Bouchey Financial Group Ltd
CIK: 0001599054Latest portfolio: $1.3B · Q4 2025
Holdings
163
Total Value
$1.3B
New Positions
15
Closed Positions
4
Top Holdings
View All 163 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 242,835 | $152.3M | 11.42% | +234K | |
| 2 | QQQMINVESCO EXCH TRADED FD TR II | 587,964 | $148.7M | 11.15% | +587K | |
| 3 | NDQINVESCO QQQ TR | 157,000 | $96.4M | 7.23% | -221,714 | |
| 4 | DUHPDIMENSIONAL ETF TRUST | 2,144,055 | $81.5M | 6.11% | +20K | |
| 5 | DGRWWISDOMTREE TR | 872,577 | $78.0M | 5.85% | +7K | |
| 6 | AGGISHARES TR | 752,135 | $75.1M | 5.63% | +55K | |
| 7 | AAPLAPPLE INC | 260,705 | $70.9M | 5.31% | -35,060 | |
| 8 | SCHDSCHWAB STRATEGIC TR | 2,536,062 | $69.6M | 5.22% | -559,812 | |
| 9 | SCHBSCHWAB STRATEGIC TR | 2,552,924 | $67.0M | 5.02% | -5,765,462 | |
| 10 | JCPBJ P MORGAN EXCHANGE TRADED F | 878,614 | $41.7M | 3.12% | +111K | |
| 11 | SCHRSCHWAB STRATEGIC TR | 1,416,984 | $35.5M | 2.66% | +138K | |
| 12 | VOVANGUARD INDEX FDS | 116,365 | $33.8M | 2.53% | +3K | |
| 13 | SCHISCHWAB STRATEGIC TR | 1,427,118 | $32.8M | 2.46% | +119K | |
| 14 | JEPIJ P MORGAN EXCHANGE TRADED F | 517,009 | $29.7M | 2.22% | +43K | |
| 15 | XOCTFIRST TR EXCHNG TRADED FD VI | 768,733 | $29.0M | 2.18% | -4,942 | |
| 16 | AMZNAMAZON COM INC | 112,780 | $26.0M | 1.95% | -3,880 | |
| 17 | RSPTINVESCO EXCHANGE TRADED FD T | 477,638 | $21.7M | 1.63% | -29,338 | |
| 18 | SMHVANECK ETF TRUST | 50,823 | $18.3M | 1.37% | NEW | |
| 19 | GOCTFIRST TR EXCHNG TRADED FD VI | 448,716 | $17.6M | 1.32% | -1,014 | |
| 20 | HODLVANECK BITCOIN ETF | 686,899 | $17.0M | 1.27% | NEW | |
| 21 | NLRVANECK ETF TRUST | 131,760 | $16.4M | 1.23% | NEW | |
| 22 | SPYSPDR S&P 500 ETF TR | 23,794 | $16.2M | 1.22% | -220 | |
| 23 | VGTVANGUARD WORLD FD | 15,224 | $11.5M | 0.86% | -138 | |
| 24 | VTIVANGUARD INDEX FDS | 30,110 | $10.1M | 0.76% | -158 | |
| 25 | SCHASCHWAB STRATEGIC TR | 285,831 | $8.1M | 0.61% | -3,978 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($7.087569185960133e+46T)
Unknown0.0% ($9.64464371120065e+31T)
Healthcare0.0% ($1.5241207110357634e+23T)
Industrials0.0% ($1.7328975615424903e+21T)
Consumer Cyclical0.0% ($2603118691.1T)
Consumer Defensive0.0% ($476466344.3T)
Communication Services0.0% ($357331.0T)
Energy0.0% ($682.6T)
Utilities0.0% ($522.5B)
Basic Materials0.0% ($1.0B)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Jan 16, 2026 | $1.3B | 163 |
| Q3 2025 | Nov 12, 2025 | $1.3T | 152 |
| Q2 2025 | Aug 8, 2025 | $1.2T | 142 |
| Q1 2025 | May 9, 2025 | $1.1T | 138 |
| Q4 2024 | Feb 5, 2025 | $1.1T | 148 |
| Q3 2024 | Oct 24, 2024 | $1118.6T | 153 |
| Q2 2024 | Jul 12, 2024 | $1052.6T | 148 |
| Q1 2024 | Apr 23, 2024 | $1016.2T | 149 |
| Q4 2023 | Jan 18, 2024 | $933.5T | 136 |
| Q3 2023 | Oct 24, 2023 | $815.8T | 125 |
| Q2 2023 | Jul 13, 2023 | $826.5T | 112 |
| Q1 2023 | May 2, 2023 | $757.1T | 102 |
| Q4 2022 | Jan 24, 2023 | $694.3T | 94 |
| Q3 2022 | Oct 27, 2022 | $683.9B | 91 |
| Q2 2022 | Jul 26, 2022 | $170.2B | 96 |
| Q1 2022 | May 6, 2022 | $745.3B | 100 |
| Q4 2021 | Feb 11, 2022 | $744.4B | 90 |
| Q3 2021 | Nov 15, 2021 | $719.9B | 82 |
| Q2 2021 | Aug 12, 2021 | $90.9B | 50 |
| Q1 2021 | May 4, 2021 | $619.8B | 81 |
| Q4 2020 | Feb 10, 2021 | $582.9B | 74 |
| Q3 2020 | Oct 23, 2020 | $409.4B | 62 |
| Q2 2020 | Jul 28, 2020 | $474.5B | 66 |
| Q1 2020 | Apr 9, 2020 | $376.7B | 62 |
| Q4 2019 | Jan 21, 2020 | $437.7B | 80 |
| Q3 2019 | Oct 16, 2019 | $418.5B | 74 |
| Q2 2019 | Jul 11, 2019 | $409.5B | 70 |
| Q1 2019 | Apr 10, 2019 | $400.1B | 70 |
| Q4 2018 | Jan 14, 2019 | $351.8B | 67 |
| Q3 2018 | Oct 9, 2018 | $407.5B | 75 |
| Q2 2018 | Jul 11, 2018 | $369.4B | 68 |
| Q1 2018 | Apr 9, 2018 | $348.7B | 67 |
| Q4 2017 | Jan 18, 2018 | $345.7B | 67 |
| Q3 2017 | Nov 7, 2017 | $319.4B | 62 |
| Q2 2017 | Jul 12, 2017 | $312.0B | 68 |
| Q1 2017 | Apr 10, 2017 | $287.9B | 59 |
| Q4 2016 | Jan 11, 2017 | $240.8B | 55 |
| Q3 2016 | Oct 11, 2016 | $255.9B | 58 |
| Q2 2016 | Jul 15, 2016 | $247.6B | 64 |
| Q1 2016 | Apr 20, 2016 | $236.3B | 65 |
Fund Information
Bouchey Financial Group Ltd is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.3B across 163 holdings. The largest position is VANGUARD INDEX FDS (VOO), representing 11.4% of the portfolio. Compared to the previous quarter, the fund opened 15 new positions and closed 4 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.