Bouchey Financial Group Ltd
Sector Allocation
- Other65.7%$1.0B
- Financials21.2%$328.3M
- Technology9.1%$141.5M
- Consumer Discretionary2.1%$33.0M
- Industrials0.6%$8.7M
- Healthcare0.5%$7.4M
- Consumer Staples0.3%$4.3M
- Energy0.2%$2.8M
- Materials0.1%$1.6M
- Utilities0.1%$1.1M
AUM History
13fpro.ai/research/fund/bouchey-financial-group-ltd-1599054
Conviction and streaks
Diversifying · top 10 = 59.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
IVZ
$178.1M- VANGUARD$174.0M
QQQ
$108.7MWT
$84.7MAAPL
$74.5M- SCHWAB$70.2M
- FIRST$61.1M
- J$59.2M
- DIMENSIONAL$58.2M
- VANECK$54.2M
- PIMCO$50.3M
- TIDAL$41.5M
- PUTNAM$39.4M
- VANGUARD$38.2M
- ROUNDHILL$34.6M
- FIRST$34.0M
- J$31.1M
MSFT
$30.9M- $30.4M
AMZN
$28.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/bouchey-financial-group-ltd-1599054
Bouchey Financial Group Ltd 13F holdings — Q2 2026
$1.5B portfolio (+13.6% QoQ) · 191 holdings · Q2 2026 13F · top 10 are 60% of the stock portfolio
$178.1M
11.5% of stocks
-4%This quarter-5.3%Since filed10+ qtrsHeld- 2
VANGUARD INDEX FDS - S&P 500 ETF SHS
$174.0M
11.2% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $108.7M
7.0% of stocks
-0.6%This quarter+4.4%Since filed10+ qtrsHeld$84.7M
5.5% of stocks
+1%This quarter+6.4%Since filed10+ qtrsHeld$74.5M
4.8% of stocks
-1%This quarter+2.1%Since filed10+ qtrsHeld- 6
SCHWAB STRATEGIC TR - US BRD MKT ETF
$70.2M
4.5% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
FIRST TR EXCHANGE-TRADED FD - CORE INVESTMENT
$61.1M
4.0% of stocks
+55%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF
$59.2M
3.8% of stocks
+38%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
DIMENSIONAL ETF TRUST - US HIGH PROF ETF
$58.2M
3.8% of stocks
-36%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANECK ETF TRUST - SEMICONDUCTR ETF
$54.2M
3.5% of stocks
+0.9%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $178.1M | 11.5% | -4% | -5.3% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $174.0M | 11.2% | +3% | — | — | — | — | |
| 3 | $108.7M | 7.0% | -0.6% | +4.4% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $84.7M | 5.5% | +1% | +6.4% | 10+ qtrs | 61.3#798 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | $74.5M | 4.8% | -1% | +2.1% | 10+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 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% | +0.9% | — | — | — | — |
All holdings — Bouchey Financial Group Ltd (Q2 2026)
191 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | PIMCO ETF TR - ACTIVE BD ETFetf/fund | — | $50.3M | 3.3% | 546K | New | — | — | 13F |
| 12 | — | TIDAL TRUST II - DEFIA AI PWR ETFetf/fund | — | $41.5M | 2.7% | 1.24M | New | — | — | 13F |
| 13 | — | PUTNAM ETF TRUST - FOCUSED LAR CAPetf/fund | — | $39.4M | 2.5% | 773K | New | — | — | 13F |
| 14 | — | VANGUARD INDEX FDS - MID CAP ETFetf/fund | — | $38.2M | 2.5% | 474K | +301% | — | — | 13F |
| 15 | — | ROUNDHILL ETF TRUST - MEMORY ETFetf/fund | — | $34.6M | 2.2% | 469K | New | — | — | 13F |
| 16 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETFetf/fund | — | $34.0M | 2.2% | 932K | New | — | — | 13F |
| 17 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $31.1M | 2.0% | 551K | +4% | — | — | 13F |
| 18 | MICROSOFT CORP | Technology | $30.9M | 2.0% | 83K | +480% | 10+ qtrs | 79.8 | 13F | |
| 19 | Invesco Ltd. | Financials | $30.4M | 2.0% | 471K | -0.5% | 10+ qtrs | — | 13F | |
