Bouchey Financial Group Ltd
13F Reported Value
ⓘ$1.4B
Holdings
173
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Bouchey Financial Group Ltd disclosed 173 positions worth $1.4B in its Form 13F-HR for Q1 2026, led by $IVZ (Invesco Ltd.) at 11.3% of the equity portfolio. During the quarter the fund opened 15 new positions and exited 4 and a full exit from $PAYX. The portfolio is most concentrated in Other (67.4% of disclosed assets). All figures are sourced directly from Bouchey Financial Group Ltd’s Form 13F-HR filing with the SEC under CIK 1599054.
AI Fund Analysis
Diversifying
$QQQ
$WT
$GESector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$154.1M613,454 sh VANGUARD INDEX FDS
—Quality
$153.0M244,761 sh- —
Quality
$90.6M148,419 sh DIMENSIONAL ETF TRUST
—Quality
$82.3M2,161,309 sh- 62.9
Quality
$79.4M874,519 sh ISHARES TR
—Quality
$76.8M772,082 shSCHWAB STRATEGIC TR
—Quality
$72.9M2,356,664 sh- 76.1
Quality
$68.0M260,954 sh SCHWAB STRATEGIC TR
—Quality
$64.4M2,451,793 shJ P MORGAN EXCHANGE TRADED F
—Quality
$43.0M912,812 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Invesco Ltd.$IVZ | — | $154.1M | 613,454 |
| VANGUARD INDEX FDS | — | $153.0M | 244,761 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $90.6M | 148,419 |
| DIMENSIONAL ETF TRUST | — | $82.3M | 2,161,309 |
| WisdomTree, Inc.$WT | 62.9 | $79.4M | 874,519 |
| ISHARES TR | — | $76.8M | 772,082 |
| SCHWAB STRATEGIC TR | — | $72.9M | 2,356,664 |
 Apple Inc.$AAPL | 76.1 | $68.0M | 260,954 |
| SCHWAB STRATEGIC TR | — | $64.4M | 2,451,793 |
| J P MORGAN EXCHANGE TRADED F | — | $43.0M | 912,812 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Bouchey Financial Group Ltd's 173 positions.
Showing top 10 of 173 holdings.
Sector Allocation
Other
$919.0M
Financials
$292.4M
Technology
$95.9M
Consumer Discretionary
$31.3M
Industrials
$8.5M
Healthcare
$5.9M
Energy
$3.1M
Consumer Staples
$3.1M
Full Holdings — Bouchey Financial Group Ltd (Q1 2026)
All 173 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $IVZ | Invesco Ltd. | $154.1M | 11.3% | +4% | — |
| 2 | — | VANGUARD INDEX FDS | $153.0M | 11.2% | +1% | — |
| 3 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $90.6M | 6.6% | -5% | — |
| 4 | — | DIMENSIONAL ETF TRUST | $82.3M | 6.0% | +1% | — |
| 5 | $WT | WisdomTree, Inc. | $79.4M | 5.8% | +0% | 62.9 |
| 6 | — | ISHARES TR | $76.8M | 5.6% | +3% | — |
| 7 | — | SCHWAB STRATEGIC TR | $72.9M | 5.3% | -7% | — |
| 8 | $AAPL | Apple Inc. | $68.0M | 5.0% | +0% | 76.1 |
| 9 | — | SCHWAB STRATEGIC TR | $64.4M | 4.7% | -4% | — |
| 10 | — | J P MORGAN EXCHANGE TRADED F | $43.0M | 3.2% | +4% | — |
| 11 | — | FIRST TR EXCHANGE-TRADED FD | $39.8M | 2.9% | NEW | — |
