Brucke Financial, Inc.
CIK: 0002058446SEC EDGAR →
Portfolio Value
$182.9M
Holdings
169
As of
Q4 2025
New Positions
18
Closed Positions
10
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | PGIM ROCK ETF TR | 629,310 | $18.4M | 10.05% |
| 2 | VANGUARD SCOTTSDALE FDS | 121,889 | $7.3M | 3.99% |
| 3 | VANGUARD SCOTTSDALE FDS | 87,161 | $7.3M | 3.99% |
| 4 | NVIDIA CORPORATION | 37,056 | $6.9M | 3.78% |
| 5 | VANGUARD TAX-MANAGED FDS | 98,102 | $6.1M | 3.35% |
| 6 | APPLE INC | 21,181 | $5.8M | 3.15% |
| 7 | SCHWAB STRATEGIC TR | 119,814 | $5.5M | 2.98% |
| 8 | ALPHABET INC | 16,819 | $5.3M | 2.88% |
| 9 | AMAZON COM INC | 19,685 | $4.5M | 2.48% |
| 10 | VANGUARD CHARLOTTE FDS | 89,772 | $4.3M | 2.37% |
Quarterly Changes
New Positions (19)
$1.0M · 39K shares
$787K · 16K shares
$555K · 33K shares
$497K · 4K shares
$381K · 15K shares
$361K · 6K shares
$257K · 5K shares
$257K · 5K shares
$239K · 3K shares
$238K · 5K shares
$233K · 2K shares
$231K · 1K shares
$229K · 15K shares
$226K · 4K shares
$211K · 2K shares
$203K · 360 shares
$201K · 885 shares
$146K · 11K shares
$81K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 57 | $92.2M | 50.4% |
| Technology | 32 | $34.8M | 19.0% |
| Communication Services | 10 | $14.8M | 8.1% |
| Consumer Cyclical | 12 | $10.6M | 5.8% |
| Healthcare | 16 | $7.4M | 4.0% |
| Unknown | 8 | $6.6M | 3.6% |
| Consumer Defensive | 7 | $5.2M | 2.9% |
| Industrials | 11 | $5.1M | 2.8% |
| Energy | 6 | $3.0M | 1.6% |
| Utilities | 4 | $1.5M | 0.8% |
| Real Estate | 3 | $962K | 0.5% |
| Basic Materials | 3 | $827K | 0.5% |