| 20 | AMAZON COM INC | Consumer Discretionary | $28.1M | 1.8% | 118K | +1% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | SCHWAB STRATEGIC TR - 5 10YR CORP BD | — | $26.1M | 1.7% | 1.15M | -22% | — | — | 13F |
| 22 | — | ISHARES TR - CORE US AGGBD ETetf/fund | — | $18.1M | 1.2% | 183K | -76% | — | — | 13F |
| 23 | SPDR S&P 500 ETF TRUSTetf/fund | — | $17.7M | 1.1% | 24K | -0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | VanEck Bitcoin ETFetf/fund | Financials | $16.3M | 1.1% | 984K | +3% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $16.3M | 1.1% | 515K | -78% | — | — | 13F |
| 26 | — | VANGUARD WORLD FD - INF TECH ETF | — | $12.7M | 0.8% | 106K | +690% | |||
| 27 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $10.9M | 0.7% | 29K | -2% | |||
| 28 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $9.2M | 0.6% | 48K | -2% | |||
| 29 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $7.0M | 0.5% | 95K | -5% | |||
| 30 | $NVDA | NVIDIA CORP | Technology | $6.3M | 0.4% | 32K | +11% | |||
| 31 | $MU | MICRON TECHNOLOGY INC | Technology | $5.9M | 0.4% | 5,127 | +5% | |||
| 32 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $4.5M | 0.3% | 9,014 | +5% | |||
| 33 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | — | $4.3M | 0.3% | 97K | -8% | |||
| 34 | $GOOGL | Alphabet Inc. | Technology | $4.1M | 0.3% | 12K | +8% | |||
| 35 | — | ISHARES TR - RUSSELL 2000 ETF | — | $3.8M | 0.3% | 13K | +0.0% | |||
| 36 | $IVZ | Invesco Ltd. | Financials | $3.3M | 0.2% | 15K | -0.8% | |||
| 37 | $JPM | JPMORGAN CHASE & CO | Financials | $2.8M | 0.2% | 8,495 | +2% | |||
| 38 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $2.8M | 0.2% | 18K | — | |||
| 39 | $AVGO | Broadcom Inc. | Technology | $2.7M | 0.2% | 7,216 | +16% | |||
| 40 | $GOOG | Alphabet Inc. | Technology | $2.7M | 0.2% | 7,561 | +12% | |||
| 41 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $2.5M | 0.2% | 4,386 | +6% | |||
| 42 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $2.2M | 0.1% | 76K | -2% | |||
| 43 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.2M | 0.1% | 5,240 | +17% | |||
| 44 | $UNP | UNION PACIFIC CORP | Industrials | $2.2M | 0.1% | 8,030 | +4% | |||
| 45 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $2.0M | 0.1% | 55K | -7% | |||
| 46 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.9M | 0.1% | 7,596 | -0.9% | |||
| 47 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $1.7M | 0.1% | 11K | -8% | |||
| 48 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.5M | 0.1% | 13K | +10% | |||
| 49 | $LLY | ELI LILLY & Co | Healthcare | $1.4M | 0.1% | 1,183 | +2% | |||
| 50 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.4M | 0.1% | 25K | +3% | |||
| 51 | $PM | Philip Morris International Inc. | Consumer Staples | $1.4M | 0.1% | 7,746 | +4% | |||
| 52 | $NUE | NUCOR CORP | Materials | $1.4M | 0.1% | 6,191 | +0.5% | |||
| 53 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $1.3M | 0.1% | 36K | -8% | |||
| 54 | — | SSGA ACTIVE ETF TR - ST STR TOTAL ETF | — | $1.3M | 0.1% | 33K | -7% | |||
| 55 | $GE | GENERAL ELECTRIC CO | Industrials | $1.3M | 0.1% | 3,451 | +16% | |||
| 56 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $1.2M | 0.1% | 25K | +5% | |||
| 57 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.2M | 0.1% | 3,432 | +19% | |||
| 58 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | — | $1.1M | 0.1% | 27K | -94% | |||