| 12 | — | VANGUARD INDEX FDS | $35.2M | 2.6% | +2% | — |
| 13 | — | VANECK ETF TRUST | $35.2M | 2.6% | +61% | — |
| 14 | — | SCHWAB STRATEGIC TR | $33.5M | 2.5% | +3% | — |
| 15 | — | J P MORGAN EXCHANGE TRADED F | $30.6M | 2.2% | +2% | — |
| 16 | — | FIRST TR EXCHNG TRADED FD VI | $29.2M | 2.1% | -0% | — |
| 17 |  $AMZN | AMAZON COM INC | $27.2M | 2.0% | +3% | 74.6 |
| 18 | $IVZ | Invesco Ltd. | $22.7M | 1.7% | -1% | — |
| 19 |  $HODL | VanEck Bitcoin ETF | $19.5M | 1.4% | +39% | — |
| 20 | — | VANECK ETF TRUST | $19.1M | 1.4% | +6% | — |
| 21 | — | FIRST TR EXCHNG TRADED FD VI | $17.8M | 1.3% | +0% | — |
| 22 |  $SPY | SPDR S&P 500 ETF TRUST | $16.2M | 1.2% | +0% | — |
| 23 | — | VANGUARD INDEX FDS | $10.0M | 0.7% | -1% | — |
| 24 | — | VANGUARD WORLD FD | $9.9M | 0.7% | -12% | — |
| 25 | — | VANGUARD BD INDEX FDS | $7.4M | 0.5% | +0% | — |
| 26 | — | SELECT SECTOR SPDR TR | $7.0M | 0.5% | +3% | — |
| 27 |  $MSFT | MICROSOFT CORP | $5.3M | 0.4% | -0% | 83.7 |
| 28 |  $NVDA | NVIDIA CORP | $5.2M | 0.4% | -11% | 90.2 |
| 29 | — | FIRST TR EXCHNG TRADED FD VI | $4.5M | 0.3% | -8% | — |
| 30 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4.2M | 0.3% | -1% | 64.5 |
| 31 |  $GOOG | Alphabet Inc. | $3.4M | 0.3% | +8% | 80.2 |
| 32 | — | ISHARES TR | $3.3M | 0.2% | +0% | — |
| 33 | $IVZ | Invesco Ltd. | $3.1M | 0.2% | -3% | — |
| 34 | — | VANGUARD WHITEHALL FDS | $2.7M | 0.2% | +0% | — |
| 35 |  $JPM | JPMORGAN CHASE & CO | $2.6M | 0.2% | -5% | 35.6 |
| 36 |  $AVGO | Broadcom Inc. | $2.2M | 0.2% | +147% | 86.4 |
| 37 |  $GOOGL | Alphabet Inc. | $2.1M | 0.2% | -41% | 80.2 |
| 38 | — | SCHWAB STRATEGIC TR | $2.1M | 0.1% | +1% | — |
| 39 |  $MU | MICRON TECHNOLOGY INC | $2.1M | 0.1% | +5% | 88.4 |
| 40 |  $UNP | UNION PACIFIC CORP | $1.9M | 0.1% | +3% | 74 |
| 41 |  $JNJ | JOHNSON & JOHNSON | $1.8M | 0.1% | +4% | 72.8 |
| 42 | — | SCHWAB STRATEGIC TR | $1.8M | 0.1% | -79% | — |
| 43 | — | SPDR SERIES TRUST | $1.8M | 0.1% | +0% | — |
| 44 |  $TSLA | Tesla, Inc. | $1.6M | 0.1% | +8% | 50.1 |
| 45 | — | FIRST TR EXCHNG TRADED FD VI | $1.5M | 0.1% | +127% | — |
| 46 | — | SSGA ACTIVE ETF TR | $1.4M | 0.1% | -1% | — |
| 47 | — | SCHWAB STRATEGIC TR | $1.3M | 0.1% | +0% | — |
| 48 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.3M | 0.1% | -16% | 68.4 |
| 49 |  $PM | Philip Morris International Inc. | $1.2M | 0.1% | +0% | 80.5 |
| 50 | — | VANGUARD MUN BD FDS | $1.2M | 0.1% | +11% | — |
| 51 |  $MCD | MCDONALDS CORP | $1.1M | 0.1% | +5% | 73.9 |
| 52 |  $NUE | NUCOR CORP | $1.1M | 0.1% | +0% | 58.9 |
| 53 |  $LLY | ELI LILLY & Co | $1.1M | 0.1% | +4% | 89.3 |
| 54 | — | SELECT SECTOR SPDR TR | $1.1M | 0.1% | -2% | — |
| 55 | — | VANGUARD BD INDEX FDS | $1.1M | 0.1% | -12% | — |
