Filed: 1/12/2026ACC: 0002058446-26-000001
📋 What this filing means
BRUCKE FINANCIAL, INC. filed this quarterly 13F‑HR report disclosing 169 equity positions with a total reported market value of $182.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
169
Positions
$182.92M
Total AUM (reported)
2.83M
Total Shares
Allocation by class
COM$64.94M35.5%
LADDERED S&P 500$18.39M10.1%
CL A$7.38M4.0%
INTER TERM TREAS$7.30M4.0%
SPONSORED ADR$7.30M4.0%
INT-TERM CORP$7.30M4.0%
VAN FTSE DEV MKT$6.13M3.4%
Portfolio Concentration
Top 3$32.99M18.0%
4–10$38.40M21.0%
11–25$40.01M21.9%
Rest$71.52M39.1%
Top 3 weight
18.0%
Top 10 weight
39.0%
Voting Authority Distribution
Total shares with voting rights: 2.83M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.83M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole169
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings169
Rows:
PGIM ROCK ETF TR
SOLEShares629.31K
TypeSH
Market value$18.39M
10.05%
Sole
0.00
Shared
0.00
None
629.31K
VANGUARD SCOTTSDALE FDS
SOLEShares121.89K
TypeSH
Market value$7.30M
3.99%
Sole
0.00
Shared
0.00
None
121.89K
VANGUARD SCOTTSDALE FDS
SOLEShares87.16K
TypeSH
Market value$7.30M
3.99%
Sole
0.00
Shared
0.00
None
87.16K
NVIDIA CORPORATION
SOLEShares37.06K
TypeSH
Market value$6.91M
3.78%
Sole
0.00
Shared
0.00
None
37.06K
VANGUARD TAX-MANAGED FDS
SOLEShares98.10K
TypeSH
Market value$6.13M
3.35%
Sole
0.00
Shared
0.00
None
98.10K
APPLE INC
SOLEShares21.18K
TypeSH
Market value$5.76M
3.15%
Sole
0.00
Shared
0.00
None
21.18K
SCHWAB STRATEGIC TR
SOLEShares119.81K
TypeSH
Market value$5.46M
2.98%
Sole
0.00
Shared
0.00
None
119.81K
ALPHABET INC
SOLEShares16.82K
TypeSH
Market value$5.26M
2.88%
Sole
0.00
Shared
0.00
None
16.82K
AMAZON COM INC
SOLEShares19.68K
TypeSH
Market value$4.54M
2.48%
Sole
0.00
Shared
0.00
None
19.68K
VANGUARD CHARLOTTE FDS
SOLEShares89.77K
TypeSH
Market value$4.34M
2.37%
Sole
0.00
Shared
0.00
None
89.77K
VANGUARD SCOTTSDALE FDS
SOLEShares42.87K
TypeSH
Market value$4.27M
2.33%
Sole
0.00
Shared
0.00
None
42.87K
META PLATFORMS INC
SOLEShares6.39K
TypeSH
Market value$4.22M
2.31%
Sole
0.00
Shared
0.00
None
6.39K
MICROSOFT CORP
SOLEShares8.59K
TypeSH
Market value$4.15M
2.27%
Sole
0.00
Shared
0.00
None
8.59K
VANGUARD SCOTTSDALE FDS
SOLEShares61K
TypeSH
Market value$3.58M
1.96%
Sole
0.00
Shared
0.00
None
61K
VANGUARD SCOTTSDALE FDS
SOLEShares44.90K
TypeSH
Market value$3.58M
1.96%
Sole
0.00
Shared
0.00
None
44.90K
WALMART INC
SOLEShares28.98K
TypeSH
Market value$3.23M
1.76%
Sole
0.00
Shared
0.00
None
28.98K
SCHWAB STRATEGIC TR
SOLEShares114.73K
TypeSH
Market value$3.09M
1.69%
Sole
0.00
Shared
0.00
None
114.73K
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.16K
TypeSH
Market value$2.09M
1.14%
Sole
0.00
Shared
0.00
None
4.16K
BROADCOM INC
SOLEShares5.94K
TypeSH
Market value$2.06M
1.12%
Sole
0.00
Shared
0.00
None
5.94K
ASML HOLDING N V
SOLEShares1.88K
TypeSH
Market value$2.01M
1.10%
Sole
0.00
Shared
0.00
None
1.88K
JPMORGAN CHASE & CO.
