Arkolith/Funds/Brucke Financial, Inc.

Brucke Financial, Inc.

CIK 2058446
Holdings as of Jun 30, 2026·disclosed Jul 21, 2026·~21-day 13F lag·13F-HR
Active Filer

Brucke Financial, Inc. holds a focused book of 175 stocks worth $225.1M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Quadratic Int Rte Vol Infl H and trimmed Amazon.com Inc. Their largest long position is Vanguard Ftse Developed ETF at 12% of the equity book. Cloning the disclosed picks since 2025 would be +22% (+14.9%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Brucke Financial, Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
82
new positions
Added to
85
existing
Trimmed
66
reduced
Sold out
13
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+21.7%
+14.9%/yr · since Feb '25
Their reported book
+21.3%
held from quarter-end
S&P 500
+28.5%
same window
$9K$10K$11K$12K$13KFeb '25Jun '25Sep '25Dec '25Apr '26Jul '26
Brucke Financial, Inc. (copied at disclosure) S&P 500

Growth of $10,000 cloning Brucke Financial, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
44%
Top 20 holdings
61%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

46% mapped to company sectors

ETF / fund or unclassified
54%
Information Technology
21%
Financials
6%
Consumer Discretionary
6%
Industrials
3%
Health Care
3%
Communication Services
2%
Materials
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

