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BFG

Bouchey Financial Group Portfolio holdings

AUM $1.55B
1-Year Est. Return 29.02%
This Fund
S&P 500
This Quarter Est. Return
+21.68%
1 Year Est. Return
+29.02%
3 Year Est. Return
+66.71%
5 Year Est. Return
+67.71%
10 Year Est. Return
+243.17%
AUM
$1.55B
AUM Growth
+$185M
Cap. Flow
+$31.4M
Cap. Flow %
2.03%
Top 10 Hldgs %
59.62%
Holding
203
New
30
Increased
72
Reduced
54
Closed
12

Top Buys

Rank Stock Value
1
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$50.3M
2
AIPO
Defiance AI & Power Infrastructure ETF
AIPO
+$38.6M
3
PVAL icon
Putnam Focused Large Cap Value ETF
PVAL
+$38.4M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$33.4M
5
MSFT icon
Microsoft
MSFT
+$27.7M

Top Sells

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$58.4M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$58.3M
3
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$30.6M
4
XOCT icon
FT Vest US Equity Enhance & Moderate Buffer ETF October
XOCT
+$29.3M
5
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$19.1M

Sector Composition

Rank Sector Weight
1 Technology 8.63%
2 Consumer Discretionary 2.13%
3 Financials 0.89%
4 Industrials 0.58%
5 Communication Services 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PM icon
51
Philip Morris
PM
$305B
$1.41M 0.09%
7,746
+264
+4% +$45.8K
NUE icon
52
Nucor
NUE
$56.4B
$1.38M 0.09%
6,191
+33
+0.5% +$7.47K
SCHM icon
53
Schwab US Mid-Cap ETF
SCHM
$14.6B
$1.33M 0.09%
35,980
-3,000
-8% -$103K
TOTL icon
54
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.1B
$1.3M 0.08%
32,987
-2,402
-7% -$94.9K
GE icon
55
GE Aerospace
GE
$375B
$1.29M 0.08%
3,451
+475
+16% +$149K
VTEB icon
56
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$1.25M 0.08%
24,709
+1,157
+5% +$58.1K
HD icon
57
Home Depot
HD
$335B
$1.21M 0.08%
3,432
+549
+19% +$179K
GOCT icon
58
FT Vest US Equity Moderate Buffer ETF October
GOCT
$262M
$1.14M 0.07%
27,402
-422,214
-94% -$17.2M
IVV icon
59
iShares Core S&P 500 ETF
IVV
$869B
$1.11M 0.07%
1,476
– –
TRTX
60
TPG RE Finance Trust
TRTX
$661M
$1.09M 0.07%
126,761
+61,145
+93% +$510K
ABBV icon
61
AbbVie
ABBV
$454B
$1.09M 0.07%
4,326
-363
-8% -$78.1K
VUSB icon
62
Vanguard Ultra-Short Bond ETF
VUSB
$8.93B
$1.04M 0.07%
20,991
-1,248
-6% -$62.1K
MCD icon
63
McDonald's
MCD
$192B
$1.02M 0.07%
3,779
+103
+3% +$29.5K
AAUA
64
Alpha Architect US Equity 3 ETF
AAUA
$367M
$1.01M 0.07%
17,822
– –
VNQ icon
65
Vanguard Real Estate ETF
VNQ
$39.8B
$1.01M 0.06%
10,425
– –
GEV icon
66
GE Vernova
GEV
$265B
$988K 0.06%
841
+78
+10% +$79.6K
LRCX icon
67
Lam Research
LRCX
$365B
$964K 0.06%
2,224
+284
+15% +$86.2K
IBM icon
68
IBM
IBM
$204B
$938K 0.06%
3,336
+260
+8% +$65.5K
PANW icon
69
Palo Alto Networks
PANW
$259B
$908K 0.06%
2,664
+106
+4% +$24.3K
META icon
70
Meta Platforms (Facebook)
META
$1.51T
$899K 0.06%
1,595
-7
-0.4% -$4.28K
VXF icon
71
Vanguard Extended Market ETF
VXF
$30.5B
$877K 0.06%
3,561
– –
IJR icon
72
iShares Core S&P Small-Cap ETF
IJR
$110B
$845K 0.05%
5,699
– –
V icon
73
Visa
V
$689B
$835K 0.05%
2,434
+327
+16% +$105K
IGM icon
74
iShares Expanded Tech Sector ETF
IGM
$9.92B
$829K 0.05%
5,070
– –
HACK icon
75
Amplify Cybersecurity ETF
HACK
$2.65B
$798K 0.05%
7,605
– –
1 2
3
4 5

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PMFA
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ZBNA
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BGCP
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MSA
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VWM
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IWA
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TNBTD
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Bouchey Financial Group's Q2 2026 Portfolio in Review

As of Q2 2026, Bouchey Financial Group held 203 positions worth $1.55B, up 14% from $1.36B the previous quarter. Its ten largest holdings account for 60% of the portfolio.

Bouchey Financial Group's Q2 2026 filing shows 30 new, 72 increased, 54 reduced and 12 closed positions. Its largest new stake was PIMCO Active Bond Exchange-Traded Fund: 545,883 shares worth $50.3M. The largest sale was Schwab US Dividend Equity ETF, an estimated $58.4M.

By sector, the portfolio is most concentrated in Technology at 8.6% of assets, up from 6.5% a quarter earlier, followed by Consumer Discretionary and Financials.

  • Bouchey Financial Group's largest Q2 2026 buy was PIMCO Active Bond Exchange-Traded Fund: 545,883 shares worth $50.3M.
  • Bouchey Financial Group added most to Microsoft in Q2 2026, an estimated $27.7M increase.
  • Bouchey Financial Group's biggest Q2 2026 reduction was Schwab US Dividend Equity ETF, cutting an estimated $58.4M.
  • Bouchey Financial Group fully exited VanEck Uranium + Nuclear Energy ETF in Q2 2026, selling an estimated $19.1M.
  • Bouchey Financial Group's ten largest holdings make up 60% of its $1.55B portfolio in Q2 2026.
  • Bouchey Financial Group opened 30 new positions and closed 12 in Q2 2026.
  • Bouchey Financial Group's portfolio value rose 14% quarter-over-quarter to $1.55B.

Based on Bouchey Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.