Investor
Brucke Financial, Inc.
CIK 0002058446 · filed 2026-04-10 · SEC filing
13F book
$197.1M
Positions
166
36 new · 39 sold
Largest name
11.9%
Vanguard Tax-Managed Fds
Est. mark
−$4.59M
Price effect on 130 names still held. Flow $18.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Tax-Managed Fds | — | 366.6K | $23.5M | 11.9% | $157.9K | Added$17.4M |
| Pgim Rock Etf Tr | — | 652.9K | $18.9M | 9.6% | −$138.4K | Added$544.5K |
| Vanguard Scottsdale Fds | — | 111.6K | $6.65M | 3.4% | −$42.4K | Cut−$657.2K |
| Nvidia Corp | NVDA | 37.4K | $6.52M | 3.3% | −$448.4K | Added−$393.6K |
| Vanguard Scottsdale Fds | — | 78.2K | $6.47M | 3.3% | −$78.2K | Cut−$828.8K |
| Apple Inc. | AAPL | 22K | $5.58M | 2.8% | −$382.8K | Added−$181K |
| Schwab Strategic Tr | — | 110.9K | $5.18M | 2.6% | $134.2K | Cut−$273K |
| Vanguard Scottsdale Fds | — | 84.8K | $4.96M | 2.5% | −$11.6K | Added$1.38M |
| Vanguard Scottsdale Fds | — | 61.9K | $4.91M | 2.5% | −$20.6K | Added$1.33M |
| Amazon Com Inc | AMZN | 22.6K | $4.71M | 2.4% | −$443.9K | Added$162.2K |
| Alphabet Inc | — | 16.1K | $4.62M | 2.3% | −$408.4K | Cut−$648.4K |
| Vanguard Scottsdale Fds | — | 40.4K | $4.05M | 2.1% | $26.3K | Cut−$217.1K |
| Meta Platforms, Inc. | META | 6.79K | $3.88M | 2.0% | −$562.4K | Added−$337.6K |
| Vanguard Intl Equity Index F | — | 69.9K | $3.78M | 1.9% | — | New |
| Ishares Tr | — | 39.3K | $3.73M | 1.9% | — | New |
| Microsoft Corp | MSFT | 9.32K | $3.45M | 1.8% | −$974.5K | Added−$702.4K |
| Walmart Inc. | WMT | 27.7K | $3.44M | 1.7% | $356.1K | Cut$210.6K |
| Ishares Tr | — | 84.4K | $1.94M | 1.0% | −$7.78K | Added$553.2K |
| Caterpillar Inc | CAT | 2.61K | $1.85M | 0.9% | $353.6K | Added$355K |
| Berkshire Hathaway Inc Del | — | 3.85K | $1.85M | 0.9% | −$90.3K | Cut−$247.2K |
| Broadcom Inc. | AVGO | 5.79K | $1.79M | 0.9% | −$211.7K | Cut−$265.7K |
| Invesco Actively Managed Exc | — | 69.5K | $1.77M | 0.9% | −$1.94K | Added$536.5K |
| Janus Detroit Str Tr | — | 33.5K | $1.69M | 0.9% | −$3.3K | Added$900.3K |
| Jpmorgan Chase & Co. | — | 5.38K | $1.58M | 0.8% | −$150.8K | Cut−$251.3K |
| Schwab Strategic Tr | — | 60.4K | $1.55M | 0.8% | −$76.7K | Cut−$1.54M |
| Vanguard Mun Bd Fds | — | 30.2K | $1.51M | 0.8% | −$11K | Added$120.1K |
| Exxon Mobil Corp | — | 7.94K | $1.35M | 0.7% | $369.8K | Added$444.3K |
| T-Mobile Us Inc | — | 6.3K | $1.32M | 0.7% | $44.1K | Cut−$255.8K |
| Schwab Strategic Tr | — | 52.1K | $1.29M | 0.7% | $24.9K | Added$447.7K |
