13F Insight
DOSSIER · 13F-HR · Q1 2026

Bouchey Financial Group Ltd

$1.4B in tracked AUM across 173 positions as of Q1 2026.

BF
CIK 0001599054 · last filed Mar 31, 2026
Total AUM
$1.4B
as of Q1 2026
Holdings
173
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 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:

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
QQQM
INVESCO EXCH TRADED FD TR II
$154M613K11.3%02
VOO
VANGUARD INDEX FDS
$153M245K11.2%03
QQQ
INVESCO QQQ TR
$91M148K6.6%04
DUHP
DIMENSIONAL ETF TRUST
$82M2.2M6.0%05
DGRW
WISDOMTREE TR
$79M875K5.8%06
AGG
ISHARES TR
$77M772K5.6%07
SCHD
SCHWAB STRATEGIC TR
$73M2.4M5.3%08
AAPL
APPLE INC
$68M261K5.0%09
SCHB
SCHWAB STRATEGIC TR
$64M2.5M4.7%10
JCPB
J P MORGAN EXCHANGE TRADED F
$43M913K3.2%

Filing history

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 positionsLocked2023Q2Jun 30
$826M▲ 9.2%
112 positionsLocked
Showing 12 of 47