SEC 13F Intelligence

Managers / Q1 2025 · view latest →

Brueske Advisory Services, LLC

CIK 0001879492 · 11245 SE 6TH STREET, BUILDING B, SUITE 120, BELLEVUE, WA, 98004 · 425-974-1145

Reported Value
$106M
Q1 2025
Positions
52
Filings on Record
5
2019–present window
Filed
Apr 22, 2025
original filing

Summary

Brueske Advisory Services, LLC reported $106M in U.S.-listed holdings across 52 positions for Q1 2025.

The portfolio is heavily concentrated: GOVT alone accounts for 27.4% of reported value.

Compared with Q4 2024, the fund opened 6 new positions and exited 10.

Portfolio Metrics

Turnover
+5.4%
vs prior filed quarter
Top-10 Concentration
+82.5%
share of reported value
Largest Position
+27.4%
Ishares Tr
New / Exited
6 / 10
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $112MQ4 ’24Q1 ’25: $106MQ1 ’25Q2 ’25: $147MQ2 ’25Q3 ’25: $183MQ3 ’25Q4 ’25: $0Q4 ’25filingsflow.com

Portfolio Composition

By security type
ETP: 74.2%Common Stock: 25.8%
  • ETP · 74.2% · $78M
  • Common Stock · 25.8% · $27M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
XLFSELECT SECTOR SPDR TRNEW+29.3K29.3K+$1M$1M
XLUSELECT SECTOR SPDR TRNEW+16.5K16.5K+$1M$1M
J P MORGAN EXCHANGE TRADED FNEW+17.2K17.2K+$969,590$969,590
EWQISHARES INCNEW+15.4K15.4K+$612,880$612,880
IYWISHARES TRNEW+1.7K1.7K+$242,399$242,399
MMM3M CONEW+1.5K1.5K+$216,031$216,031
XLISELECT SECTOR SPDR TRSOLD OUT10.6K0$1M$0
XLPSELECT SECTOR SPDR TRSOLD OUT17.7K0$1M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2025

38 positions
#IssuerClass% PortfolioValueShares
1GOVTISHARES TRUS TREAS BD ETF · MSCI USA MIN VOL · CORE S&P US GWT · RUS MID CAP ETF · U.S. TECH ETF27.42%$29M1.16M
2JHEMJOHN HANCOCK EXCHANGE TRADEDhistory →MULTFCTR EMRNG10.44%$11M413.6K
3FTCSFIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF · TECH ALPHADEX · FIRST TR ENH NEW · FST LOW OPPT EFT8.05%$8M104.7K
4QQQMINVESCO EXCH TRADED FD TR IIhistory →NASDAQ 100 ETF7.27%$8M39.8K
5FYCFIRST TR EXCHANGE-TRADED ALPSML CP GRW ALP · MID CP GR ALPH7.23%$8M109.8K
6MSFTMICROSOFT CORPhistory →COM5.06%$5M14.2K
7COSTCOSTCO WHSL CORP NEWhistory →COM4.58%$5M5.1K
8QQQINVESCO QQQ TRhistory →UNIT SER 14.29%$5M9.7K
9AMZNAMAZON COM INChistory →COM4.14%$4M23.0K
10XLFSELECT SECTOR SPDR TRFINANCIAL · COMMUNICATION · SBI INT-UTILS3.98%$4M60.7K
11AAPLAPPLE INChistory →COM1.84%$2M8.8K
12JPSTJ P MORGAN EXCHANGE TRADED FUS QUALTY FCTR · ULTRA SHRT ETF1.67%$2M32.8K
13SBUXSTARBUCKS CORPhistory →COM1.60%$2M17.2K
14FLCAFRANKLIN TEMPLETON ETF TRFTSE CANADA · FTSE GERMANY1.19%$1M38.3K
15EWIISHARES INCMSCI ITALY ETF · MSCI FRANCE ETF1.17%$1M30.2K
16BABOEING COCOM0.96%$1M5.9K
17SPYSPDR S&P 500 ETF TRTR UNIT0.85%$900,0591.6K
18TMUST-MOBILE US INCCOM0.68%$723,0512.7K
19WTWWILLIS TOWERS WATSON PLC LTDSHS0.65%$683,3352.0K
20PULSPGIM ETF TRPGIM ULTRA SH BD0.65%$682,19613.7K
21BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.62%$659,8671.2K
22GOOGALPHABET INCCAP STK CL C · CAP STK CL A0.61%$642,2144.1K
23WFCWELLS FARGO CO NEWCOM0.50%$523,9237.3K
24METAMETA PLATFORMS INCCL A0.43%$453,149786
25CVXCHEVRON CORP NEWCOM0.41%$437,7982.6K
26NVDANVIDIA CORPORATIONCOM0.39%$416,1793.8K
27EXMOCEXXON MOBIL CORPCOM0.39%$414,1143.5K
28ETNEATON CORP PLCSHS0.38%$406,1141.5K
29ABBVABBVIE INCCOM0.32%$335,4421.6K
30BOHBANK HAWAII CORPCOM0.31%$328,2284.8K
31MAMASTERCARD INCORPORATEDCL A0.30%$317,910580
32JNJJOHNSON & JOHNSONCOM0.28%$298,1801.8K
33JPMJPMORGAN CHASE & CO.COM0.24%$255,1121.0K
34WMTWALMART INCCOM0.23%$245,9002.8K
35CMCSACOMCAST CORP NEWCL A0.22%$230,9576.3K
36CRMSALESFORCE INCCOM0.21%$219,794819
37MMM3M COCOM0.20%$216,0311.5K
38HDHOME DEPOT INCCOM0.20%$214,030584

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2025$01Feb 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$183M65Oct 31, 202513F-HRchanges · EDGAR ↗
Q2 2025$147M61Jul 18, 202513F-HRchanges · EDGAR ↗
Q1 2025$106M52Apr 22, 202513F-HRchanges · EDGAR ↗
Q4 2024$112M56Feb 5, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.