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Bouchey Financial Group Ltd Top Holdings and 13F Report (2026)

About Bouchey Financial Group Ltd

Investment Activity

  • Bouchey Financial Group Ltd has $1.59 billion in total holdings as of September 30, 2026.
  • Bouchey Financial Group Ltd owns shares of 207 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
  • Approximately 11.43% of the portfolio was purchased this quarter.
  • About 9.59% of the portfolio was sold this quarter.
  • This quarter, Bouchey Financial Group Ltd has purchased 191 new stocks and bought additional shares in 93 stocks.
  • Bouchey Financial Group Ltd sold shares of 50 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

Invesco QQQ
$108,576,435
Apple
$86,142,145

Largest New Holdings this Quarter

25239Y196 - DFA INVT DIMENSIONS GROUP IN
$59,712,791 Holding
464287515 - iShares Expanded Tech-Software Sector ETF
$34,426,156 Holding
33733E690 - FIRST TR EXCHANGE-TRADED FD
$32,663,006 Holding
02072Q242 - EA SERIES TRUST
$1,514,726 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP
$1,038,330 Holding

Largest Purchases this Quarter

DFA INVT DIMENSIONS GROUP IN
1,424,786 shares (about $59.71M)
iShares Expanded Tech-Software Sector ETF
323,311 shares (about $34.43M)
FIRST TR EXCHANGE-TRADED FD
1,565,820 shares (about $32.66M)
Invesco NASDAQ 100 ETF
54,072 shares (about $16.47M)
Pimco Total Return ETF
60,531 shares (about $5.27M)

