Brucke Financial, Inc.

CIK 0002058446 • 6 13F filings • May 8, 2025 – Jul 21, 2026

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Filer information

Filed by: Brucke Financial, Inc., President & CCO
Address: 2272 WYNNEDALE RD, INDIANAPOLIS, IN, 46228
Phone: 3177267093
AUM: $182.9M

AUM over time

$225.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $182.9M167 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$572K	0.3%Prev: 0.3%	2,503 SH	Increased+103 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$405K	0.2%Prev: 0.2%	1,510 SH	Increased-20 SH
ADOBE INC	COM	$636K	0.3%Prev: 0.4%	1,816 SH	Increased-44 SH
ADVANCED MICRO DEVICES INC	COM	$495K	0.3%Prev: 0.4%	2,313 SH	Decreased-234 SH
AGREE RLTY CORP	COM	$240K	0.1%	3,326 SH	New
ALPHABET INC	CAP STK CL A	$5.3M	2.9%Prev: 2.9%	16,819 SH	Increased-750 SH
AMAZON COM INC	COM	$4.5M	2.5%Prev: 2.9%	19,685 SH	Decreased-283 SH
AMERICAN EXPRESS CO	COM	$896K	0.5%Prev: 0.5%	2,421 SH	Decreased-172 SH
ANHEUSER BUSCH INBEV SA/NV	SPONSORED ADR	$399K	0.2%Prev: 0.2%	6,235 SH	Increased+178 SH
APPLE INC	COM	$5.8M	3.1%Prev: 3.1%	21,181 SH	Increased+1,620 SH
APPLIED MATLS INC	COM	$804K	0.4%Prev: 0.4%	3,129 SH	Increased+5 SH
APPLOVIN CORP	COM CL A	$478K	0.3%Prev: 0.3%	710 SH	Increased-36 SH
ARGENX SE	SPONSORED ADR	$201K	0.1%Prev: 0.1%	239 SH	Decreased-9 SH
ASML HOLDING N V	N Y REGISTRY SHS	$2.0M	1.1%Prev: 1.0%	1,877 SH	Increased+184 SH
ASTRAZENECA PLC	SPONSORED ADR	$1.3M	0.7%Prev: 0.6%	14,344 SH	Increased+2,868 SH
AT&T INC	COM	$398K	0.2%Prev: 0.2%	16,035 SH	Decreased-230 SH
AUTODESK INC	COM	$308K	0.2%Prev: 0.2%	1,041 SH	Decreased-26 SH
BANCO BILBAO VIZCAYA ARGENTA	SPONSORED ADR	$872K	0.5%Prev: 0.4%	37,398 SH	Increased+5,921 SH
BANCO SANTANDER SA	ADR	$286K	0.2%	24,396 SH	New
BANK AMERICA CORP	COM	$1.2M	0.6%Prev: 0.6%	21,376 SH	Increased+619 SH
BARCLAYS PLC	ADR	$562K	0.3%Prev: 0.3%	22,090 SH	Increased-325 SH
BELDEN INC	COM	$439K	0.2%Prev: 0.3%	3,766 SH	Decreased-263 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.1M	1.1%Prev: 1.2%	4,164 SH	Increased-77 SH
BGC GROUP INC	CL A	$291K	0.2%Prev: 0.2%	32,531 SH	Decreased-2,389 SH
BLUEROCK PVT REAL ESTATE FD	COM	$230K	0.1%	15,317 SH	New
BONDBLOXX ETF TRUST	BONDBLOXX PRIVAT	$1.4M	0.8%Prev: 0.2%	28,386 SH	Increased+21,668 SH
BOOKING HOLDINGS INC	COM	$305K	0.2%Prev: 0.2%	57 SH	Increased-3 SH
BP PLC	SPONSORED ADR	$489K	0.3%Prev: 0.3%	14,070 SH	Decreased-1,574 SH
BRINKS CO	COM	$368K	0.2%Prev: 0.2%	3,149 SH	Decreased-444 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$601K	0.3%Prev: 0.4%	10,615 SH	Decreased-1,497 SH
BROADCOM INC	COM	$2.1M	1.1%Prev: 1.4%	5,942 SH	Decreased-440 SH