| 59 | — | ISHARES TR - CORE S&P500 ETF | — | $1.1M | 0.1% | 1,476 | — | |||
| 60 | $TRTX | TPG RE Finance Trust, Inc. | Real Estate | $1.1M | 0.1% | 127K | +93% | |||
| 61 | $ABBV | AbbVie Inc. | Healthcare | $1.1M | 0.1% | 4,326 | -8% | |||
| 62 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | — | $1.0M | 0.1% | 21K | -6% | |||
| 63 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.0M | 0.1% | 3,779 | +3% | |||
| 64 | — | EA SERIES TRUST - ALPHA ARCHITECT | — | $1.0M | 0.1% | 18K | — | |||
| 65 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $1.0M | 0.1% | 10K | — | |||
| 66 | $GEV | GE Vernova Inc. | Industrials | $988K | 0.1% | 841 | +10% | |||
| 67 | $LRCX | LAM RESEARCH CORP | Technology | $964K | 0.1% | 2,224 | +15% | |||
| 68 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $938K | 0.1% | 3,336 | +8% | |||
| 69 | $PANW | Palo Alto Networks Inc | Technology | $908K | 0.1% | 2,664 | +4% | |||
| 70 | $META | Meta Platforms, Inc. | Technology | $899K | 0.1% | 1,595 | -0.4% | |||
| 71 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $877K | 0.1% | 3,561 | — | |||
| 72 | — | ISHARES TR - CORE S&P SCP ETF | — | $845K | 0.1% | 5,699 | — | |||
| 73 | $V | VISA INC. | Financials | $835K | 0.1% | 2,434 | +16% | |||
| 74 | — | ISHARES TR - EXPND TEC SC ETF | — | $829K | 0.1% | 5,070 | — | |||
| 75 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | — | $798K | 0.1% | 7,605 | — | |||
| 76 | $ET | Energy Transfer LP | Energy | $792K | 0.1% | 41K | — | |||
| 77 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $785K | 0.1% | 1,086 | +25% | |||
| 78 | $CAT | CATERPILLAR INC | Industrials | $774K | 0.1% | 727 | -44% | |||
| 79 | $AMGN | AMGEN INC | Healthcare | $702K | 0.1% | 1,938 | +6% | |||
| 80 | $INTC | INTEL CORP | Technology | $697K | 0.1% | 4,992 | +32% | |||
| 81 | — | ISHARES TR - MSCI USA MIN ETF | — | $694K | 0.0% | 7,193 | — | |||
| 82 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $689K | 0.0% | 8,228 | — | |||
| 83 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $684K | 0.0% | 4,999 | +0.6% | |||
| 84 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $682K | 0.0% | 9,411 | +13% | |||
| 85 | $MRVL | Marvell Technology, Inc. | Technology | $667K | 0.0% | 2,239 | New | |||
| 86 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $663K | 0.0% | 8,021 | +6% | |||
| 87 | — | VANGUARD INDEX FDS - VALUE ETF | — | $624K | 0.0% | 2,864 | -4% | |||
| 88 | $NEE | NEXTERA ENERGY INC | Utilities | $619K | 0.0% | 7,049 | +0.5% | |||
| 89 | $LMT | LOCKHEED MARTIN CORP | Industrials | $615K | 0.0% | 1,207 | -3% | |||
| 90 | $WT | WisdomTree, Inc. | Financials | $608K | 0.0% | 7,815 | — | |||
| 91 | — | PROSHARES TR - ULTRAPRO QQQ | — | $601K | 0.0% | 7,414 | -0.1% | |||
| 92 | $MPLX | MPLX LP | Energy | $595K | 0.0% | 11K | — | |||
| 93 | — | ISHARES TR - MORNINGSTAR GRWT | — | $592K | 0.0% | 5,060 | — | |||
| 94 | $RTX | RTX Corp | Industrials | $551K | 0.0% | 2,904 | +7% | |||
| 95 | — | PGIM ETF TR - PGIM ULTRA SH BD | — | $540K | 0.0% | 11K | -27% | |||
| 96 | $MS | MORGAN STANLEY | Financials | $535K | 0.0% | 2,560 | +9% | |||
| 97 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $516K | 0.0% | 1,242 | +24% | |||
| 98 | $DE | DEERE & CO | Industrials | $516K | 0.0% | 812 | +9% | |||
| 99 | $WMT | Walmart Inc. | Consumer Staples | $513K | 0.0% | 4,531 | -3% | |||
