Brucke Financial, Inc.
Annual return '25
+1.2%
SPY '25
+17.7%
Alpha
-16.5ptsvs SPY
Invested
$197.1M
Holdings
165
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Exited (was 98.1k shares)
11.9%
02
$PBFR
PGIM ROCK ETF TR
Q1 2026: Exited (was 629.3k shares)
9.6%
03
$VGIT
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 121.9k shares)
3.4%
04
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 95.8% (37.1k → 1.5k shares)
3.3%
05
$VCIT
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 87.2k shares)
3.3%
06
$AAPL
APPLE INC
Q1 2026: Sold 69.3% (21.2k → 6.5k shares)
2.8%
07
$SCHC
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 119.8k shares)
2.6%
08
$VGSH
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 61.0k shares)
2.5%
09
$VCSH
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 44.9k shares)
2.5%
10
$AMZN
AMAZON COM INC
Q1 2026: Exited (was 19.7k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:32 UTC.