| 56 | — | FIRST TR EXCHNG TRADED FD VI | $1.1M | 0.1% | +147% | — |
| 57 |  $CAT | CATERPILLAR INC | $1.0M | 0.1% | +32% | 67.8 |
| 58 | — | ISHARES TR | $1.0M | 0.1% | +1% | — |
| 59 |  $META | Meta Platforms, Inc. | $1.0M | 0.1% | +3% | 80.9 |
| 60 |  $ABBV | AbbVie Inc. | $995,944 | 0.1% | -3% | 59.3 |
| 61 |  $AMD | ADVANCED MICRO DEVICES INC | $981,583 | 0.1% | -1% | 78.8 |
| 62 |  $CSCO | CISCO SYSTEMS, INC. | $979,118 | 0.1% | +24% | 72.3 |
| 63 |  $HD | HOME DEPOT, INC. | $979,016 | 0.1% | +9% | 69.2 |
| 64 | — | VANGUARD INDEX FDS | $967,232 | 0.1% | +0% | — |
| 65 | $GE | GENERAL ELECTRIC CO | $932,419 | 0.1% | +2% | 74.8 |
| 66 | — | EA SERIES TRUST | $914,925 | 0.1% | NEW | — |
| 67 |  $ET | Energy Transfer LP | $790,365 | 0.1% | +0% | 64.5 |
| 68 |  $LMT | LOCKHEED MARTIN CORP | $774,681 | 0.1% | +11% | 65 |
| 69 |  $XOM | EXXON MOBIL CORP | $770,567 | 0.1% | +6% | 61.8 |
| 70 | — | VANGUARD INDEX FDS | $765,153 | 0.1% | +0% | — |
| 71 | — | ISHARES TR | $745,145 | 0.1% | +0% | — |
| 72 | — | PGIM ETF TR | $739,139 | 0.1% | NEW | — |
| 73 |  $GEV | GE Vernova Inc. | $738,863 | 0.1% | +8% | 70.1 |
| 74 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $729,574 | 0.1% | +0% | 66.7 |
| 75 | — | ISHARES TR | $675,135 | 0.1% | +0% | — |
| 76 |  $NEE | NEXTERA ENERGY INC | $662,589 | 0.1% | +8% | 71.7 |
| 77 | — | FIRST TR EXCHNG TRADED FD VI | $656,347 | 0.1% | -0% | — |
| 78 |  $WFC | WELLS FARGO & COMPANY/MN | $651,686 | 0.1% | -0% | — |
| 79 | — | VANGUARD INTL EQUITY INDEX F | $650,095 | 0.1% | +0% | — |
| 80 |  $V | VISA INC. | $649,496 | 0.1% | +5% | 83.5 |
| 81 |  $AMGN | AMGEN INC | $648,970 | 0.1% | +4% | 79.5 |
| 82 |  $VZ | VERIZON COMMUNICATIONS INC | $645,891 | 0.1% | +5% | 71.6 |
| 83 | — | ISHARES TR | $644,752 | 0.1% | +0% | — |
| 84 | — | VANGUARD INDEX FDS | $604,386 | 0.0% | -26% | — |
| 85 |  $WMT | Walmart Inc. | $602,044 | 0.0% | +67% | 63.2 |
| 86 |  $MPLX | MPLX LP | $595,613 | 0.0% | +0% | 76.5 |
| 87 |  $PG | PROCTER & GAMBLE Co | $576,878 | 0.0% | +18% | 72.9 |
| 88 | — | AMPLIFY ETF TR | $568,863 | 0.0% | +0% | — |
| 89 |  $MO | ALTRIA GROUP, INC. | $566,378 | 0.0% | +4% | 72.1 |
| 90 |  $COST | COSTCO WHOLESALE CORP /NEW | $564,688 | 0.0% | +37% | 67 |
| 91 | $WT | WisdomTree, Inc. | $556,624 | 0.0% | +0% | 62.9 |
| 92 |  $RTX | RTX Corp | $550,933 | 0.0% | +1% | 70 |
| 93 |  $TRTX | TPG RE Finance Trust, Inc. | $536,083 | 0.0% | NEW | — |
| 94 |  $CVX | CHEVRON CORP | $515,876 | 0.0% | +54% | 54.7 |
| 95 | — | ISHARES TR | $512,427 | 0.0% | +0% | — |
| 96 |  $LRCX | LAM RESEARCH CORP | $502,006 | 0.0% | +7% | 82.4 |
| 97 | — | FIRST TR EXCHNG TRADED FD VI | $478,896 | 0.0% | -0% | — |
| 98 |  $HON | HONEYWELL INTERNATIONAL INC | $461,970 | 0.0% | +3% | 65.7 |
