SPDR P Int C Corp. ETF | 0.39% | 16,578 | $557K | Add +4.5% |
| LOW Lowe's Cos Inc. | 0.38% | 2,488 | $552K | Add +18.0% |
| SCZ iShares MSCI Eafe Small-Cap | 0.38% | 7,577 | $551K | Reduce -0.7% |
| CVNA Carvana Co. | 0.38% | 1,603 | $540K | Reduce -5.0% |
| SCHO Schwab Short-Term US Treas | 0.37% | 21,940 | $535K | Add +7.1% |
| BP BP PLC-Spons ADR | 0.37% | 17,766 | $532K | Reduce -6.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.37% | 1,791 | $528K | Add +0.2% |
| UL Unilever PLC | 0.36% | 8,473 | $518K | Reduce -3.1% |
| TD Toronto-Dominion Bank | 0.36% | 6,996 | $514K | Add +5.8% |
| PLTR Palantir Technologies Inc. Class A | 0.35% | 3,701 | $505K | Add +5.2% |
| ITGR Integer Holdings Corp. | 0.34% | 3,991 | $491K | Add +0.1% |
| AMAT Applied Materials Inc. | 0.34% | 2,677 | $490K | Reduce -3.3% |
| ABBV Abbvie Inc. | 0.34% | 2,609 | $484K | Add +1.4% |
| RTX RTX Corp. | 0.33% | 3,210 | $469K | Add +3.0% |
| NEE Nextera Energy Inc. | 0.33% | 6,735 | $468K | Reduce -1.0% |
| COST Costco Wholesale Corp. | 0.32% | 463 | $458K | Reduce -4.5% |
| BTI British American Tob-SP ADR | 0.32% | 9,650 | $457K | Add +17.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.32% | 8,628 | $455K | Add +3.9% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.32% | 10,162 | $454K | Add +23.0% |
| VZ Verizon Communications Inc. | 0.30% | 10,118 | $438K | Reduce -10.1% |
| ACN Accenture PLC Class A | 0.30% | 1,453 | $434K | Reduce -5.8% |
| NOC Northrop Grumman Corp. | 0.30% | 855 | $427K | Reduce -7.4% |
| BDC Belden Inc. | 0.29% | 3,650 | $423K | Add +1.4% |
| CMCSA Comcast Corp. Class A | 0.29% | 11,839 | $423K | Add +7.1% |
| UBER Uber Technologies Inc. | 0.29% | 4,498 | $420K | Reduce -8.5% |
| TXN Texas Instruments Inc. | 0.29% | 2,019 | $419K | Reduce -6.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.29% | 5,944 | $410K | Reduce -2.6% |
| AMD Advanced Micro Devices | 0.28% | 2,871 | $407K | Reduce -11.3% |
| SNY Sanofi-ADR | 0.28% | 8,326 | $402K | Reduce -6.4% |
| MCD McDonald's Corp. | 0.28% | 1,372 | $401K | Reduce -1.6% |
| GILD Gilead Sciences Inc. | 0.28% | 3,611 | $400K | Add +57.8% |
| UNH Unitedhealth Group Inc. | 0.28% | 1,280 | $399K | Add +13.2% |
| GE General Electric filed as GE AEROSPACE | 0.27% | 1,482 | $381K | Reduce -0.9% |
| MRK Merck & Co. Inc. | 0.26% | 4,670 | $370K | Add +33.6% |
| PG The Procter & Gamble Co. | 0.26% | 2,310 | $368K | Add +3.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.25% | 2,952 | $366K | No change |
| SE Sea Ltd.-ADR | 0.25% | 2,259 | $361K | Reduce -2.8% |
| BGC BGC Group Inc. Class A | 0.25% | 34,599 | $354K | Add +0.1% |
| AVT Avnet Inc. | 0.24% | 6,597 | $350K | Add +7.2% |
| BKNG Booking Holdings Inc. | 0.24% | 60 | $347K | Reduce -1.6% |
| SFM Sprouts Farmers Market Inc. | 0.24% | 2,107 | $347K | Add +0.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.24% | 2,785 | $344K | Reduce -0.3% |
| GSK GSK PLC-Spon ADR | 0.24% | 8,906 | $342K | Reduce -9.6% |
