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Bouchey Financial Group reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 27 July 2026, signed by David Clarke, Chief Compliance Officer. Retrieved 14 October 2026. Page updated 21 October 2026.

Bouchey Financial Group’s reported 13F holdings total $1.55B across 191 positions as of 30 June 2026. The ten largest make up 59.6% of it, and its value rose 13.6% from the prior quarter.

$1.55B
Reported 13F value
191
Positions
59.6%
In the 10 largest
+13.6%
Value vs. prior quarter

Largest positions

Invesco Exch Traded FD TR IINASDAQ 100 ETF$178M
Class
NASDAQ 100 ETF
Share
11.5%
Vanguard Index FdsS&P 500 ETF SHS$174M
Class
S&P 500 ETF SHS
Share
11.2%
Invesco Qqq TRUNIT SER 1$109M
Class
UNIT SER 1
Share
7.0%
Wisdomtree TRUS QTLY DIV GRT$84.7M
Class
US QTLY DIV GRT
Share
5.5%
Apple Inc.COM$74.5M
Class
COM
Share
4.8%
Schwab Strategic TRUS BRD MKT ETF$70.2M
Class
US BRD MKT ETF
Share
4.5%
First TR Exchange-traded FDCORE INVESTMENT$61.1M
Class
CORE INVESTMENT
Share
3.9%
J P Morgan Exchange Traded FCORE PLUS BD ETF$59.2M
Class
CORE PLUS BD ETF
Share
3.8%
Dimensional ETF TrustUS HIGH PROF ETF$58.2M
Class
US HIGH PROF ETF
Share
3.8%
Vaneck ETF TrustSEMICONDUCTR ETF$54.2M
Class
SEMICONDUCTR ETF
Share
3.5%
Pimco ETF TRACTIVE BD ETF$50.3M
Class
ACTIVE BD ETF
Share
3.3%
Tidal Trust IIDEFIA AI PWR ETF$41.5M
Class
DEFIA AI PWR ETF
Share
2.7%
Putnam ETF TrustFOCUSED LAR CAP$39.4M
Class
FOCUSED LAR CAP
Share
2.5%
Vanguard Index FdsMID CAP ETF$38.2M
Class
MID CAP ETF
Share
2.5%
Roundhill ETF TrustMEMORY ETF$34.6M
Class
MEMORY ETF
Share
2.2%
First TR Exchng Traded FD VIFT LADD BUFF ETF$34M
Class
FT LADD BUFF ETF
Share
2.2%
J P Morgan Exchange Traded FEQUITY PREMIUM$31.1M
Class
EQUITY PREMIUM
Share
2.0%
Microsoft Corp.COM$30.9M
Class
COM
Share
2.0%
Invesco Exchange Traded FD TS&P500 EQL TEC$30.4M
Class
S&P500 EQL TEC
Share
2.0%
Amazon Com Inc.COM$28.1M
Class
COM
Share
1.8%
Schwab Strategic TR5 10YR CORP BD$26.1M
Class
5 10YR CORP BD
Share
1.7%
iShares TRCORE US AGGBD ET$18.1M
Class
CORE US AGGBD ET
Share
1.2%
State Str SPDR S&P 500 ETF TTR UNIT$17.7M
Class
TR UNIT
Share
1.1%
Vaneck Bitcoin ETFSH BEN INT$16.3M
Class
SH BEN INT
Share
1.1%
Schwab Strategic TRUS DIVIDEND EQ$16.3M
Class
US DIVIDEND EQ
Share
1.1%
Vanguard World FDINF TECH ETF$12.7M
Class
INF TECH ETF
Share
0.8%
Vanguard Index FdsTOTAL STK MKT$10.9M
Class
TOTAL STK MKT
Share
0.7%
Select Sector SPDR TRST STR TECHN ETF$9.16M
Class
ST STR TECHN ETF
Share
0.6%
Vanguard BD Index FdsTOTAL BND MRKT$6.96M
Class
TOTAL BND MRKT
Share
0.4%
Nvidia CorporationCOM$6.31M
Class
COM
Share
0.4%
Micron Technology Inc.COM$5.92M
Class
COM
Share
0.4%
Berkshire Hathaway Inc. DelCL B NEW$4.51M
Class
CL B NEW
Share
0.3%
First TR Exchng Traded FD VIFT VEST U.S EQT$4.3M
Class
FT VEST U.S EQT
Share
0.3%
Alphabet Inc.CAP STK CL A$4.13M
Class
CAP STK CL A
Share
0.3%
iShares TRRUSSELL 2000 ETF$3.79M
Class
RUSSELL 2000 ETF
Share
0.2%
Invesco Exchange Traded FD TS&P500 EQL WGT$3.29M
Class
S&P500 EQL WGT
Share
0.2%
JPMORGAN Chase & COCOM$2.78M
Class
COM
Share
0.2%
Vanguard Whitehall FdsHIGH DIV YLD$2.77M
Class
HIGH DIV YLD
Share
0.2%
Broadcom Inc.COM$2.73M
Class
COM
Share
0.2%
Alphabet Inc.CAP STK CL C$2.67M
Class
CAP STK CL C
Share
0.2%
Advanced Micro Devices Inc.COM$2.55M
Class
COM
Share
0.2%
Schwab Strategic TRUS LRG CAP ETF$2.25M
Class
US LRG CAP ETF
Share
0.1%
Tesla Inc.COM$2.2M
Class
COM
Share
0.1%
Union Pac Corp.COM$2.18M
Class
COM
Share
0.1%
Schwab Strategic TRUS SML CAP ETF$2M
Class
US SML CAP ETF
Share
0.1%
Johnson & JohnsonCOM$1.93M
Class
COM
Share
0.1%
SPDR Series TrustST STR SP DIV$1.67M
Class
ST STR SP DIV
Share
0.1%
Cisco Sys Inc.COM$1.52M
Class
COM
Share
0.1%
Eli Lilly & COCOM$1.42M
Class
COM
Share
0.1%
Bank OF Amer Corp.COM$1.41M
Class
COM
Share
0.1%

The share class is shown on a wider screen.

The 50 largest of 191 positions by value, with holdings of the same security combined. The 191 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
1599054
File number
028-15804
Options
0 call, 0 put
In the 25 largest
88.9%
Prior quarter
$1.36B at 31 March 2026
Positions opened
31
Positions closed
13

Common questions

What are Bouchey Financial Group’s 13F holdings worth?

$1.55 billion across 191 positions for the quarter ended 30 June 2026.

What is Bouchey Financial Group’s largest 13F holding?

INVESCO EXCH TRADED FD TR II (NASDAQ 100 ETF) was the largest position at $178 million, or 11.5% of reported 13F value, as of 30 June 2026.

How concentrated is Bouchey Financial Group’s 13F portfolio?

The ten largest positions accounted for 59.6% of reported value and the twenty-five largest for 88.9%, across 191 positions as of 30 June 2026.

Does Form 13F show everything Bouchey Financial Group manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does Bouchey Financial Group file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the Bouchey Financial Group profile

Sources

  1. Form 13F-HR, accession 0001951757-26-001070, filed 27 July 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0001951757-26-000587, filed 13 April 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

Report a correction

This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Bouchey Financial Group, LTD., and Niva is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.