| Bank America Corp | — | 25.9K | $1.26M | 0.6% | −$133.6K | Added$87.4K |
| Ishares Tr | — | 11.7K | $1.24M | 0.6% | −$11.2K | Added−$9.33K |
| Netflix Inc | NFLX | 12.7K | $1.22M | 0.6% | $22.8K | Added$325.4K |
| Tesla, Inc. | TSLA | 3.15K | $1.17M | 0.6% | −$213.9K | Added−$64.1K |
| Wells Fargo Co New | — | 14.5K | $1.16M | 0.6% | −$197.4K | Cut−$251K |
| Bondbloxx Etf Trust | — | 23.4K | $1.15M | 0.6% | −$22.2K | Cut−$271.3K |
| Eli Lilly & Co | LLY | 1.22K | $1.12M | 0.6% | −$172.2K | Added−$73.7K |
| At&T Inc | — | 37.9K | $1.1M | 0.6% | $66.6K | Added$700.3K |
| Johnson & Johnson | JNJ | 4.2K | $1.03M | 0.5% | $129.7K | Added$310.8K |
| Asml Holding N V | — | 766 | $1.01M | 0.5% | $192.2K | Cut−$996.4K |
| Disney Walt Co | — | 9.62K | $927.2K | 0.5% | −$106.1K | Added$233.2K |
| Visa Inc. | V | 2.92K | $881.3K | 0.4% | −$118.3K | Added$25.3K |
| Citigroup Inc | — | 7.62K | $864.4K | 0.4% | −$6.56K | Added$631.1K |
| Doubleline Etf Trust | — | 16.5K | $856.3K | 0.4% | $268 | Added$599.1K |
| Schwab Strategic Tr | — | 32.8K | $818.3K | 0.4% | −$5.58K | Cut−$35.1K |
| Costco Whsl Corp New | — | 794 | $791.1K | 0.4% | $59.2K | Added$407.9K |
| Oracle Corp | — | 5.31K | $781.2K | 0.4% | −$205.8K | Added−$58K |
| Prologis Inc. | — | 5.89K | $778K | 0.4% | $17.6K | Added$280.8K |
| Ishares Tr | — | 14.4K | $767.6K | 0.4% | −$9.52K | Cut−$33K |
| Salesforce, Inc. | CRM | 4.11K | $767.4K | 0.4% | −$321.6K | Cut−$323.2K |
| Vanguard Charlotte Fds | — | 15.9K | $766.1K | 0.4% | −$4.28K | Cut−$3.57M |
| Lockheed Martin Corp | LMT | 1.26K | $760.4K | 0.4% | $59.5K | Added$521.9K |
| Applied Matls Inc | — | 2.11K | $720.5K | 0.4% | $178.8K | Cut−$83.6K |
| Novartis Ag | — | 4.54K | $694.1K | 0.4% | $67.6K | Cut−$115.3K |
| Merck & Co., Inc. | MRK | 5.67K | $682.6K | 0.3% | $59.4K | Added$267K |
| Lam Research Corp | LRCX | 3.19K | $682.2K | 0.3% | $135.6K | Cut$74K |
| Janus Detroit Str Tr | — | 12.7K | $653.9K | 0.3% | −$2.56K | Added$395.9K |
| Pinnacle Finl Partners Inc Com | — | 7.58K | $653.4K | 0.3% | — | New |
| Qualcomm Inc | — | 4.98K | $640.8K | 0.3% | −$210.3K | Cut−$246.4K |
| Palantir Technologies Inc. | PLTR | 4.27K | $624.8K | 0.3% | −$113.4K | Added−$15.5K |
| Schwab Strategic Tr | — | 21.1K | $614K | 0.3% | $12.7K | Cut−$16.6K |
| Ishares Tr | — | 7.5K | $588.2K | 0.3% | $6.6K | Cut$2.1K |
| Kraneshares Trust | — | 39.6K | $587.2K | 0.3% | −$65.8K | Added$31.3K |