CANADIAN IMPERIAL BANK OF CO	COM	$241K	0.1%Prev: 0.1%	2,664 SH	Increased-75 SH
CARVANA CO	CL A	$663K	0.4%Prev: 0.3%	1,571 SH	Increased-13 SH
CATERPILLAR INC	COM	$1.5M	0.8%Prev: 0.9%	2,608 SH	Decreased-202 SH
CHEVRON CORP NEW	COM	$351K	0.2%Prev: 0.2%	2,306 SH	Increased+84 SH
CISCO SYS INC	COM	$1.1M	0.6%Prev: 0.6%	13,713 SH	Decreased-1,356 SH
CITIGROUP INC	COM NEW	$233K	0.1%	1,999 SH	New
COCA COLA CO	COM	$219K	0.1%Prev: 0.1%	3,132 SH	Increased+83 SH
COMCAST CORP NEW	CL A	$805K	0.4%Prev: 0.3%	26,923 SH	Increased+8,554 SH
COMPASS INC	CL A	$153K	0.1%Prev: 0.1%	14,437 SH	Increased-3,299 SH
COSTCO WHSL CORP NEW	COM	$383K	0.2%Prev: 0.2%	444 SH	Decreased-15 SH
CRH PLC	ORD	$837K	0.5%Prev: 0.5%	6,708 SH	Increased-320 SH
DISNEY WALT CO	COM	$694K	0.4%Prev: 0.4%	6,100 SH	Decreased-553 SH
DOUBLELINE ETF TRUST	COMMERCIAL REAL	$257K	0.1%	4,956 SH	New
DUKE ENERGY CORP NEW	COM NEW	$240K	0.1%Prev: 0.1%	2,045 SH	Increased+249 SH
ELECTRONIC ARTS INC	COM	$232K	0.1%	1,134 SH	New
ELI LILLY & CO	COM	$1.2M	0.7%Prev: 0.6%	1,111 SH	Increased-29 SH
ENERSYS	COM	$322K	0.2%Prev: 0.2%	2,193 SH	Increased-288 SH
EQUINOR ASA	SPONSORED ADR	$284K	0.2%Prev: 0.2%	12,036 SH	Decreased-2,623 SH
EXXON MOBIL CORP	COM	$902K	0.5%Prev: 0.5%	7,498 SH	Increased+206 SH
FEDEX CORP	COM	$250K	0.1%Prev: 0.1%	865 SH	Increased+23 SH
FERRARI N V	COM	$225K	0.1%Prev: 0.2%	610 SH	Decreased-154 SH
FRANKLIN ELEC INC	COM	$388K	0.2%Prev: 0.2%	4,059 SH	Decreased-275 SH
GE AEROSPACE	COM NEW	$479K	0.3%Prev: 0.3%	1,555 SH	Increased+36 SH
GILEAD SCIENCES INC	COM	$396K	0.2%Prev: 0.2%	3,222 SH	Decreased-301 SH
GOLDMAN SACHS GROUP INC	COM	$252K	0.1%Prev: 0.1%	287 SH	Increased-2 SH
GOLUB CAP BDC INC	COM	$147K	0.1%	10,798 SH	New
GSK PLC	SPONSORED ADR	$384K	0.2%Prev: 0.2%	7,836 SH	Increased-94 SH
HANCOCK WHITNEY CORPORATION	COM	$234K	0.1%Prev: 0.1%	3,680 SH	Increased-167 SH
HOME DEPOT INC	COM	$777K	0.4%Prev: 0.5%	2,259 SH	Decreased+51 SH
HSBC HLDGS PLC	SPON ADR NEW	$783K	0.4%Prev: 0.3%	9,957 SH	Increased+1,776 SH
INSMED INC	COM PAR $.01	$241K	0.1%Prev: 0.2%	1,382 SH	Decreased-2 SH
INTEGER HLDGS CORP	COM	$314K	0.2%Prev: 0.2%	4,002 SH	Increased-311 SH
INTERNATIONAL BUSINESS MACHS	COM	$487K	0.3%Prev: 0.3%	1,645 SH	Decreased-219 SH
INTUIT	COM	$628K	0.3%Prev: 0.4%	948 SH	Decreased-95 SH
INTUITIVE SURGICAL INC	COM NEW	$204K	0.1%	360 SH	New
INVESCO ACTIVELY MANAGED EXC	AAA CLO FLTNG RT	$1.2M	0.7%Prev: 0.3%	48,390 SH	Increased+29,485 SH
ISHARES TR	CORE INTL AGGR	$238K	0.1%	4,766 SH	New
ISHARES TR	EAFE SML CP ETF	$586K	0.3%Prev: 0.3%	7,559 SH	Increased+13 SH
ISHARES TR	IBONDS 2026 TERM	$1.4M	0.8%Prev: 0.3%	60,005 SH	Increased+37,006 SH