| 100 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $507K | 0.0% | 3,198 | -57% | |||
| 101 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $506K | 0.0% | 12K | -12% | |||
| 102 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $497K | 0.0% | 1,040 | +1% | |||
| 103 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $493K | 0.0% | 3,364 | -14% | |||
| 104 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S | — | $490K | 0.0% | 12K | -98% | |||
| 105 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $487K | 0.0% | 5,916 | -0.5% | |||
| 106 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $479K | 0.0% | 5,556 | +500% | |||
| 107 | $MRK | Merck & Co., Inc. | Healthcare | $475K | 0.0% | 3,672 | +14% | |||
| 108 | — | ISHARES TR - RUS MID CAP ETF | — | $469K | 0.0% | 4,249 | — | |||
| 109 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $467K | 0.0% | 499 | -9% | |||
| 110 | — | ISHARES TR - NATIONAL MUN ETF | — | $459K | 0.0% | 4,263 | — | |||
| 111 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $441K | 0.0% | 8,233 | -8% | |||
| 112 | $URI | UNITED RENTALS, INC. | Industrials | $429K | 0.0% | 379 | +4% | |||
| 113 | $KLAC | KLA CORP | Technology | $426K | 0.0% | 1,412 | +1039% | |||
| 114 | $CVX | CHEVRON CORP | Energy | $424K | 0.0% | 2,558 | -6% | |||
| 115 | $ALL | ALLSTATE CORP | Financials | $404K | 0.0% | 1,689 | +8% | |||
| 116 | $KEY | KEYCORP /NEW/ | Financials | $392K | 0.0% | 17K | -0.2% | |||
| 117 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $391K | 0.0% | 1,136 | — | |||
| 118 | $KO | COCA COLA CO | Consumer Staples | $388K | 0.0% | 4,756 | +23% | |||
| 119 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $378K | 0.0% | 536 | — | |||
| 120 | $STX | Seagate Technology Holdings plc | Technology | $377K | 0.0% | 391 | New | |||
| 121 | — | ISHARES TR - RUS TOP 200 ETF | — | $375K | 0.0% | 2,026 | -9% | |||
| 122 | $WT | WisdomTree, Inc. | Financials | $372K | 0.0% | 2,840 | — | |||
| 123 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $363K | 0.0% | 3,982 | +3% | |||
| 124 | — | DIREXION SHARES ETF TRUST - DAI SEM BUL ETF | — | $360K | 0.0% | 1,350 | New | |||
| 125 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $360K | 0.0% | 1,520 | +0.1% | |||
| 126 | $AXP | AMERICAN EXPRESS CO | Financials | $357K | 0.0% | 1,054 | +17% | |||
| 127 | $CBU | COMMUNITY FINANCIAL SYSTEM, INC. | Financials | $356K | 0.0% | 5,269 | +0.4% | |||
| 128 | — | VANGUARD WORLD FD - MEGA GRWTH IND | — | $353K | 0.0% | 4,020 | +400% | |||
| 129 | $TXN | TEXAS INSTRUMENTS INC | Technology | $345K | 0.0% | 1,156 | New | |||
| 130 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $335K | 0.0% | 439 | New | |||
| 131 | $GS | GOLDMAN SACHS GROUP INC | Financials | $333K | 0.0% | 3,525 | -2% | |||
| 132 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $326K | 0.0% | 5,468 | — | |||
| 133 | $PEP | PEPSICO INC | Consumer Staples | $320K | 0.0% | 2,363 | -10% | |||
| 134 | — | VANGUARD WORLD FD - CONSUM DIS ETF | — | $318K | 0.0% | 802 | +2% | |||
| 135 | — | ISHARES TR - CORE HIGH DV ETF | — | $310K | 0.0% | 11K | +398% | |||
| 136 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $309K | 0.0% | 7,766 | -73% | |||
| 137 | $ANET | Arista Networks, Inc. | Technology | $304K | 0.0% | 1,787 | +17% | |||
| 138 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | — | $303K | 0.0% | 2,931 | — | |||