| Verizon Communications Inc | VZ | 11.5K | $575.4K | 0.3% | $108.5K | Cut$57.4K |
| Cisco Sys Inc | — | 7.38K | $572.4K | 0.3% | $4.14K | Cut−$483.9K |
| Schwab Strategic Tr | — | 23.6K | $572.3K | 0.3% | −$2.1K | Added$60.4K |
| Vistra Corp. | VST | 3.77K | $566.7K | 0.3% | −$22.4K | Added$237.6K |
| AbbVie Inc. | ABBV | 2.58K | $561.9K | 0.3% | −$27.5K | Added−$10.1K |
| Series Portfolios Tr | — | 21.6K | $554.2K | 0.3% | −$17.9K | Cut−$483.3K |
| Linde Plc | LIN | 1.09K | $541.4K | 0.3% | $37.4K | Added$311.5K |
| American Express Co | AXP | 1.78K | $537.2K | 0.3% | −$119.8K | Cut−$358.4K |
| Spdr Series Trust | — | 15.8K | $528.3K | 0.3% | −$4.25K | Cut−$19.9K |
| Morgan Stanley | — | 3.21K | $527.9K | 0.3% | −$27.8K | Added$147.3K |
| Advanced Energy Inds | — | 1.62K | $521.8K | 0.3% | — | New |
| Mastercard Inc | MA | 1.04K | $521.2K | 0.3% | −$74.3K | Cut−$82.3K |
| Advanced Micro Devices Inc | AMD | 2.48K | $504.9K | 0.3% | −$24.8K | Added$9.56K |
| Ishares Tr | — | 9.52K | $500.6K | 0.3% | −$2.67K | Added$59.7K |
| Spdr Series Trust | — | 11K | $496.7K | 0.3% | −$4.05K | Cut−$20.6K |
| Home Depot, Inc. | HD | 1.49K | $488.9K | 0.2% | −$22.7K | Cut−$288.3K |
| Comcast Corp New | — | 17K | $486.9K | 0.2% | −$20K | Cut−$317.8K |
| Vaneck Etf Trust | — | 19.3K | $484.5K | 0.2% | −$10.5K | Added$102.8K |
| Adobe Inc. | ADBE | 1.94K | $470.4K | 0.2% | −$194.1K | Added−$165.2K |
| F N B Corp | — | 28.1K | $469.3K | 0.2% | — | New |
| Welltower Inc. | WELL | 2.37K | $468.6K | 0.2% | — | New |
| Micron Technology Inc | MU | 1.38K | $467.2K | 0.2% | $50.3K | Added$193.2K |
| Northrop Grumman Corp | — | 683 | $465.7K | 0.2% | $76.3K | Cut$46.1K |
| Shell Plc | — | 5K | $465K | 0.2% | $97.6K | Cut−$398.6K |
| Ge Aerospace | — | 1.62K | $460.9K | 0.2% | −$37.7K | Added−$18.1K |
| Intuit Inc. | INTU | 1.06K | $460.1K | 0.2% | −$218.1K | Added−$167.9K |
| Fedex Corp | FDX | 1.25K | $445.6K | 0.2% | $58.2K | Added$195.7K |
| Chevron Corp New | CVX | 2.14K | $442.9K | 0.2% | $116.6K | Cut$91.5K |
| Accenture Plc Ireland | — | 2.23K | $442.6K | 0.2% | −$105.7K | Added$37.5K |
| Electronic Arts Inc. | EA | 2.17K | $442.4K | 0.2% | −$521 | Added$210.7K |
| Goldman Sachs Group Inc | — | 508 | $429.8K | 0.2% | −$9.47K | Added$177.5K |
| Tjx Cos Inc New | — | 2.55K | $407.6K | 0.2% | $15.5K | Cut−$23.2K |
| Duke Energy Corp New | — | 3.05K | $399.4K | 0.2% | $28.1K | Added$159.7K |
| International Business Machs | — | 1.58K | $382.7K | 0.2% | −$84.9K | Cut−$104.4K |