175 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$28.0M392.9K
12.4%
+7.2%
Added · +26K sh
2Pgim Rock ETF TR
LADDE S&P 20 ETF
$20.6M671.7K
9.1%
+2.9%
Added · +19K sh
3Nvidia Corporation
COM
$7.7M38.3K
3.4%
+2.5%
Added · +926 sh
4Vanguard Scottsdale FDS
INTER TERM TREAS
$6.9M117.3K
3.1%
+5.1%
Added · +6K sh
5Vanguard Scottsdale FDS
INT-TERM CORP
$6.7M81.0K
3.0%
+3.5%
Added · +3K sh
6Apple Inc
COM
$6.5M22.5K
2.9%
+2.6%
Added · +568 sh
7Alphabet Inc
CAP STK CL A
$5.9M16.5K
2.6%
+2.6%
Added · +418 sh
8Schwab Strategic TR
INTL SCEQT ETF
$5.7M118.7K
2.5%
+7.1%
Added · +8K sh
9Vanguard Scottsdale FDS
SHORT TERM TREAS
$5.6M96.5K
2.5%
+14%
Added · +12K sh
10Vanguard Scottsdale FDS
SHRT TRM CORP BD
$5.5M70.2K
2.5%
+13%
Added · +8K sh
11Amazon Com Inc
COM
$5.3M22.1K
2.3%
−2.2%
Reduced · −490 sh
12Vanguard Scottsdale FDS
VNG RUS2000IDX
$4.9M40.3K
2.2%
−0.4%
Reduced · −175 sh
13Ishares TR
MBS ETF
$4.7M50.1K
2.1%
+28%
Added · +11K sh
14Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$4.6M76.8K
2.0%
+9.8%
Added · +7K sh
15Meta Platforms Inc
CL A
$4.3M7.6K
1.9%
+12%
Added · +802 sh
16Microsoft Corp
COM
$3.9M10.5K
1.7%
+13%
Added · +1K sh
17Walmart Inc
COM
$3.2M28.1K
1.4%
+1.6%
Added · +449 sh
18Janus Detroit STR TR
HENDRSON AAA CL
$2.9M57.1K
1.3%
+70%
Added · +24K sh
19Caterpillar Inc
COM
$2.7M2.5K
1.2%
−3.4%
Reduced · −88 sh
20Broadcom Inc
COM
$2.4M6.2K
1.0%
+7.6%
Added · +441 sh
21Berkshire Hathaway Inc Del
CL B NEW
$1.9M3.9K
0.9%
+0.9%
Added · +36 sh
22Ishares TR
IBON 2026 TE ETF
$1.9M83.6K
0.8%
−1.0%
Reduced · −826 sh
23Schwab Strategic TR
US LRG CAP ETF
$1.8M61.9K
0.8%
+2.5%
Added · +2K sh
24Vanguard Mun BD FDS
TAX EXEMPT BD
$1.8M34.9K
0.8%
+16%
Added · +5K sh
25Micron Technology Inc
COM
$1.8M1.5K
0.8%
+11%
Added · +146 sh
26JPMorgan Chase & Co
COM
$1.8M5.4K
0.8%
−0.3%
Reduced · −18 sh
27Applied Matls Inc
COM
$1.5M2.1K
0.7%
~0%
Added · +1 sh
28Tesla Inc
COM
$1.5M3.6K
0.7%
+14%
Added · +429 sh
29Schwab Strategic TR
INTL EQTY ETF
$1.5M53.1K
0.7%
+1.8%
Added · +939 sh
30ASML Hldg NV
N Y REGISTRY SHS
$1.5M736
0.7%
−3.9%
Reduced · −30 sh
31Eli Lilly & Co
COM
$1.4M1.2K
0.6%
−1.7%
Reduced · −21 sh
32Lam Research Corp
COM NEW
$1.4M3.2K
0.6%
+1.1%
Added · +36 sh
33Advanced Micro Devices Inc
COM
$1.4M2.4K
0.6%
−3.5%
Reduced · −88 sh
34Ishares TR
NATIONAL MUN ETF
$1.3M12.1K
0.6%
+3.5%
Added · +409 sh
35Bank Of Amer Corp
COM
$1.2M21.1K
0.5%
−18%
Reduced · −5K sh
36Janus Detroit STR TR
HEND SECU IN ETF
$1.2M23.4K
0.5%
+85%
Added · +11K sh
37Wells Fargo & Co
COM
$1.2M14.0K
0.5%
−3.4%
Reduced · −495 sh
38Bondbloxx ETF Trust
PRIVA CR CLO ETF
$1.1M23.0K
0.5%
−1.8%
Reduced · −417 sh
39Johnson & Johnson
COM
$1.1M4.3K
0.5%
+2.3%
Added · +98 sh
40Invesco Actively Managed Exc
AAA CLO FLTNG RT
$1.1M42.7K
0.5%
−39%
Reduced · −27K sh
41Series Portfolios TR
ELDRIDGE BBB B
$1.0M39.4K
0.5%
+82%
Added · +18K sh
42Ishares TR
ISHS 5-10YR INVT
$1.0M19.4K
0.5%
+35%
Added · +5K sh
43Schwab Strategic TR
INT-TRM U.S TRES
$1.0M41.2K
0.5%
+25%
Added · +8K sh
44Doubleline ETF Trust
COMMERCIAL REAL
$1.0M19.4K
0.4%
+18%
Added · +3K sh
45Intel Corp
COM
$992K7.1K
0.4%
−14%
Reduced · −1K sh
46Visa Inc
COM CL A
$968K2.8K
0.4%
−3.2%
Reduced · −94 sh
47Qualcomm Inc
COM
$958K5.2K
0.4%
+4.2%
Added · +210 sh
48T-Mobile US Inc
COM
$925K5.5K
0.4%
−13%
Reduced · −788 sh
49Disney Walt Co
COM
$923K9.6K
0.4%
−0.3%
Reduced · −30 sh
50Citigroup Inc
COM NEW
$908K6.5K
0.4%
−15%
Reduced · −1K sh
Showing 50 of 175 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 21, 2026175$225.1M13F-HR
Q1 2026Mar 31, 2026Apr 10, 2026166$197.1M13F-HR
Q4 2025Dec 31, 2025Jan 12, 2026169$182.9M13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025161$170.8M13F-HR
Q2 2025Jun 30, 2025Jul 24, 2025147$143.9M13F-HR
Q1 2025Mar 31, 2025May 8, 2025139$115.2M13F-HR
Q4 2024Dec 31, 2024Feb 27, 2025138$116.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.