ISHARES TR	ISHS 1-5YR INVS	$441K	0.2%Prev: 0.3%	8,338 SH	Decreased-179 SH
ISHARES TR	ISHS 5-10YR INVT	$801K	0.4%Prev: 0.5%	14,859 SH	Decreased-147 SH
ISHARES TR	NATIONAL MUN ETF	$1.3M	0.7%Prev: 0.8%	11,706 SH	Decreased-215 SH
JACKSON FINANCIAL INC	COM CL A	$211K	0.1%	1,982 SH	New
JANUS DETROIT STR TR	HENDERSON SECURI	$258K	0.1%	4,955 SH	New
JANUS DETROIT STR TR	HENDRSON AAA CL	$787K	0.4%	15,568 SH	New
JOHNSON & JOHNSON	COM	$716K	0.4%Prev: 0.4%	3,460 SH	Increased+60 SH
JPMORGAN CHASE & CO.	COM	$1.8M	1.0%Prev: 1.1%	5,687 SH	Increased-191 SH
KINROSS GOLD CORP	COM	$261K	0.1%Prev: 0.1%	9,271 SH	Increased-782 SH
KRANESHARES TRUST	CALIFORNIA CARB	$556K	0.3%	33,067 SH	New
LAM RESEARCH CORP	COM NEW	$608K	0.3%Prev: 0.3%	3,553 SH	Increased+270 SH
LINDE PLC	SHS	$230K	0.1%Prev: 0.1%	539 SH	Increased+7 SH
LOCKHEED MARTIN CORP	COM	$239K	0.1%Prev: 0.1%	493 SH	Decreased-19 SH
LOWES COS INC	COM	$445K	0.2%Prev: 0.4%	1,846 SH	Decreased-793 SH
M/I HOMES INC	COM	$230K	0.1%Prev: 0.1%	1,798 SH	Increased+32 SH
MANULIFE FINL CORP	COM	$412K	0.2%Prev: 0.2%	11,368 SH	Increased-55 SH
MASTERCARD INCORPORATED	CL A	$603K	0.3%Prev: 0.4%	1,057 SH	Decreased-86 SH
MATSON INC	COM	$245K	0.1%Prev: 0.1%	1,987 SH	Increased-144 SH
MCDONALDS CORP	COM	$349K	0.2%Prev: 0.2%	1,141 SH	Decreased-101 SH
MEDTRONIC PLC	SHS	$211K	0.1%Prev: 0.1%	2,193 SH	Decreased-255 SH
MERCK & CO INC	COM	$416K	0.2%Prev: 0.2%	3,949 SH	Increased-775 SH
META PLATFORMS INC	CL A	$4.2M	2.3%Prev: 2.2%	6,394 SH	Increased+506 SH
MICRON TECHNOLOGY INC	COM	$274K	0.1%Prev: 0.1%	960 SH	Increased-43 SH
MICROSOFT CORP	COM	$4.2M	2.3%Prev: 2.4%	8,589 SH	Increased+728 SH
MIZUHO FINANCIAL GROUP INC	SPONSORED ADR	$81K	0.0%	11,094 SH	New
MORGAN STANLEY	COM NEW	$381K	0.2%Prev: 0.2%	2,144 SH	Increased+49 SH
NATIONAL GRID PLC	SPONSORED ADR NE	$417K	0.2%Prev: 0.2%	5,392 SH	Increased+562 SH
NETFLIX INC	COM	$895K	0.5%Prev: 0.5%	9,547 SH	Decreased+8,729 SH
NEXTERA ENERGY INC	COM	$484K	0.3%Prev: 0.3%	6,027 SH	Decreased-378 SH
NORTHROP GRUMMAN CORP	COM	$420K	0.2%Prev: 0.3%	736 SH	Decreased-13 SH
NOVARTIS AG	SPONSORED ADR	$809K	0.4%Prev: 0.4%	5,871 SH	Increased+819 SH
NOVO-NORDISK A S	ADR	$217K	0.1%Prev: 0.1%	4,260 SH	Decreased-633 SH
NVIDIA CORPORATION	COM	$6.9M	3.8%Prev: 4.2%	37,056 SH	Decreased+1,992 SH
ORACLE CORP	COM	$839K	0.5%Prev: 0.7%	4,306 SH	Decreased-262 SH
PALANTIR TECHNOLOGIES INC	CL A	$640K	0.4%Prev: 0.4%	3,602 SH	Decreased-144 SH
PATTERSON-UTI ENERGY INC	COM	$125K	0.1%Prev: 0.1%	20,399 SH	Decreased-1,952 SH
PEPSICO INC	COM	$319K	0.2%Prev: 0.2%	2,221 SH	Increased+118 SH
PGIM ROCK ETF TR	LADDERED S&P 500	$18.4M	10.1%Prev: 10.3%	629,310 SH	Increased+17,668 SH