SOLEShares5.69K
TypeSH
Market value$1.83M
1.00%
Sole
0.00
Shared
0.00
None
5.69K
T-MOBILE US INC
SOLEShares7.78K
TypeSH
Market value$1.58M
0.86%
Sole
0.00
Shared
0.00
None
7.78K
CATERPILLAR INC
SOLEShares2.61K
TypeSH
Market value$1.49M
0.82%
Sole
0.00
Shared
0.00
None
2.61K
BONDBLOXX ETF TRUST
SOLEShares28.39K
TypeSH
Market value$1.42M
0.78%
Sole
0.00
Shared
0.00
None
28.39K
WELLS FARGO CO NEW
SOLEShares15.10K
TypeSH
Market value$1.41M
0.77%
Sole
0.00
Shared
0.00
None
15.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PGIM ROCK ETF TRSOLE | LADDERED S&P 500 | 629.31K | SH | $18.39M 10.05% | 0.00 | 0.00 | 629.31K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 121.89K | SH | $7.30M 3.99% | 0.00 | 0.00 | 121.89K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 87.16K | SH | $7.30M 3.99% | 0.00 | 0.00 | 87.16K |
NVIDIA CORPORATIONSOLE | COM | 37.06K | SH | $6.91M 3.78% | 0.00 | 0.00 | 37.06K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 98.10K | SH | $6.13M 3.35% | 0.00 | 0.00 | 98.10K |
APPLE INCSOLE | COM | 21.18K | SH | $5.76M 3.15% | 0.00 | 0.00 | 21.18K |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 119.81K | SH | $5.46M 2.98% | 0.00 | 0.00 | 119.81K |
ALPHABET INCSOLE | CAP STK CL A | 16.82K | SH | $5.26M 2.88% | 0.00 | 0.00 | 16.82K |
AMAZON COM INCSOLE | COM | 19.68K | SH | $4.54M 2.48% | 0.00 | 0.00 | 19.68K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 89.77K | SH | $4.34M 2.37% | 0.00 | 0.00 | 89.77K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 42.87K | SH | $4.27M 2.33% | 0.00 | 0.00 | 42.87K |
META PLATFORMS INCSOLE | CL A | 6.39K | SH | $4.22M 2.31% | 0.00 | 0.00 | 6.39K |
MICROSOFT CORPSOLE | COM | 8.59K | SH | $4.15M 2.27% | 0.00 | 0.00 | 8.59K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 61K | SH | $3.58M 1.96% | 0.00 | 0.00 | 61K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 44.90K | SH | $3.58M 1.96% | 0.00 | 0.00 | 44.90K |
WALMART INCSOLE | COM | 28.98K | SH | $3.23M 1.76% | 0.00 | 0.00 | 28.98K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 114.73K | SH | $3.09M 1.69% | 0.00 | 0.00 | 114.73K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.16K | SH | $2.09M 1.14% | 0.00 | 0.00 | 4.16K |
BROADCOM INCSOLE | COM | 5.94K | SH | $2.06M 1.12% | 0.00 | 0.00 | 5.94K |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 1.88K | SH | $2.01M 1.10% | 0.00 | 0.00 | 1.88K |
JPMORGAN CHASE & CO.SOLE | COM | 5.69K | SH | $1.83M 1.00% | 0.00 | 0.00 | 5.69K |
T-MOBILE US INCSOLE | COM | 7.78K | SH | $1.58M 0.86% | 0.00 | 0.00 | 7.78K |
CATERPILLAR INCSOLE | COM | 2.61K | SH | $1.49M 0.82% | 0.00 | 0.00 | 2.61K |
BONDBLOXX ETF TRUSTSOLE | BONDBLOXX PRIVAT | 28.39K | SH | $1.42M 0.78% | 0.00 | 0.00 | 28.39K |
WELLS FARGO CO NEWSOLE | COM | 15.10K | SH | $1.41M 0.77% | 0.00 | 0.00 | 15.10K |
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