Largest Sales this Quarter

JPMorgan Equity Premium Income ETF
544,162 shares (about $30.59M)
ROUNDHILL ETF TRUST
221,173 shares (about $13.35M)
iShares Core U.S. Aggregate Bond ETF
22,654 shares (about $2.14M)
Schwab US Broad Market ETF
23,989 shares (about $703.12K)
Invesco QQQ
789 shares (about $583.80K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBouchey Financial Group Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$195,602,493$16,472,482 ▲9.2%642,07812.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$180,116,526$2,580,562 ▲1.5%256,99411.3%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$108,576,435$583,804 ▼-0.5%146,7396.8%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$86,489,323$403,060 ▲0.5%889,4425.4%ETF
Apple Inc. stock logo
AAPL
Apple
$86,142,145$384,637 ▲0.4%258,6705.4%Technology
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$70,357,415$703,118 ▼-1.0%2,400,4584.4%ETF
FIRST TR EXCHANGE-TRADED FD
$60,756,056$2,940,412 ▲5.1%3,077,8143.8%CORE INVESTMENT
J P MORGAN EXCHANGE TRADED F
$59,787,173$3,316,004 ▲5.9%1,335,1313.7%CORE PLUS BD ETF
DFA INVT DIMENSIONS GROUP IN
$59,712,791$59,712,791 ▲New Holding1,424,7863.7%U.S. HIGH RELATI
Pimco Total Return ETF stock logo
BOND
Pimco Total Return ETF
$52,751,933$5,265,590 ▲11.1%606,4143.3%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$51,495,369$1,205,824 ▲2.4%84,5573.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$43,415,456$912,962 ▲2.1%84,6472.7%Technology
Putnam Focused Large Cap Value ETF stock logo
PVAL
Putnam Focused Large Cap Value ETF
$41,616,009$965,630 ▲2.4%790,8782.6%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$37,877,141$724,130 ▲1.9%483,0042.4%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$35,715,243$795,413 ▲2.3%953,1692.2%ETF
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$34,426,156$34,426,156 ▲New Holding323,3112.2%ETF
FIRST TR EXCHANGE-TRADED FD
$32,663,006$32,663,006 ▲New Holding1,565,8202.0%VEST LADDERED
Invesco S&P 500 Equal Weight Technology ETF stock logo
RSPT
Invesco S&P 500 Equal Weight Technology ETF
$31,022,055$21,273 ▼-0.1%471,0301.9%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$30,605,836$1,244,006 ▲4.2%122,8411.9%Consumer Discretionary
Schwab 5-10 Year Corporate Bond ETF stock logo
SCHI
Schwab 5-10 Year Corporate Bond ETF
$25,230,775$489,432 ▲2.0%1,176,8091.6%ETF
VANECK BITCOIN ETF
$23,776,081$542,788 ▲2.3%1,006,6081.5%SH BEN INT
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$18,001,422$53,392 ▼-0.3%23,6011.1%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$16,499,696$251,717 ▼-1.5%507,2151.0%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$15,136,237$2,141,710 ▼-12.4%160,1040.9%ETF
ROUNDHILL ETF TRUST
$14,941,877$13,350,003 ▼-47.2%247,5460.9%MEMORY ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$13,326,575$2,262 ▲0.0%106,0440.8%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$10,983,810$5,988 ▲0.1%29,3500.7%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$9,365,476$41,891 ▼-0.4%47,8440.6%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$8,039,098$828,801 ▲11.5%35,1710.5%Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$6,258,713$392,770 ▼-5.9%89,2190.4%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$5,513,010$52,190 ▲1.0%5,1760.3%Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$4,439,225$49,297 ▼-1.1%8,9150.3%Finance
FIRST TR EXCHNG TRADED FD VI
$4,270,430$124,184 ▼-2.8%94,3950.3%FT VEST U.S EQT
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,797,984$177,891 ▼-4.5%11,0380.2%Communication Services
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$3,501,137$6,947 ▼-0.2%12,5990.2%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$3,182,768$32,868 ▼-1.0%15,3000.2%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,057,273$246,805 ▲8.8%9,2410.2%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$2,850,190$167,010 ▲6.2%4,6590.2%Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$2,662,507$60,064 ▼-2.2%17,1550.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$2,582,030$5,792 ▲0.2%7,5780.2%Communication Services
Broadcom Inc. stock logo
AVGO
Broadcom
$2,542,113$8,077 ▲0.3%7,2390.2%Technology
Tesla, Inc. stock logo
TSLA
Tesla
$2,220,401$361,197 ▲19.4%6,2580.1%Consumer Discretionary
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,155,596$144,554 ▲7.2%8,1420.1%Healthcare
Union Pacific Corporation stock logo
UNP
Union Pacific
$2,069,821$115,383 ▼-5.3%7,6060.1%Industrials
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$2,053,731$236,369 ▼-10.3%68,4580.1%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,847,123$690,405 ▲59.7%2,5470.1%Communication Services
