Bouchey Financial Group Ltd
13F Reported Value
ⓘ$1.5B
Holdings
191
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Bouchey Financial Group Ltd disclosed 191 positions worth $1.5B in its Form 13F-HR for Q2 2026, led by $IVZ (Invesco Ltd.) at 11.5% of the equity portfolio. During the quarter the fund opened 30 new positions and exited 12. The portfolio is most concentrated in Other (65.7% 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
$IVZ
$QQQ
$WT
$AAPL
$GE
$CSCO
$NUESector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$178.1M588,006 sh VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$174.0M253,312 sh- —
Quality
$108.7M147,528 sh - 59.9
Quality
$84.7M885,297 sh - 76.4
Quality
$74.5M257,515 sh SCHWAB STRATEGIC TR - US BRD MKT ETF
—Quality
$70.2M2,424,447 shFIRST TR EXCHANGE-TRADED FD - CORE INVESTMENT
—Quality
$61.1M2,928,857 shJ P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF
—Quality
$59.2M1,261,080 shDIMENSIONAL ETF TRUST - US HIGH PROF ETF
—Quality
$58.2M1,393,666 shVANECK ETF TRUST - SEMICONDUCTR ETF
—Quality
$54.2M82,577 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Invesco Ltd.$IVZ | — | $178.1M | 588,006 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $174.0M | 253,312 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $108.7M | 147,528 |
| WisdomTree, Inc.$WT | 59.9 | $84.7M | 885,297 |
| Apple Inc.$AAPL | 76.4 | $74.5M | 257,515 |
| SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $70.2M | 2,424,447 |
| FIRST TR EXCHANGE-TRADED FD - CORE INVESTMENT | — | $61.1M | 2,928,857 |
| J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | — | $59.2M | 1,261,080 |
| DIMENSIONAL ETF TRUST - US HIGH PROF ETF | — | $58.2M | 1,393,666 |
| VANECK ETF TRUST - SEMICONDUCTR ETF | — | $54.2M | 82,577 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Bouchey Financial Group Ltd's 191 positions.
Showing top 10 of 191 holdings.
Sector Allocation
Other
$1.0B
Financials
$328.3M
Technology
$142.6M
Consumer Discretionary
$32.0M
Industrials
$10.3M
Healthcare
$6.9M
Consumer Staples
$3.3M
Energy
$2.8M
Top Holdings — Bouchey Financial Group Ltd (Q2 2026)
Top 150 of 191 disclosed positions (by reported value) 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. | $178.1M | 11.5% | -4% | — |
| 2 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $174.0M | 11.2% | +3% | — |
| 3 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $108.7M | 7.0% | -1% | — |
| 4 | $WT | WisdomTree, Inc. | $84.7M | 5.5% | +1% | 59.9 |
| 5 | $AAPL | Apple Inc. | $74.5M | 4.8% | -1% | 76.4 |
| 6 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $70.2M | 4.5% | -1% | — |
| 7 | — | FIRST TR EXCHANGE-TRADED FD - CORE INVESTMENT | $61.1M | 4.0% | +55% | — |
| 8 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $59.2M | 3.8% | +38% | — |
| 9 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $58.2M | 3.8% | -36% | — |
| 10 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $54.2M | 3.5% | +1% | — |
| 11 | — | PIMCO ETF TR - ACTIVE BD ETF | $50.3M | 3.3% | NEW | — |
| 12 | — | TIDAL TRUST II - DEFIA AI PWR ETF | $41.5M | 2.7% | NEW | — |
| 13 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $39.4M | 2.5% | NEW | — |
| 14 | — | VANGUARD INDEX FDS - MID CAP ETF | $38.2M | 2.5% | +301% | — |
| 15 | — | ROUNDHILL ETF TRUST - MEMORY ETF | $34.6M | 2.2% | NEW | — |
