BUSH INVESTMENT GROUP, LLC
Sector Allocation
- Other94.6%$173.1M
- Financials3.1%$5.8M
- Technology1.1%$2.0M
- Utilities0.8%$1.5M
- Consumer Discretionary0.4%$737,666
AUM History
13fpro.ai/research/fund/bush-investment-group-llc-1966640
Conviction and streaks
Stable · top 10 = 70.8%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 — Q1 2026
- VANGUARD$34.1M
- SCHWAB$26.2M
- ISHARES$19.6M
- SCHWAB$12.0M
- BLACKROCK$8.5M
- DIMENSIONAL$6.9M
- SPDR$6.9M
- GLOBAL$5.9M
- VANGUARD$4.9M
- ISHARES$4.6M
- SPDR$4.6M
- SPDR$4.4M
- BLACKROCK$4.2M
- ISHARES$3.9M
- BLACKROCK$2.8M
GLDM
$2.7M- ISHARES$2.6M
- SCHWAB$2.2M
- ISHARES$2.2M
- BONDBLOXX$2.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/bush-investment-group-llc-1966640
BUSH INVESTMENT GROUP, LLC 13F holdings — Q1 2026
$183.0M portfolio (+2.4% QoQ) · 38 holdings · Q1 2026 13F · top 10 are 71% of the stock portfolio
- 1
VANGUARD INDEX FDS - TOTAL STK MKT
$34.1M
18.6% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SCHWAB STRATEGIC TR - INTL EQTY ETF
$26.2M
14.3% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - RUS TP200 GR ETF
$19.6M
10.7% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SCHWAB STRATEGIC TR - US MID-CAP ETF
$12.0M
6.5% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
BLACKROCK ETF TRUST - ISHARES A I INNO
$8.5M
4.6% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
DIMENSIONAL ETF TRUST - US SMALL CAP ETF
$6.9M
3.8% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SPDR SERIES TRUST - STATE STREET SPD
$6.9M
3.8% of stocks
+23%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
GLOBAL X FDS - DEFENSE TECH ETF
$5.9M
3.2% of stocks
+67%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF
$4.9M
2.7% of stocks
+16%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - S&P 500 VAL ETF
$4.6M
2.5% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - TOTAL STK MKT | $34.1M | 18.6% | +5% | — | — | — | — | |
| 2 | SCHWAB STRATEGIC TR - INTL EQTY ETF | $26.2M | 14.3% | +2% | — | — | — | — | |
| 3 | ISHARES TR - RUS TP200 GR ETF | $19.6M | 10.7% | +6% | — | — | — | — | |
| 4 | SCHWAB STRATEGIC TR - US MID-CAP ETF | $12.0M | 6.5% | +2% | — | — | — | — | |
| 5 | BLACKROCK ETF TRUST - ISHARES A I INNO | $8.5M | 4.6% | +6% | — | — | — | — | |
| 6 | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $6.9M | 3.8% | +5% | — | — | — | — | |
| 7 | SPDR SERIES TRUST - STATE STREET SPD | $6.9M | 3.8% | +23% | — | — | — | — | |
| 8 | GLOBAL X FDS - DEFENSE TECH ETF | $5.9M | 3.2% | +67% | — | — | — | — | |
| 9 | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $4.9M | 2.7% | +16% | — | — | — | — | |
| 10 | ISHARES TR - S&P 500 VAL ETF | $4.6M | 2.5% | +5% | — | — | — | — |
All holdings — BUSH INVESTMENT GROUP, LLC (Q1 2026)
38 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 | — | SPDR SERIES TRUST - STATE STREET SPDetf/fund | — | $4.6M | 2.5% | 153K | +5% | — | — | 13F |
| 12 | — | SPDR SERIES TRUST - STATE STREET SPDetf/fund | — | $4.4M | 2.4% | 190K | +6% | — | — | 13F |
| 13 | — | BLACKROCK ETF TRUST - ISHARES US EQUITetf/fund | — | $4.2M | 2.3% | 72K | +1% | — | — | 13F |
| 14 | — | ISHARES TR - S&P 500 GRWT ETFetf/fund | — | $3.9M | 2.1% | 34K | +6% | — | — | 13F |
| 15 | — | BLACKROCK ETF TRUST - ISHARES INTL CTRetf/fund | — | $2.8M | 1.5% | 86K | New | — | — | 13F |
| 16 | World Gold Trustetf/fund | Financials | $2.7M | 1.5% | 29K | -60% | 6+ qtrsTrimmed 2 qtrs in a row | — | 13F | |
| 17 | — | ISHARES TR - MSCI ACWI EX USetf/fund | — | $2.6M | 1.4% | 38K | New | — | — | 13F |
| 18 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $2.2M | 1.2% | 94K | +9% | — | — | 13F |
| 19 | — | ISHARES TR - CORE UNIVRSL USDetf/fund | — | $2.2M | 1.2% | 47K | +7% | — | — | 13F |