PROCTER AND GAMBLE CO	COM	$339K	0.2%Prev: 0.2%	2,367 SH	Decreased-81 SH
PROLOGIS INC.	COM	$497K	0.3%	3,895 SH	New
QUALCOMM INC	COM	$887K	0.5%Prev: 0.5%	5,187 SH	Decreased+282 SH
REALTY INCOME CORP	COM	$226K	0.1%	4,017 SH	New
RELX PLC	SPONSORED ADR	$416K	0.2%Prev: 0.3%	10,293 SH	Decreased-2,073 SH
RIO TINTO PLC	SPONSORED ADR	$337K	0.2%Prev: 0.2%	4,216 SH	Increased-73 SH
ROYAL BK CDA	COM	$596K	0.3%Prev: 0.3%	3,493 SH	Increased-164 SH
RTX CORPORATION	COM	$586K	0.3%Prev: 0.3%	3,194 SH	Increased+29 SH
SALESFORCE INC	COM	$1.1M	0.6%Prev: 0.7%	4,117 SH	Decreased-492 SH
SANMINA CORPORATION	COM	$244K	0.1%Prev: 0.1%	1,629 SH	Increased+41 SH
SANOFI SA	SPONSORED ADR	$334K	0.2%Prev: 0.2%	6,894 SH	Decreased-293 SH
SAP SE	SPON ADR	$1.1M	0.6%Prev: 0.7%	4,546 SH	Decreased-111 SH
SCHNEIDER NATIONAL INC	CL B	$269K	0.1%Prev: 0.1%	10,122 SH	Increased-1,778 SH
SCHWAB STRATEGIC TR	1000 INDEX ETF	$293K	0.2%Prev: 0.2%	8,939 SH	Decreased-146 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$216K	0.1%Prev: 0.1%	4,848 SH	Decreased-103 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$853K	0.5%Prev: 0.5%	34,027 SH	Decreased-516 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$842K	0.5%Prev: 0.5%	35,044 SH	Increased-25 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$5.5M	3.0%Prev: 3.0%	119,814 SH	Increased+5,845 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$512K	0.3%Prev: 0.3%	21,004 SH	Decreased-311 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$3.1M	1.7%Prev: 1.8%	114,734 SH	Increased+3,448 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$631K	0.3%Prev: 0.4%	22,144 SH	Increased-180 SH
SELECT MED HLDGS CORP	COM	$253K	0.1%Prev: 0.1%	17,039 SH	Increased-1,084 SH
SERIES PORTFOLIOS TR	ELDRIDGE BBB B	$1.0M	0.6%	39,177 SH	New
SERVICENOW INC	COM	$206K	0.1%Prev: 0.2%	1,343 SH	Decreased+1,034 SH
SHELL PLC	SPON ADS	$864K	0.5%Prev: 0.5%	11,753 SH	Increased+233 SH
SHOPIFY INC	CL A SUB VTG SHS	$607K	0.3%Prev: 0.4%	3,772 SH	Decreased-290 SH
SONY GROUP CORP	SPONSORED ADR	$234K	0.1%Prev: 0.1%	9,153 SH	Increased+1,951 SH
SPDR SERIES TRUST	STATE STREET SPD	$1.4M	0.7%	37,828 SH	New
SUMITOMO MITSUI FINL GROUP I	SPONSORED ADR	$279K	0.2%Prev: 0.1%	14,441 SH	Increased+842 SH
T-MOBILE US INC	COM	$1.6M	0.9%Prev: 0.7%	7,780 SH	Increased+1,804 SH
TE CONNECTIVITY PLC	ORD SHS	$201K	0.1%	885 SH	New
TELEFONAKTIEBOLAGET LM ERICS	ADR B SEK 10	$266K	0.1%Prev: 0.2%	27,616 SH	Decreased-10,223 SH
TESLA INC	COM	$1.2M	0.7%Prev: 0.8%	2,743 SH	Decreased-78 SH
TEXAS INSTRS INC	COM	$298K	0.2%Prev: 0.2%	1,716 SH	Decreased-279 SH