| 99 |  $DE | DEERE & CO | $459,784 | 0.0% | +49% | 57.4 |
| 100 | — | SELECT SECTOR SPDR TR | $458,720 | 0.0% | +14% | — |
| 101 | — | ISHARES TR | $456,141 | 0.0% | +0% | — |
| 102 | — | DIMENSIONAL ETF TRUST | $443,586 | 0.0% | -92% | — |
| 103 | — | ISHARES TR | $429,744 | 0.0% | -0% | — |
| 104 |  $PANW | Palo Alto Networks Inc | $427,161 | 0.0% | +9% | 66.5 |
| 105 | — | VANGUARD INDEX FDS | $425,516 | 0.0% | -64% | — |
| 106 |  $MS | MORGAN STANLEY | $418,855 | 0.0% | +2% | — |
| 107 |  $PEP | PEPSICO INC | $413,002 | 0.0% | +10% | 62.7 |
| 108 | — | FIRST TR EXCHNG TRADED FD VI | $407,520 | 0.0% | +0% | — |
| 109 |  $MRK | Merck & Co., Inc. | $396,257 | 0.0% | +68% | 70.9 |
| 110 |  $FAST | FASTENAL CO | $379,543 | 0.0% | +5% | 73.5 |
| 111 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $376,090 | 0.0% | -1% | — |
| 112 | — | ISHARES TR | $374,539 | 0.0% | +0% | — |
| 113 |  $KEY | KEYCORP /NEW/ | $368,672 | 0.0% | -2% | 70.4 |
| 114 | — | PROSHARES TR | $363,480 | 0.0% | +0% | — |
| 115 | — | VANGUARD INDEX FDS | $354,850 | 0.0% | +0% | — |
| 116 | — | FIRST TR EXCHNG TRADED FD VI | $349,742 | 0.0% | -3% | — |
| 117 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $346,619 | 0.0% | +0% | — |
| 118 | $WT | WisdomTree, Inc. | $344,952 | 0.0% | +0% | 62.9 |
| 119 |  $AMAT | APPLIED MATERIALS INC /DE | $344,902 | 0.0% | NEW | 74.8 |
| 120 | — | VANGUARD SPECIALIZED FUNDS | $338,509 | 0.0% | +0% | — |
| 121 |  $ALL | ALLSTATE CORP | $334,008 | 0.0% | +9% | 76.6 |
| 122 |  $T | AT&T INC. | $332,414 | 0.0% | +3% | 71.9 |
| 123 |  $CBU | COMMUNITY FINANCIAL SYSTEM, INC. | $330,253 | 0.0% | NEW | 65.8 |
| 124 |  $GS | GOLDMAN SACHS GROUP INC | $314,825 | 0.0% | +0% | — |
| 125 |  $ABT | ABBOTT LABORATORIES | $312,064 | 0.0% | +32% | 67 |
| 126 | — | VANGUARD WORLD FD | $310,481 | 0.0% | +1% | — |
| 127 | — | VANGUARD INTL EQUITY INDEX F | $308,614 | 0.0% | +0% | — |
| 128 | — | ISHARES TR | $308,058 | 0.0% | +0% | — |
| 129 |  $UNH | UNITEDHEALTH GROUP INC | $307,831 | 0.0% | +1% | 66.8 |
| 130 |  $KO | COCA COLA CO | $302,813 | 0.0% | +28% | 74 |
| 131 |  $PLTR | Palantir Technologies Inc. | $302,737 | 0.0% | +29% | 85.8 |
| 132 | — | VANGUARD WORLD FD | $293,642 | 0.0% | +0% | — |
| 133 |  $GLDM | World Gold Trust | $293,522 | 0.0% | -1% | — |
| 134 |  $AXP | AMERICAN EXPRESS CO | $287,404 | 0.0% | -18% | 73.2 |
| 135 | — | SSGA ACTIVE ETF TR | $281,952 | 0.0% | -80% | — |
| 136 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $281,158 | 0.0% | -1% | 75.4 |
| 137 |  $URI | UNITED RENTALS, INC. | $278,552 | 0.0% | -0% | 70.7 |
| 138 | — | FIRST TR EXCHNG TRADED FD VI | $277,530 | 0.0% | -0% | — |
