Institutional filer · SEC 13F · Q4 2024
Brucke Financial, Inc.
The reported 13F portfolio of Brucke Financial, Inc. (CIK 2058446) - top holdings, how concentrated the book is, and what changed last quarter.
- $116.3M
- Reported book
- 138
- Positions
- #286
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Brucke Financial, Inc. ranks #286 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2024 the reported book is $116.3M across 138 positions, a broadly diversified portfolio.
- $116.3M
- reported 13F value
- 138
- disclosed positions
- 4.8%
- in VANGUARD SCOTTSDALE FD
- #286
- of 360 filers
Top-5 share 20.4% → SPREAD book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Brucke Financial, Inc. ranks #286 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Brucke Financial, Inc. sits by disclosed position count
Brucke Financial, Inc. reports 138 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Brucke Financial, Inc. vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
138 152nd of 360 higher than 208 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Brucke Financial, Inc. reports $0.12B across 138 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2058446 · Q4 2024 $116M book
BOOK-LIGHT · POS-FOCUS · CONC-MID · LEAD-MIX · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #286/360
- POS-FOCUS 138 names
- CONC-MID 20% top-5
- LEAD-MIX 4.8% top
- PHOTO-FINISH Macco Financial , .
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2024
Photo-finish peer on reported book: Macco Financial Group, Inc.
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · Brucke Financial, Inc.
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$116.3M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | $5.6M | 4.8% |
| 2 | VANGUARD SCOTTSDALE FDS | $5.6M | 4.8% |
| 3 | AMAZON COM INC | $4.5M | 3.9% |
| 4 | SCHWAB STRATEGIC TR | $4.1M | 3.5% |
| 5 | META PLATFORMS INC | $3.9M | 3.3% |
| 6 | VANGUARD CHARLOTTE FDS | $3.6M | 3.1% |
| 7 | NVIDIA CORPORATION | $3.4M | 2.9% |
| 8 | VANGUARD SCOTTSDALE FDS | $3.2M | 2.7% |
| 9 | ALPHABET INC | $3.1M | 2.6% |
| 10 | VANGUARD TAX-MANAGED FDS | $3.1M | 2.6% |
| 11 | APPLE INC | $2.8M | 2.4% |
| 12 | WALMART INC | $2.8M | 2.4% |
| 13 | MICROSOFT CORP | $2.5M | 2.1% |
| 14 | SCHWAB STRATEGIC TR | $2.5M | 2.1% |
| 15 | VANGUARD SCOTTSDALE FDS | $2.4M | 2.0% |
| 16 | VANGUARD SCOTTSDALE FDS | $2.3M | 2.0% |
| 17 | JPMORGAN CHASE & CO. | $1.9M | 1.6% |
| 18 | BERKSHIRE HATHAWAY INC DEL | $1.7M | 1.5% |
| 19 | BROADCOM INC | $1.5M | 1.3% |
| 20 | SALESFORCE INC | $1.4M | 1.3% |
| 21 | TESLA INC | $1.3M | 1.1% |
| 22 | HOME DEPOT INC | $1.3M | 1.1% |
| 23 | CATERPILLAR INC | $1.2M | 1.0% |
| 24 | WELLS FARGO CO NEW | $1.1M | 1.0% |
| 25 | VANGUARD MUN BD FDS | $1.1M | 1.0% |
Latest Quarter Trades · Q4 2024
New positions (138)
Frequently Asked Questions
- How big is Brucke Financial, Inc.'s 13F portfolio?
- Brucke Financial, Inc. reports $116.3M of long US-equity positions across 138 securities as of Q4 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Brucke Financial, Inc. sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Brucke Financial, Inc. ranks #286 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Brucke Financial, Inc.'s largest position?
- Brucke Financial, Inc.'s largest reported position is VANGUARD SCOTTSDALE FDS at $5.6M, about 4.8% of its reported book as of Q4 2024.
- What did Brucke Financial, Inc. trade last quarter?
- In its Q4 2024 filing, Brucke Financial, Inc. opened 138 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Brucke Financial, Inc.: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($116.3M here).
Similar holding count
Nearest filers by number of disclosed positions (138 here).
Using this filing
- The rankings sort every tracked filer the same way Brucke Financial, Inc. was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Macco Financial Group, Inc. reported the nearest book value ($116.3M) this quarter, a useful scale comparison for Brucke Financial, Inc.. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.