Bouchey Financial Group Ltd
CIK: 1599054SEC EDGAR →
Portfolio Value
$657.3B
Holdings
173
As of
Q1 2026
New Positions
173
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 2,161,309 | $82.3B | 12.52% |
| 2 | WISDOMTREE TR | 874,519 | $79.4B | 12.08% |
| 3 | ISHARES TR | 772,082 | $76.8B | 11.69% |
| 4 | SCHWAB STRATEGIC TR | 2,356,664 | $72.9B | 11.09% |
| 5 | SCHWAB STRATEGIC TR | 2,451,793 | $64.4B | 9.79% |
| 6 | J P MORGAN EXCHANGE TRADED F | 912,812 | $43.0B | 6.54% |
| 7 | FIRST TR EXCHANGE-TRADED FD | 1,888,276 | $39.8B | 6.05% |
| 8 | SCHWAB STRATEGIC TR | 1,470,244 | $33.5B | 5.09% |
| 9 | J P MORGAN EXCHANGE TRADED F | 529,383 | $30.6B | 4.66% |
| 10 | FIRST TR EXCHNG TRADED FD VI | 766,568 | $29.2B | 4.44% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 92 | $648.4B | 98.7% |
| Unknown | 14 | $2.7B | 0.4% |
| Technology | 18 | $1.9B | 0.3% |
| Energy | 7 | $1.4B | 0.2% |
| Consumer Defensive | 6 | $871.3M | 0.1% |
| Utilities | 3 | $663.6M | 0.1% |
| Real Estate | 1 | $536.1M | 0.1% |
| Industrials | 11 | $386.4M | 0.1% |
| Communication Services | 5 | $339.2M | 0.1% |
| Consumer Cyclical | 5 | $31.1M | 0.0% |
| Healthcare | 9 | $6.2M | 0.0% |
| Basic Materials | 2 | $1.4M | 0.0% |