| Anheuser Busch Inbev Sa/Nv | — | 5.44K | $377.2K | 0.2% | $29K | Cut−$22.1K |
| RTX Corp | RTX | 1.91K | $369K | 0.2% | $18.2K | Cut−$216.8K |
| Carvana Co. | CVNA | 1.17K | $367.2K | 0.2% | −$125.7K | Cut−$295.8K |
| Intel Corp | INTC | 8.23K | $363.3K | 0.2% | — | New |
| Unitedhealth Group Inc | UNH | 1.33K | $361K | 0.2% | −$77.2K | Added−$67.2K |
| Hsbc Hldgs Plc | — | 4.33K | $357K | 0.2% | $16.5K | Cut−$426.3K |
| Sap Se | — | 2.06K | $352K | 0.2% | −$147.4K | Cut−$752.3K |
| Newmont Corp | — | 3.24K | $351.2K | 0.2% | — | New |
| Gilead Sciences, Inc. | GILD | 2.51K | $349.6K | 0.2% | $41.7K | Cut−$45.9K |
| Toronto Dominion Bk Ont | — | 3.7K | $345.4K | 0.2% | −$3.29K | Cut−$395.2K |
| Magnolia Oil & Gas Corp | MGY | 10.9K | $343.3K | 0.2% | — | New |
| Pepsico Inc | PEP | 2.19K | $340.3K | 0.2% | $25.8K | Cut$21.5K |
| Procter And Gamble Co | PG | 2.35K | $339.9K | 0.2% | $2.61K | Cut$606 |
| Dillards Inc | — | 592 | $338.7K | 0.2% | — | New |
| Globus Med Inc | — | 3.82K | $328.9K | 0.2% | — | New |
| Shopify Inc. | SHOP | 2.69K | $319.3K | 0.2% | −$114K | Cut−$287.9K |
| Lowes Cos Inc | — | 1.34K | $317.1K | 0.2% | −$6.54K | Cut−$128.1K |
| Jackson Financial Inc | — | 2.83K | $299.1K | 0.2% | −$1.84K | Added$87.7K |
| Equinix Inc | EQIX | 296 | $290.2K | 0.1% | — | New |
| Toyota Motor Corp | — | 1.38K | $284.8K | 0.1% | −$11K | Cut−$250.3K |
| Schwab Strategic Tr | — | 8.94K | $280.2K | 0.1% | −$13.1K | Added−$13K |
| Mcdonalds Corp | MCD | 898 | $279.1K | 0.1% | $4.64K | Cut−$69.6K |
| Crh Plc | — | 2.64K | $277.8K | 0.1% | −$52K | Cut−$559.3K |
| Spdr Series Trust | — | 9.69K | $277.8K | 0.1% | −$1.74K | Cut−$19.2K |
| Te Connectivity Plc | TEL | 1.32K | $275.5K | 0.1% | −$16.4K | Added$74.1K |
| Littelfuse Inc | — | 811 | $275.2K | 0.1% | — | New |
| Merit Med Sys Inc | — | 3.86K | $265.9K | 0.1% | — | New |
| Midland States Bancorp Inc | — | 11.7K | $262K | 0.1% | — | New |
| HCA Healthcare, Inc. | HCA | 553 | $261.7K | 0.1% | — | New |
| Moog Inc | — | 890 | $260.4K | 0.1% | — | New |
| GE Vernova Inc. | GEV | 296 | $258.4K | 0.1% | — | New |
| Bluerock Pvt Real Estate Fd | — | 15.3K | $254.4K | 0.1% | $24.7K | Added$24.7K |
| Sanmina Corp | SANM | 1.96K | $254.1K | 0.1% | −$33.3K | Added$9.63K |
| Applovin Corp | APP | 637 | $253.5K | 0.1% | −$175.7K | Cut−$224.9K |
| National Grid Plc | — | 2.99K | $253.1K | 0.1% | $21.7K | Cut−$164K |