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,750,306$56,972 ▼-3.2%53,6410.1%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$1,611,2800.0%11,0000.1%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$1,571,202$93,120 ▲6.3%8,2340.1%Consumer Staples
EA SERIES TRUST
$1,514,726$1,514,726 ▲New Holding29,5430.1%ALPHA ARCHITECT
Nucor Corporation stock logo
NUE
Nucor
$1,462,827$12,184 ▲0.8%6,2430.1%Materials
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,396,866$27,775 ▲2.0%1,2070.1%Healthcare
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,358,562$31,857 ▼-2.3%12,6230.1%Technology
Bank of America Corporation stock logo
BAC
Bank of America
$1,321,374$24,275 ▼-1.8%24,2770.1%Finance
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$1,260,135$36,095 ▲2.9%37,0410.1%ETF
SPDR Doubleline Total Return Tactical ETF stock logo
TOTL
SPDR Doubleline Total Return Tactical ETF
$1,169,538$64,850 ▼-5.3%31,2540.1%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$1,165,122$33,484 ▲3.0%4,4540.1%Healthcare
FIRST TR EXCHNG TRADED FD VI
$1,150,269$19,249 ▼-1.6%26,9510.1%FT VEST U.S EQT
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,107,748$22,982 ▼-2.0%1,4460.1%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$1,099,755$41,320 ▲3.9%2,7680.1%Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,073,702$454,849 ▲73.5%4,9690.1%ETF
GE Aerospace stock logo
GE
GE Aerospace
$1,050,232$27,482 ▼-2.5%3,3630.1%Industrials
EA SERIES TRUST
$1,047,4510.0%17,8220.1%ALPHA ARCHITECT
EXXONMOBIL HOLDINGS CORP
$1,038,330$1,038,330 ▲New Holding6,3800.1%COM SHS
Visa Inc. stock logo
V
Visa
$1,034,620$159,919 ▲18.3%2,8790.1%Finance
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$1,030,195$9,910 ▼-1.0%20,7910.1%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$936,024$234,195 ▼-20.0%19,7640.1%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$934,304$90 ▼0.0%10,4240.1%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$930,689$45,809 ▼-4.7%3,2710.1%Consumer Discretionary
AMPLIFY ETF TR
$922,0440.0%7,6050.1%AMPLIFY CYBERSEC
Amgen Inc. stock logo
AMGN
Amgen
$907,512$90,625 ▲11.1%2,1530.1%Healthcare
McDonald's Corporation stock logo
MCD
McDonald's
$860,021$12,702 ▼-1.5%3,7240.1%Consumer Discretionary
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$857,0330.0%5,0700.1%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$824,8350.0%3,5610.1%ETF
TPG RE Finance Trust, Inc. stock logo
TRTX
TPG RE Finance Trust
$823,9470.0%126,7610.1%Finance
ENERGY TRANSFER L P
$818,5180.0%41,4020.1%COM UT LTD PTN
GE VERNOVA INC
$815,892$16,166 ▲2.0%8580.1%COM
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$813,248$37,955 ▲4.9%5,9780.1%ETF
LAM RESEARCH CORP
$757,991$26,637 ▲3.6%2,3050.0%COM NEW
MICRON TECHNOLOGY INC
$745,577$745,577 ▲New Holding7000.0%PUT
United Rentals, Inc. stock logo
URI
United Rentals
$734,573$355,277 ▲93.7%7340.0%Industrials
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$726,160$170,801 ▲30.8%1,4200.0%Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$722,595$10,995 ▼-1.5%3,2860.0%Technology
Intel Corporation stock logo
INTC
Intel
$717,568$117,350 ▲19.6%5,9680.0%Technology
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$700,8860.0%7,1930.0%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$684,566$183,915 ▲36.7%7,5970.0%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$682,6780.0%8,2280.0%ETF
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$650,428$35,654 ▲5.8%1,2770.0%Industrials
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$646,401$98,391 ▲18.0%14,0920.0%Communication Services
Altria Group, Inc. stock logo
MO
Altria Group
$639,649$747 ▲0.1%9,4220.0%Consumer Staples
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$635,049$146,304 ▲29.9%4,3710.0%Consumer Staples
WisdomTree U.S. LargeCap Fund stock logo
EPS
WisdomTree U.S. LargeCap Fund
$624,8100.0%7,8150.0%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$623,422$34,049 ▲5.8%7690.0%Industrials
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$610,542$31,540 ▼-4.9%7,6270.0%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$609,018$72,474 ▲13.5%4,1680.0%Healthcare
Chevron Corporation stock logo
CVX
Chevron
$605,892$83,522 ▲16.0%2,9670.0%Energy
Mplx Lp stock logo
MPLX
Mplx
$595,1900.0%10,5680.0%Energy
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$591,8690.0%5,0600.0%ETF
ProShares UltraPro QQQ stock logo
TQQQ
ProShares UltraPro QQQ
$578,5150.0%7,4140.0%ETF
Deere & Company stock logo
DE
Deere & Company
$576,252$29,620 ▲5.4%8560.0%Industrials

Showing largest 100 holdings. View all holdings.
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