| 20 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YRetf/fund | — | $2.1M | 1.1% | 45K | +6% | — | — | 13F |
| 21 | — | ISHARES TR - MSCI USA QLT FCTetf/fund | — | $2.1M | 1.1% | 11K | +3% | — | — | 13F |
| 22 | — | ISHARES TR - EAFE VALUE ETFetf/fund | — | $1.9M | 1.1% | 26K | -42% | — | — | 13F |
| 23 | Invesco Ltd. | Financials | $1.9M | 1.0% | 17K | +8% | 6+ qtrs | — | 13F | |
| 24 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKTetf/fund | — | $1.9M | 1.0% | 23K | +18% | — | — | 13F |
| 25 | — | BLACKROCK ETF TRUST - ISHARES US THEMAetf/fund | — | $1.8M | 1.0% | 51K | +7% | — | — | 13F |
| 26 | $SO | SOUTHERN CO | Utilities | $1.5M | 0.8% | 16K | -0.3% | |||
| 27 | $AAPL | Apple Inc. | Technology | $1.5M | 0.8% | 5,846 | — | |||
| 28 | — | ISHARES TR - MBS ETF | — | $1.4M | 0.8% | 15K | +10% | |||
| 29 | — | BLACKROCK ETF TRUST - ISHARES LARGE CA | — | $1.4M | 0.8% | 34K | New | |||
| 30 | — | ISHARES TR - US TREAS BD ETF | — | $1.3M | 0.7% | 58K | New | |||
| 31 | — | ISHARES TR - CORE INTL AGGR | — | $1.0M | 0.6% | 20K | +10% | |||
| 32 | $AFL | AFLAC INC | Financials | $910K | 0.5% | 8,295 | +0.5% | |||
| 33 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $738K | 0.4% | 3,122 | — | |||
| 34 | — | BLACKROCK ETF TRUST II - ISHARES FLEXIBLE | — | $687K | 0.4% | 13K | -13% | |||
| 35 | — | ISHARES TR - CORE S&P500 ETF | — | $660K | 0.4% | 1,011 | +90% | |||
| 36 | $NVDA | NVIDIA CORP | Technology | $469K | 0.3% | 2,687 | — | |||
| 37 | — | ISHARES INC - CORE MSCI EMKT | — | $455K | 0.3% | 6,520 | -83% | |||
| 38 | $GPN | GLOBAL PAYMENTS INC | Financials | $282K | 0.1% | 4,194 | — |
What changed in Q1 2026
Against the previous quarter's 13F: 4 new, 25 added to, 5 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (4)
- BLACKROCK ETF TRUST - ISHARES INTL CTR$2.8M
first bought this quarter
- ISHARES TR - MSCI ACWI EX US$2.6M
first bought this quarter
- BLACKROCK ETF TRUST - ISHARES LARGE CA$1.4M
first bought this quarter
- ISHARES TR - US TREAS BD ETF$1.3M
first bought this quarter
Added to (25)
- GLOBAL X FDS - DEFENSE TECH ETF+67%
now $5.9M
- VANGUARD INDEX FDS - TOTAL STK MKT+5%
now $34.1M
- SPDR SERIES TRUST - STATE STREET SPD+23%
now $6.9M
- ISHARES TR - RUS TP200 GR ETF+6%
now $19.6M
- VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF+16%
now $4.9M
- SCHWAB STRATEGIC TR - INTL EQTY ETF+2%
now $26.2M
+19 more in the Excel export
Trimmed (5)
Holdings by quarter
Every 13F BUSH INVESTMENT GROUP, LLC has filed, 9 earlier quarters. Pick one to see what it held then.
Is it too late to follow BUSH INVESTMENT GROUP?
Q1 2026 13F filed with the SEC on Aug 3, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of BUSH INVESTMENT GROUP's top 20 holdings: 67/100 (our AI quality score, weighted by position size; 6 of the 20 are scored)
Top 10 since filing
-0.6%
Value-weighted move of the 10 largest stock positions
Turnover
9%
Last quarter; 25% over the last 4
Top 10 weight
71%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
100%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 6 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 Q4 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
BUSH INVESTMENT GROUP, LLC disclosed 38 positions worth $183.0M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 4 new positions and exited 3. The portfolio is most concentrated in Other (94.6% of disclosed assets). All figures are sourced directly from BUSH INVESTMENT GROUP, LLC’s Form 13F-HR filing with the SEC under CIK 1966640.
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AI-Powered Hedge Fund Analysis: BUSH INVESTMENT GROUP, LLC
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