Brucke Financial, Inc.

Q1 2026 13F-HR Holdings

Location
Indianapolis, IN
Holdings as of
3/31/2026
Date filed
4/10/2026
Form type
13F-HR
Num holdings
166
Total value ($000)
$197,137
Net value change ($000)
+14,215 (7.8%)
New positions
36
Sold out positions
39
Turnover %
14.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VEA 17,363 283.3%
VWO 3,781 NEW
MBB 3,728 NEW
VGSH 1,382 38.6%
VCSH 1,330 37.2%
JAAA 901 114.5%
T 701 176.1%
PNFP 653 NEW
C 631 270.8%
DCRE 599 233.1%
Top Reduces (Value $000, Stocks/ETFs)
BNDX -3,572 -82.3%
SCHX -1,538 -49.8%
AZN -1,319 -100.0%
ASML -996 -49.6%
VCIT -829 -11.4%
SAP -752 -68.1%
MSFT -702 -16.9%
VGIT -657 -9.0%
GOOGL -648 -12.3%
BBVA -629 -72.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type