| 16 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $34.0M | 2.2% | NEW | — |
| 17 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $31.1M | 2.0% | +4% | — |
| 18 |  $MSFT | MICROSOFT CORP | $30.9M | 2.0% | +480% | 79.8 |
| 19 | $IVZ | Invesco Ltd. | $30.4M | 2.0% | -1% | — |
| 20 |  $AMZN | AMAZON COM INC | $28.1M | 1.8% | +1% | 68.7 |
| 21 | — | SCHWAB STRATEGIC TR - 5 10YR CORP BD | $26.1M | 1.7% | -22% | — |
| 22 | — | ISHARES TR - CORE US AGGBD ET | $18.1M | 1.2% | -76% | — |
| 23 |  $SPY | SPDR S&P 500 ETF TRUST | $17.7M | 1.1% | -1% | — |
| 24 |  $HODL | VanEck Bitcoin ETF | $16.3M | 1.1% | +3% | — |
| 25 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $16.3M | 1.1% | -78% | — |
| 26 | — | VANGUARD WORLD FD - INF TECH ETF | $12.7M | 0.8% | +690% | — |
| 27 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $10.9M | 0.7% | -2% | — |
| 28 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $9.2M | 0.6% | -2% | — |
| 29 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $7.0M | 0.5% | -5% | — |
| 30 |  $NVDA | NVIDIA CORP | $6.3M | 0.4% | +11% | 85.9 |
| 31 |  $MU | MICRON TECHNOLOGY INC | $5.9M | 0.4% | +5% | 86.2 |
| 32 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4.5M | 0.3% | +5% | 73.8 |
| 33 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $4.3M | 0.3% | -8% | — |
| 34 |  $GOOG | Alphabet Inc. | $4.1M | 0.3% | +8% | 78.2 |
| 35 | — | ISHARES TR - RUSSELL 2000 ETF | $3.8M | 0.3% | +0% | — |
| 36 | $IVZ | Invesco Ltd. | $3.3M | 0.2% | -1% | — |
| 37 |  $JPM | JPMORGAN CHASE & CO | $2.8M | 0.2% | +2% | 70.7 |
| 38 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $2.8M | 0.2% | +0% | — |
| 39 |  $AVGO | Broadcom Inc. | $2.7M | 0.2% | +16% | 84.5 |
| 40 |  $GOOGL | Alphabet Inc. | $2.7M | 0.2% | +12% | 78.2 |
| 41 |  $AMD | ADVANCED MICRO DEVICES INC | $2.5M | 0.2% | +6% | 79.8 |
| 42 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $2.2M | 0.1% | -2% | — |
| 43 |  $TSLA | Tesla, Inc. | $2.2M | 0.1% | +17% | 53.9 |
| 44 |  $UNP | UNION PACIFIC CORP | $2.2M | 0.1% | +4% | 69.7 |
| 45 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $2.0M | 0.1% | -7% | — |
| 46 |  $JNJ | JOHNSON & JOHNSON | $1.9M | 0.1% | -1% | 69 |
| 47 | — | SPDR SERIES TRUST - ST STR SP DIV | $1.7M | 0.1% | -8% | — |
| 48 | $CSCO | CISCO SYSTEMS, INC. | $1.5M | 0.1% | +10% | 70.3 |
| 49 |  $LLY | ELI LILLY & Co | $1.4M | 0.1% | +2% | 87.5 |
| 50 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.4M | 0.1% | +3% | 67.6 |
| 51 |  $PM | Philip Morris International Inc. | $1.4M | 0.1% | +4% | 75.9 |
| 52 | $NUE | NUCOR CORP | $1.4M | 0.1% | +1% | 61.7 |
| 53 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $1.3M | 0.1% | -8% | — |
| 54 | — | SSGA ACTIVE ETF TR - ST STR TOTAL ETF | $1.3M | 0.1% | -7% | — |
| 55 | $GE | GENERAL ELECTRIC CO | $1.3M | 0.1% | +16% | 73.8 |
| 56 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $1.2M | 0.1% | +5% | — |
| 57 |  $HD | HOME DEPOT, INC. | $1.2M | 0.1% | +19% | 60.3 |
| 58 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $1.1M | 0.1% | -94% | — |
| 59 | — | ISHARES TR - CORE S&P500 ETF | $1.1M | 0.1% | +0% | — |
| 60 |  $TRTX | TPG RE Finance Trust, Inc. | $1.1M | 0.1% | +93% | 55.3 |
| 61 |  $ABBV | AbbVie Inc. | $1.1M | 0.1% | -8% | 72.6 |
| 62 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | $1.0M | 0.1% | -6% | — |
| 63 |  $MCD | MCDONALDS CORP | $1.0M | 0.1% | +3% | 69 |
