Bouchey Financial Group Ltd
CIK: 0001599054SEC EDGAR →
Portfolio Value
$1.3B
Holdings
163
As of
Q4 2025
New Positions
15
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 242,835 | $152.3M | 11.42% |
| 2 | INVESCO EXCH TRADED FD TR II | 587,964 | $148.7M | 11.15% |
| 3 | INVESCO QQQ TR | 157,000 | $96.4M | 7.23% |
| 4 | DIMENSIONAL ETF TRUST | 2,144,055 | $81.5M | 6.11% |
| 5 | WISDOMTREE TR | 872,577 | $78.0M | 5.85% |
| 6 | ISHARES TR | 752,135 | $75.1M | 5.63% |
| 7 | APPLE INC | 260,705 | $70.9M | 5.31% |
| 8 | SCHWAB STRATEGIC TR | 2,536,062 | $69.6M | 5.22% |
| 9 | SCHWAB STRATEGIC TR | 2,552,924 | $67.0M | 5.02% |
| 10 | J P MORGAN EXCHANGE TRADED F | 878,614 | $41.7M | 3.12% |
Quarterly Changes
New Positions (15)
$18.3M · 51K shares
$17.0M · 687K shares
$16.4M · 132K shares
$456K · 4K shares
$437K · 12K shares
$310K · 2K shares
$276K · 2K shares
$254K · 330 shares
$219K · 469 shares
$217K · 1K shares
$211K · 3K shares
$207K · 358 shares
$203K · 2K shares
$203K · 231 shares
$203K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 89 | $1.1B | 81.1% |
| Unknown | 13 | $105.0M | 7.9% |
| Technology | 17 | $91.1M | 6.8% |
| Consumer Cyclical | 5 | $30.1M | 2.3% |
| Communication Services | 4 | $8.0M | 0.6% |
| Healthcare | 10 | $6.0M | 0.4% |
| Industrials | 10 | $5.8M | 0.4% |
| Consumer Defensive | 6 | $2.2M | 0.2% |
| Energy | 4 | $2.1M | 0.2% |
| Utilities | 3 | $1.2M | 0.1% |
| Basic Materials | 2 | $1.2M | 0.1% |