Funds › Bouchey Financial Group, Ltd.
Bouchey Financial Group, Ltd.
13F for Q3 2026, filed Nov 12, 2026. 206 positions worth $1.6B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 12, 2026
Reported value
$1.6B
+$46.6M (3.0%) vs Q2 2026
Positions
206
191 in Q2 2026
Top 10 share
60.2%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Invesco Exch Traded Fd Tr II Nasdaq 100 Etf | 642,078 | $195.6M | 12.3% | +9.2% | 13F ↗ |
| 2 | Vanguard Index Fds S&P 500 Etf Shs | 256,994 | $180.1M | 11.3% | +1.5% | 13F ↗ |
| 3 | Invesco Qqq Tr | 146,739 | $108.6M | 6.8% | -0.5% | 13F ↗ |
| 4 | Wisdomtree Tr Us Qtly Div Grt | 889,442 | $86.5M | 5.4% | +0.5% | 13F ↗ |
| 5 | AAPL Apple Inc. | 258,670 | $86.1M | 5.4% | +0.4% | 13F ↗ |
| 6 | Schwab Strategic Tr Us Brd Mkt Etf | 2.40M | $70.4M | 4.4% | -1.0% | 13F ↗ |
| 7 | First Tr Exchange-Traded Fd Core Investment | 3.08M | $60.8M | 3.8% | +5.1% | 13F ↗ |
| 8 | J P Morgan Exchange Traded F Core Plus Bd Etf | 1.34M | $59.8M | 3.7% | +5.9% | 13F ↗ |
| 9 | Dfa Invt Dimensions Group In U.S. High Relati | 1.42M | $59.7M | 3.7% | New | 13F ↗ |
| 10 | Pimco ETF Tr Active Bd Etf | 606,414 | $52.8M | 3.3% | +11.1% | 13F ↗ |
| 11 | Vaneck ETF Trust Semiconductr Etf | 84,557 | $51.5M | 3.2% | +2.4% | 13F ↗ |
| 12 | MSFT Microsoft Corporation | 84,647 | $43.4M | 2.7% | +2.1% | 13F ↗ |
| 13 | Putnam ETF Trust Focused Lar Cap | 790,878 | $41.6M | 2.6% | +2.4% | 13F ↗ |
| 14 | Vanguard Index Fds Mrngstr Mid Cap | 483,004 | $37.9M | 2.4% | +1.9% | 13F ↗ |
| 15 | First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf | 953,169 | $35.7M | 2.2% | +2.3% | 13F ↗ |
| 16 | iShares Tr Expanded Tech | 323,311 | $34.4M | 2.2% | New | 13F ↗ |
| 17 | First Tr Exchange-Traded Fd Vest Laddered | 1.57M | $32.7M | 2.0% | New | 13F ↗ |
| 18 | Invesco Exchange Traded Fd T S&P500 Eql Tec | 471,030 | $31.0M | 1.9% | -0.1% | 13F ↗ |
| 19 | AMZN Amazon.com, Inc. | 122,841 | $30.6M | 1.9% | +4.2% | 13F ↗ |
| 20 | Schwab Strategic Tr 5 10YR Corp Bd | 1.18M | $25.2M | 1.6% | +2.0% | 13F ↗ |
| 21 | HODL VanEck Bitcoin Trust · Sh Ben Int | 1.01M | $23.8M | 1.5% | +2.3% | 13F ↗ |
| 22 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 23,601 | $18.0M | 1.1% | -0.3% | 13F ↗ |
| 23 | Schwab Strategic Tr Us Dividend Eq | 507,215 | $16.5M | 1.0% | -1.5% | 13F ↗ |