| EEFT Euronet Worldwide Inc. | 0.23% | 3,233 | $328K | Add +0.5% |
Portfolio Sells Q1 2025 → Q2 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 1.45% | −0.54 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -2.6% | 3.21% | −0.45 |
| LLY Eli Lilly & Co. | Reduce -1.7% | 0.59% | −0.27 |
| HD Home Depot Inc. | Reduce -5.5% | 0.68% | −0.21 |
| AMZN Amazon.com Inc. | Reduce -1.7% | 2.94% | −0.20 |
| JNJ Johnson & Johnson | Reduce -6.0% | 0.52% | −0.19 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -1.1% | 0.63% | −0.17 |
| SAP Sap SE-Sponsored ADR | Reduce -0.2% | 0.81% | −0.16 |
| QCOM Qualcomm Inc. | Reduce -13.2% | 0.44% | −0.15 |
| SNY Sanofi-ADR | Reduce -6.4% | 0.28% | −0.14 |
| JPM JPMorgan Chase & Co. | Reduce -3.6% | 1.49% | −0.14 |
| TSLA Tesla Inc. | Reduce -9.7% | 0.59% | −0.13 |
| VZ Verizon Communications Inc. | Reduce -10.1% | 0.30% | −0.13 |
| UL Unilever PLC | Reduce -3.1% | 0.36% | −0.12 |
| SCHF Schwab Intl Equity ETF | Reduce -2.3% | 0.60% | −0.11 |
| MCD McDonald's Corp. | Reduce -1.6% | 0.28% | −0.11 |
| NFLX Netflix Inc. | Reduce -9.4% | 0.64% | −0.11 |
| GSK GSK PLC-Spon ADR | Reduce -9.6% | 0.24% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -4.5% | 0.32% | −0.10 |
| ACN Accenture PLC Class A | Reduce -5.8% | 0.30% | −0.10 |
| WFC Wells Fargo & Co. | Reduce -0.6% | 0.83% | −0.10 |
| NOC Northrop Grumman Corp. | Reduce -7.4% | 0.30% | −0.09 |
| AXP American Express Co. | Reduce -7.3% | 0.68% | −0.09 |
| BP BP PLC-Spons ADR | Reduce -6.9% | 0.37% | −0.09 |
| ARGX Argenx SE - ADR | Reduce -4.7% | 0.16% | −0.08 |
| UBS UBS Group AG-Reg | Reduce -4.1% | 0.44% | −0.07 |
| TJX TJX Companies Inc. | Reduce -0.3% | 0.24% | −0.07 |
| NEE Nextera Energy Inc. | Reduce -1.0% | 0.33% | −0.07 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -2.6% | 0.29% | −0.07 |
| BCO The Brink's Co. | Reduce -2.6% | 0.23% | −0.06 |
| PEP Pepsico Inc. | Reduce -3.5% | 0.19% | −0.06 |
| LIN Linde PLC | Reduce -9.5% | 0.19% | −0.06 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -0.7% | 0.38% | −0.06 |
| TMC TMC the Metals Co. Inc. | Sold out | 0.00% | −0.06 |
| NOW ServiceNow Inc. | Reduce -6.5% | 0.23% | −0.05 |
| UBER Uber Technologies Inc. | Reduce -8.5% | 0.29% | −0.05 |
| NGG National Grid PLC-SP ADR | Reduce -2.1% | 0.19% | −0.05 |
| MATX Matson Inc. | Reduce -2.7% | 0.18% | −0.05 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -0.2% | 0.17% | −0.05 |
| LRCX Lam Research Corp. | Reduce -27.8% | 0.17% | −0.05 |
| CVX Chevron Corp. | Reduce -1.1% | 0.22% | −0.04 |
| EFOR Everforth Inc. | Reduce -2.4% | 0.14% | −0.04 |
| AEO American Eagle Outfitters | Reduce -0.4% | 0.10% | −0.04 |
| FELE Franklin Electric Co. Inc. | Reduce -0.9% | 0.20% | −0.04 |
| MSFT Microsoft Corp. | Reduce -2.2% | 2.40% | −0.04 |
| TTE Totalenergies SE -Spon ADR | Reduce -1.2% | 0.18% | −0.03 |
| BKNG Booking Holdings Inc. | Reduce -1.6% | 0.24% | −0.03 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -0.8% | 0.58% | −0.03 |
| TRI Thomson Reuters Corp. | Reduce -0.3% | 0.17% | −0.03 |
