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 reported positions worth $225.1M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-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 reported non-option book. Cloning the disclosed picks since 2025 would be +25% (+15.7%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+25.2%
+15.7%/yr · since Feb '25
Their reported book
+24.9%
held from quarter-end
S&P 500
+32.5%
same window
$9K$10K$11K$12K$13KFeb '25Jun '25Oct '25Jan '26May '26Sep '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 each quarter's actual reporting lag, ~21 days for the latest filing, with 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.

How much sits in the biggest positions

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.

Where the money is, by sector

47% mapped to company sectors

ETFs / funds
50%
Information Technology
21%
Financials
6%
Consumer Discretionary
6%
Industrials
4%
No sector on file yet
4%
Health Care
3%
Communication Services
2%

+5 sectors below the cut, 4% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Brucke Financial, Inc.

Manager / fundShared namesTheir $ in those
Prospect Hill Management, LLC10 / 80$236.5M
Howard Hughes Medical Institute21 / 80$392.1M
Draper Asset Management, LLC10 / 80$171.4M
Hoey Investments, Inc49 / 80$668.5M
United American Securities Inc. (d/b/a UAS Asset Management)9 / 80$393.3M
H&H International Investment, LLC8 / 80$15.8B
Emerald Advisors, LLC32 / 80$635.6M
Outlook Capital Management, LLC13 / 80$246.2M

Ranked by the share of each fund's own book sitting in the names it shares with Brucke Financial, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position'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
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Filing history

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

$225.1M · Q2 2026Q4 2024 · $116.3MQ2 2026 · $225.1M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 21, 202621d175$225.1M13F-HR
Q1 2026Mar 31, 2026Apr 10, 202610d166$197.1M13F-HR
Q4 2025Dec 31, 2025Jan 12, 202612d169$182.9M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202543d161$170.8M13F-HR
Q2 2025Jun 30, 2025Jul 24, 202524d147$143.9M13F-HR
Q1 2025Mar 31, 2025May 8, 202538d139$115.2M13F-HR
Q4 2024Dec 31, 2024Feb 27, 202558d138$116.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.