Institutional Manager · CIK 0001599054
Bouchey Financial Group Ltd
TROY, NY · File #028-15804
Latest AUM
$1.33B
Positions
163
Top-10 Concentration
68.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025163 pos · $1.33B
- 13F HOLDINGS REPORTQ/E Sep 2025152 pos · $1.30B
- 13F HOLDINGS REPORTQ/E Jun 2025142 pos · $1.20B
- 13F HOLDINGS REPORTQ/E Mar 2025138 pos · $1.11B
- 13F HOLDINGS REPORTQ/E Dec 2024148 pos · $1.14B
- 13F HOLDINGS REPORTQ/E Sep 2024153 pos · $1.12B
- 13F HOLDINGS REPORTQ/E Jun 2024148 pos · $1.05B
- 13F HOLDINGS REPORTQ/E Mar 2024149 pos · $1.02B
- 13F HOLDINGS REPORTQ/E Dec 2023125 pos · $815.8M
- 13F HOLDINGS REPORTQ/E Sep 2023112 pos · $826.5M
- 13F HOLDINGS REPORTQ/E Jun 2023102 pos · $757.1M
- 13F HOLDINGS REPORTQ/E Mar 202394 pos · $694.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 242,835 | $152.3M | 11.88% |
| 2 | INVESCO EXCH TRADED FD TR II | IVZ | 587,964 | $148.7M | 11.60% |
| 3 | INVESCO QQQ TR | IVZ | 157,000 | $96.4M | 7.52% |
| 4 | DIMENSIONAL ETF TRUST | 25434V831 | 2,144,055 | $81.5M | 6.36% |
| 5 | WISDOMTREE TR | WT | 872,577 | $78.0M | 6.08% |
| 6 | ISHARES TR | 464287226 | 752,135 | $75.1M | 5.86% |
| 7 | APPLE INC | AAPL | 260,705 | $70.9M | 5.53% |
| 8 | SCHWAB STRATEGIC TR | 808524797 | 2,536,062 | $69.6M | 5.42% |
| 9 | SCHWAB STRATEGIC TR | 808524102 | 2,552,924 | $67.0M | 5.22% |
| 10 | J P MORGAN EXCHANGE TRADED F | 46641Q670 | 878,614 | $41.7M | 3.25% |
| 11 | SCHWAB STRATEGIC TR | 808524854 | 1,416,984 | $35.5M | 2.77% |
| 12 | VANGUARD INDEX FDS | 922908629 | 116,365 | $33.8M | 2.63% |
| 13 | SCHWAB STRATEGIC TR | 808524698 | 1,427,118 | $32.8M | 2.56% |
| 14 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 517,009 | $29.7M | 2.31% |
| 15 | FIRST TR EXCHNG TRADED FD VI | 33740F367 | 768,733 | $29.0M | 2.26% |
| 16 | AMAZON COM INC | AMZN | 112,780 | $26.0M | 2.03% |
| 17 | INVESCO EXCHANGE TRADED FD T | IVZ | 477,638 | $21.7M | 1.70% |
| 18 | VANECK ETF TRUST | 92189F676 | 50,823 | $18.3M | 1.43% |
| 19 | FIRST TR EXCHNG TRADED FD VI | 33740U695 | 448,716 | $17.6M | 1.37% |
| 20 | VANECK BITCOIN ETF | HODL | 686,899 | $17.0M | 1.32% |