| 24 | iShares Tr Core Us Aggbd Et | 160,104 | $15.1M | 0.9% | -12.4% | 13F ↗ |
| 25 | Roundhill ETF Trust Memory Etf | 247,546 | $14.9M | 0.9% | -47.2% | 13F ↗ |
| 26 | Vanguard World Fd Inf Tech Etf | 106,044 | $13.3M | 0.8% | Unchanged | 13F ↗ |
| 27 | Vanguard Index Fds Mrngstr Ttl Stk | 29,350 | $11.0M | 0.7% | +0.1% | 13F ↗ |
| 28 | Select Sector Spdr Tr St Str Techn Etf | 47,844 | $9.4M | 0.6% | -0.4% | 13F ↗ |
| 29 | NVDA NVIDIA Corporation | 35,171 | $8.0M | 0.5% | +11.5% | 13F ↗ |
| 30 | Vanguard Bd Index Fds Total Bnd Mrkt | 89,219 | $6.3M | 0.4% | -5.9% | 13F ↗ |
| 31 | MU Micron Technology, Inc. | 5,176 | $5.5M | 0.3% | +1.0% | 13F ↗ |
| 32 | BRK-B Berkshire Hathaway Inc. Class B | 8,915 | $4.4M | 0.3% | -1.1% | 13F ↗ |
| 33 | First Tr Exchng Traded Fd Vi Ft Vest U.S Eqt | 94,395 | $4.3M | 0.3% | -2.8% | 13F ↗ |
| 34 | GOOGL Alphabet Inc. Class A | 11,038 | $3.8M | 0.2% | -4.5% | 13F ↗ |
| 35 | iShares Tr Etf | 12,599 | $3.5M | 0.2% | -0.2% | 13F ↗ |
| 36 | Invesco Exchange Traded Fd T S&P500 Eql Wgt | 15,300 | $3.2M | 0.2% | -1.0% | 13F ↗ |
| 37 | JPM JPMorgan Chase & Co. | 9,241 | $3.1M | 0.2% | +8.8% | 13F ↗ |
| 38 | AMD Advanced Micro Devices, Inc. | 4,659 | $2.9M | 0.2% | +6.2% | 13F ↗ |
| 39 | Vanguard Whitehall Fds High Div Yld | 17,155 | $2.7M | 0.2% | -2.2% | 13F ↗ |
| 40 | GOOG Alphabet Inc. Class C | 7,578 | $2.6M | 0.2% | +0.2% | 13F ↗ |
| 41 | AVGO Broadcom Inc. | 7,239 | $2.5M | 0.2% | +0.3% | 13F ↗ |
| 42 | TSLA Tesla, Inc. | 6,258 | $2.2M | 0.1% | +19.4% | 13F ↗ |
| 43 | JNJ Johnson & Johnson | 8,142 | $2.2M | 0.1% | +7.2% | 13F ↗ |
| 44 | UNP Union Pacific Corporation | 7,606 | $2.1M | 0.1% | -5.3% | 13F ↗ |
| 45 | Schwab Strategic Tr Us Lrg Cap Etf | 68,458 | $2.1M | 0.1% | -10.3% | 13F ↗ |
| 46 | META Meta Platforms, Inc. | 2,547 | $1.8M | 0.1% | +59.7% | 13F ↗ |
| 47 | Schwab Strategic Tr Us Sml Cap Etf | 53,641 | $1.8M | 0.1% | -3.2% | 13F ↗ |
| 48 | Spdr Series Trust St Str Sp Div | 11,000 | $1.6M | 0.1% | Unchanged | 13F ↗ |
| 49 | PM Philip Morris International Inc | 8,234 | $1.6M | 0.1% | +6.3% | 13F ↗ |
| 50 | Ea Series Trust Alpha Architect | 29,543 | $1.5M | 0.1% | New | 13F ↗ |
Showing the top 50 of 206 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
29 new, 93 added to, 50 trimmed, 14 exited, 34 unchanged. By estimated dollars.