| 64 | — | EA SERIES TRUST - ALPHA ARCHITECT | $1.0M | 0.1% | +0% | — |
| 65 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $1.0M | 0.1% | +0% | — |
| 66 |  $GEV | GE Vernova Inc. | $988,365 | 0.1% | +10% | 81.1 |
| 67 |  $LRCX | LAM RESEARCH CORP | $964,310 | 0.1% | +15% | 79.4 |
| 68 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $938,256 | 0.1% | +8% | 70 |
| 69 |  $PANW | Palo Alto Networks Inc | $908,478 | 0.1% | +4% | 65.5 |
| 70 |  $META | Meta Platforms, Inc. | $898,530 | 0.1% | -0% | 79.6 |
| 71 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $876,754 | 0.1% | +0% | — |
| 72 | — | ISHARES TR - CORE S&P SCP ETF | $845,219 | 0.1% | +0% | — |
| 73 |  $V | VISA INC. | $835,101 | 0.1% | +16% | 82.9 |
| 74 | — | ISHARES TR - EXPND TEC SC ETF | $829,351 | 0.1% | +0% | — |
| 75 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | $798,005 | 0.1% | +0% | — |
| 76 |  $ET | Energy Transfer LP | $791,607 | 0.1% | +0% | 64.4 |
| 77 |  $AMAT | APPLIED MATERIALS INC /DE | $785,178 | 0.1% | +25% | 72.3 |
| 78 |  $CAT | CATERPILLAR INC | $773,957 | 0.1% | -44% | 66.5 |
| 79 |  $AMGN | AMGEN INC | $701,789 | 0.1% | +6% | 79.2 |
| 80 |  $INTC | INTEL CORP | $697,074 | 0.1% | +32% | 45.6 |
| 81 | — | ISHARES TR - MSCI USA MIN ETF | $693,837 | 0.0% | +0% | — |
| 82 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $689,095 | 0.0% | +0% | — |
| 83 |  $XOM.R34088 | EXXON MOBIL CORP | $683,516 | 0.0% | +1% | 57.9 |
| 84 |  $MO | ALTRIA GROUP, INC. | $682,226 | 0.0% | +13% | 67.4 |
| 85 |  $MRVL | Marvell Technology, Inc. | $666,976 | 0.0% | NEW | 76.5 |
| 86 |  $WFC | WELLS FARGO & COMPANY/MN | $662,872 | 0.0% | +6% | 61.8 |
| 87 | — | VANGUARD INDEX FDS - VALUE ETF | $624,152 | 0.0% | -4% | — |
| 88 |  $NEE | NEXTERA ENERGY INC | $618,691 | 0.0% | +1% | 64.6 |
| 89 |  $LMT | LOCKHEED MARTIN CORP | $614,910 | 0.0% | -3% | 65.6 |
| 90 | $WT | WisdomTree, Inc. | $607,929 | 0.0% | +0% | 59.9 |
| 91 | — | PROSHARES TR - ULTRAPRO QQQ | $600,534 | 0.0% | -0% | — |
| 92 |  $MPLX | MPLX LP | $595,296 | 0.0% | +0% | 70 |
| 93 | — | ISHARES TR - MORNINGSTAR GRWT | $592,122 | 0.0% | +0% | — |
| 94 |  $RTX | RTX Corp | $551,055 | 0.0% | +7% | 73.2 |
| 95 | — | PGIM ETF TR - PGIM ULTRA SH BD | $540,167 | 0.0% | -27% | — |
| 96 |  $MS | MORGAN STANLEY | $535,143 | 0.0% | +9% | 75.8 |
| 97 |  $UNH | UNITEDHEALTH GROUP INC | $516,213 | 0.0% | +24% | 62.7 |
| 98 |  $DE | DEERE & CO | $516,110 | 0.0% | +9% | 55.4 |
| 99 |  $WMT | Walmart Inc. | $513,235 | 0.0% | -3% | 60.2 |
| 100 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $507,395 | 0.0% | -57% | — |
| 101 |  $VZ | VERIZON COMMUNICATIONS INC | $505,836 | 0.0% | -12% | 65.8 |
| 102 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $496,987 | 0.0% | +1% | — |
| 103 |  $PG | PROCTER & GAMBLE Co | $493,344 | 0.0% | -14% | 64.6 |
| 104 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S | $489,943 | 0.0% | -98% | — |
| 105 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $487,124 | 0.0% | -0% | — |
| 106 | — | VANGUARD INDEX FDS - GROWTH ETF | $478,594 | 0.0% | +500% | — |
| 107 |  $MRK | Merck & Co., Inc. | $474,883 | 0.0% | +14% | 59.9 |
| 108 | — | ISHARES TR - RUS MID CAP ETF | $468,750 | 0.0% | +0% | — |
| 109 |  $COST | COSTCO WHOLESALE CORP /NEW | $466,986 | 0.0% | -9% | 66.2 |
| 110 | — | ISHARES TR - NATIONAL MUN ETF | $458,785 | 0.0% | +0% | — |