| 139 | — | SCHWAB STRATEGIC TR - 1000 INDEX ETF | — | $302K | 0.0% | 8,378 | — | |||
| 140 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $302K | 0.0% | 2,208 | +8% | |||
| 141 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $302K | 0.0% | 8,912 | — | |||
| 142 | $SXI | STANDEX INTERNATIONAL CORP/DE/ | Industrials | $300K | 0.0% | 840 | — | |||
| 143 | — | ISHARES TR - FUTU EXPO TE ETF | — | $296K | 0.0% | 3,588 | — | |||
| 144 | $SNDK | Sandisk Corp | Technology | $296K | 0.0% | 130 | New | |||
| 145 | $GS | GOLDMAN SACHS GROUP INC | Financials | $284K | 0.0% | 280 | +12% | |||
| 146 | — | ISHARES TR - U S EQUITY FACTR | — | $283K | 0.0% | 3,745 | — | |||
| 147 | $DHR | DANAHER CORP /DE/ | Healthcare | $277K | 0.0% | 1,454 | +11% | |||
| 148 | $ABT | ABBOTT LABORATORIES | Healthcare | $276K | 0.0% | 3,046 | +0.3% | |||
| 149 | $TPL | Texas Pacific Land Corp | Financials | $270K | 0.0% | 618 | +9% | |||
| 150 | — | SSGA ACTIVE ETF TR - ST STR UL BD ETF | — | $270K | 0.0% | 6,690 | -4% |
What changed in Q2 2026
Against the previous quarter's 13F: 30 new, 77 added to, 52 trimmed, 12 sold out. Share-count changes; largest moves by dollar size first.
New positions (30)
- PIMCO ETF TR - ACTIVE BD ETF$50.3M
first bought this quarter
- TIDAL TRUST II - DEFIA AI PWR ETF$41.5M
first bought this quarter
- PUTNAM ETF TRUST - FOCUSED LAR CAP$39.4M
first bought this quarter
- ROUNDHILL ETF TRUST - MEMORY ETF$34.6M
first bought this quarter
- FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF$34.0M
first bought this quarter
$MRVLMarvell Technology, Inc.$667K
first bought this quarter
+24 more in the Excel export
Added to (77)
- VANGUARD INDEX FDS - MID CAP ETF+301%
now $38.2M
now $30.9M · held 10+ qtrs
- FIRST TR EXCHANGE-TRADED FD - CORE INVESTMENT+55%
now $61.1M
- J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF+38%
now $59.2M
- VANGUARD WORLD FD - INF TECH ETF+690%
now $12.7M
- VANGUARD INDEX FDS - S&P 500 ETF SHS+3%
now $174.0M
+71 more in the Excel export
Trimmed (52)
- SCHWAB STRATEGIC TR - US DIVIDEND EQ-78%
now $16.3M
- ISHARES TR - CORE US AGGBD ET-76%
now $18.1M
- DIMENSIONAL ETF TRUST - US HIGH PROF ETF-36%
now $58.2M
- FIRST TR EXCHNG TRADED FD VI - FT VEST U.S-98%
now $490K
now $178.1M · held 10+ qtrs
- SCHWAB STRATEGIC TR - 5 10YR CORP BD-22%
now $26.1M
+46 more in the Excel export
Sold out (12)
- VANECK ETF TRUSTwas $19.1M
- FIRST TR EXCHNG TRADED FD VIwas $1.5M
- FIRST TR EXCHNG TRADED FD VIwas $656K
- FIRST TR EXCHNG TRADED FD VIwas $479K
- FIRST TR EXCHNG TRADED FD VIwas $408K
$FASTFASTENAL COwas $380K
+6 more in the Excel export
Holdings by quarter
Every 13F Bouchey Financial Group Ltd has filed, 38 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Jul 27, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Bouchey Financial Group Ltd's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+3.3%
Value-weighted move of the 10 largest stock positions
Turnover
17%
Last quarter; 46% over the last 4
Top 10 weight
60%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
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AI-Powered Hedge Fund Analysis: Bouchey Financial Group Ltd
13F Pro is an AI hedge fund tracker and stock research platform. For Bouchey Financial Group Ltd (SEC CIK: 1599054), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Bouchey Financial Group Ltd's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.