| 139 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $275,680 | 0.0% | +9% | 75.1 |
| 140 |  $MCHP | MICROCHIP TECHNOLOGY INC | $274,981 | 0.0% | +2% | 40 |
| 141 | — | SCHWAB STRATEGIC TR | $274,380 | 0.0% | +0% | — |
| 142 | — | SCHWAB STRATEGIC TR | $271,357 | 0.0% | +12% | — |
| 143 | — | VANGUARD WORLD FD | $269,887 | 0.0% | -21% | — |
| 144 |  $SPGI | S&P Global Inc. | $267,322 | 0.0% | -2% | 79.4 |
| 145 | — | FIDELITY COMWLTH TR | $263,234 | 0.0% | +0% | — |
| 146 | — | ISHARES TR | $257,544 | 0.0% | +0% | — |
| 147 | — | ISHARES TR | $255,502 | 0.0% | +0% | — |
| 148 | — | SPDR SERIES TRUST | $255,346 | 0.0% | +0% | — |
| 149 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $254,821 | 0.0% | NEW | 60.5 |
| 150 |  $DHR | DANAHER CORP /DE/ | $252,429 | 0.0% | +0% | 63.9 |
| 151 |  $TJX | TJX COMPANIES INC /DE/ | $245,355 | 0.0% | +5% | 70.7 |
| 152 | — | ISHARES TR | $245,337 | 0.0% | +0% | — |
| 153 |  $NFLX | NETFLIX INC | $243,594 | 0.0% | NEW | 86.7 |
| 154 | — | NORTHERN LTS FD TR IV | $234,398 | 0.0% | +0% | — |
| 155 |  $INTC | INTEL CORP | $233,197 | 0.0% | NEW | 41.5 |
| 156 |  $SXI | STANDEX INTERNATIONAL CORP/DE/ | $229,026 | 0.0% | NEW | 68.2 |
| 157 |  $SHW | SHERWIN WILLIAMS CO | $228,968 | 0.0% | +7% | 65.3 |
| 158 |  $VLO | VALERO ENERGY CORP/TX | $228,283 | 0.0% | NEW | 51.4 |
| 159 | $GS | GOLDMAN SACHS GROUP INC | $225,356 | 0.0% | +8% | — |
| 160 |  $ANET | Arista Networks, Inc. | $222,873 | 0.0% | -3% | 86 |
| 161 | — | VANGUARD WORLD FD | $220,194 | 0.0% | +0% | — |
| 162 | — | PROSHARES TR | $219,464 | 0.0% | +4% | — |
| 163 | — | SPDR INDEX SHS FDS | $218,329 | 0.0% | NEW | — |
| 164 | — | J P MORGAN EXCHANGE TRADED F | $217,781 | 0.0% | +0% | — |
| 165 |  $COP | CONOCOPHILLIPS | $216,367 | 0.0% | NEW | 74.8 |
| 166 |  $MA | Mastercard Inc | $215,973 | 0.0% | +3% | 81.7 |
| 167 |  $TPL | Texas Pacific Land Corp | $214,309 | 0.0% | NEW | 79.1 |
| 168 | — | DIMENSIONAL ETF TRUST | $214,207 | 0.0% | +0% | — |
| 169 |  $KLAC | KLA CORP | $214,181 | 0.0% | NEW | 84.4 |
| 170 | — | VANGUARD NY TAX FREE FDS | $203,353 | 0.0% | +0% | — |
| 171 | — | ISHARES TR | $201,556 | 0.0% | +0% | — |
| 172 |  $BBDC | Barings BDC, Inc. | $85,702 | 0.0% | +0% | — |
| 173 |  $PLUG | PLUG POWER INC | $34,390 | 0.0% | +20% | 18.8 |
New Positions (15)
$TRTX TPG RE Finance Trust, Inc.$536,083$AMAT APPLIED MATERIALS INC /DE$344,902$CBU COMMUNITY FINANCIAL SYSTEM, INC.$330,253$NOC NORTHROP GRUMMAN CORP /DE/$254,821$NFLX NETFLIX INC$243,594$INTC INTEL CORP$233,197$SXI STANDEX INTERNATIONAL CORP/DE/$229,026$VLO VALERO ENERGY CORP/TX$228,283$COP CONOCOPHILLIPS$216,367$TPL Texas Pacific Land Corp$214,309$KLAC KLA CORP$214,181
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