BUSH INVESTMENT GROUP, LLC
13F Reported Value
ⓘ$183.0M
Holdings
38
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
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.
AI Fund Analysis
Stable
$IVZSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$34.1M106,153 shSCHWAB STRATEGIC TR - INTL EQTY ETF
—Quality
$26.2M1,060,554 shISHARES TR - RUS TP200 GR ETF
—Quality
$19.6M78,615 shSCHWAB STRATEGIC TR - US MID-CAP ETF
—Quality
$12.0M387,417 shBLACKROCK ETF TRUST - ISHARES A I INNO
—Quality
$8.5M257,512 shDIMENSIONAL ETF TRUST - US SMALL CAP ETF
—Quality
$6.9M96,904 shSPDR SERIES TRUST - STATE STREET SPD
—Quality
$6.9M89,864 shGLOBAL X FDS - DEFENSE TECH ETF
—Quality
$5.9M82,997 shVANGUARD CHARLOTTE FDS - TOTAL INT BD ETF
—Quality
$4.9M102,293 shISHARES TR - S&P 500 VAL ETF
—Quality
$4.6M21,946 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $34.1M | 106,153 |
| SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $26.2M | 1,060,554 |
| ISHARES TR - RUS TP200 GR ETF | — | $19.6M | 78,615 |
| SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $12.0M | 387,417 |
| BLACKROCK ETF TRUST - ISHARES A I INNO | — | $8.5M | 257,512 |
| DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $6.9M | 96,904 |
| SPDR SERIES TRUST - STATE STREET SPD | — | $6.9M | 89,864 |
| GLOBAL X FDS - DEFENSE TECH ETF | — | $5.9M | 82,997 |
| VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $4.9M | 102,293 |
| ISHARES TR - S&P 500 VAL ETF | — | $4.6M | 21,946 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BUSH INVESTMENT GROUP, LLC's 38 positions.
Showing top 10 of 38 holdings.
Sector Allocation
Other
$173.1M
Financials
$5.5M
Technology
$2.0M
Utilities
$1.5M
Consumer Discretionary
$737,666
Industrials
$282,256
Full Holdings — BUSH INVESTMENT GROUP, LLC (Q1 2026)
All 38 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 | — | 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% | — |
| 11 | — | SPDR SERIES TRUST - STATE STREET SPD | $4.6M | 2.5% | +5% | — |
| 12 | — | SPDR SERIES TRUST - STATE STREET SPD | $4.4M | 2.4% | +6% | — |
| 13 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $4.2M | 2.3% | +1% | — |
| 14 | — | ISHARES TR - S&P 500 GRWT ETF | $3.9M | 2.1% | +6% | — |
| 15 | — | BLACKROCK ETF TRUST - ISHARES INTL CTR | $2.8M | 1.5% | NEW | — |
| 16 |  $GLDM | World Gold Trust | $2.7M | 1.5% | -60% | — |
| 17 | — | ISHARES TR - MSCI ACWI EX US | $2.6M | 1.4% | NEW | — |
| 18 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $2.2M | 1.2% | +9% | — |
| 19 | — | ISHARES TR - CORE UNIVRSL USD | $2.2M | 1.2% | +7% | — |
| 20 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YR | $2.1M | 1.1% | +6% | — |
| 21 | — | ISHARES TR - MSCI USA QLT FCT | $2.1M | 1.1% | +3% | — |
| 22 | — | ISHARES TR - EAFE VALUE ETF | $1.9M | 1.1% | -42% | — |
| 23 | $IVZ | Invesco Ltd. | $1.9M | 1.0% | +8% | — |
| 24 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $1.9M | 1.0% | +18% | — |
| 25 | — | BLACKROCK ETF TRUST - ISHARES US THEMA | $1.8M | 1.0% | +7% | — |
| 26 |  $SO | SOUTHERN CO | $1.5M | 0.8% | -0% | 62 |
| 27 |  $AAPL | Apple Inc. | $1.5M | 0.8% | +0% | 76.4 |
| 28 | — | ISHARES TR - MBS ETF | $1.4M | 0.8% | +10% | — |
| 29 | — | BLACKROCK ETF TRUST - ISHARES LARGE CA | $1.4M | 0.8% | NEW | — |
| 30 | — | ISHARES TR - US TREAS BD ETF | $1.3M | 0.7% | NEW | — |
| 31 | — | ISHARES TR - CORE INTL AGGR | $1.0M | 0.6% | +10% | — |
| 32 |  $AFL | AFLAC INC | $910,027 | 0.5% | +1% | 61.3 |
| 33 |  $LOW | LOWES COMPANIES INC | $737,666 | 0.4% | +0% | 60.8 |
| 34 | — | BLACKROCK ETF TRUST II - ISHARES FLEXIBLE | $687,190 | 0.4% | -13% | — |
| 35 | — | ISHARES TR - CORE S&P500 ETF | $660,395 | 0.4% | +90% | — |
| 36 |  $NVDA | NVIDIA CORP | $468,656 | 0.3% | +0% | 85.9 |
| 37 | — | ISHARES INC - CORE MSCI EMKT | $454,770 | 0.3% | -83% | — |
| 38 |  $GPN | GLOBAL PAYMENTS INC | $282,256 | 0.1% | +0% | 47 |
New Positions (4)
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