| Ishares Tr | — | 4.99K | $249.6K | 0.1% | $143 | Added$11.3K |
| Vanguard Index Fds | — | 778 | $249.5K | 0.1% | −$10.6K | Added$10.3K |
| British Amern Tob Plc | — | 4.26K | $248.8K | 0.1% | $7.86K | Cut−$352.2K |
| Banco Bilbao Vizcaya Argenta | — | 11.2K | $242.7K | 0.1% | −$18.5K | Cut−$629K |
| Cirrus Logic, Inc. | CRUS | 1.68K | $242.5K | 0.1% | — | New |
| Golub Cap Bdc Inc | — | 18.7K | $237.3K | 0.1% | −$9.83K | Added$90.8K |
| Coca Cola Co | KO | 3.08K | $234K | 0.1% | $18.9K | Cut$15K |
| Terex Corp New | — | 3.96K | $233.9K | 0.1% | — | New |
| Danaher Corporation | — | 1.23K | $233.8K | 0.1% | — | New |
| Watts Water Technologies Inc | WTS | 794 | $230.5K | 0.1% | — | New |
| ONE Gas, Inc. | OGS | 2.66K | $229.4K | 0.1% | — | New |
| Blue Owl Capital Corporation | — | 20.6K | $228.2K | 0.1% | — | New |
| Sumitomo Mitsui Finl Group I | — | 11.5K | $228.1K | 0.1% | $4.85K | Cut−$51.1K |
| Ares Capital Corp | ARCC | 12.5K | $225.9K | 0.1% | — | New |
| Schwab Strategic Tr | — | 4.87K | $225.9K | 0.1% | $8.78K | Added$9.89K |
| Vanguard Whitehall Fds | — | 1.52K | $224.9K | 0.1% | $7.04K | Added$8.22K |
| Commercial Metals Co | CMC | 3.59K | $220.5K | 0.1% | — | New |
| Bitwise Bitcoin Etf Tr | — | 5.96K | $219.2K | 0.1% | — | New |
| UBS Group AG | UBS | 5.58K | $217.9K | 0.1% | −$40.4K | Cut−$267.1K |
| Barclays Plc | — | 10.2K | $215.7K | 0.1% | −$43.7K | Cut−$346.5K |
| American Tower Corp New | — | 1.24K | $214.7K | 0.1% | — | New |
| Royal Bk Cda | — | 1.33K | $214.7K | 0.1% | −$11.6K | Cut−$380.8K |
| Abbott Labs | ABT | 2.07K | $212.8K | 0.1% | — | New |
| California Res Corp | — | 3.04K | $210.2K | 0.1% | — | New |
| Blackstone Secd Lending Fd | — | 8.75K | $207.3K | 0.1% | — | New |
| Insmed Inc | INSM | 1.25K | $204.9K | 0.1% | −$13.2K | Cut−$35.6K |
| Astrazeneca Plc Ord | AZN | 1.04K | $204.7K | 0.1% | — | New |
| Plains Gp Hldgs L P | — | 8.31K | $201.9K | 0.1% | — | New |
| Gsk Plc | — | 3.65K | $201.3K | 0.1% | $22.4K | Cut−$182.9K |
| General Mtrs Co | — | 2.7K | $201.1K | 0.1% | — | New |
| Amneal Pharmaceuticals, Inc. | AMRX | 15.2K | $188.5K | 0.1% | — | New |
| Vodafone Group Plc New | — | 11.4K | $171K | 0.1% | $20.6K | Cut−$92.7K |
| Amicus Therapeutics Inc | — | 10.6K | $152.8K | 0.1% | — | New |
| Banco Santander Sa | — | 12.7K | $142.7K | 0.1% | −$5.69K | Cut−$143.4K |
| BGC Group, Inc. | BGC | 13.2K | $128.9K | 0.1% | $11.2K | Cut−$161.7K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.