New positions (29)
| Dfa Invt Dimensions Group In U.S. High Relati | 1.42M | New | $59.7M |
| iShares Tr Expanded Tech | 323,311 | New | $34.4M |
| First Tr Exchange-Traded Fd Vest Laddered | 1.57M | New | $32.7M |
| Ea Series Trust Alpha Architect | 29,543 | New | $1.5M |
| XOM ExxonMobil Holdings Corporation | 6,380 | New | $1.0M |
| Vanguard Scottsdale Fds Vng RUS1000GRW | 4,116 | New | $530.7K |
| iShares Tr Rus 1000 Grw Etf | 4,075 | New | $510.4K |
| iShares Tr Rus 1000 Val Etf | 1,842 | New | $456.7K |
| Spdr Series Trust St Nuve Term Etf | 9,463 | New | $441.4K |
| iShares Inc Core Msci Emkt | 4,902 | New | $397.8K |
Added to (93)
| Invesco Exch Traded Fd Tr II Nasdaq 100 Etf | 642,078 | +9.2% | $16.5M |
| Pimco ETF Tr Active Bd Etf | 606,414 | +11.1% | $5.3M |
| J P Morgan Exchange Traded F Core Plus Bd Etf | 1.34M | +5.9% | $3.3M |
| First Tr Exchange-Traded Fd Core Investment | 3.08M | +5.1% | $2.9M |
| Vanguard Index Fds S&P 500 Etf Shs | 256,994 | +1.5% | $2.6M |
| AMZN Amazon.com, Inc. | 122,841 | +4.2% | $1.2M |
| Vaneck ETF Trust Semiconductr Etf | 84,557 | +2.4% | $1.2M |
| Putnam ETF Trust Focused Lar Cap | 790,878 | +2.4% | $965.6K |
| MSFT Microsoft Corporation | 84,647 | +2.1% | $913.0K |
| NVDA NVIDIA Corporation | 35,171 | +11.5% | $828.8K |
Trimmed (50)
| J P Morgan Exchange Traded F Equity Premium | 6,877 | -98.8% | -$30.6M |
| Roundhill ETF Trust Memory Etf | 247,546 | -47.2% | -$13.4M |
| iShares Tr Core Us Aggbd Et | 160,104 | -12.4% | -$2.1M |
| Schwab Strategic Tr Us Brd Mkt Etf | 2.40M | -1.0% | -$703.1K |
| Invesco Qqq Tr | 146,739 | -0.5% | -$583.8K |
| Vanguard Bd Index Fds Total Bnd Mrkt | 89,219 | -5.9% | -$392.8K |
| Select Sector Spdr Tr St Str Care Etf | 1,383 | -56.8% | -$305.7K |
| Schwab Strategic Tr Us Dividend Eq | 507,215 | -1.5% | -$251.7K |
| Schwab Strategic Tr Us Lrg Cap Etf | 68,458 | -10.3% | -$236.4K |
| Vanguard Mun Bd Fds Tax Exempt Bd | 19,764 | -20.0% | -$234.2K |
Exited (14)
| Dimensional ETF Trust Us High Prof Etf | 1.39M | Exited | -$58.2M |
| Tidal Trust II Defia Ai Pwr Etf | 1.24M | Exited | -$41.5M |
| Exxon Mobil Corp | 4,999 | Exited | -$683.5K |
| Direxion Shares ETF Trust Dai Sem Bul Etf | 1,350 | Exited | -$360.1K |
| Vanguard World Fd Financials Etf | 1,838 | Exited | -$241.9K |
| ORCL Oracle Corporation | 1,562 | Exited | -$228.9K |
| Proshares Tr S&P 500 Dv Arist | 4,060 | Exited | -$228.0K |
| HONA Honeywell Aerospace Inc. | 1,017 | Exited | -$224.8K |
| AXON Axon Enterprise, Inc. | 383 | Exited | -$214.7K |
| ROK Rockwell Automation, Inc. | 425 | Exited | -$210.4K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 12, 2026 | 13F-HR | 207 | $1.6B | Current | SEC ↗ |
| Q2 2026 | Jul 27, 2026 | 13F-HR | 191 | $1.5B | Current | SEC ↗ |
| Q1 2026 | Apr 13, 2026 | 13F-HR | 173 | $1.4B | Current | SEC ↗ |
| Q4 2025 | Jan 16, 2026 | 13F-HR | 163 | $1.3B | Current | SEC ↗ |
| Q3 2025 | Nov 12, 2025 | 13F-HR | 152 | $1.3B | Current | SEC ↗ |
| Q2 2025 | Aug 8, 2025 | 13F-HR | 142 | $1.2B | Current | SEC ↗ |
| Q1 2025 | May 9, 2025 | 13F-HR | 138 | $1.1B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer