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Brucke Financial, Inc.

SEC CIK
0002058446
Latest filing
Jul 21, 2026

The latest 13F from Brucke Financial, Inc. covers Q2 2026 (filed Jul 21, 2026): 175 long positions worth $225.1M. The top 10 holdings make up 44.0% of the portfolio, and the largest is Vanguard Ftse Developed Markets ETF at 12.4%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
22
Est. +$5.76M
Added
84
Est. +$13.7M
Reduced
67
Est. −$4.71M
Sold out
13
Est. −$4.04M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Ftse Developed Markets ETF921943858
    12.4%$28.0M
  2. Pgim Rock ETF Tr69420N692
    9.1%$20.6M
  3. NVDANVIDIA Corp
    3.4%$7.66MHistory
  4. Vanguard Scottsdale FDS92206C706
    3.1%$6.92M
  5. Vanguard Intermediate-Term Corporate Bond ETF92206C870
    3.0%$6.69M

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Ftse Developed Markets ETF921943858
    +$1.87MAdded
  2. Janus Detroit STR Tr47103U845
    +$1.19MAdded
  3. iShares Tr464288588
    +$1.03MAdded
  4. Vanguard Scottsdale FDS92206C102
    +$678.2KAdded
  5. Vanguard Scottsdale FDS92206C409
    +$651.1KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. MUMicron Technology Inc
    +0.55 pp0.2% → 0.8%History
  2. Vanguard Ftse Developed Markets ETF921943858
    +0.52 pp11.9% → 12.4%
  3. Janus Detroit STR Tr47103U845
    +0.42 pp0.9% → 1.3%
  4. AMATApplied Materials Inc
    +0.31 pp0.4% → 0.7%History
  5. Kraneshares Tr500767736
    +0.28 pp0.0% → 0.3%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. XOMExxonMobil Holdings Corp
    −$1.35MSold outHistory
  2. Invesco Actively Managed Exc46090A721
    −$686.1KReduced
  3. Vanguard Total International Bond ETF92203J407
    −$510.3KReduced
  4. PNFPPinnacle Financial Partners, Inc.
    −$365.6KReducedHistory
  5. AEISAdvanced Energy Industries Inc
    −$328.5KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. XOMExxonMobil Holdings Corp
    −0.68 pp0.7% → 0.0%History
  2. Invesco Actively Managed Exc46090A721
    −0.41 pp0.9% → 0.5%
  3. Vanguard Total International Bond ETF92203J407
    −0.27 pp0.4% → 0.1%
  4. TMUST-Mobile US, Inc.
    −0.26 pp0.7% → 0.4%History
  5. NFLXNetflix Inc
    −0.22 pp0.6% → 0.4%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$225.1M
+$27.9M (+14.2%) vs. prior quarter
Positions
175
+9 vs. prior quarter
Top 10 concentration
44.0%
Top 10 as share of value
Turnover
4.1%
Q2 2026, one quarter
Average holding period
5.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.

13F filings by quarter

7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $225.1M (Q2 2026)

Q4 2024: $116.3MQ1 2025: $115.2MQ2 2025: $143.9MQ3 2025: $170.8MQ4 2025: $182.9MQ1 2026: $197.1MQ2 2026: $225.1M
Q4 2024Q2 2026
13F filings of Brucke Financial, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 21, 2026175$225.1MVanguard Ftse Developed Markets ETFPgim Rock ETF TrNVDAvs. Q1 2026SEC
Q1 2026Apr 10, 2026166$197.1MVanguard Ftse Developed Markets ETFPgim Rock ETF TrVanguard Scottsdale FDSvs. Q4 2025SEC
Q4 2025Jan 12, 2026169$182.9MPgim Rock ETF TrVanguard Scottsdale FDSVanguard Intermediate-Term Corporate Bond ETFvs. Q3 2025SEC
Q3 2025Nov 12, 2025161$170.8MPgim Rock ETF TrNVDAVanguard Intermediate-Term Corporate Bond ETFvs. Q2 2025SEC
Q2 2025Jul 24, 2025147$143.9MPgim Rock ETF TrVanguard Intermediate-Term Corporate Bond ETFVanguard Scottsdale FDSvs. Q1 2025SEC
Q1 2025May 8, 2025139$115.2MVanguard Intermediate-Term Corporate Bond ETFVanguard Scottsdale FDSSchwab International Small-Cap Equity ETFvs. Q4 2024SEC
Q4 2024Feb 27, 2025138$116.3MVanguard Scottsdale FDSVanguard Intermediate-Term Corporate Bond ETFAMZN–SEC