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Filers›Hedge Fund›Bouchey Financial Group Ltd
DOSSIER · 13F-HR · Q1 2026

Bouchey Financial Group Ltd

Bouchey Financial's hedge fund based in San Francisco, CA — $1.4B in tracked AUM across 173 positions as of Q1 2026.

BF
Bouchey Financial·San Francisco, CA·Hedge Fund
CIK 0001599054 · last filed Mar 31, 2026
Total AUM
$1.4B
▼ 17.2%
vs prior
Holdings
173
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
Top sector
Tech
11% weight
concentration
AI Analysis · Q1 2026 · 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...

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

Filing history loading…
AI Agent · grounded in Bouchey
haiku-4-5 · 173 positions indexed
Sector mix
  • Tech11%
  • Cons. Disc.39%
  • Communications25%
  • Industrials4%
  • Energy9%
  • Other12%
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