13F Insight
DOSSIER · 13F-HR · Q2 2026

Bouchey Financial Group Ltd

$1.5B in tracked AUM across 191 positions as of Q2 2026.

BF
CIK 0001599054 · last filed Jun 30, 2026
Total AUM
$1.5B
as of Q2 2026
Holdings
191
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: Bouchey Financial Group Ltd
1. Portfolio Overview

Bouchey Financial Group Ltd has reported a substantial expansion in assets under management, with the total portfolio value growing by approximately 219.9%, rising from $416.86 million to $1.33 billion between the quarters ending September 30, 2025, and December 31, 2025. This dramatic increase suggests significant net capital inflows rather than merely market appreciation, as the growth...

The portfolio currently consists of 163 holdings, indicating a high level of diversification. The strategy is predominantly passive or "core-satellite" in nature, with a heavy reliance on exchange-traded funds (ETFs) to achieve broad market exposure. The turnover for the quarter was exceptionally high, with 58 positions changing (29 new purchases and 29 complete exits), signaling a substantial restructuring or reallocation of the portfolio's methodology, likely transitioning from a previous strategy to a more standardized ETF-centric model.

2. Key Holdings

The portfolio is heavily concentrated in its top positions, which are almost exclusively broad-market ETFs. The top three holdings account for approximately 29.8% of the total portfolio value:

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
QQQM
INVESCO EXCH TRADED FD TR II
$178M588K11.5%02
VOO
VANGUARD INDEX FDS
$174M253K11.2%03
QQQ
INVESCO QQQ TR
$109M148K7.0%04
DGRW
WISDOMTREE TR
$85M885K5.5%05
AAPL
APPLE INC
$75M258K4.8%06
SCHB
SCHWAB STRATEGIC TR
$70M2.4M4.5%07
FTCB
FIRST TR EXCHANGE-TRADED FD
$61M2.9M3.9%08
JCPB
J P MORGAN EXCHANGE TRADED F
$59M1.3M3.8%09
DUHP
DIMENSIONAL ETF TRUST
$58M1.4M3.8%10
SMH
VANECK ETF TRUST
$54M83K3.5%

Filing history

2026Q2Jun 30
$1.5B▲ 13.6%
191 positionsView →2026Q1Mar 31
$1.4B▲ 2.2%
173 positionsView →2025Q4Dec 31
$1.3B▲ 2.8%
163 positionsView →2025Q3Sep 30
$1.3B▲ 7.9%
152 positionsView →2025Q2Jun 30
$1.2B▲ 8.5%
142 positionsLocked2025Q1Mar 31
$1.1B▼ 3.1%
138 positionsLocked2024Q4Dec 31
$1.1B▲ 2.3%
148 positionsLocked2024Q3Sep 30
$1.1B▲ 6.3%
153 positionsLocked2024Q2Jun 30
$1.1B▲ 3.6%
148 positionsLocked2024Q1Mar 31
$1.0B▲ 8.8%
149 positionsLocked2023Q4Dec 31
$934M▲ 14.4%
136 positionsLocked2023Q3Sep 30
$816M▼ 1.3%
125 positionsLocked
Showing 12 of 48