| SHOP Shopify Inc. Class A | Reduce -2.0% | 0.48% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| PBFR Pgim La S&P 500 BUF20 ETF-US | New | 11.02% | +11.02 |
| VST Vistra Corp. | New | 0.18% | +0.18 |
| DUK Duke Energy Corp. | New | 0.16% | +0.16 |
| DELL Dell Technologies -C | New | 0.16% | +0.16 |
| CLS Celestica Inc. | New | 0.15% | +0.15 |
| EQNR Equinor ASA-Spon ADR | New | 0.15% | +0.15 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.15% | +0.15 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | New | 0.15% | +0.15 |
| CSCO Cisco Systems Inc. | Add +23.6% | 0.58% | +0.09 |
| GILD Gilead Sciences Inc. | Add +57.8% | 0.28% | +0.07 |
| INTU Intuit Inc. | Add +14.6% | 0.45% | +0.06 |
| NOK Nokia Corp.-Spon ADR | New | 0.06% | +0.06 |
| ADSK Autodesk Inc. | Add +18.2% | 0.21% | +0.01 |
| BTI British American Tob-SP ADR | Add +17.2% | 0.32% | +0.01 |
| BAC Bank of America Corp. | Add +5.8% | 0.62% | +0.00 |
| MS Morgan Stanley | Add +2.3% | 0.19% | −0.00 |
| TDOC Teladoc Health Inc. | Add +1.2% | 0.06% | −0.00 |
| MRK Merck & Co. Inc. | Add +33.6% | 0.26% | −0.00 |
| PTEN Patterson-Uti Energy Inc. | Add +14.4% | 0.08% | −0.00 |
| TFI SS SPDR N Ice Muni Bond ETF | Add +23.0% | 0.32% | −0.01 |
| BCS Barclays PLC-Spons ADR | Add +2.8% | 0.14% | −0.01 |
| AVT Avnet Inc. | Add +7.2% | 0.24% | −0.01 |
| IBM Intl Business Machines Corp. | Add +0.2% | 0.37% | −0.01 |
| TD Toronto-Dominion Bank | Add +5.8% | 0.36% | −0.01 |
| MDT Medtronic PLC | Add +14.8% | 0.18% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +5.2% | 0.35% | −0.01 |
| HLN Haleon PLC-ADR | Add +6.8% | 0.08% | −0.01 |
| SCHK Schwab 1000 Index ETF | Add +3.9% | 0.20% | −0.02 |
| RTX RTX Corp. | Add +3.0% | 0.33% | −0.02 |
| CNI Canadian Natl Railway Co. | Add +1.0% | 0.16% | −0.02 |
| PAGP Plains GP Holdings LP | Add +1.6% | 0.14% | −0.02 |
| LOW Lowe's Cos Inc. | Add +18.0% | 0.38% | −0.03 |
| BGC BGC Group Inc. Class A | Add +0.1% | 0.25% | −0.03 |
| ABT Abbott Laboratories | Add +2.1% | 0.15% | −0.03 |
| BDC Belden Inc. | Add +1.4% | 0.29% | −0.03 |
| COMP Compass Inc. Class A | Add +6.0% | 0.07% | −0.03 |
| ERIC Ericsson (lm) Tel-SP ADR | Add +3.9% | 0.19% | −0.03 |
| SPTI SS SPDR P Int Term TSY ETF | Add +7.9% | 0.20% | −0.03 |
| KO The Coca-Cola Co. | Add +4.5% | 0.15% | −0.03 |
| CMCSA Comcast Corp. Class A | Add +7.1% | 0.29% | −0.03 |
| CI The Cigna Group | Add +7.2% | 0.18% | −0.04 |
| BUD Anheuser-Busch Inbev-SPN ADR | Add +1.6% | 0.22% | −0.04 |
| SCHA Schwab US Small-Cap ETF | Add +3.4% | 0.43% | −0.04 |
| T AT&T Inc. | Add +1.2% | 0.22% | −0.04 |
| CHKP Check Point Software Tech | Add +1.9% | 0.19% | −0.04 |
| LMT Lockheed Martin Corp. | Add +3.5% | 0.17% | −0.04 |
| ADBE Adobe Inc. | Add +10.7% | 0.49% | −0.05 |
| RY Royal Bank of Canada | Add +1.9% | 0.39% | −0.05 |
| TMUS T-Mobile US Inc. | Add +17.9% | 0.49% | −0.05 |
| EEFT Euronet Worldwide Inc. | Add +0.5% | 0.23% | −0.05 |
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 |