| 111 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $441,384 | 0.0% | -8% | — |
| 112 |  $URI | UNITED RENTALS, INC. | $429,366 | 0.0% | +4% | 63.9 |
| 113 |  $KLAC | KLA CORP | $426,015 | 0.0% | +1039% | 78.6 |
| 114 |  $CVX | CHEVRON CORP | $424,015 | 0.0% | -6% | 62.8 |
| 115 |  $ALL | ALLSTATE CORP | $403,626 | 0.0% | +8% | 78.5 |
| 116 |  $KEY | KEYCORP /NEW/ | $391,588 | 0.0% | -0% | 70.8 |
| 117 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $390,654 | 0.0% | +0% | — |
| 118 |  $KO | COCA COLA CO | $388,192 | 0.0% | +23% | 69.5 |
| 119 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $377,903 | 0.0% | +0% | — |
| 120 |  $STX | Seagate Technology Holdings plc | $377,457 | 0.0% | NEW | — |
| 121 | — | ISHARES TR - RUS TOP 200 ETF | $374,709 | 0.0% | -9% | — |
| 122 | $WT | WisdomTree, Inc. | $372,413 | 0.0% | +0% | 59.9 |
| 123 |  $MCHP | MICROCHIP TECHNOLOGY INC | $363,159 | 0.0% | +3% | 52.9 |
| 124 | — | DIREXION SHARES ETF TRUST - DAI SEM BUL ETF | $360,059 | 0.0% | NEW | — |
| 125 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $359,579 | 0.0% | +0% | — |
| 126 |  $AXP | AMERICAN EXPRESS CO | $356,516 | 0.0% | +17% | 69.4 |
| 127 |  $CBU | COMMUNITY FINANCIAL SYSTEM, INC. | $355,697 | 0.0% | +0% | 60.4 |
| 128 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $353,399 | 0.0% | +400% | — |
| 129 |  $TXN | TEXAS INSTRUMENTS INC | $344,569 | 0.0% | NEW | 73.4 |
| 130 |  $CRWD | CrowdStrike Holdings, Inc. | $335,019 | 0.0% | NEW | 67.7 |
| 131 |  $GS | GOLDMAN SACHS GROUP INC | $332,831 | 0.0% | -2% | 73.5 |
| 132 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $326,385 | 0.0% | +0% | — |
| 133 |  $PEP | PEPSICO INC | $320,005 | 0.0% | -10% | 63.4 |
| 134 | — | VANGUARD WORLD FD - CONSUM DIS ETF | $318,082 | 0.0% | +2% | — |
| 135 | — | ISHARES TR - CORE HIGH DV ETF | $310,419 | 0.0% | +398% | — |
| 136 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $309,121 | 0.0% | -73% | — |
| 137 |  $ANET | Arista Networks, Inc. | $303,576 | 0.0% | +17% | 81.9 |
| 138 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | $302,538 | 0.0% | +0% | — |
| 139 | — | SCHWAB STRATEGIC TR - 1000 INDEX ETF | $302,111 | 0.0% | +0% | — |
| 140 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $302,077 | 0.0% | +8% | 66.8 |
| 141 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $301,567 | 0.0% | +0% | — |
| 142 |  $SXI | STANDEX INTERNATIONAL CORP/DE/ | $300,443 | 0.0% | +0% | 60.5 |
| 143 | — | ISHARES TR - FUTU EXPO TE ETF | $296,477 | 0.0% | +0% | — |
| 144 |  $SNDK | Sandisk Corp | $295,585 | 0.0% | NEW | 87.7 |
| 145 | $GS | GOLDMAN SACHS GROUP INC | $283,617 | 0.0% | +12% | 73.5 |
| 146 | — | ISHARES TR - U S EQUITY FACTR | $283,235 | 0.0% | +0% | — |
| 147 |  $DHR | DANAHER CORP /DE/ | $277,406 | 0.0% | +11% | 64.8 |
| 148 |  $ABT | ABBOTT LABORATORIES | $276,395 | 0.0% | +0% | 65.5 |
| 149 |  $TPL | Texas Pacific Land Corp | $270,462 | 0.0% | +9% | 73 |
| 150 | — | SSGA ACTIVE ETF TR - ST STR UL BD ETF | $270,444 | 0.0% | -4% | — |
New Positions (30)
$MRVL Marvell Technology, Inc.$666,976$STX Seagate Technology Holdings plc$377,457$TXN TEXAS INSTRUMENTS INC$344,569$CRWD CrowdStrike Holdings, Inc.$335,019$SNDK Sandisk Corp$295,585
$NXPI NXP Semiconductors N.V.$268,011
$QCOM QUALCOMM INC/DE$267,963
$MMM 3M CO$242,380Exited Positions (12)
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