Bouchey Financial Group, Ltd. 13F holdings
Bouchey Financial Group, Ltd. reported 136 positions with a total reported value of $1.5B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-27. Top holdings by reported value: VANGUARD INDEX FDS (14.6%), IVZ INVESCO EXCH TRADED FD TR II (13.7%), SCHWAB STRATEGIC TR (7.7%), QQQ INVESCO QQQ TR (7.0%), J P MORGAN EXCHANGE TRADED F (5.8%). Against 2026-03-31 it opened 27 new positions and exited 5. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 136 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| VANGUARD INDEX FDS | 779,958 | $226.4M | 14.6% |
| IVZ INVESCO EXCH TRADED FD TR II | 1,074,817 | $211.8M | 13.7% |
| SCHWAB STRATEGIC TR | 4,278,375 | $118.8M | 7.7% |
| QQQ INVESCO QQQ TR | 147,528 | $108.7M | 7.0% |
| J P MORGAN EXCHANGE TRADED F | 1,816,806 | $90.5M | 5.8% |
| WT WISDOMTREE TR | 895,952 | $85.6M | 5.5% |
| AAPL APPLE INC | 257,515 | $74.5M | 4.8% |
| FIRST TR EXCHANGE-TRADED FD | 2,930,269 | $61.3M | 4.0% |
| DIMENSIONAL ETF TRUST | 1,407,253 | $59.1M | 3.8% |
| VANECK ETF TRUST | 82,577 | $54.2M | 3.5% |
| PIMCO ETF TR | 545,883 | $50.3M | 3.3% |
| TIDAL TRUST II | 1,241,131 | $41.5M | 2.7% |
| FIRST TR EXCHNG TRADED FD VI | 1,076,652 | $40.3M | 2.6% |
| PUTNAM ETF TRUST | 772,527 | $39.4M | 2.5% |
| ROUNDHILL ETF TRUST | 468,719 | $34.6M | 2.2% |
| MSFT MICROSOFT CORP | 82,867 | $30.9M | 2.0% |
| ISHARES TR | 256,475 | $28.7M | 1.9% |
| AMZN AMAZON COM INC | 117,848 | $28.1M | 1.8% |
| SPY STATE STR SPDR S&P 500 ETF T | 23,671 | $17.7M | 1.1% |
| HODL VANECK BITCOIN ETF | 983,628 | $16.3M | 1.1% |
| VANGUARD WORLD FD | 114,640 | $13.8M | 0.9% |
| SELECT SECTOR SPDR TR | 59,489 | $10.1M | 0.7% |
| VANGUARD BD INDEX FDS | 115,809 | $8.0M | 0.5% |
| GOOGL ALPHABET INC | 19,116 | $6.8M | 0.4% |
| NVDA NVIDIA CORPORATION | 31,545 | $6.3M | 0.4% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 27 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| PIMCO ETF TR | 545,883 | $50.3M | 3.3% |
| TIDAL TRUST II | 1,241,131 | $41.5M | 2.7% |
| PUTNAM ETF TRUST | 772,527 | $39.4M | 2.5% |
| ROUNDHILL ETF TRUST | 468,719 | $34.6M | 2.2% |
| MRVL MARVELL TECHNOLOGY INC | 2,239 | $667.0K | <0.1% |
| STX SEAGATE TECHNOLOGY HLDNGS PL | 391 | $377.5K | <0.1% |
| DIREXION SHARES ETF TRUST | 1,350 | $360.1K | <0.1% |
| TEXAS INSTRS INC | 1,156 | $344.6K | <0.1% |
| CRWD CROWDSTRIKE HLDGS INC | 439 | $335.0K | <0.1% |
| SNDK SANDISK CORP | 130 | $295.6K | <0.1% |
| NXPI NXP SEMICONDUCTORS N V | 950 | $268.0K | <0.1% |
| QCOM QUALCOMM INC | 1,450 | $268.0K | <0.1% |
| BNY MELLON ETF TRUST | 5,898 | $247.4K | <0.1% |
| MMM 3M CO | 1,497 | $242.4K | <0.1% |
| TRV TRAVELERS COMPANIES INC | 708 | $233.6K | <0.1% |
| ORCL ORACLE CORP | 1,562 | $228.9K | <0.1% |
| TRST TRUSTCO BK CORP N Y | 4,126 | $228.1K | <0.1% |
| HONA HONEYWELL AEROSPACE INC | 1,017 | $224.8K | <0.1% |
| AXON AXON ENTERPRISE INC | 383 | $214.7K | <0.1% |
| BKNG BOOKING HOLDINGS INC | 1,196 | $213.2K | <0.1% |
| ROK ROCKWELL AUTOMATION INC | 425 | $210.4K | <0.1% |
| TMO THERMO FISHER SCIENTIFIC INC | 409 | $205.2K | <0.1% |
| BNY BANK OF NY MELLON CORP | 1,415 | $204.6K | <0.1% |
| ADI ANALOG DEVICES INC | 515 | $204.5K | <0.1% |
| APP APPLOVIN CORP | 395 | $203.5K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 5 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| VANGUARD INDEX FDS | 411,858 | 779,958 | +89.4% | $226.4M |
| MSFT MICROSOFT CORP | 14,285 | 82,867 | +480.1% | $30.9M |
| FIRST TR EXCHANGE-TRADED FD | 1,888,276 | 2,930,269 | +55.2% | $61.3M |
| J P MORGAN EXCHANGE TRADED F | 1,446,915 | 1,816,806 | +25.6% | $90.5M |
| VANGUARD WORLD FD | 19,029 | 114,640 | +502.4% | $13.8M |
| WT WISDOMTREE TR | 885,174 | 895,952 | +1.2% | $85.6M |
| NVDA NVIDIA CORPORATION | 28,454 | 31,545 | +10.9% | $6.3M |
| GOOGL ALPHABET INC | 17,463 | 19,116 | +9.5% | $6.8M |
| TRTX TPG RE FIN TR INC | 65,616 | 126,761 | +93.2% | $1.1M |
| HODL VANECK BITCOIN ETF | 957,597 | 983,628 | +2.7% | $16.3M |
| KLAC KLA CORP | 124 | 1,412 | +1,038.7% | $426.0K |
| AVGO BROADCOM INC | 6,231 | 7,216 | +15.8% | $2.7M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| VANECK ETF TRUST | 221,904 | 82,577 | -62.8% | $54.2M |
| ISHARES TR | 836,857 | 256,475 | -69.4% | $28.7M |
| SCHWAB STRATEGIC TR | 6,472,505 | 4,278,375 | -33.9% | $118.8M |
| DIMENSIONAL ETF TRUST | 2,170,142 | 1,407,253 | -35.2% | $59.1M |
| FIRST TR EXCHNG TRADED FD VI | 1,439,384 | 1,076,652 | -25.2% | $40.3M |
| IVZ INVESCO EXCH TRADED FD TR II | 1,102,811 | 1,074,817 | -2.5% | $211.8M |
| AAPL APPLE INC | 260,954 | 257,515 | -1.3% | $74.5M |
| SELECT SECTOR SPDR TR | 65,334 | 59,489 | -8.9% | $10.1M |
| QQQ INVESCO QQQ TR | 148,419 | 147,528 | -0.6% | $108.7M |
| CAT CATERPILLAR INC | 1,298 | 727 | -44.0% | $774.0K |
| VANGUARD BD INDEX FDS | 121,964 | 115,809 | -5.0% | $8.0M |
| HONEYWELL INTL INC | 1,957 | 1,023 | -47.7% | $229.1K |
CIK 1599054 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