THERMO FISHER SCIENTIFIC INC	COM	$250K	0.1%Prev: 0.1%	431 SH	Increased+6 SH
TJX COS INC NEW	COM	$431K	0.2%Prev: 0.2%	2,804 SH	Increased-120 SH
TORONTO DOMINION BK ONT	COM NEW	$741K	0.4%Prev: 0.4%	7,862 SH	Increased+21 SH
TOYOTA MOTOR CORP	ADS	$535K	0.3%Prev: 0.3%	2,500 SH	Increased+364 SH
UBER TECHNOLOGIES INC	COM	$333K	0.2%Prev: 0.2%	4,081 SH	Decreased-11 SH
UBS GROUP AG	SHS	$485K	0.3%Prev: 0.3%	10,472 SH	Increased-1,405 SH
UNILEVER PLC	SPON ADR NEW	$362K	0.2%Prev: 0.2%	5,529 SH	Decreased-1,528 SH
UNITEDHEALTH GROUP INC	COM	$428K	0.2%Prev: 0.2%	1,297 SH	Increased+111 SH
VANECK ETF TRUST	JP MRGAN EM LOC	$382K	0.2%	14,781 SH	New
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$4.3M	2.4%Prev: 2.5%	89,772 SH	Increased+3,613 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$239K	0.1%Prev: 0.1%	713 SH	Decreased-7 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.4M	0.8%Prev: 0.7%	27,581 SH	Increased+5,399 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$7.3M	4.0%Prev: 4.0%	87,161 SH	Increased+4,987 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$7.3M	4.0%Prev: 4.0%	121,889 SH	Increased+7,600 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$3.6M	2.0%Prev: 1.9%	61,001 SH	Increased+6,862 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$3.6M	2.0%Prev: 1.9%	44,904 SH	Increased+4,066 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$4.3M	2.3%Prev: 2.4%	42,873 SH	Increased+1,884 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$6.1M	3.4%Prev: 3.1%	98,102 SH	Increased+10,357 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$217K	0.1%Prev: 0.1%	1,510 SH	Increased+10 SH
VERIZON COMMUNICATIONS INC	COM	$518K	0.3%Prev: 0.3%	12,717 SH	Increased-11 SH
VISA INC	COM CL A	$856K	0.5%Prev: 0.5%	2,441 SH	Decreased-92 SH
VISTRA CORP	COM	$329K	0.2%Prev: 0.2%	2,040 SH	Increased+334 SH
VODAFONE GROUP PLC NEW	SPONSORED ADR	$264K	0.1%Prev: 0.1%	19,961 SH	Increased+966 SH
WALMART INC	COM	$3.2M	1.8%Prev: 1.7%	28,978 SH	Increased+254 SH
WELLS FARGO CO NEW	COM	$1.4M	0.8%Prev: 0.8%	15,099 SH	Increased+179 SH

Sold (vs prior filing)

ABBOTT LABS — $203K
BANCO SANTANDER S.A. — $203K
BLOOM ENERGY CORP — $217K
CACTUS INC — $202K
CAL MAINE FOODS INC — $205K
CREDO TECHNOLOGY GROUP HOLDI — $231K
DELL TECHNOLOGIES INC — $440K
PALO ALTO NETWORKS INC — $222K
SEA LTD — $201K
SPDR SERIES TRUST — $528K
SPDR SERIES TRUST — $299K
SPDR SERIES TRUST — $560K
TOTALENERGIES SE — $248K
WELLTOWER INC — $314K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 12, 2026	Q4 2025	13F-HR	0002058446-26-000001	$182.9M	View
Nov 12, 2025	Q3 2025	13F-HR	0002058446-25-000002	$170.8M	View
Jul 21, 2026	Q2 2026